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>FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.</li><li>Today's idea is Paladin Energy.</li></ul>

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.Today's idea is Paladin Energy.

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ADDs/DELs for the ASX index family for the June 2026 index rebal event were announced after market close on Friday 5th June 2026.</li>
<li>There are 14 index changes collectively for ASX 50, ASX 100, and ASX 200. No changes for ASX 20. </li>
<li>In this insight, we take a look at our final flow expectations for each of these confirmed index changes. There are several impacts of 5 days of trading or more.</li>
</ul>


The ADDs/DELs for the ASX index family for the June 2026 index rebal event were announced after market close on Friday 5th June 2026.
There are 14 index changes collectively for ASX 50, ASX 100, and ASX 200. No changes for ASX 20. 
In this insight, we take a look at our final flow expectations for each of these confirmed index changes. There are several impacts of 5 days of trading or more.


Quiddity ASX Jun26 Results: 12/14 Correctly Predicted; Others Were Next In Line

<ul><li>Paladin Energy shares have bounced from recent retracement, now consolidating under the recent high.</li><li>Fairmont Equities' Michael Gable sees a bullish sign ahead of the next move upwards.</li></ul>

Paladin Energy shares have bounced from recent retracement, now consolidating under the recent high.Fairmont Equities' Michael Gable sees a bullish sign ahead of the next move upwards.

External broker reports(aggregated public sources), Bell Potter Securities

Bell Potter

External broker reports(aggregated public sources)

Bell Potter Securities

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to individuals, institutions and corporations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>1HFY26 – Nothing to reportPDN recorded revenue of US$138m (+79% vs PcP, inline with our estimate of US$139m).</li><li>COGS were US$91.3m, excluding depreciation, (BPe US$93.8m), largely inline with our expectations.</li><li>Profit before tax was US$9.26m, BPe US$6.2m.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

1HFY26 – Nothing to reportPDN recorded revenue of US$138m (+79% vs PcP, inline with our estimate of US$139m).COGS were US$91.3m, excluding depreciation, (BPe US$93.8m), largely inline with our expectations.Profit before tax was US$9.26m, BPe US$6.2m.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Paladin Energy (PDN): Strong Finish on the Cards

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

Shenton Research

Shenton 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 analyzed the changes in short interest of ASX Stocks as of Oct 2nd (reported today). The aggregated short interest was USD50.5bn.</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 Northern Star Resources, Alcoa, Wesfarmers, Brambles, Suncorp.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Oct 2nd (reported today). The aggregated short interest was USD50.5bn.
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 Northern Star Resources, Alcoa, Wesfarmers, Brambles, Suncorp.


ASX Short Interest Weekly (Oct 2nd): Northern Star Resources, Alcoa, Wesfarmers, Brambles, Suncorp

Australia

Paladin Energy Ltd operates as a mining company. The Company explores and mines uranium. Paladin Energy serves customers worldwide.

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Paladin Energy (PDN AU)

Treasure Chest: Paladin Energy

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is Paladin Energy.

FNArena

Quiddity ASX Jun26 Results: 12/14 Correctly Predicted; Others Were Next In Line

Out of the 14 confirmed changes, 12 were in our expected ADDs/DELs list for the June 2026 rebalance. The two names we missed were next in line.

Janaghan Jeyakumar, CFA

Paladin Poised For Another Big Breakout

Paladin Energy shares have bounced from recent retracement, now consolidating under the recent high. Fairmont Equities' Michael Gable sees a...

FNArena

Paladin Energy (PDN): Strong Finish on the Cards

1HFY26 – Nothing to reportPDN recorded revenue of US$138m (+79% vs PcP, inline with our estimate of US$139m). COGS were US$91.3m, excluding...

Bell Potter

ASX Short Interest Weekly (Oct 2nd): Northern Star Resources, Alcoa, Wesfarmers, Brambles, Suncorp

We analyzed ASX short interest report for the past week and highlight short interest changes in Northern Star Resources, Alcoa, Wesfarmers,...

Ke Yan, CFA, FRM

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