Quiddity Leaderboard STAR 50/100 Sep25: Some High-Impact Names; New Sector-Neutral Pair Trade Ideas
Qi An Xin Technology Group (688561 CH) is a high-conviction DEL with ~6x ADV to sell. It could underperform peers over the next few weeks.
518 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...
580 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...
402 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...
705 Views
Quiddity Leaderboard CSI All Share Semiconductors Jun25: Final Expectations
Most of the final expected ADDs/DELs were flagged by us in January 2025. These esoteric index flow considerations could be useful for China-focused...
498 Views