Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

Temple & Webster Group Ltd / Index Rebalance

<ul>
<li>Global Industry Classification Standard (GICS) structure updates will lead to changes to the S&amp;P/ASX All Technology Index at the March rebalance.</li>
<li>To better reflect the GICS changes and reduce constituent turnover, S&amp;P DJI has proposed changes to the index universe for constituent selection.</li>
<li>We expect there will be 4 deletions from the index in March, but that could increase to 10 if the changes are not adopted.</li>
</ul>


Global Industry Classification Standard (GICS) structure updates will lead to changes to the S&amp;P/ASX All Technology Index at the March rebalance.
To better reflect the GICS changes and reduce constituent turnover, S&amp;P DJI has proposed changes to the index universe for constituent selection.
We expect there will be 4 deletions from the index in March, but that could increase to 10 if the changes are not adopted.


S&P/ASX All Technology Index: GICS Changes, Market Consultation & Potential Index Changes

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mydeal-com-au-ltd" target="_blank" data-smartkarma-citation="entities:30939:1" rel="noopener">MyDeal.com.au Ltd (MYD AU)</a> entered a SID with <a href="https://www.smartkarma.com/entities/woolworths-ltd" target="_blank" data-smartkarma-citation="entities:500:1" rel="noopener">Woolworths Ltd (WOW AU)</a> to acquire an 80.2% interest. Shareholders will receive A$1.05 per share, a 62.8% premium to the unaffected price. </li>
<li>The three largest shareholders, representing 76.0% of outstanding shares, will vote in favour of the deal. The scheme meeting is set for 3Q. </li>
<li>This is a done deal. At the last close price, the gross and annualised spread for an October implementation date is 4.5% and 10.1% respectively.  </li>
</ul>



MyDeal.com.au Ltd (MYD AU) entered a SID with Woolworths Ltd (WOW AU) to acquire an 80.2% interest. Shareholders will receive A$1.05 per share, a 62.8% premium to the unaffected price. 
The three largest shareholders, representing 76.0% of outstanding shares, will vote in favour of the deal. The scheme meeting is set for 3Q. 
This is a done deal. At the last close price, the gross and annualised spread for an October implementation date is 4.5% and 10.1% respectively.  


MyDeal.com.au Gets a A$1.05 Offer from Woolworths

Australia

Temple & Webster Group Limited operates an online shopping club. The Company offers its members with an access to furniture, homewares, home decor, arts, gifts, and lifestyle products. Temple & Webster group serves customers in Australia.

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Temple & Webster Group Ltd (TPW AU)

S&P/ASX All Technology Index: GICS Changes, Market Consultation & Potential Index Changes

Changes to the GICS structure will result in deletions from the S&P/ASX All Tech Index in March. There could be 4 deletions if the index universe...

Brian Freitas

MyDeal.com.au Gets a A$1.05 Offer from Woolworths

Woolworths will acquire an 80.2% interest at A$1.05 per share. This is a done deal. At the last close price, the annualised spread for an October...

Arun George

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