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>A brief look at important company events and economic data releases next week </li></ul>

A brief look at important company events and economic data releases next week 

Xero Ltd - Next Week At A Glance - 30 June-July 4 2025

Commonwealth Bank of Australia / Equity Bottom-Up

<ul>
<li>A global perspective on what happened overnight</li>
</ul>


A global perspective on what happened overnight


Commonwealth Bank of Australia - The Overnight Report: Geopolitical Crescendo 

<ul>
<li>A brief look at important company events and economic data releases next week</li>
</ul>


A brief look at important company events and economic data releases next week


Santos Ltd - Next Week At A Glance - 23-27 Jun 2025

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>Couple of days ago, I published my index change expectations for the ASX index family in the run up to the September 2025 index review (<a href="https://www.smartkarma.com/insights/quiddity-leaderboard-asx-sep25-spartan-ramelius-deal-consequences-many-high-impact-index-changes" target="_blank" rel="noopener">link</a>).</li>
<li>After market close yesterday, the index provider announced a market consultation on potential changes to the index methodology which could become effective during the September review if it gets approved.</li>
<li>This is a short insight with our revised ranks for the potential ADDs and DELs <em>assuming the market consultation gets approved.</em>
</li>
</ul>


Couple of days ago, I published my index change expectations for the ASX index family in the run up to the September 2025 index review (link).
After market close yesterday, the index provider announced a market consultation on potential changes to the index methodology which could become effective during the September review if it gets approved.
This is a short insight with our revised ranks for the potential ADDs and DELs assuming the market consultation gets approved.



Quiddity Leaderboard ASX Sep25: Update with New Important Market Consultation Implications

<ul>
<li>In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the September 2025 index rebal event.</li>
<li>We expect one change for ASX 50, three changes for ASX 100, and four changes for ASX 200. Separately we see 9 ADDs and 7 DELs for ASX 300.</li>
<li>The official index changes will be announced after the close on Friday 5th September 2025.</li>
</ul>


In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the September 2025 index rebal event.
We expect one change for ASX 50, three changes for ASX 100, and four changes for ASX 200. Separately we see 9 ADDs and 7 DELs for ASX 300.
The official index changes will be announced after the close on Friday 5th September 2025.


Quiddity Leaderboard ASX Sep25: Spartan-Ramelius Deal Consequences + Many High-Impact Index Changes

Australia

Treasury Wine Estates Ltd was founded in 2010 and is headquartered in Southbank, Victoria, Australia. The Company's line of business includes vineyard operations and international marketing and distribution of wine.

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Treasury Wine Estates (TWE AU)

Xero Ltd - Next Week At A Glance - 30 June-July 4 2025

A brief look at important company events and economic data releases next week

FNArena

Commonwealth Bank of Australia - The Overnight Report: Geopolitical Crescendo

A global perspective on what happened overnight

FNArena

Santos Ltd - Next Week At A Glance - 23-27 Jun 2025

A brief look at important company events and economic data releases next week

FNArena

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...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard ASX Sep25: Spartan-Ramelius Deal Consequences + Many High-Impact Index Changes

The expected ADDs have strong positive momentum against the expected DELs. Since most names have decent flow impact, the outperformance could...

Janaghan Jeyakumar, CFA

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