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 STAR 50/100 Dec26: US$3.3bn Combined One-Way Flow; Exp.ADDs Down Vs Exp.DELs

Quiddity Leaderboard PSEi Feb27 Rebal: First Review Under New Methodology; 3 ADDs/DELs Likely

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

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs Sharply Down Vs Expected DELs

Quiddity Leaderboard HSTECH Dec26: New Rules Confirmed with Some Modifications; Latest Expectations

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>The reference period is about to end soon. The net inflow names are in a sharp downtrend against the net outflow names.</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.
The reference period is about to end soon. The net inflow names are in a sharp downtrend against the net outflow names.


Goldenmax International Technology (002636 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Yuanjie Semiconductor Technology (688498 CH)

Nanya New Material Technology (688519 CH)

Quiddity Leaderboard CSI 300/​​500 Dec26: Net Inflows in a High Tech Beta Downtrend Vs Net Outflows

Shijiazhuang Dongfang Energy

Quiddity Leaderboard CSI 300/​​500 Dec26: Net Inflows in a High Tech Beta Downtrend Vs Net Outflows

Quiddity Leaderboard CSI 300/500 Dec26: Net Inflows in a High Tech Beta Downtrend Vs Net Outflows