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 CSI Medical Jun26: Final Expectations

Quiddity Leaderboard CSI 1000 Jun26: Ad Hoc Changes Announced; Final Expectations Post-Adjustment

Quiddity Leaderboard CSI 300/​​500 Jun26: Final Expectations; ~US$10bn Collective One-Way Flows

Quiddity Leaderboard Hang Seng Index Jun26: BeOne, Zijin, Cosco Shipping Among Our Top 10 Picks

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Reference Period Ending Soon; Ranks Still Not Final

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

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ChiNext index represents 100 leading liquid stocks on the ChiNext market while the ChiNext 50 index is its subset, comprising the 50 stocks with the highest average daily turnover.</li>
<li>In this insight, we have presented our final expectations for ADDs/DELs for the upcoming index review. </li>
<li>The ChiNext and ChiNext 50 index rebal events could trigger US$981mn and US$315mn in one-way flows, respectively.</li>
</ul>


The ChiNext index represents 100 leading liquid stocks on the ChiNext market while the ChiNext 50 index is its subset, comprising the 50 stocks with the highest average daily turnover.
In this insight, we have presented our final expectations for ADDs/DELs for the upcoming index review. 
The ChiNext and ChiNext 50 index rebal events could trigger US$981mn and US$315mn in one-way flows, respectively.


Hunan Yuneng New Energy Battery Material (301358 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Final Expectations; US$1bn+ Combined One-Way Flows

Jafron Biomedical

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Final Expectations; US$1bn+ Combined One-Way Flows