Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Vulcan Energy Resources / Index Rebalance

<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 March 2026 index rebal event.</li>
<li>We expect one change for ASX 50, one change for ASX 100, and three changes for ASX 200. Separately we see 14 ADDs and 8 DELs for ASX 300.</li>
<li>The official index changes will be announced after the close on Friday 5th March 2026.</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 March 2026 index rebal event.
We expect one change for ASX 50, one change for ASX 100, and three changes for ASX 200. Separately we see 14 ADDs and 8 DELs for ASX 300.
The official index changes will be announced after the close on Friday 5th March 2026.


Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade

<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 December 2025 index rebal event.</li>
<li>We expect two changes for ASX 50, two changes for ASX 100, and five changes for ASX 200.</li>
<li>The official index changes will be announced after the close on Friday 5th December 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 December 2025 index rebal event.
We expect two changes for ASX 50, two changes for ASX 100, and five changes for ASX 200.
The official index changes will be announced after the close on Friday 5th December 2025.


Quiddity Leaderboard ASX Dec25: LNW Float Revision; Gold Names Rally; More Surprises Possible

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Oct 10th (reported today). The aggregated short interest was USD28.1bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Woolworths, ANZ, Qbe Insurance, Qantas Airways, Cleanaway Waste Management.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Oct 10th (reported today). The aggregated short interest was USD28.1bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Woolworths, ANZ, Qbe Insurance, Qantas Airways, Cleanaway Waste Management.


ASX Short Interest Weekly (Oct 10th): Woolworths, ANZ, Qbe Insurance, Qantas Airways

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>The <a href="https://www.smartkarma.com/entities/gold-road-resources-ltd" target="_blank" data-smartkarma-citation="entities:6698:1" rel="noopener">Gold Road Resources (GOR AU)</a> IE considers <a href="https://www.smartkarma.com/entities/gold-fields-ltd" target="_blank" data-smartkarma-citation="entities:25109:1" rel="noopener">Gold Fields Ltd (GFI SJ)</a>’s offer fair and reasonable. The offer is A$2.52 cash + value per share of GOR's NST stake.</li>
<li>The key condition is GOR shareholder approval. The scheme vote should pass partly due to the benign shareholder structure.  </li>
<li>The offer is attractive. At the last close and for a 13 October payment, the gross/annualised spread is 1.2%/8.1%. </li>
</ul>


The Gold Road Resources (GOR AU) IE considers Gold Fields Ltd (GFI SJ)’s offer fair and reasonable. The offer is A$2.52 cash + value per share of GOR's NST stake.
The key condition is GOR shareholder approval. The scheme vote should pass partly due to the benign shareholder structure.  
The offer is attractive. At the last close and for a 13 October payment, the gross/annualised spread is 1.2%/8.1%. 


Gold Road (GOR AU): Gold Fields (GFI US)’s Scheme Vote on 22 September

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

A global perspective on what happened overnight

Fletcher Building Ltd - The Overnight Report: Tariff Impacts Felt 

Australia

Westgold Resources Limited provides gold mining services. The Company owns and operates gold mining projects. Westgold Resources conducts its business in Australia.

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Westgold Resources (WGX AU)

Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade

With roughly five weeks left in the reference period, our expectations for the ASX March 2026 index review can still change since there are...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard ASX Dec25: LNW Float Revision; Gold Names Rally; More Surprises Possible

There are some changes to our list of expected ADDs and DELs since our last insight. There are some names very close to the border and can still...

Janaghan Jeyakumar, CFA

ASX Short Interest Weekly (Oct 10th): Woolworths, ANZ, Qbe Insurance, Qantas Airways

We analyzed ASX short interest report for the past week and highlight short interest changes in Woolworths, ANZ, Qbe Insurance, Qantas Airways,...

Ke Yan, CFA, FRM

Gold Road (GOR AU): Gold Fields (GFI US)’s Scheme Vote on 22 September

The vote is low-risk. The offer is attractive. At the last close and for a 13 October payment, the gross/annualised spread is 1.2%/8.1%.

Arun George

Fletcher Building Ltd - The Overnight Report: Tariff Impacts Felt

A global perspective on what happened overnight

FNArena

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