In today’s briefing:
- [Quiddity Index] MV Semiconductor Indices Sep26 Rebal Results: One ADD/DEL; US$5bn+ to Trade One-Way
[Quiddity Index] MV Semiconductor Indices Sep26 Rebal Results: One ADD/DEL; US$5bn+ to Trade One-Way
- There was one ADD and one DEL for the MV US Semiconductor 25 index and the MV US Semiconductor 10% capped ESG-screened index.
- We expect MVSemi25 to trade US$4.45bn and MVSemi10% to trade US$900mm one-way for September 2026. Some small flows offset. The event is on the 18th at the close (Friday).
- SK Hynix (SKHY US) is expected to see US$4.3bn to buy.

