US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

Index Rebalance professional with expertise in assessing the impact of Corporate Actions on major U.S., EU, and global indices. Specialized in forecasting index adjustments driven by Mergers & Acquisitions, Spin-offs, IPOs, and Equity Offerings, as well as analyzing shareholder structures and calculating free float. Assessed capital flows and capital invested in major equity indices. All forecasts and analyses are derived from publicly available, reliable sources, including exchange filings, regulatory disclosures, company announcements, and ETFs, without the use of index data. Producing forecasts for both scheduled and unscheduled index rebalances while providing insights into key aspects of Corporate Actions throughout their lifecycle.

US-EU Index & Corporate Actions Analyst

Honeywell Spins Off Solstice Advanced Materials: Significant Index Implications Triggered

Unilever Spins Off Magnum Ice Cream: Index Changes Ahead

Prosus and Just Eat Takeaway Deal Close to Completion: Deletions Across Major Indices

UniCredit: Drops BPM Bid, Targets 29% Stake in Commerzbank - Index Moves Ahead

Palo Alto's $25B CyberArk Deal: Major US and Global Index Implications Ahead

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/doordash-inc" target="_blank" data-smartkarma-citation="entities:28881:1" rel="noopener">DoorDash (DASH US)</a> has agreed to acquire <a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> in an all-cash transaction valued at approximately $3.9 billion, with Deliveroo shareholders receiving 180 pence per share.</li>
<li>The acquisition is expected to become effective on October 2, 2025, with <a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> founder and CEO Will Shu and several non-executive directors stepping down upon completion.</li>
<li>Following the deal, <a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> will be removed from UK and European indices, with replacements expected imminently.</li>
</ul>



DoorDash (DASH US) has agreed to acquire Deliveroo (ROO LN) in an all-cash transaction valued at approximately $3.9 billion, with Deliveroo shareholders receiving 180 pence per share.
The acquisition is expected to become effective on October 2, 2025, with Deliveroo (ROO LN) founder and CEO Will Shu and several non-executive directors stepping down upon completion.
Following the deal, Deliveroo (ROO LN) will be removed from UK and European indices, with replacements expected imminently.


DoorDash-Deliveroo $3.9B Deal Closes, Index Replacements Ahead