Index Rebal/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/Special Situations

Quiddity Leaderboard CSI Medical Dec26: 6 ADDs/DELs Expected; US$236mn One-Way Flows

Quiddity Leaderboard CSI 1000 Dec26: 200 Changes; US$1Bn+ One-Way

Quiddity Leaderboard F100/F250 Sep26: Three M&A Deals; Few F250 Changes + a Possible Transfer

Quiddity CSI 300/​​500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Final Expectations; US$1bn+ Combined One-Way Flows

Quiddity STAR 50/100 Jun26 Results: 7/8 Correct for STAR 50, Some Surprises Among STAR 100 ADDs

Quiddity Leaderboard HSTECH Jun26: High-Impact Deletions Likely; ~US$1.4bn One-Way

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Goke Microelectronics Co Ltd / Index Rebalance

<ul>
<li>The June 2026 index review results for the ChiNext and ChiNext 50 indices were announced after market close on Friday 29th May 2026.</li>
<li>There will be ten changes for the ChiNext index and five changes for the ChiNext 50 index.</li>
<li>The ChiNext and ChiNext 50 index rebal events could trigger US$1.7bn and US$328mn in one-way flows respectively.</li>
</ul>


The June 2026 index review results for the ChiNext and ChiNext 50 indices were announced after market close on Friday 29th May 2026.
There will be ten changes for the ChiNext index and five changes for the ChiNext 50 index.
The ChiNext and ChiNext 50 index rebal events could trigger US$1.7bn and US$328mn in one-way flows respectively.


Quiddity ChiNext & ChiNext 50 Jun26 Results: Negative Post-Announcement Reaction; US$2bn+ One-Way