Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

Quiddity Leaderboard ASX Mar 24: Allkem, Newmont, Costa, and Many More

Newmont's Upcoming (March 2024) ASX Selldown

Quiddity Leaderboard ES50 Sep 24: Engie Close to US$1.2bn Index Flow

Origin: Brookfield's "Inferior" Alternative Proposal

Quiddity Leaderboard ASX Dec 23: Three ASX 200 Changes + Origin Energy Question Mark

Allkem/Livent (AKE AU | LTHM US) Merger Update:  MUCH More Than Meets The Eye

TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023

A Bull Investment Case for TSMC (Summary Version)

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The December 2023 review results for ASX indices were announced after the close on Friday 1st December 2023.</li>
<li>There will be three ADDs and thee DELs for the ASX 200 index. There are no changes for ASX 20, 50, and 100.</li>
<li>In this insight, we take a look at our index flow expectations, trends in short interest, and the recent trading performance of the names involved in the ASX 200 changes.</li>
</ul>


The December 2023 review results for ASX indices were announced after the close on Friday 1st December 2023.
There will be three ADDs and thee DELs for the ASX 200 index. There are no changes for ASX 20, 50, and 100.
In this insight, we take a look at our index flow expectations, trends in short interest, and the recent trading performance of the names involved in the ASX 200 changes.


Growthpoint Properties Australia (GOZ AU)

Quiddity ASX Dec 23 Index Rebal: Beware of Pre-Positioning

Boss Energy

Quiddity ASX Dec 23 Index Rebal: Beware of Pre-Positioning