REA Group (REA AU) Vs. News Corp (NWS AU): Owner Diverges From Its Growth Engine
News Corp has most recently outperformed its own growth subsidiary REA Group. Mean reversion suggests going long REA Group Ltd and short News Corp.
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Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
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Select Sector Indices and S&P Equal Weight Rebalance Preview: US$17bn Round-Trip Trade
Capping changes for the Select Sector indices and Equal Weight Index will result in a round-trip trade of US$17.4bn. There are some stocks with...
462 Views
S&P500/400/600/Equal-Weight Flows for March 2025 Rebalance
The S&P500/400/600 rebalance was largely as expected. Williams Sonoma was our "first" pick to get in. It did. APP was the obvious entry which we...
494 Views
Last Week in Event SPACE: Shinko Electric, REA Group, Macromill, CNBM, Prosus/Tencent
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
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