Quiddity ChiNext & ChiNext 50 Dec25 Results: ~US$1.5bn Combined One-Way Flow; Multiple Surprises
There are 26 index changes involving 24 unique names. We got 18 of them correct. Most of the names we missed were next-in-line names.
451 Views
ChiNext/ChiNext50 Index Rebalance Preview: Maxing Out the Changes
There could be 10/5 changes for the Chinext/Chinext50 indices in Dec. Largest flows in the 2 stocks that are adds for both indices. Adds...
701 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
STAR Chip/ CES Chips/ CNI Chips Index Rebalance Preview: Multiple Stocks with Overlapping Flow
There will be multiple changes across the indices with many stocks having same-way flow from passive trackers of other indices. Announcement on...
810 Views