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 ChiNext & ChiNext 50 Dec26: One Change to Expectations; More Changes Possible

Quiddity Leaderboard STAR 50/100 Dec26: CXMT Addition Possible; ~US$3.9bn Combined One-Way Flow

Quiddity Leaderboard T50/​​​100 Dec26: Evergreen Aviation Close to TDIV Deletion

Quiddity STAR 50/100 Sep26 Results: 8/10 Correct for STAR 50; Many Surprises Among STAR100 ADDs

Quiddity Leaderboard HSTECH Dec26: OLD Vs NEW Methodology; Mega Flows Possible

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

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs/DELs Can Change; US$655mn One-Way

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Shijiazhuang Dongfang Energy / Index Rebalance

<ul>
<li>CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.</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 30 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index. These are the maximum number of changes allowed per review.</li>
</ul>


CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.
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 30 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index. These are the maximum number of changes allowed per review.


Huolinhe Opencut Coal Ind Corp Ltd. (002128 CH)

Goldenmax International Technology (002636 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Beijing E-Town Semiconductor Technology (688729 CH)

Yuanjie Semiconductor Technology (688498 CH)

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

Shijiazhuang Dongfang Energy

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

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