CSI All Share Semiconductor Index Rebalance Preview: Adds Starting to Outperform
We forecast 3 adds and 6 deletes for the index in Dec. The forecast adds have outperformed the forecast deletes in the last few weeks. There are...
711 Views
Quiddity STAR 50/100 Sep25 Results: 11/12 Expected ADDs/DELs Correct; Large Outflow for Cambricon
All of our expected ADDs/DELs for STAR 50 were correct. For Star 100, 4/5 Expected ADDs and 5/5 Expected DELs were correct.
724 Views
Quiddity Leaderboard CSI All Share Semiconductors Dec25: Few Changes to Expectations
We estimate the CSI All Share Semiconductors December 2025 index rebalance to trigger flows of US$100mn one-way. There are some changes to our...
435 Views
Quiddity Leaderboard STAR 50/100 Sep25: Final Expectations; New Pair Trades
The trades have generated +16.9% LONG-SHORT return on average in roughly one week (since 5th August). The main contributor to the return is one of...
762 Views
STAR Chip/ CES Chips/ All Share Semi Index Rebalance: Multiple Index Flows for Some Stocks
There are 4 changes for the STAR Chip Index, 8 changes for the CES China Semiconductor Chips Index and 11 changes for the CSI All-Share...
723 Views