Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Index Rebal Trades & Special Situations

TOPIX Inclusions: Who Is Ready (Sep 2025)

Quiddity Leaderboard HSTECH Dec25: One Index Change Likely; US$650mn One-Way with Capping

Quiddity Leaderboard HSCEI Dec25: Three ADDs/DELs Likely; Sector-Neutral Idea

Quiddity STAR 50/100 Sep25 Results: 11/12 Expected ADDs/DELs Correct; Large Outflow for Cambricon

Quiddity T50/100/DIV Sep25 Results: 100% Hit Rate; M&A DEL King's Town to Trigger Intra-Review Flows

Quiddity Leaderboard ASX Sep25: Methodology Change Confirmed; Good Performance; Final Expectations

Quiddity Leaderboard TDIV Sep25: US$591mn One-Way Flows; High-Impact for Some Names

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ADDs/DELs for the ASX index family for the September 2025 index rebal event were announced after market close on Friday 5th September 2025. We got 44/47 predictions correct.</li>
<li>There are 25 ADDs and 30 DELs collectively for ASX 50, ASX 100, ASX 200, and ASX 300.</li>
<li>In this insight, we take a look at our final flow expectations for each of these confirmed index changes.</li>
</ul>


The ADDs/DELs for the ASX index family for the September 2025 index rebal event were announced after market close on Friday 5th September 2025. We got 44/47 predictions correct.
There are 25 ADDs and 30 DELs collectively for ASX 50, ASX 100, ASX 200, and ASX 300.
In this insight, we take a look at our final flow expectations for each of these confirmed index changes.


Washington H. Soul Pattinson and Co. Ltd (SOL AU)

Quiddity ASX Sep25 Results: ADDs Up Vs DELs Post-Announcement; Positioning Might Be Significant

Tuas Ltd

Quiddity ASX Sep25 Results: ADDs Up Vs DELs Post-Announcement; Positioning Might Be Significant