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 SE600 Sep26: Seven Regular ADDs/DELs Likely; Four M&A Deals Coming Up

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

Quiddity Leaderboard ASX Sep26: Qube Deal Consequences + Many Other High-Impact Index Changes

TOPIX Inclusions: Who Is Ready (June 2026)

Quiddity Leaderboard STAR 50/100 Sep26: Special Focus on Peric (688146) And Sichuan Huafeng (688629)

Quiddity CSI 300/​​500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM

Quiddity Leaderboard HSCEI Sep26:One Change Likely; ~US$146mn One-Way Flow

Quiddity Leaderboard HSTECH Sep26: Zero Changes Likely but Geely Question Mark Exists

Quiddity Advisors

Pan-Asia Catalysts/Events

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.


Inner Mongolia Xingye Mining C (000426 CH)

Chongqing Zhifei Biological Products (300122 CH)

Universal Scientific Industrial (Shanghai) (601231 CH)

Universal Scientific Industrial (Shanghai)

Loften Environmental Technology (002379 CH)

Sinoma Science & Technology Co., (002080 CH)

Jiangsu King's Luck Brewery JS (603369 CH)

Beijing Wantai Biological Phar (603392 CH)

Beijing E-Town Semiconductor Technology (688729 CH)

Quiddity Leaderboard CSI 300/​​500 Dec26: Max Changes; Mega Flows

Arashi Vision

Quiddity Leaderboard CSI 300/500 Dec26: Max Changes; Mega Flows

Arashi Vision

Quiddity Leaderboard CSI 300/​​500 Dec26: Max Changes; Mega Flows

Quiddity Leaderboard CSI 300/500 Dec26: Max Changes; Mega Flows