Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

<ul><li>Extra Edition of the Broker Call Report</li></ul>

Australian Broker Call *Extra* Edition - Jul 07, 2025

<ul>
<li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li>
</ul>


Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions


Rudi's View: CBA, Life360, ResMed, Zip & More

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>Couple of days ago, I published my index change expectations for the ASX index family in the run up to the September 2025 index review (<a href="https://www.smartkarma.com/insights/quiddity-leaderboard-asx-sep25-spartan-ramelius-deal-consequences-many-high-impact-index-changes" target="_blank" rel="noopener">link</a>).</li>
<li>After market close yesterday, the index provider announced a market consultation on potential changes to the index methodology which could become effective during the September review if it gets approved.</li>
<li>This is a short insight with our revised ranks for the potential ADDs and DELs <em>assuming the market consultation gets approved.</em>
</li>
</ul>


Couple of days ago, I published my index change expectations for the ASX index family in the run up to the September 2025 index review (link).
After market close yesterday, the index provider announced a market consultation on potential changes to the index methodology which could become effective during the September review if it gets approved.
This is a short insight with our revised ranks for the potential ADDs and DELs assuming the market consultation gets approved.



Quiddity Leaderboard ASX Sep25: Update with New Important Market Consultation Implications

Australia

Nanosonics Limited is a life science company.  The Company researches, develops, and commercializes a range of disinfection and sterilization technologies that are utilized for infection control and decontamination.

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Nanosonics Ltd (NAN AU)

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

Australian Broker Call Extra Edition - Jul 07, 2025

Extra Edition of the Broker Call Report

FNArena

Rudi's View: CBA, Life360, ResMed, Zip & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Quiddity Leaderboard ASX Sep25: Update with New Important Market Consultation Implications

There are some changes to our flow expectations under the newly proposed methodology changes for the ASX index family which could become effective...

Janaghan Jeyakumar, CFA

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