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 TDIV/​50/​100 Mar 24 Rebal: Disappointing Result but Trade Successful So Far; Bail Out Now!

Quiddity Leaderboard T50/​​​100 Jun 24: TDIV Deletion Likely for Bizlink and Farglory Land

Quiddity Leaderboard TDIV Jun 24: 5 Changes; US$1.2bn One-Way

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

Quiddity Leaderboard ASX Mar 24: Five ASX 200 Changes Possible Including One Surprise

TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade Ideas

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The results for the March 2024 index rebal event for ASX indices were announced after the close on Friday 1st March 2024.</li>
<li>There is one change for ASX 20, two changes for ASX 100, and four changes for ASX 200.</li>
<li>There are 14 ADDs and 10 DELs for ASX 300 and while most of these are small-size flow names some of them have more than 15x ADV to trade.</li>
</ul>


The results for the March 2024 index rebal event for ASX indices were announced after the close on Friday 1st March 2024.
There is one change for ASX 20, two changes for ASX 100, and four changes for ASX 200.
There are 14 ADDs and 10 DELs for ASX 300 and while most of these are small-size flow names some of them have more than 15x ADV to trade.


Quiddity ASX Mar 24 Index Rebal: Many High-Impact Names

Qbe Insurance

Quiddity ASX Mar 24 Index Rebal: Many High-Impact Names