S&P/ASX Index Rebalance (Mar 2025): SIG Is the BIG One; Changes Galore Across Indices
There are 40 constituent changes across the indices. SIG is an add to 2 indices and also an upweight in 2 others - so big buying. The adds have...
1.5k Views
S&P/ASX Index Rebalance Preview: Changes Stable as Adds Outperform Deletes Bigly
There could be 39 changes for the S&P/ASX family in March. The forecast adds continue to outperform the forecast deletes in all indices. Huge...
1.3k Views
Myer Holdings Limited - Pinch Point but Path Intact
MYR issued a trading update noting like-for-like sales for the 22 weeks through 28th December were in line with the PcP whilst total sales were...
441 Views
S&P/ASX Index Rebalance Preview: Lots of Change; Could Be More with Sigma/CWG Merger
There could be 36 changes for the ASX indices in March. There is big flow and impact. The Sigma merger with CWG will result in over A$2bn of...
1.3k Views
Myer Holdings Limited - It's a Fair Deal (And a Good Deal)
The EPS accretion and valuation assessments were within the realms of our thinking and we consider there to be limited new material financial...
519 Views