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

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

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

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: Expectations Have Changed; More Changes Possible

Quiddity Leaderboard ASX Sep26: Qube Deal Consequences + Many Other High-Impact Index Changes

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

Quiddity Leaderboard HSTECH Sep26: No Changes Likely; US$1.3bn One-Way; Announcement in Two Weeks

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Likely; One More Close to the Border

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we present our final expectations for ASX 300, 200, 100, 50, and 20 for the September 2026 index rebal event.</li>
<li>We expect two changes for ASX 50, one change for ASX 100, and five changes for ASX 200. Separately, we see 13 ADDs and 10 DELs for ASX 300.</li>
<li>The Vault minerals deal could trigger index changes <em>after</em> the September 2026 index review.</li>
</ul>


In this insight, we present our final expectations for ASX 300, 200, 100, 50, and 20 for the September 2026 index rebal event.
We expect two changes for ASX 50, one change for ASX 100, and five changes for ASX 200. Separately, we see 13 ADDs and 10 DELs for ASX 300.
The Vault minerals deal could trigger index changes after the September 2026 index review.


Quiddity Leaderboard ASX Sep26: Final Expectations; Many High-Impact Names

Weebit Nano Ltd

Quiddity Leaderboard ASX Sep26: Final Expectations; Many High-Impact Names