Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Highly experienced ex-Delta One trader with 17 years of experience trading arbitrage and related strategies across Asian markets.

Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd.

It is important to note that the information provided by Periscope Analytics is based on publicly available data and own knowledge, which has been gathered and synthesized from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions.

All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include, but are not limited to, company announcements, exchange filings, ETF and other passive investment vehicle holdings, and free float and volume data from third-party data providers. Periscope Analytics does not guarantee the accuracy and completeness of the forecasts, estimates and/or other information.

Pan-Asia Index Rebalances/ Events/ Delta One

Link Admin (LNK AU): ACCC Approval & Index Changes

Link Admin's In-Specie Distribution of PEXA: Potential ASX200 Inclusion

Link Admin's In-Specie Distribution of PEXA: Active Selling Followed by Passive Buying

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/link-administration-holdings-ltd" target="_blank" data-smartkarma-citation="entities:970:1" rel="noopener">Link Administration Holdings (LNK AU)</a> has entered into a Scheme Implementation Deed with Dye &amp; Durham where shareholders will receive A$5.5/share in cash plus an interim dividend of A$0.03/share.</li>
<li>Link shareholders could receive an additional ~A$0.15/share if Link reaches an agreement to sell the BCM business to LC Financial Holdings within 12 months from the implementation of the Scheme.</li>
<li>The question now arises whether Carlyle tops Dye &amp; Durham's offer or if they bow out of the race.</li>
</ul>



Link Administration Holdings (LNK AU) has entered into a Scheme Implementation Deed with Dye &amp; Durham where shareholders will receive A$5.5/share in cash plus an interim dividend of A$0.03/share.
Link shareholders could receive an additional ~A$0.15/share if Link reaches an agreement to sell the BCM business to LC Financial Holdings within 12 months from the implementation of the Scheme.
The question now arises whether Carlyle tops Dye &amp; Durham's offer or if they bow out of the race.


Link Group (LNK AU): Dye & Durham Tops Carlyle's Offer