Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>The AI trade took the S&P500 and Nasdaq to new highs (again) with markets in Japan and Europe rallying also.</li><li> The Australian market stumbled on Governor Bullock's hawish tone yesterday.</li><li>ASX200 futures are pointing to another day of net weakness.</li></ul>

The AI trade took the S&P500 and Nasdaq to new highs (again) with markets in Japan and Europe rallying also. The Australian market stumbled on Governor Bullock's hawish tone yesterday.ASX200 futures are pointing to another day of net weakness.

Macquarie Group Ltd - The Overnight Report: AI Fuels New Highs

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the September 2025 index rebal event.</li>
<li>Currently, a market consultation is being conducted and there could be several significant changes made to the index selection process.</li>
<li>The official index changes will be announced after the close on Friday 5th September 2025.</li>
</ul>


In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the September 2025 index rebal event.
Currently, a market consultation is being conducted and there could be several significant changes made to the index selection process.
The official index changes will be announced after the close on Friday 5th September 2025.


Quiddity Leaderboard ASX Sep25: Exp ADDs Down Vs Exp DELs Since Methodology Change; Time to Reverse?

<ul><li>A global perspective on what happened overnight</li></ul>

A global perspective on what happened overnight

Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves

<ul><li>A brief look at important company events and economic data releases next week </li></ul>

A brief look at important company events and economic data releases next week 

Origin Energy Ltd - Next Week At A Glance - 14-18 Jul 2025

Thematic (Sector/Industry)

<ul>
<li>The RBA threw a spanner in the markets' almost universally anticipated -25bps rate cut, but both ASX200 and the AUD recovered to the previous day's levels.</li>
<li>The RBA will now cut in August, right?</li>
<li>After a muted overnight session, with more Trump tariff rumblings on copper and pharmaceuticals, the ASX200 futures suggest a slightly softer start to Wednesday.</li>
</ul>


The RBA threw a spanner in the markets' almost universally anticipated -25bps rate cut, but both ASX200 and the AUD recovered to the previous day's levels.
The RBA will now cut in August, right?
After a muted overnight session, with more Trump tariff rumblings on copper and pharmaceuticals, the ASX200 futures suggest a slightly softer start to Wednesday.


The Overnight Report: Copper & Pharma Fright

Australia

DroneShield Limited provides drone detection technology. The Company offers analysis, identification, and alerts solutions. DroneShield serves the detention, airport, government, commercial, and infrastructure sectors.

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DroneShield Ltd (DRO AU)

Macquarie Group Ltd - The Overnight Report: AI Fuels New Highs

The AI trade took the S&P500 and Nasdaq to new highs (again) with markets in Japan and Europe rallying also. The Australian market stumbled...

FNArena

Quiddity Leaderboard ASX Sep25: Exp ADDs Down Vs Exp DELs Since Methodology Change; Time to Reverse?

We believe the newly proposed methodology would be implemented during the September 2025 index review. The expected ADDs have been underperforming...

Janaghan Jeyakumar, CFA

Macquarie Telecom Group Ltd - The Overnight Report: US-EU Talks Calm Nerves

A global perspective on what happened overnight

FNArena

Origin Energy Ltd - Next Week At A Glance - 14-18 Jul 2025

A brief look at important company events and economic data releases next week

FNArena

The Overnight Report: Copper & Pharma Fright

The RBA threw a spanner in the markets' almost universally anticipated -25bps rate cut, but both ASX200 and the AUD recovered to the previous day's...

FNArena

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