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 T50/​​​100 Jun26: Three TDIV DELs And One High-Impact T50 DEL Now in the Money!

Quiddity Leaderboard TDIV Jun26: Many Names with >10x ADV to Trade; Borderline Names to Be Monitored

Quiddity Leaderboard CSI 1000 Jun26: Strong Outperformance of Net Inflows Vs Net Outflows

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Reference Period Ending Soon; Ranks Still Not Final

Quiddity Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

Quiddity Leaderboard Hang Seng Index Jun26: BeOne, Zijin, Cosco Shipping Among Our Top 10 Picks

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 18 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 18 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.


Yealink Network Technology Cor (300628 CH)

Verisilicon Microelectronics S (688521 CH)

Quiddity Leaderboard CSI 300/​​500 Jun26: Net Inflow Vs Net Outflow Downtrend Could Reverse

Piotech

Quiddity Leaderboard CSI 300/500 Jun26: Net Inflow Vs Net Outflow Downtrend Could Reverse

Piotech

Quiddity Leaderboard CSI 300/​​500 Jun26: Net Inflow Vs Net Outflow Downtrend Could Reverse

Quiddity Leaderboard CSI 300/500 Jun26: Net Inflow Vs Net Outflow Downtrend Could Reverse