Index Rebal Trades & 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 Trades & Special Situations

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

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: ~US$900mn Combined Flows One-Way; New Pair Trades

Quiddity Leaderboard STAR 50/100 Dec25: >US$2bn Combined One-Way Flows; Exp DELs Vs Peers Pair Ideas

Quiddity Leaderboard CSI 300/​​500 Dec25: Inflows Vs Outflows Positive So Far But Time For Caution

Quiddity Leaderboard CSI 1000 Dec25: ~US$3bn One-Way Flows Expected

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>We see 7 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event.</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.
We see 7 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event.


Jiangsu Jiejie Microelectronic (300623 CH)

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