Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The September 2026 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 28th August 2026.</li>
<li>There will be five changes for the STAR 50 index and ten changes for the STAR 100 index.</li>
<li>We expect one-way flows of approximately US$1.8bn and US$593mn for the STAR 50 and STAR 100 index rebal events, respectively.</li>
</ul>


The September 2026 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 28th August 2026.
There will be five changes for the STAR 50 index and ten changes for the STAR 100 index.
We expect one-way flows of approximately US$1.8bn and US$593mn for the STAR 50 and STAR 100 index rebal events, respectively.


Quiddity STAR 50/100 Sep26 Results: 8/10 Correct for STAR 50; Many Surprises Among STAR100 ADDs

Shijiazhuang Dongfang Energy / Index Rebalance

<ul>
<li>CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.</li>
<li>In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2026.</li>
<li>Currently, we see 30 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.</li>
</ul>


CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.
In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2026.
Currently, we see 30 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.


Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

<ul>
<li>STAR 50 and STAR 100 are tech-focused, blue-chip indices in Mainland China which track the top largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>In this insight, we look at the potential ADDs/DELs for the STAR50/STAR100 indices for the September 2026 index rebal event.</li>
<li>The STAR 50 and STAR 100 index rebal events could collectively trigger nearly US$2bn in one-way flows.</li>
</ul>


STAR 50 and STAR 100 are tech-focused, blue-chip indices in Mainland China which track the top largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
In this insight, we look at the potential ADDs/DELs for the STAR50/STAR100 indices for the September 2026 index rebal event.
The STAR 50 and STAR 100 index rebal events could collectively trigger nearly US$2bn in one-way flows.


Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

Beijing E-Town Semiconductor Technology / Index Rebalance

Beijing E-Town Semiconductor Technology (688729 CH)

<ul>
<li>STAR 50 and STAR 100 are tech-focused, blue-chip indices in Mainland China which track the top largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>In this insight, we look at the potential ADDs/DELs for the STAR50/STAR100 indices for the September 2026 index rebal event.</li>
<li>Some of the names involved in the index changes could have multiple days to trade.</li>
</ul>


STAR 50 and STAR 100 are tech-focused, blue-chip indices in Mainland China which track the top largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
In this insight, we look at the potential ADDs/DELs for the STAR50/STAR100 indices for the September 2026 index rebal event.
Some of the names involved in the index changes could have multiple days to trade.


Quiddity Leaderboard STAR 50/100 Sep26: Special Focus on Peric (688146) And Sichuan Huafeng (688629)

China

Arashi Vision Inc. manufactures and distributes consumer electronics. The Company produces panoramic cameras, sports cameras, and other intelligent imaging devices. Arashi Vision markets products worldwide.

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Arashi Vision (688775 CH)

Quiddity STAR 50/100 Sep26 Results: 8/10 Correct for STAR 50; Many Surprises Among STAR100 ADDs

The STAR 50 ADDs/DELs have between 0.5x-3.5x ADV to trade. The impacts for the STAR 100 ADDs/DELs are significantly lower.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard CSI 300/500 Dec26: US$11bn Combined One-Way Flow

The CSI 300 and CSI 500 Dec26 index rebal events could see one-way flows of US$5.9bn and US$5.1bn respectively. The net inflow names could...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

We expect five changes for STAR 50 and most of these names have individual flow sizes larger than US$100mn and have multiple days of volume to trade.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard STAR 50/100 Sep26: Special Focus on Peric (688146) And Sichuan Huafeng (688629)

We see Peric Special Gases (688146 CH) and Sichuan Huafeng Tech (688629 CH) as STAR 100 DELs because they are too large STAR 100 (but not large...

Janaghan Jeyakumar, CFA

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Quiddity STAR 50/100 Sep26 Results: 8/10 Correct for STAR 50; Many Surprises Among STAR100 ADDs

The STAR 50 ADDs/DELs have between 0.5x-3.5x ADV to trade. The impacts for the STAR 100 ADDs/DELs are significantly lower.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

The CSI 300 and CSI 500 Dec26 index rebal events could see one-way flows of US$5.9bn and US$5.1bn respectively. The net inflow names could...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

We expect five changes for STAR 50 and most of these names have individual flow sizes larger than US$100mn and have multiple days of volume to trade.

Janaghan Jeyakumar, CFA

Quiddity Leaderboard STAR 50/100 Sep26: Special Focus on Peric (688146) And Sichuan Huafeng (688629)

We see Peric Special Gases (688146 CH) and Sichuan Huafeng Tech (688629 CH) as STAR 100 DELs because they are too large STAR 100 (but not large...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard CSI 300/500 Dec26: US$11bn Combined One-Way Flow