Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund <a href="https://www.smartkarma.com/entities/22754" target="_blank" data-smartkarma-citation="entities:22754">Vietnam Enterprise Investments Limited</a>, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently trades on the Irish Stock Exchange, may trade on the main market of the London Stock Exchange next month.  The company plans to hold an Extraordinary General Meeting on June the 21st to vote on the approval of this transfer, which is expected to potentially take place next month.  The fund currently manages over $850 million, and is most notable for…

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Equity Bottom-Up

Frasers Logistics & Commercial Trust / Equity Bottom-Up

Frasers Logistics & Commercial Trust (FLT SP)

<ul><li>Frasers REIT plans to sell a Melbourne office tower for $129M to an Australian tycoon, indicating a significant transaction in the real estate market.</li><li>Industry leaders from Hilton, KKR, CREAL, and Pegasus are convening in Singapore to discuss strategies for the hospitality sector at a forum.</li><li>Norges has appointed Alexander Knapp as the new Global Real Estate Head and Jason Leong as the new leader of Asia Fund following van den Berg's departure.</li></ul>

Frasers REIT plans to sell a Melbourne office tower for $129M to an Australian tycoon, indicating a significant transaction in the real estate market.Industry leaders from Hilton, KKR, CREAL, and Pegasus are convening in Singapore to discuss strategies for the hospitality sector at a forum.Norges has appointed Alexander Knapp as the new Global Real Estate Head and Jason Leong as the new leader of Asia Fund following van den Berg's departure.

Asia Real Estate Tracker (07-May-2025): Mt. Maunganui Cold Storage for Sale

<ul><li>Morgan Stanley purchases 50% stake in $380M Frasers Australian warehouse portfolio, expanding its real estate holdings.</li><li>CapitaLand seeks $380M China Mall REIT listing in Shanghai, showing confidence in China's retail market.</li><li>China experiences moderate home price growth in March, with some cities showing signs of recovery after recent slowdowns.</li></ul>

Morgan Stanley purchases 50% stake in $380M Frasers Australian warehouse portfolio, expanding its real estate holdings.CapitaLand seeks $380M China Mall REIT listing in Shanghai, showing confidence in China's retail market.China experiences moderate home price growth in March, with some cities showing signs of recovery after recent slowdowns.

Asia Real Estate Tracker (18-Apr-2025): Morgan Stanley buys 50% of Frasers Aussie Shed Portfolio.

US-EU Index Rebalances / Quantitative Researcher

Dimitris Ioannidis

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> and <a href="https://www.smartkarma.com/entities/oxford-nanopore-technologies-plc" target="_blank" data-smartkarma-citation="entities:34444:1" rel="noopener">Oxford Nanopore Technologies (ONT LN)</a> are newly eligible securities forecasted to be added to F250 due to the recent change of the FCA listing category framework.</li>
<li>
<a href="https://www.smartkarma.com/entities/ferrexpo-plc" target="_blank" data-smartkarma-citation="entities:24163:1" rel="noopener">Ferrexpo Plc (FXPO LN)</a> is the new forecasted addition-migration to F250 following its ~25% price jump over the last two days which made it surpass the entry threshold.</li>
<li>Applied Nutrition Plc (APN LN) is a newly eligible, forecasted to be added to small-cap following its IPO listing on 24 October 2024.</li>
</ul>



Deliveroo (ROO LN) and Oxford Nanopore Technologies (ONT LN) are newly eligible securities forecasted to be added to F250 due to the recent change of the FCA listing category framework.

Ferrexpo Plc (FXPO LN) is the new forecasted addition-migration to F250 following its ~25% price jump over the last two days which made it surpass the entry threshold.
Applied Nutrition Plc (APN LN) is a newly eligible, forecasted to be added to small-cap following its IPO listing on 24 October 2024.


FOOTSIE UK December 2024 Forecast (Final): ALW and STJ for Top 100; ROO and ONT for Next 250

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/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 F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).</li>
<li>Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).
Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.


Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

United Kingdom

Frasers Group PLC is a British retail, sport, real estate, intellectual property, and investment group. It specializes in the retail and wholesale of sports, leisure, fashion, and lifestyle products, operating through various segments including UK Sports and Premium Lifestyle. The company also offers financial services via Frasers Plus. Frasers Group is headquartered in Shirebrook, Derbyshire, United Kingdom, and was founded in 1982.

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Frasers Group (FRAS LN)

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...

Nomadic Equity

Asia Real Estate Tracker (07-May-2025): Mt. Maunganui Cold Storage for Sale

Frasers REIT to sell Melbourne office tower for $129M, hospitality strategies discussed at Singapore Forum, Jason Leong new head of Asia Fund,...

Asia Real Estate Tracker

Asia Real Estate Tracker (18-Apr-2025): Morgan Stanley buys 50% of Frasers Aussie Shed Portfolio.

Morgan Stanley acquires half of Frasers' Australian portfolio, CapitaLand applies for China Mall REIT listing, and China's home prices stabilize in...

Asia Real Estate Tracker

FOOTSIE UK December 2024 Forecast (Final): ALW and STJ for Top 100; ROO and ONT for Next 250

Deliveroo and Oxford Nanopore set to join footsie 250 due to a change in the FCA listing category under the new framework. Ferrexpo Plc is a new...

Dimitris Ioannidis

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

There are multiple names close to the border and depending on how prices move today, these names can get involved in index changes or miss out on...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Dragon Capital's VEIL Fund: A 3rd London Listing for Vietnam May Emerge Next Month

Transition from the Irish Stock Exchange to the London Stock ExchangeDragon Capital’s fund Vietnam Enterprise Investments Limited, which currently...

Nomadic Equity

Asia Real Estate Tracker (07-May-2025): Mt. Maunganui Cold Storage for Sale

Frasers REIT to sell Melbourne office tower for $129M, hospitality strategies discussed at Singapore Forum, Jason Leong new head of Asia Fund,...

Asia Real Estate Tracker

Asia Real Estate Tracker (18-Apr-2025): Morgan Stanley buys 50% of Frasers Aussie Shed Portfolio.

Morgan Stanley acquires half of Frasers' Australian portfolio, CapitaLand applies for China Mall REIT listing, and China's home prices stabilize in...

Asia Real Estate Tracker

FOOTSIE UK December 2024 Forecast (Final): ALW and STJ for Top 100; ROO and ONT for Next 250

​Deliveroo and Oxford Nanopore set to join footsie 250 due to a change in the FCA listing category under the new framework. Ferrexpo Plc is a new...

Dimitris Ioannidis

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

There are multiple names close to the border and depending on how prices move today, these names can get involved in index changes or miss out on...

Janaghan Jeyakumar, CFA

Deliveroo and Oxford Nanopore set to join footsie 250 due to a change in the FCA listing category under the new framework. Ferrexpo Plc is a new...