Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard CSI All Share Semiconductors Dec25: Few Changes to Expectations

Quiddity JPX-Nikkei 400 Rebal 2025: End-May 2025 Ranks

Quiddity Leaderboard CSI 300/​​500 Dec25: US$5bn+ One Way Flows; Emphasis Should Be on NET Flows

Quiddity ASX Jun25 Results: All Expected ADDs/DELs Correct, One Extra ADD/DEL, LONGs up 5% Vs SHORTs

Quiddity Leaderboard STAR 50/100 Sep25: Some High-Impact Names; New Sector-Neutral Pair Trade Ideas

TOPIX Inclusions: Who Is Ready (Jun 2025)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Nationz Technologies Inc A / Index Rebalance

<ul>
<li>CSI All Share Semiconductors &amp; Semiconductor Equipment Index represents the largest and most-liquid stocks in the Semiconductor Industry Group from the Shanghai, Shenzhen, and Beijing Exchanges.</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 2025.</li>
<li>We expect up to six ADDs and two DELs for the CSI All Share Semiconductors index during this index review event based on the latest available data.</li>
</ul>


CSI All Share Semiconductors &amp; Semiconductor Equipment Index represents the largest and most-liquid stocks in the Semiconductor Industry Group from the Shanghai, Shenzhen, and Beijing Exchanges.
In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2025.
We expect up to six ADDs and two DELs for the CSI All Share Semiconductors index during this index review event based on the latest available data.


Shanghai Sinyang Smcndctr Mtls (300236 CH)

GRINM Semiconductor Materials (688432 CH)

Quiddity Leaderboard CSI All Share Semiconductors Dec25: Early Preview; Multiple Changes Possible