Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>There is 1 add/delete for the MarketVector Global Uranium and Nuclear Energy Index, and no constituent changes for the MVIS Global Uranium &amp; Nuclear Energy Infrastructure Index in September.</li>
<li>
<a href="https://www.smartkarma.com/entities/boss-energy" target="_blank" data-smartkarma-citation="entities:4823:1" rel="noopener">Boss Energy (BOE AU)</a> is an add, <a href="https://www.smartkarma.com/entities/encore-energy-corp" target="_blank" data-smartkarma-citation="entities:39218:1" rel="noopener">Encore Energy (EU US)</a> is a delete, and there is a listing switch for <a href="https://www.smartkarma.com/entities/isoenergy-ltd" target="_blank" data-smartkarma-citation="entities:43145:1" rel="noopener">IsoEnergy (ISO CN)</a>. </li>
<li>The round-trip trade across both indices is US$824m with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.</li>
</ul>


There is 1 add/delete for the MarketVector Global Uranium and Nuclear Energy Index, and no constituent changes for the MVIS Global Uranium &amp; Nuclear Energy Infrastructure Index in September.

Boss Energy (BOE AU) is an add, Encore Energy (EU US) is a delete, and there is a listing switch for IsoEnergy (ISO CN). 
The round-trip trade across both indices is US$824m with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.


MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$824m Trade

<ul>
<li>There is 1 add/delete for the MVIS Global Uranium &amp; Nuclear Energy Index while there are no constituent changes for the MarketVector Global Uranium and Nuclear Energy Infrastructure Index.</li>
<li>
<a href="https://www.smartkarma.com/entities/isoenergy-ltd" target="_blank" data-smartkarma-citation="entities:43145:1" rel="noopener">IsoEnergy (ISO CN)</a> will replace <a href="https://www.smartkarma.com/entities/ur-energy-inc-845bf87b-f51b-4d57-8b7e-f6696dc23213" target="_blank" data-smartkarma-citation="entities:39270:1" rel="noopener">Ur-Energy (URG US)</a> in the MVIS Global Uranium &amp; Nuclear Energy Index at the close on 20 March.</li>
<li>The round-trip trade across both indices is US$1.05bn with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.</li>
</ul>


There is 1 add/delete for the MVIS Global Uranium &amp; Nuclear Energy Index while there are no constituent changes for the MarketVector Global Uranium and Nuclear Energy Infrastructure Index.

IsoEnergy (ISO CN) will replace Ur-Energy (URG US) in the MVIS Global Uranium &amp; Nuclear Energy Index at the close on 20 March.
The round-trip trade across both indices is US$1.05bn with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.


MV Global Uranium & Nuclear Energy/Infra Index Rebalance: US$1.05bn Net Trade Across Indices

<ul>
<li>There is 1 add/delete for the MarketVector Global Uranium and Nuclear Energy Infrastructure Index while there are no constituent changes for the MVIS Global Uranium &amp; Nuclear Energy Index.</li>
<li>
<a href="https://www.smartkarma.com/entities/encore-energy-corp" target="_blank" data-smartkarma-citation="entities:39218:1" rel="noopener">Encore Energy (EU US)</a> will replace <a href="https://www.smartkarma.com/entities/boss-energy" target="_blank" data-smartkarma-citation="entities:4823:1" rel="noopener">Boss Energy (BOE AU)</a> in the MarketVector Global Uranium and Nuclear Energy Infrastructure Index. </li>
<li>The round-trip trade across both indices is US$445m with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.</li>
</ul>


There is 1 add/delete for the MarketVector Global Uranium and Nuclear Energy Infrastructure Index while there are no constituent changes for the MVIS Global Uranium &amp; Nuclear Energy Index.

Encore Energy (EU US) will replace Boss Energy (BOE AU) in the MarketVector Global Uranium and Nuclear Energy Infrastructure Index. 
The round-trip trade across both indices is US$445m with capping changes resulting in much bigger flow for the MVIS Global Uranium &amp; Nuclear Energy Index.


MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$445m Trade

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Constellation Energy Corporation (CEG) reported strong operational and financial results in its second quarter, reflecting the effectiveness of its strategic initiatives and robust market demand for its offerings.</li><li>The company posted GAAP earnings of $2.67 per share and adjusted operating earnings of $1.91 per share, both of which surpassed the same period last year.</li><li>The improvement was underpinned by the energy producer's solid operational performance, strategic customer agreements, and effective cost management.</li></ul>

Constellation Energy Corporation (CEG) reported strong operational and financial results in its second quarter, reflecting the effectiveness of its strategic initiatives and robust market demand for its offerings.The company posted GAAP earnings of $2.67 per share and adjusted operating earnings of $1.91 per share, both of which surpassed the same period last year.The improvement was underpinned by the energy producer's solid operational performance, strategic customer agreements, and effective cost management.

Constellation Energy: Strategic Acquisitions & Growth in Data Center Energy Consumption To Build A Long-Term Growth Trajectory!

<ul><li>Constellation Energy Corporation's first-quarter earnings provided a detailed view into its financial and operational positions, as well as strategic undertakings in the current energy landscape.</li><li>The company reported GAAP earnings of $0.38 per share and adjusted operating earnings of $2.14 per share, indicating a strong performance characterized by a robust commercial outcome and effective portfolio management against market volatility.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Constellation Energy Corporation's first-quarter earnings provided a detailed view into its financial and operational positions, as well as strategic undertakings in the current energy landscape.The company reported GAAP earnings of $0.38 per share and adjusted operating earnings of $2.14 per share, indicating a strong performance characterized by a robust commercial outcome and effective portfolio management against market volatility.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Constellation Energy: Riding The Electrification Wave with Nuclear Certainty & Revenue Resilience!

United States

Constellation Energy Corporation produces carbon-free energy and sustainable solutions. The Company generates and distributes nuclear, hydro, wind, and solar energy solutions. Constellation Energy serves homes, institutional customers, public sectors, community aggregations, and businesses in the United States.

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Constellation Energy (CEG US)

MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$824m Trade

Boss Energy replaces Encore Energy in the NLR ETF. The round-trip trade across NLR and NUCL is US$824m. IsoEnergy's inclusion in the indices shifts...

Brian Freitas

MV Global Uranium & Nuclear Energy/Infra Index Rebalance: US$1.05bn Net Trade Across Indices

IsoEnergy will replace Ur-Energy in the NLR ETF. The round-trip trade across both indices is US$1.05bn. There are a few stocks with over 1x ADV to...

Brian Freitas

MV Global Uranium & Nuclear Energy/Infra Index Rebalance: Changes Lead to US$445m Trade

Encore Energy replaces Boss Energy in the NUCL ETF. The round-trip trade across both indices is US$445m. Few stocks with over 0.5x ADV to trade...

Brian Freitas

Constellation Energy: Strategic Acquisitions & Growth in Data Center Energy Consumption To Build A Long-Term Growth Trajectory!

Constellation Energy Corporation (CEG) reported strong operational and financial results in its second quarter, reflecting the effectiveness of...

Baptista Research

Constellation Energy: Riding The Electrification Wave with Nuclear Certainty & Revenue Resilience!

Constellation Energy Corporation's first-quarter earnings provided a detailed view into its financial and operational positions, as well as...

Baptista Research

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Market Cap (USDm)

P/E

Dividend (Yield)