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 ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes

Quiddity Leaderboard TDIV Dec26: 4 ADDs/DELs Likely; More Changes Possible; US$3.4bn One-Way

Quiddity Leaderboard Hang Seng Index Dec26: Z.AI, COSCO, 3SBIO Among Our Top Picks

Quiddity Leaderboard TDIV Sep26: US$90mn One-Way Flows

Quiddity ASX Sep26 Results: 92% of Predictions Correct; More Changes for ASX 300 than We Expected

[Quiddity Index] Nikkei 225 Sep26 Rebal - Advantest Capped, Three In/Out Likely, New Rules for Later

Quiddity T50/100/TDIV Sep26 Results: All Changes in Line with Expectations Except for One

Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>JPX-Nikkei 400 is composed of common stocks listed on the Tokyo Stock Exchange. It is a free-float-adjusted capped index composed of 400 constituents.</li>
<li>The annual index review takes place in August every year. We look at the latest rankings of potential ADDs/DELs every month.</li>
<li>Below is a look at potential ADDs/DELs for the JPX-Nikkei 400 rebalance to come in August 2027 based on trading data as of end-September 2026.</li>
</ul>


JPX-Nikkei 400 is composed of common stocks listed on the Tokyo Stock Exchange. It is a free-float-adjusted capped index composed of 400 constituents.
The annual index review takes place in August every year. We look at the latest rankings of potential ADDs/DELs every month.
Below is a look at potential ADDs/DELs for the JPX-Nikkei 400 rebalance to come in August 2027 based on trading data as of end-September 2026.


Quiddity JPX-Nikkei 400 Rebal 2027: End-Sep 2026 Ranks

Kokusai Electric

Quiddity JPX-Nikkei 400 Rebal 2027: End-Sep 2026 Ranks