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...
632 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...
736 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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StubWorld: REA Group Dives As CoStar Muscles Into Turf
REA's forwards valuations are punchy. The entrance of CoStar will shake-up REA's two decade long dominance. If News Corp materially sells off on...
447 Views