Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on index flow events in the Asia-Pacific region. This includes predicting regular and intra-review index changes and estimating upcoming passive flows. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Pan-Asia Index Flows & Special Situations

Quiddity Leaderboard SSE50/180 Jun 24: US$1.5bn Index Flows One-Way

Quiddity Leaderboard ChiNext & ChiNext 50 Jun 24: US$313mn One-Way, Four Names with Double-Impacts

Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV DEL; Foxtron's Futile Rally; One More Surprise

Quiddity HSTECH Mar 24 Flow Expectations: US$415mn One-Way if the Low-Conviction Change Takes Place

Quiddity Leaderboard CSI 300/​​500 Jun 24: Some Changes in Rankings; US$2.3bn One-Way

Quiddity Primer for CSI 300/500 Index Rebalance Events

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Xinjiang Tianshan Cement A / Event-Driven

<ul>
<li>CSI 300 represents the 300 largest stocks by market capitalization and liquidity from the entire universe of Shanghai and Shenzhen Stock Exchanges. CSI 500 represents the next largest 500 names.</li>
<li>In this insight, we take a look at the potential ADDs/DELs for the CSI 300 and CSI 500 rebalance in June 2024.</li>
<li>I currently see 11 changes for the CSI 300 index and 50 changes for the CSI 500 index.</li>
</ul>


CSI 300 represents the 300 largest stocks by market capitalization and liquidity from the entire universe of Shanghai and Shenzhen Stock Exchanges. CSI 500 represents the next largest 500 names.
In this insight, we take a look at the potential ADDs/DELs for the CSI 300 and CSI 500 rebalance in June 2024.
I currently see 11 changes for the CSI 300 index and 50 changes for the CSI 500 index.


Shenzhen Overseas Chinese (A) (000069 CH)

Zhejiang China Commodities City Group Co (600415 CH)

Shanghai Shenzhen CSI 300 Index (SHSZ300 INDEX EQUITY)

Shanghai Jinjiang Internationa (600754 CH)

Shenzhen New Industries Biomedical Engineering-A (300832 CH)

Shenzhen New Industries Biomedical Engineering-A

Shanghai Rural Commercial Bank (601825 CH)

Shandong Weifang Rainbow Chemi (301035 CH)

Quiddity Leaderboard CSI 300/​​500 Jun 24: SHORT CSI 300 Direct DELs Vs the Index

Xinjiang Tianshan Cement A

Quiddity Leaderboard CSI 300/​​500 Jun 24: SHORT CSI 300 Direct DELs Vs the Index

Quiddity Leaderboard CSI 300/500 Jun 24: SHORT CSI 300 Direct DELs Vs the Index