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 F100/F250 Sep26: Three M&A Deals; Few F250 Changes + a Possible Transfer

Quiddity Leaderboard F100/F250 Sep26: Volex F250 ADD; One-Intra Review F250 DEL Soon

Quiddity Leaderboard CSI Medical Dec26: 6 ADDs/DELs Expected; US$236mn One-Way Flows

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Many Changes; US$2.1bn+ Combined One-Way Flows

Quiddity CSI 1000 Jun26 Results: 84% Correctly Predicted; ~US$1.2bn One-Way Flow

Quiddity Leaderboard HSIII Sep26: Five Changes Expected With Three Weeks to the Cut-Off

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Shandong Himile Mechanical Science & Technology / Index Rebalance

Shandong Himile Mechanical Science & Technology (002595 CH)

Shandong Himile Mechanical Science & Technology

<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>Currently, we see 100 ADDs/DELs for the CSI 1000 index.</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.
Currently, we see 100 ADDs/DELs for the CSI 1000 index.


Hainan Airport Infrastructure (600515 CH)

Zhenjiang Dngfng Elctc Htg Techgy (300217 CH)

Goldenmax International Technology (002636 CH)

Imeik Technology Development C (300896 CH)

Quiddity Leaderboard CSI 1000 Dec26: 200 Changes; US$1Bn+ One-Way