[Quiddity Index] MV Junior Gold Miners Sep25 Rebalance Predictions: Flow Expectations
The semi-annual index rebalance for the MV Junior Gold Miners Index will take place in September. There are several potential ADDs/DELs. So far all...
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(Mostly) Asia M&A, June 2025 Wrap: Santos, Fuji Corp, Brickworks, Great Eastern, VIOL, Adriatic
For the month of June, 11 new deals were discussed on Smartkarma with an overall deal size of just ~US$29bn. The average premium for the new deals...
386 Views
Quiddity Leaderboard ASX Sep25: Update with New Important Market Consultation Implications
There are some changes to our flow expectations under the newly proposed methodology changes for the ASX index family which could become effective...
702 Views
Gold Miners ETF (GDX US): Impact of Benchmark Change - Update
Following the benchmark change, the GDX ETF could need to buy 8 stocks and sell 26 stocks. Estimated one-way turnover is 16.5% and the round-trip...
937 Views
Merger Arb Mondays (23 June) - ENN Energy, Dickson, HKBN, Mayne, Insignia, Santos, Smartpay
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
564 Views