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 ASX Dec25: LNW Float Revision; Gold Names Rally; More Surprises Possible

Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New Ideas

Quiddity Leaderboard CSI Medical Dec25: Some Changes to Expected ADDs/DELs; US$362mn One-Way

Quiddity Leaderboard T50/​​​100 Dec25: High-Impact Passive Sell-Off for Shanghai Commercial (5876)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Porton Pharma Solutions / Index Rebalance

<ul>
<li>CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical theme from the Shanghai, Shenzhen and Beijing Exchanges.</li>
<li>In this insight, we have presented our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in December 2025.</li>
<li>We expect up to six ADDs and six DELs for the CSI Medical Service index during this index review event based on the latest available data.</li>
</ul>


CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical theme from the Shanghai, Shenzhen and Beijing Exchanges.
In this insight, we have presented our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in December 2025.
We expect up to six ADDs and six DELs for the CSI Medical Service index during this index review event based on the latest available data.


Beijing Hotgen Biotech Co Ltd (688068 CH)

Shanghai Haoyuan Chemexpress C (688131 CH)

Shandong Weigao Blood Purification Products (603014 CH)

Shandong Weigao Blood Purification Products

Shanghai MicroPort EP MedTech (688351 CH)

Sanbo Hospital Management Group (301293 CH)

Guangdong Taienkang Pharmaceutical (301263 CH)

Quiddity Leaderboard CSI Medical Dec25: New Expected DEL Due to Liquidity; US$345mn One-Way