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

Quiddity Leaderboard F100/F250 Jun25 Results: All 6 Expected ADDs/DELs Correct + Couple of Surprises

Quiddity ASX Jun25 Results: All Expected ADDs/DELs Correct, One Extra ADD/DEL, LONGs up 5% Vs SHORTs

Quiddity BSE/​​​​SENSEX Jun25 Results: 23/26 Correct; ~US$600mn Total One-Way Flows

Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: Last-Minute Methodology Changes; Final Expectations

Quiddity SSE 50/180 Jun25 Results: 44 Changes; US$1.5bn Collective One-Way Flows

Quiddity CSI 300/​​500 Jun25 Results: 114 Changes; 88% Hit Rate; ~US$5bn One-Way

Quiddity JPX-Nikkei 400 Rebal 2025: End-May 2025 Ranks

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Lepu Medical Technology A / Index Rebalance

<ul>
<li>The June 2025 index review results for the ChiNext and ChiNext 50 indices were announced yesterday.</li>
<li>There will be eight changes for the ChiNext index and five changes for the ChiNext 50 index.</li>
<li>In this insight, we take a look at our final flow expectations for the the ChiNext and ChiNext 50 index rebal events.</li>
</ul>


The June 2025 index review results for the ChiNext and ChiNext 50 indices were announced yesterday.
There will be eight changes for the ChiNext index and five changes for the ChiNext 50 index.
In this insight, we take a look at our final flow expectations for the the ChiNext and ChiNext 50 index rebal events.


Beijing Tiantan Biological Products (600161 CH)

Jiangsu Yuyue Medical Equipment & Supply A (002223 CH)

Jiangsu Yuyue Medical Equipment & Supply A

Jiangsu Nhwa Pharmaceutical Co., (002262 CH)

Bluefocus Communication Group Co, Ltd. (300058 CH)

Quiddity ChiNext/ChiNext 50 Jun25 Results: 23/26 Changes Correct Despite Methodology Change