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 CSI 1000 Jun26: ~US$3.6bn; Strong Momentum for Net Inflows Vs Net Outflows

TOPIX Inclusions: Who Is Ready (Jan 2026)

Quiddity Leaderboard F100/F250 Mar26: Two High-Impact Intra-Review ADDs

Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade

Quiddity CSI 300/​​500 Dec25 Results: 90% Hit Rate (110/121 Correct); US$9.5bn Combined One-Way Flow

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: ~US$1.86bn Combined One-Way Flow; Ranks Can Change

Quiddity Leaderboard STAR 50/100 Mar26: ~US$3.8bn Total One-Way Flows; Some Signs of Pre-Positioning

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 June 2026.</li>
<li>Currently, we see 17 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.</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 June 2026.
Currently, we see 17 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.


Shanghai Electric Group Company (601727 CH)

Beijing Tiantan Biological Products (600161 CH)

Wuxi Lead Intelligent Equipmen (300450 CH)

Shanghai RAAS Blood Products C (002252 CH)

Verisilicon Microelectronics S (688521 CH)

Quiddity Leaderboard CSI 300/​​500 Jun26: Mega Flows; Some Large Individual Flow Names Too

Piotech

Quiddity Leaderboard CSI 300/500 Jun26: Mega Flows; Some Large Individual Flow Names Too

Piotech

Quiddity Leaderboard CSI 300/​​500 Jun26: Mega Flows; Some Large Individual Flow Names Too

Quiddity Leaderboard CSI 300/500 Jun26: Mega Flows; Some Large Individual Flow Names Too