Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver mining companies listed around the world.</li>
<li>This index is reviewed and rebalanced quarterly during which names can be added or deleted from the index. Our expectations for the March 2026 index rebal event are presented here.</li>
<li>At the moment, we expect <em>at least</em> two ADDs for March 2026, with one-way flow of US$2.9bn. </li>
</ul>


The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver mining companies listed around the world.
This index is reviewed and rebalanced quarterly during which names can be added or deleted from the index. Our expectations for the March 2026 index rebal event are presented here.
At the moment, we expect at least two ADDs for March 2026, with one-way flow of US$2.9bn. 


[Quiddity Index] MV Global Gold Miners Mar26: 2 ADDs Likely, One More Maybe; US$2.9bn One-Way Flow

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Vulcan Energy Resources / Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the March 2026 index rebal event.</li>
<li>We expect one change for ASX 50, one change for ASX 100, and three changes for ASX 200. Separately we see 14 ADDs and 8 DELs for ASX 300.</li>
<li>The official index changes will be announced after the close on Friday 5th March 2026.</li>
</ul>


In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the March 2026 index rebal event.
We expect one change for ASX 50, one change for ASX 100, and three changes for ASX 200. Separately we see 14 ADDs and 8 DELs for ASX 300.
The official index changes will be announced after the close on Friday 5th March 2026.


Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-Australia in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Santos, Lynas Rare Earths, WiseTech Global, Woodside Energy, National Australia Bank, Rio Tinto, CSL.</li>
</ul>


We analysed the earning revision of component stocks of MS-Australia in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Santos, Lynas Rare Earths, WiseTech Global, Woodside Energy, National Australia Bank, Rio Tinto, CSL.


MS-Australia Index Earning Revision (Dec): Santos, Lynas Rare Earths, WiseTech Global

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Dec 19th (reported today). The aggregated short interest was USD29.0bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Transurban, ANZ, Brambles, Sigma Pharmaceuticals, BHP.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Dec 19th (reported today). The aggregated short interest was USD29.0bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Transurban, ANZ, Brambles, Sigma Pharmaceuticals, BHP.


ASX Short Interest Weekly (Dec 18th): Transurban, ANZ, Brambles, Sigma Pharmaceuticals, BHP

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Dec 12th (reported today). The aggregated short interest was USD29.2bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre, Metcash.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Dec 12th (reported today). The aggregated short interest was USD29.2bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre, Metcash.


ASX Short Interest Weekly (Dec 12th): JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre

Australia

Northern Star Resources Ltd manufactures precious metals. The Company provides mining and production of gold. Northern Star Resources serves customers in Australia and North America.

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

Northern Star Resources (NST AU)

[Quiddity Index] MV Global Gold Miners Mar26: 2 ADDs Likely, One More Maybe; US$2.9bn One-Way Flow

MV Global Gold may see 2-3 ADDs but the vast majority of the flows will come from re-capping/un-capping as smalls have outperformed the large.

Travis Lundy

Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade

With roughly five weeks left in the reference period, our expectations for the ASX March 2026 index review can still change since there are...

Janaghan Jeyakumar, CFA

MS-Australia Index Earning Revision (Dec): Santos, Lynas Rare Earths, WiseTech Global

We analyzed MS-Australia's consensus for Dec 2025 and highlighted changes of EPS in Santos, Lynas Rare Earths, WiseTech Global, Woodside Energy,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Dec 18th): Transurban, ANZ, Brambles, Sigma Pharmaceuticals, BHP

We analyzed ASX short interest report for the past week and highlight short interest changes in Transurban, ANZ, Brambles, Sigma Pharmaceuticals, BHP.

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Dec 12th): JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre

We analyzed ASX short interest report for the past week and highlight short interest changes in JB Hi-Fi, National Australia Bank, Bluescope Steel,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)