Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and 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 December 2025 index rebal event.</li><li>The index changes for the December 2025 rebal will be based on the close of 2nd December 2025 and announced after the close of 3rd December 2025.</li><li>Based on the current numbers, we see one change for the F100 index and four changes for the F250 index in December 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 December 2025 index rebal event.The index changes for the December 2025 rebal will be based on the close of 2nd December 2025 and announced after the close of 3rd December 2025.Based on the current numbers, we see one change for the F100 index and four changes for the F250 index in December 2025.

Quiddity Leaderboard F100/F250 Dec25: One F100 ADD, Four F250 ADDs Likely; One Day to Base Date

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2025 index rebal event.</li>
<li>Our latest estimates suggest there could be one regular change for F100 and four regular changes for the F250 index during the December 2025 rebal.</li>
<li>The index changes for the December 2025 rebal will be based on the close of 2nd December 2025 and announced after the close of 3rd December 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 December 2025 index rebal event.
Our latest estimates suggest there could be one regular change for F100 and four regular changes for the F250 index during the December 2025 rebal.
The index changes for the December 2025 rebal will be based on the close of 2nd December 2025 and announced after the close of 3rd December 2025.


Quiddity Leaderboard F100/F250 Dec25: New ADDs Identified; Several M&A-Related Changes Likely

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.</li>
<li>The final changes will be decided based on 3rd December 2024 closing prices.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.
The final changes will be decided based on 3rd December 2024 closing prices.


Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

<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

<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>We see up to seven M&amp;A-related intra-review changes in the run up to the December 2024 review.</li>
<li>Our latest estimates suggest there could be one change for the F250 index during the December 2024 rebalance. We do not currently see any changes for the F100.</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.
We see up to seven M&amp;A-related intra-review changes in the run up to the December 2024 review.
Our latest estimates suggest there could be one change for the F250 index during the December 2024 rebalance. We do not currently see any changes for the F100.


Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

United Kingdom

PayPoint Plc is the national network for collecting payments 'over the counter'. The Company owns PayPoint outlets located in newsagents, convenience stores, supermarkets, and forecourts across the UK, and a wide range of payments can be made such as electricity, gas, water, local taxes, and cable bills.

Price Gauge
52-week Range	0.00 - 0.00
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Dividend (Yield)	0.00

PayPoint PLC (PAY LN)

Quiddity Leaderboard F100/F250 Dec25: One F100 ADD, Four F250 ADDs Likely; One Day to Base Date

We achieved 100% hit rate for the F100/250 Dec25 index review. The results were confirmed publicly after market close yesterday. I have summarized...

Afridi Reyal

Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

The Top 10 F250 potential ADDs from the last insight have outperformed the F250 index by 10% since 24th October 2024. It might be time to revise...

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

Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

The Top 10 F250 potential ADDs could outperform the F250 index since there are many intra-review addition possibilities and these names are high...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Quiddity Leaderboard F100/F250 Dec25: One F100 ADD, Four F250 ADDs Likely; One Day to Base Date

We achieved 100% hit rate for the F100/250 Dec25 index review. The results were confirmed publicly after market close yesterday. I have summarized...

Afridi Reyal

Quiddity Leaderboard F100/F250 Dec25: New ADDs Identified; Several M&A-Related Changes Likely

The base date for the December 2025 review is Tuesday 2nd December 2025. The index changes could be publicly confirmed after market close on...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

The Top 10 F250 potential ADDs from the last insight have outperformed the F250 index by 10% since 24th October 2024. It might be time to revise...

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

Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

The Top 10 F250 potential ADDs could outperform the F250 index since there are many intra-review addition possibilities and these names are high...

Janaghan Jeyakumar, CFA