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 STAR 50/100 Sep26 Results: 8/10 Correct for STAR 50; Many Surprises Among STAR100 ADDs

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 TDIV Sep26: US$90mn One-Way Flows

Quiddity Leaderboard HSIII Sep26: Announcement in Two Weeks; 5 Changes Likely

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Momentum Against the Expected ADDs Vs DELs Trade

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

T&S Communications Co Ltd / Index Rebalance

<ul>
<li>ChiNext and ChiNext 50, respectively, represent the top 100 and top 50 A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.</li>
<li>We expect 7 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the December 2026 index rebal event.</li>
<li>With just over two months remaining in the reference period, there is still room for the expected ADDs/DELs to change.</li>
</ul>


ChiNext and ChiNext 50, respectively, represent the top 100 and top 50 A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.
We expect 7 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the December 2026 index rebal event.
With just over two months remaining in the reference period, there is still room for the expected ADDs/DELs to change.


Shandong Sinocera Functional Material (300285 CH)

Konfoong Materials Internation (300666 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs/DELs Can Change; US$655mn One-Way