ERDesk: ASX Risk of Competition
FMX | Connect – www.fmxconnect.com - (Reported 5/03/2010)
Price Erosion and Market Share Loss after the Entry of ATSs
· Exchanges lost ~35% market share in 30 months since the entry of ATSs
· New entrant fees were a fraction of the incumbents’ exchange at the time of entry
· Incumbent exchanges were forced to cut trading fees to protect market share – eg, TSX cut its fees by 75% to fend off competition
· NYSE cut fees by half as market share dropped to a third
· The Australian regulator awarded a license to Chi-X, which could cause ASX’s stock price to fall by 24% if market share declines by 35% and the exchange is forced to cut fees by 50%
Provided By: Equity Research Desk, www.erdesk.com