European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>Tritax’s 114.2p bid trumps Blackstone’s final 110.6p, offering shareholders equity upside, dividends, and strategic synergies.</li>
<li>Blackstone may re-enter despite finality; deadline for a counter is early September.</li>
<li>Shares trade above implied value, signalling expectations of a re-bid or improved offer, but spreads are tight and arb returns are fully compressed.</li>
</ul>


Tritax’s 114.2p bid trumps Blackstone’s final 110.6p, offering shareholders equity upside, dividends, and strategic synergies.
Blackstone may re-enter despite finality; deadline for a counter is early September.
Shares trade above implied value, signalling expectations of a re-bid or improved offer, but spreads are tight and arb returns are fully compressed.


Tritax Overtakes Blackstone in Warehouse REIT Showdown – Optionality Remains

Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Jpmorgan Claverhouse It / Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the March 2026 index rebal event.</li>
<li>We see two M&amp;A-related intra-review changes for the F250 index prior to the March 2026 rebal. Both are likely to happen in the next two weeks.</li>
<li>Our latest estimates suggest there could be <em>no</em> regular changes for the F100 and F250 indexes during the March 2026 rebal which follows.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the March 2026 index rebal event.
We see two M&amp;A-related intra-review changes for the F250 index prior to the March 2026 rebal. Both are likely to happen in the next two weeks.
Our latest estimates suggest there could be no regular changes for the F100 and F250 indexes during the March 2026 rebal which follows.


Quiddity Leaderboard F100/F250 Mar26: Two High-Impact Intra-Review ADDs

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Schroder Asian Total Return In / 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>We see five M&amp;A-related intra-review changes for the F250 index prior to the December 2025 rebal and then three more after the rebal event.</li>
<li>Our latest estimates suggest there could be no regular changes for the F100 and F250 indexes during the December 2025 rebalance.</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.
We see five M&amp;A-related intra-review changes for the F250 index prior to the December 2025 rebal and then three more after the rebal event.
Our latest estimates suggest there could be no regular changes for the F100 and F250 indexes during the December 2025 rebalance.


Quiddity Leaderboard F100/F250 Dec25: Intra-Review Changes Galore; High-Impact Replacement Names

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2025 index rebal event.</li>
<li>Our latest estimates suggest there could be two regular changes for F100 and six regular changes for F250 during the September 2025 rebalance.</li>
<li>After that, we expect multiple M&amp;A-related intra-review changes over the next few weeks.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2025 index rebal event.
Our latest estimates suggest there could be two regular changes for F100 and six regular changes for F250 during the September 2025 rebalance.
After that, we expect multiple M&amp;A-related intra-review changes over the next few weeks.


Quiddity Leaderboard F100/F250 Sep25: ~10 Regular & Intra-Review Changes Likely in September

BioPharma Credit PLC Fund / 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 September 2025 index rebal event.</li>
<li>We see two M&amp;A-related intra-review changes for the F250 index prior to the September 2025 review and then at least four more before the end of the year.</li>
<li>Separately, our latest estimates suggest there could be one regular change for the F100 index and one regular change for F250 during the September 2025 rebalance.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2025 index rebal event.
We see two M&amp;A-related intra-review changes for the F250 index prior to the September 2025 review and then at least four more before the end of the year.
Separately, our latest estimates suggest there could be one regular change for the F100 index and one regular change for F250 during the September 2025 rebalance.


Quiddity Leaderboard F100/F250 Sep25: High-Impact ADD Due to Rule Change + More Intra-Review Changes

United Kingdom

Warehouse REIT PLC operates as a real estate investment trust. The Company owns and develops warehouses. Warehouse REIT serves customers in the United Kingdom.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Warehouse REIT (WHR LN)

Tritax Overtakes Blackstone in Warehouse REIT Showdown – Optionality Remains

Tritax has unseated Blackstone in the bid for Warehouse REIT with a higher cash-and-share offer. Optionality remains alive, but pure arbitrage is...

Jesus Rodriguez Aguilar

Quiddity Leaderboard F100/F250 Mar26: Two High-Impact Intra-Review ADDs

We expect Henderson Far East Income (HFEL LN) to be the intra-review F250 replacement for Dowlais (DWL LN). Ashtead Group (AHT LN) is set to be...

Afridi Reyal

Quiddity Leaderboard F100/F250 Dec25: Intra-Review Changes Galore; High-Impact Replacement Names

We expect at least five intra-review replacements in the F20 index prior to the December 2025 index review. There are three other deals that could...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Sep25: ~10 Regular & Intra-Review Changes Likely in September

F100/250 Sep25 index changes will be confirmed after market close today. Yesterday was the base date for final ranks. Please see discussion point...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Sep25: High-Impact ADD Due to Rule Change + More Intra-Review Changes

BioPharma Credit PLC Fund (BPCR LN) has been our top F250 potential ADD after a recent rule change. This could be a high-impact index addition that...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)