Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

Interactive Brokers Group, Inc / Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The rankings used for the June 2025 index rebal event will be based on yesterday's (4th June 2025) opening prices. The announcement will be after the close on Friday.</li>
<li>In this insight, we take a look at our final expectations for ADDs/DELs (along with a tracker of all live spinoff/M&amp;A events which affect the index the next two quarters).</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The rankings used for the June 2025 index rebal event will be based on yesterday's (4th June 2025) opening prices. The announcement will be after the close on Friday.
In this insight, we take a look at our final expectations for ADDs/DELs (along with a tracker of all live spinoff/M&amp;A events which affect the index the next two quarters).


[Quiddity Index Jun25] S&P500/600 Jun25 Rebal: Final Predictions APP and IBKR

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

Equity Bottom-Up

<ul>
<li>This model seeks companies facing dangerously high leverage coupled with negative or declining cash flows.  It considers interest expense, capex and short term maturities for additional input. </li>
<li>The companies may not be viable given cash flows and capital structures.  These shorts tend to have  higher betas  and can have strong down moves as the crisis is recognized.</li>
<li>This week we flag: Beyond Meat, Madison Sqr Garden, Trinity, Portillo, Jack in the Box</li>
</ul>


This model seeks companies facing dangerously high leverage coupled with negative or declining cash flows.  It considers interest expense, capex and short term maturities for additional input. 
The companies may not be viable given cash flows and capital structures.  These shorts tend to have  higher betas  and can have strong down moves as the crisis is recognized.
This week we flag: Beyond Meat, Madison Sqr Garden, Trinity, Portillo, Jack in the Box


Solvency Risk Short Candidates: Beyond Meat, Madison Sqr Garden, Trinity, Portillo, Jack in the Box

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p>Key Points:</p><ul>
<li>Consumer Discretionary retailers and restaurants continue to demonstrate leadership characteristics. Many are breaking to new price and RS highs.</li>
<li>A number of small-cap E&amp;P’s have developed bullish bases and continue to have constructive RS trends.</li>
<li>A few semi supplier stocks are breaking price and RS downtrends.</li>
</ul>

Key Points:
Consumer Discretionary retailers and restaurants continue to demonstrate leadership characteristics. Many are breaking to new price and RS highs.
A number of small-cap E&amp;P’s have developed bullish bases and continue to have constructive RS trends.
A few semi supplier stocks are breaking price and RS downtrends.


United States

Jack in the Box Inc. operates and franchises Jack in the Box fast-food restaurants and Qdoba Mexican Grill restaurants. The Company provides a variety of food items including hamburgers, specialty sandwiches, salads, Mexican food, finger foods, and side items. Jack in the Box offers its products and services throughout the United States and Canada.

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Jack In The Box (JACK US)

[Quiddity Index Jun25] S&P500/600 Jun25 Rebal: Final Predictions APP and IBKR

The S&P500 June rebal comes after the close on Friday 6 June. We expect two ADDs and two DELETEs but the S&P Index Committee is fickle...

Travis Lundy

Solvency Risk Short Candidates: Beyond Meat, Madison Sqr Garden, Trinity, Portillo, Jack in the Box

This model seeks companies facing dangerously high leverage coupled with negative or declining cash flows. This week we flag: Beyond Meat,...

Eric Fernandez, CFA

Vital Signs: Actionable U.S. Stocks

Key Points: Consumer Discretionary retailers and restaurants continue to demonstrate leadership characteristics. Many are breaking to new price and...

Vermilion Research

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52-week Range

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