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
Quiddity CSI All Share Semiconductors Jun25 Results: 11 Changes; Couple of Surprises
We predicted 3 out of 4 Adds and 6 out of 7 deletes correctly. We currently estimate one-way flow to be US$84mn. All names have less than 1x ADV to...
497 Views
CSI All Share Semiconductor Index Rebalance Preview: 13 Potential Changes in June
There could be 4 adds/9 deletes in June. Estimated turnover is 2.7% and round-trip trade is CNY 1.2bn. There are multiple stocks with same-way flow...
830 Views