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 F100 and F250 in the run up to the September 2023 Rebalance.</li>
<li>I currently expect two changes for the F100 index and three changes for the F250 index.</li>
<li>As always, there are several names lurking just outside the borders and could be involved in index changes in September 2023 if there are sharp price changes.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run up to the September 2023 Rebalance.
I currently expect two changes for the F100 index and three changes for the F250 index.
As always, there are several names lurking just outside the borders and could be involved in index changes in September 2023 if there are sharp price changes.


Quiddity Leaderboard F100/​​250 Sep 23: Two F100 Change and Three F250 Changes Likely

Quality-first, Business-perspective Strategy, Urbem (HK) Limited

Steven Chen

Quality-first, Business-perspective Strategy

Equity Bottom-Up

<ul>
<li>The share of BOTB has been hammered this year;</li>
<li>But was Mr. Market right to panic?</li>
<li>Through a deep dive into the company's business economics and valuation, I see a favorable risk-reward ratio for BOTB's long-term shareholders at this level.</li>
</ul>


The share of BOTB has been hammered this year;
But was Mr. Market right to panic?
Through a deep dive into the company's business economics and valuation, I see a favorable risk-reward ratio for BOTB's long-term shareholders at this level.


Best of the Best PLC: There Appears to Be Some Money Left on the Table

United Kingdom

Moonpig Group PLC is an internet-based retail company. The Company offers personalised greeting cards, flowers, and gifts. Moonpig Group serves customers the United Kingdom, Australia, and the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Moonpig Group PLC (MOON LN)

Quiddity Leaderboard F100/250 Sep 23: Two F100 Change and Three F250 Changes Likely

Newly-listed cross-border payment services provider Cab Payments Holdings Plc (CABP LN) could be added to the F250 index in September 2023 unless...

Janaghan Jeyakumar, CFA

Best of the Best PLC: There Appears to Be Some Money Left on the Table

Asset-light, scalable, cash-rich operations, prudent capital allocation, and a depressed share price can mean a favorable risk-reward ratio for...

Steven Chen

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Quiddity Leaderboard F100/​​250 Sep 23: Two F100 Change and Three F250 Changes Likely

Newly-listed cross-border payment services provider Cab Payments Holdings Plc (CABP LN) could be added to the F250 index in September 2023 unless...

Janaghan Jeyakumar, CFA

Best of the Best PLC: There Appears to Be Some Money Left on the Table

Asset-light, scalable, cash-rich operations, prudent capital allocation, and a depressed share price can mean a favorable risk-reward ratio for...

Steven Chen

Quiddity Leaderboard F100/250 Sep 23: Two F100 Change and Three F250 Changes Likely