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 300/​​500 Dec25: Final Expectations; Huge Flows

Quiddity Leaderboard CSI 1000 Dec25: Final Expectations; ~US$2.9bn One-Way

Quiddity Leaderboard HSCEI Dec25: Three Index Change Possible; ~US$264mn One-Way; Announcement Soon

Quiddity Leaderboard CSI All Share Semiconductors Dec25: Some Names Have Crossed the Border

Quiddity Leaderboard STAR 50/100 Dec25: Final Expectations; New Ideas

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: Multiple Changes to Expectations; New Ideas

Quiddity Leaderboard CSI All Share Semiconductors Dec25: Some Names Are Close to the Border

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Beijing Originwater Technology Co,Ltd. / Index Rebalance

Beijing Originwater Technology Co,Ltd. (300070 CH)

<ul>
<li>The ChiNext index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.</li>
<li>The ChiNext 50 index is a subset of the ChiNext Index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.</li>
<li>In this insight, we have presented our final expectations for ADDs and DELs for the upcoming December 2025 index rebal event. 11 ADDs, 11 DELs, $2.3bn to trade.</li>
</ul>


The ChiNext index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.
The ChiNext 50 index is a subset of the ChiNext Index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.
In this insight, we have presented our final expectations for ADDs and DELs for the upcoming December 2025 index rebal event. 11 ADDs, 11 DELs, $2.3bn to trade.


Zhejiang Jingsheng Mechanical & Electr (300316 CH)

Imeik Technology Development C (300896 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: Final Expectations; US$1bn+ Combined One-Way Flows