The Week Ahead: US Inflation, Fed, Quarterly Rebalancing
JSE Dec rebalance - passive buys and sells in Thursday’s closing auction. JSE indices get rebalanced in the closing auction on Thursday.
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Zomato Placement - SVF's Overhang Will Be Lifted Post-Deal, Momentum on the Stock Remains Strong
Softbank Group (9984 JP) is looking to raise US$135m from selling its remaining stake in Zomato (ZOMATO IN). The stake sale now will be a cleanup one.
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NPN X PRX Discount Update + Key Takeaways H1 FY24 Results
Naspers and Prosus reported H1 FY24 results last week Wednesday before the open. No major surprises, all three discounts closed slightly lower.
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DMA ONE: JSE December ‘23 Rebalance Rankings
The Week Ahead, NPN x PRX discount update post Tencent results, trading statements released after close yesterday. We do not expect any constituent...
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The Week Ahead: No Shortage of Potential Catalysts; Tencent (700) Reports, MSC Index Changes, US CPI
The earnings, index and economic events calendar is packed for the week ahead. Tencent reports on Wednesday & MSC announce index changes for the...
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