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

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

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

Quiddity Leaderboard CSI 1000 Jun26: Strong Outperformance of Net Inflows Vs Net Outflows

Quiddity Leaderboard STAR 50/100 Jun26: Final Expectations; ~US$2.6bn Combined One-Way Flows

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

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

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>There were 6 intra-review ad hoc changes announced for the CSI 1000 index this week due to some index constituents being labeled "Special Treatment" companies (covered in QIPS yesterday).</li>
<li>Here we present our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in June 2026. We expect 100 ADDs/DELs. There are our final expectations.</li>
</ul>


CSI 1000 represents the next 1000 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges after CSI 800.
There were 6 intra-review ad hoc changes announced for the CSI 1000 index this week due to some index constituents being labeled "Special Treatment" companies (covered in QIPS yesterday).
Here we present our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in June 2026. We expect 100 ADDs/DELs. There are our final expectations.


Kangmei Pharmaceutical Co Ltd (600518 CH)

Shandong Buchang Pharmaceutica (603858 CH)

Qingdao Rural Commercial Bank (002958 CH)

Liaoning Chengda Biotechnology (688739 CH)

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

Jinke Property Group

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