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 SE600 Jun26: TEN ADDs/DELs; Many Intra-Review Changes After Rebal

Quiddity Leaderboard SET50 Jun26: Borderline Names Could Still Swap Places

Quiddity Leaderboard BSE ​​​​SENSEX Jun26: All For Nothing; Final Expectations

Quiddity Leaderboard CSI 300/​​500 Jun26: Net Inflow Vs Net Outflow Downtrend Could Reverse

Quiddity Leaderboard ASX Jun26: Two Intra-Review Replacements Possible + More Regular Changes

Quiddity Leaderboard TDIV Jun26: Many Names with >10x ADV to Trade; Borderline Names to Be Monitored

Quiddity Leaderboard T50/​​​100 Jun26: Three TDIV DELs And One High-Impact T50 DEL Now in the Money!

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we have presented our expectations for potential index changes for ASX 200, 100, 50, and 20 in the run-up to the June 2026 index rebal event.</li>
<li>There have been some important movements in Leaderboard ranks. Currently, we expect one change for ASX 50, one change for ASX 100, and three changes for ASX 200.</li>
<li>However, one of the ASX 200 expected ADDs <a href="https://www.smartkarma.com/entities/firefly-metals-ltd" target="_blank" data-smartkarma-citation="entities:12974:1" rel="noopener">FireFly Metals (FFM AU)</a> is currently involved in a spin-off that could harm its chances of ASX 200 inclusion.</li>
</ul>


In this insight, we have presented our expectations for potential index changes for ASX 200, 100, 50, and 20 in the run-up to the June 2026 index rebal event.
There have been some important movements in Leaderboard ranks. Currently, we expect one change for ASX 50, one change for ASX 100, and three changes for ASX 200.
However, one of the ASX 200 expected ADDs FireFly Metals (FFM AU) is currently involved in a spin-off that could harm its chances of ASX 200 inclusion.


Quiddity Leaderboard ASX Jun26: FireFly Metals A Question Mark; Qube Replacements; Rank Changes

Minerals 260 Ltd

Quiddity Leaderboard ASX Jun26: FireFly Metals A Question Mark; Qube Replacements; Rank Changes