US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

Index Rebalance professional of US, EU and Global Indices. Specialized in shareholder structure and index free float calculation, SPACs, quarterly rebalance predictions of US-EU indices and cross-index implications of corporate actions such as M&A's, Spin-offs and IPOs.

All forecasts and calculations are estimates derived from a combination of public sources considered reliable. These sources include, but are not limited to, exchange and regulatory filings, company announcements, and ETFs. While best efforts are made to maximize accuracy, estimates and predictions are subject to uncertainty.

No index data are used.

US-EU Index Rebalances / Quantitative Researcher

FWD Group (1828 HK) IPO: Valuation Insights

FWD IPO - Valuation Down but Its Difficult to Get Excited About It

FWD Pre-IPO - PHIP Updates - Growth Slowing, Metrics Evolution Continues

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/fwd-group-holdings-ltd" target="_blank" data-smartkarma-citation="entities:34332:1" rel="noopener">FWD Group Holdings (1828 HK)</a> fails to meet the minimum free float thresholds of both Global indices prior to the IPO lock-up expiry.</li>
<li>The security is expected to be added to Global All-World at the September 2026 review following the 6-month lock-up expiry.</li>
<li>The security is likely to remain excluded from Global Standard even after the lock-up expiry due to insufficient float cap.</li>
</ul>



FWD Group Holdings (1828 HK) fails to meet the minimum free float thresholds of both Global indices prior to the IPO lock-up expiry.
The security is expected to be added to Global All-World at the September 2026 review following the 6-month lock-up expiry.
The security is likely to remain excluded from Global Standard even after the lock-up expiry due to insufficient float cap.


FWD Group Holdings (1828 HK): Low Free Float Delays and Limits Global Index Inclusion