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

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

Honeywell Spins Off Solstice Advanced Materials: Significant Index Implications Triggered

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

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<li>
<a href="https://www.smartkarma.com/entities/unilever-plc" target="_blank" data-smartkarma-citation="entities:22197:1" rel="noopener">Unilever PLC (ULVR LN)</a> is spinning off its Ice Cream business into a standalone publicly-listed company, The Magnum Ice Cream Company ("TMICC").</li>
<li>TMICC is expected to list in early December 2025, trading under the ticker "MICC" on Euronext Amsterdam, LSE and NYSE.</li>
<li>Significant index implications across EU and Global indices, on an intra-quarter basis.</li>
</ul>



Unilever PLC (ULVR LN) is spinning off its Ice Cream business into a standalone publicly-listed company, The Magnum Ice Cream Company ("TMICC").
TMICC is expected to list in early December 2025, trading under the ticker "MICC" on Euronext Amsterdam, LSE and NYSE.
Significant index implications across EU and Global indices, on an intra-quarter basis.


Unilever Spins Off Magnum Ice Cream: Index Changes Ahead