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

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>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.

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

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Commodities

<ul>
<li>A review of recent events/data impacting our investment themes and outlook</li>
<li>Global Bond Yields move lower, while hard assets and cyclicals continue to outperform</li>
<li>Sanae Takaichi adds doves to the BoJ Board, aligning monetary policy with her goals</li>
</ul>


A review of recent events/data impacting our investment themes and outlook
Global Bond Yields move lower, while hard assets and cyclicals continue to outperform
Sanae Takaichi adds doves to the BoJ Board, aligning monetary policy with her goals


Overview #51 — Rates Roll Over, Cyclicals Take Control

<ul>
<li>A review of recent events and data impacting our investment themes and outlook</li>
<li>Recent Stock market action hints at what is to come</li>
<li>Indications that there is something brewing in the uranium space</li>
</ul>


A review of recent events and data impacting our investment themes and outlook
Recent Stock market action hints at what is to come
Indications that there is something brewing in the uranium space


Australia

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

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

Paladin Energy (PDN AU)

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

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

Overview #51 — Rates Roll Over, Cyclicals Take Control

A review of recent events/data impacting our investment themes and outlook. We look at the move down in bond yields and impact on our favourite...

Rikki Malik

Overview #47 – Are We There Yet?

A review of recent events/data impacting our investment themes and outlook. We look at recent market action and the changing leadership in the markets

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)