ASX200 Index Adhoc Rebalance: Judo Capital to Replace CSR; Positioning Appears Light
Judo Capital will replace CSR in the ASX200 at the close on 19 June. There is a lot of JDO stock to be bought by passives and positioning is likely...
475 Views
S&P/ASX Index Rebalance (June 2024): Changes, Flows, Impact, Shorts & Positioning
There is 1 change for the ASX20, 1 change for the ASX50, 2 changes for the ASX100 in June. Codan and Judo Capital are locked in a race to replace...
521 Views
Merger Arb Mondays (10 Jun) - GA Pack, Asia Cement, CPMC, Nagatanien, APM, Ansarada, Genex, Hollysys
This week, the highest gross spreads are HEC Pharma (121.3%), Hollysys (18.9%), Ansarada (11.6%), Asia Cement China (11.1%), GA Pack (10.4%),...
631 Views
Quiddity ASX Jun 24 Rebal: Regular Index Changes + One Potential Intra-Review Replacement
We see Judo Capital (JDO AU) as the potential ASX 200 intra-review replacement for CSR (CSR AU). Coda (CDA AU) is a close-second.
478 Views
(Mostly) Asia-Pac M&A: CPMC, Nagatanien, APM Services, Altium, Austal, Shinko Elect, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
557 Views