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 Medical Jun25: One Change to Expectations; Adjustment to the Trade

Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; >2x ADV to Trade for Most Names

Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; US$146mn One-Way; 1x-5x ADV

TOPIX Inclusions: Who Is Ready (Feb 2025)

Quiddity Leaderboard STAR 50/100 Mar 25: LONGs Up ~12% Vs SHORTs in a Month; More to Come

Quiddity Leaderboard CSI 300/​​500 Jun 25: Positive Trade Performance; More to Come

Quiddity Leaderboard ASX Mar 25: Final Expectations; Momentum Still Intact

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Bluefocus Communication Group Co, Ltd. / Index Rebalance

Bluefocus Communication Group Co, Ltd. (300058 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 10 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event. Collectively, there could be US$1.3bn one-way flows.</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 10 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event. Collectively, there could be US$1.3bn one-way flows.


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

Winning Health Technology Group Co., Ltd. A

Jiangsu Jiejie Microelectronic (300623 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: ~US$1.3bn One-Way; Some Changes to Expectations