STAR50 Sep 2026 Index Rebalance: Post-Announcement Positioning
CSI announced five ADDs and five DELETEs on 28 Aug 2026, effective 14 Sep 2026. We review the pre-announcement setup vs prior cycles and potential...
177 Views
Primer: SJ Semiconductor (688820 CH) - Aug 2026
SJ Semiconductor is a key Chinese player in the high-growth advanced semiconductor packaging sector, specializing in Middle-End-Of-Line (MEOL)...
96 Views
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.
222 Views
STAR50 Sep 2026 Index Rebalance: Pre-Implementation Update
STAR50 enters implementation on 14 Sep 2026. We update post-announcement stock performance and discuss implementation trades.
114 Views
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.
156 Views