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 HSIII Jun26/Sep26: Some Changes to Sep26 Expected ADDs List

Quiddity Leaderboard SE600 Jun26: 3 Regular ADDs/DELs Likely

Quiddity Leaderboard ES50 Sep26: 2 ADDs/DELs Likely. 5 Months Left for the Base Date

Quiddity Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Quiddity STAR 50/100 Mar26 Results: 6/6 STAR 50 Changes Correctly Predicted; Some STAR 100 Surprises

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Some Changes to Expectations

[Quiddity Index] Nikkei 225 Mar-2026 Rebal: Kioxia, PPIH IN, Casio GS Yuasa OUT. Big End-Mar Flows.

[Quiddity Index] Nikkei 225 Sep26 Rebal Preview Update - 2 Auto ADDs, 1 Extra, 1 Cap, NEW DELs

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<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 8 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event in June 2026.</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 8 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event in June 2026.


Chongqing Zhifei Biological Products (300122 CH)

Shenzhen Kangtai Biological Pr (300601 CH)

Electric Connector Technology (300679 CH)

Yunnan Botanee Bio-Technology (300957 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Expected ADDs/DELs Can Change; US$1bn+ One-Way

Jafron Biomedical

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Expected ADDs/DELs Can Change; US$1bn+ One-Way