Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>In this insight, we take a look at our expectations for potential ADDs and DELs for the STAR 50 index during the March 2024 index rebal event.</li>
<li>There could be up to four index changes. Some of these are high-conviction changes and some are low-conviction changes.</li>
</ul>


STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
In this insight, we take a look at our expectations for potential ADDs and DELs for the STAR 50 index during the March 2024 index rebal event.
There could be up to four index changes. Some of these are high-conviction changes and some are low-conviction changes.


Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas

China

Biwin Storage Technology Co., Ltd. researches, develops, manufactures, and sells memory chip application products. The Company produces smart terminal storage chips, consumer-grade storage modules,  industrial-grade storage modules, and provides advanced packaging and testing services. Biwin Storage Technology conducts businesses in China.

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Biwin Storage Technology (688525 CH)

Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas

I expect Hunan Changyuan Lico (688779 CH) to underperform Shenzhen Dynanonic Co Ltd (300769 CH) over the next few weeks.

Janaghan Jeyakumar, CFA

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