bullish

Engie SA

Quiddity Leaderboard ES50 Sep 24: DSM Addition Unlikely; Engie Could Replace Kering (US$1bn+ Flows)

486 Views28 Aug 2024 19:18
There could be 9x-10x ADV to trade and US$1bn+ one-way flows if Kering gets replaced by Engie. However, these are low-conviction expectations since the rankings can still change.
What is covered in the Full Insight:
  • ES50 Index Review Overview
  • Final Selection Process
  • Review Cycle and Indicative Timeline
  • Potential Adds and Deletes
  • Performance of Suggested Trades
Boomeranged on Mon, 2 Sep 2024 12:56
The ES50 Sep 24 index review results will be announced later today. We see Kering (KER FP) as an expected DEL and Engie (ENGI FP) as an expected ADD. If the changes are confirmed as expected, there could be US$1.15bn flows one-way.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
chart-bar
x