bullish

Engie SA

Quiddity ES50 Sep26 Results: All Expected ADDs/DELs Correct; Engie + Nokia IN; VWagen + Wolters OUT

120 Views02 Sep 2026 17:49
The ES50 will see two BIG ADDs and two normal DELs in its annual review in September 2026. We expect a one-way flow of US$5bn+ driven mostly by index changes and ASML's re-capping.
What is covered in the Full Insight:
  • Introduction
  • Confirmed Index Changes
  • Flow Expectations
  • Actionability of Flows
  • Conclusion
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