Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2025 index rebal event.</li>
<li>We see up to five M&amp;A-related intra-review changes for the F250 index in the run up to the June 2025 review. Many could be <em>very</em> high impact.</li>
<li>Separately, there could be one regular index change for the F250 index in June 2025. At present, we do not see any changes for the F100 index.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2025 index rebal event.
We see up to five M&amp;A-related intra-review changes for the F250 index in the run up to the June 2025 review. Many could be very high impact.
Separately, there could be one regular index change for the F250 index in June 2025. At present, we do not see any changes for the F100 index.


Quiddity Leaderboard F100/F250 Jun25: Multiple High-Impact Intra-Review Index Additions Likely

Coca-Cola Europacific Partners / Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2025 index rebal event.</li>
<li>The final rankings will be decided based on the full market cap at the close of trading today (3rd March 2025).</li>
<li>Based on the current numbers, we see one change for the F100 index and three changes for the F250 index in March 2025.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2025 index rebal event.
The final rankings will be decided based on the full market cap at the close of trading today (3rd March 2025).
Based on the current numbers, we see one change for the F100 index and three changes for the F250 index in March 2025.


Quiddity Leaderboard F100/F250 Mar25: Base Date for Ranks; Hargreaves Lansdown M&A Change Soon!

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.</li>
<li>We see up to three M&amp;A-related intra-review changes in the next few months.</li>
<li>Our latest estimates suggest there could be one regular change for the F100 index and at least two changes for the F250 index during the March 2025 rebalance.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.
We see up to three M&amp;A-related intra-review changes in the next few months.
Our latest estimates suggest there could be one regular change for the F100 index and at least two changes for the F250 index during the March 2025 rebalance.


Quiddity Leaderboard F100/F250 Mar25: High-Impact Intra-Review Additions Possible

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.</li>
<li>We see up to four M&amp;A-related intra-review changes in the run up to the March 2025 review.</li>
<li>Our latest estimates suggest there could be one regular change for the F100 index and one change for the F250 index during the March 2025 rebalance. </li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.
We see up to four M&amp;A-related intra-review changes in the run up to the March 2025 review.
Our latest estimates suggest there could be one regular change for the F100 index and one change for the F250 index during the March 2025 rebalance. 


Quiddity Leaderboard F100/F250 Mar 25: Mega Addition for Coke & Multiple Intra-Review Changes Likely

<ul>
<li>In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.</li>
<li>Separately, we see multiple M&amp;A-related intra-review changes in the next few months.</li>
<li>There could also be more regular changes during the December 2024 rebalanced event</li>
</ul>


In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.
Separately, we see multiple M&amp;A-related intra-review changes in the next few months.
There could also be more regular changes during the December 2024 rebalanced event


Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Bermuda

Ocean Wilsons is an investment holding company that manages a diversified portfolio of international investments, including publicly quoted and private assets. It previously provided maritime and logistics services in Brazil through its subsidiary Wilson Sons S.A., but divested this stake in December 2025. The company was founded in 1907 and is headquartered in Hamilton, Bermuda.

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Ocean Wilsons (OCN LN)

Quiddity Leaderboard F100/F250 Jun25: Multiple High-Impact Intra-Review Index Additions Likely

Most of the intra-review replacement candidates have well in excess of 10x ADV to buy if they get added to the F250 index. Some of these names...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Mar25: Base Date for Ranks; Hargreaves Lansdown M&A Change Soon!

Today is the base date for rankings. The index changes will be confirmed after market close tomorrow. There could be multiple regular ADDs/DELs and...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Mar25: High-Impact Intra-Review Additions Possible

Most of the names leading the race for F250 addition have more than 10x ADV to trade and some of these names could get added on an intra-review basis.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Mar 25: Mega Addition for Coke & Multiple Intra-Review Changes Likely

There are multiple possibilities of intra-review index changes for the F100/250 family in 1Q CY2025. It might be a good idea to revisit this insight.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Deliveroo could get into F250 in December 2024 while Coca-Cola might have to wait until March 2025 to get into F100 due to a minimum listing period...

Janaghan Jeyakumar, CFA

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