MV Global Rare Earth/Strategic Metals Index Rebalance: Multiple Flows for the Adds
There are 2 adds in Sep. The constituent, float, capping changes result in an estimated one-way turnover of 7.7% and in a round-trip trade of...
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EQ Resources (EQR AU): Synthetic Expert Call Transcript (20 Jul 2026)
The off-market handover of Oaktree’s entire 16.8% stake (862.1 million shares and 35.6 million options) to Andrew Forrest’s Wonongarra Pty Ltd for...
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Twiggy Gets Some EQ Resources Exposure
EQR is a rare tungsten play. But it is also up 676% in the past 12 months. I don't have a strong conviction here. Evidently Twiggy does. In this...
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S&P/ASX Indices: M&A-Driven Ad Hoc Changes in Nov & Impact on the Dec Rebalance
The Genesis/Vault merger and the Steadfast acquisition are expected to complete in Nov. That leads to adhoc index inclusions and other flows. Then...
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Quiddity Leaderboard ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes
Although we currently see zero changes for ASX 50, there are multiple potential DELs close to the deletion border. If they underperform other...
136 Views