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 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 HSCEI Dec26: Final Ranks; Two ADDs/DELs Likely; One Change to Expectation

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

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

Quiddity Leaderboard HSTECH Dec26: OLD Vs NEW Methodology; Mega Flows Possible

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we present our expectations for ASX 200, 100, 50, and 20 for the December 2026 index rebal event.</li>
<li>We expect one change for ASX 100 and six changes for ASX 200. We do not see any changes for ASX 20 and ASX 50.</li>
<li>There could also be intra-review index changes over the next few months. By our current measure, those will be quite big in dollar terms and ADV impact.</li>
</ul>


In this insight, we present our expectations for ASX 200, 100, 50, and 20 for the December 2026 index rebal event.
We expect one change for ASX 100 and six changes for ASX 200. We do not see any changes for ASX 20 and ASX 50.
There could also be intra-review index changes over the next few months. By our current measure, those will be quite big in dollar terms and ADV impact.


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

Dicker Data Ltd

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