MSCI Feb 2026

Observation period: Jan 19-30
Announcement date: Feb 10th
Effective date: Mar 2nd

Here we go again, my take so far - with assumption that MSCI will not implement change on free float calculation method, will update (and trim) the list and conviction once observation period starts in Jan:

MSCI Global Standard Additions:
PTRO (Conviction: 50%)
IMPC (Conviction: 50%)
PANI (Conviction: 30%, need >15% free float post-RI)
BUMI (Conviction: 30%, need higher FFMC)
ANTM (Conviction: 20%, need higher FFMC)
MDKA (Conviction: 20%, need higher FFMC)
INKP (Conviction: 10%, need higher FFMC)
EMTK (Conviction: 10%, need higher FFMC)
ADRO (Conviction: 10%, need higher FFMC)

MSCI Global Small Cap Additions:
DEWA (Conviction: 50%)
BKSL (Conviction: 50%)
$ARCI (Conviction: 50%)
$SSIA (Conviction: 40%)
EMAS (Conviction: 40%)
COIN (Conviction: 40%)
TINS (Conviction: 40%)
BBYB (Conviction: 20%, need higher FFMC)

*FFMC: Free Float Market Cap
Picture: Previous prediction - MSCI Rebalancing Nov 2025
#disc.on

Update
Dec 9: [MSCI Global Standard Additions - FILM (Conviction: 60%)] is removed due to "Indonesia Watchlist Board due to Criteria 10"