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 Sep26: US$90mn One-Way Flows

Quiddity Leaderboard CSI Medical Dec26: Expected ADDs Are Underperforming Expected DELs

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Momentum Against the Expected ADDs Vs DELs Trade

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

Quiddity Leaderboard HSTECH Sep26: Final Ranks; US$1.9bn One-Way Capping

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<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 continue to 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 continue to see 100 ADDs/DELs for the CSI 1000 index.


Hainan Airport Infrastructure (600515 CH)

Jiangsu Hengshun Vinegar Ind Co, Ltd. (600305 CH)

Shandong Himile Mechanical Science & Technology (002595 CH)

Shandong Himile Mechanical Science & Technology

Kingswood Enterprise Co., Ltd. (600255 CH)

Tianjin Ringpu Bio Technology Co,Ltd. (300119 CH)

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

Peric Special Gases

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!