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 TDIV Dec26: 4 ADDs/DELs Likely; More Changes Possible; US$3.4bn One-Way

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

Quiddity Leaderboard CSI 1000 Dec26: US$1.4bn One-Way; 88% Reference Period Complete

Quiddity Leaderboard ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes

Quiddity JPX-Nikkei 400 Rebal 2027: End-Sep 2026 Ranks

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Shanghai Tunnel Engineering Co, Ltd. / Index Rebalance

Shanghai Tunnel Engineering Co, Ltd. (600820 CH)

<ul>
<li>CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800.</li>
<li>In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2026.</li>
<li>We currently see 100 ADDs/DELs for the CSI 1000 index. The reference period is about to end.</li>
</ul>


CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800.
In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2026.
We currently see 100 ADDs/DELs for the CSI 1000 index. The reference period is about to end.


Hainan Airport Infrastructure (600515 CH)

Songcheng Performance Development (300144 CH)

Shandong Buchang Pharmaceutica (603858 CH)

Quiddity Leaderboard CSI 1000 Dec26: 100 ADDs/DELs Expected; ~US$1.1bn One-Way