In today’s briefing:
- S&P/ASX Index Rebalance Preview (Sep 26): Plenty of Change with Big Flow & Impact
- Mastermyne Group RaaS Interview Transcript 1 September 2026
- Telix Pharmaceuticals (TLX AU): Stellar H1 Financial Performance; Eye on Upcoming Approval
S&P/ASX Index Rebalance Preview (Sep 26): Plenty of Change with Big Flow & Impact
- There could be 2 changes for the ASX50, 1 for the ASX100, 6 for the S&P/ASX 200 and 16 adds/11 deletes for the ASX300 in September.
- Passive trackers will need to trade a lot of stock in the forecast changes, with the impact being especially large for the changes to the ASX200 and ASX300 indices.
- The forecast adds have outperformed the forecast deletes over the last few months, but outperformance has reduced for the ASX50/ASX200 indices and has increased for the ASX100/ASX300 indices.
Mastermyne Group RaaS Interview Transcript 1 September 2026
- RaaS Research Group senior analyst Issam Eid interviews Mastermyne Group Managing Director and CEO Jeff Whiteman.
Telix Pharmaceuticals (TLX AU): Stellar H1 Financial Performance; Eye on Upcoming Approval
- Telix Pharmaceuticals (TLX AU) reported 1H26 revenue of $477M, up 22% YoY, driven by Precision Medicine, tracking in line with the upper end of full year guidance of $950–970M.
- Pixclara, an investigational PET imaging agent for the characterization of recurrent or progressive glioma (brain cancer), has been granted a PDUFA goal date by the FDA of September 11, 2026.
- With two‑product PSMA imaging strategy (Illuccix and Gozellix) differentiated clinical positioning, and expanding commercial presence globally, Telix is well-positioned for continued growth.
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