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 PSEi Feb27 Rebal: First Review Under New Methodology; 3 ADDs/DELs Likely

Quiddity Leaderboard CSI 300/​​500 Dec26: Combined One-Way Flow >US$9bn

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: One Change to Expectations; More Changes Possible

Quiddity Leaderboard HSTECH Dec26: New Rules Confirmed with Some Modifications; Latest Expectations

Quiddity Leaderboard HSIII Dec26/Mar27: Two ADDs/DELs Expected in Mar27, Third Change Possible

Quiddity Advisors

Pan-Asia Catalysts/Events

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 next index rebal event.</li>
<li>With approximately 91% of the review period complete, the rankings have largely stabilized.</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 next index rebal event.
With approximately 91% of the review period complete, the rankings have largely stabilized.


Winning Health Technology Group Co., Ltd. A (300253 CH)

Winning Health Technology Group Co., Ltd. A

Shandong Sinocera Functional Material (300285 CH)

Songcheng Performance Development (300144 CH)

Konfoong Materials Internation (300666 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs Sharply Down Vs Expected DELs

DapuStor

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs Sharply Down Vs Expected DELs