In today’s briefing:
- (Mostly) Asia-Pac M&A: Santos, Abacus Storage, Gold Road, PointsBet, Smart Share, Apiam, Lynch
- Quiddity Leaderboard ASX Sep25: Methodology Change Confirmed; Good Performance; Final Expectations
(Mostly) Asia-Pac M&A: Santos, Abacus Storage, Gold Road, PointsBet, Smart Share, Apiam, Lynch
- I tally 43 – mostly firm, mostly Asia-Pac – arb transactions currently being discussed and analysed on Smartkarma.
- Two new deal was discussed on Smartkarma this week: Apiam Animal Health (AHX AU) and Lynch Group Holdings (LGL AU).
- Key updates/news took place on Santos Ltd (STO AU), Abacus Storage King (ASK AU), Gold Road Resources (GOR AU), PointsBet Holdings (PBH AU), and Smart Share Global (EM US).
Quiddity Leaderboard ASX Sep25: Methodology Change Confirmed; Good Performance; Final Expectations
- A new selection methodology will be used for the ASX index family starting from the September 2025 index review. We first wrote about this a couple of months ago (link).
- In this insight, we present our final expectations for ASX 300, 200, 100, 50, and 20 for the September 2025 index rebal event.
- We expect one change for ASX 50, three changes for ASX 100, and six changes for ASX 200. Separately, we see 14 ADDs and 11 DELs for ASX 300.
💡 Before it’s here, it’s on Smartkarma
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