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 Dec26: 200 Changes; US$1Bn+ One-Way

Quiddity Leaderboard F100/F250 Sep26: Three M&A Deals; Few F250 Changes + a Possible Transfer

Quiddity Leaderboard F100/F250 Sep26: Volex F250 ADD; One-Intra Review F250 DEL Soon

Quiddity CSI Medical Jun26 Results: 5/6 Correctly Predicted; US$134mn One-Way Flows

Quiddity ChiNext & ChiNext 50 Jun26 Results: Negative Post-Announcement Reaction; US$2bn+ One-Way

Quiddity Leaderboard HSIII Sep26: Five Changes Expected With Three Weeks to the Cut-Off

Quiddity Leaderboard HSCEI Sep26:One Change Likely; ~US$146mn One-Way Flow

Quiddity Leaderboard HSTECH Sep26: Zero Changes Likely but Geely Question Mark Exists

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Beijing Wantai Biological Phar / Index Rebalance

Beijing Wantai Biological Phar (603392 CH)

<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 take a look at the potential ADDs/DELs for the semiannual index rebal event in December 2026.</li>
<li>We see 6 ADDs/DELs and expect one-way flows of approximately US$236mn.</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 take a look at the potential ADDs/DELs for the semiannual index rebal event in December 2026.
We see 6 ADDs/DELs and expect one-way flows of approximately US$236mn.


Shandong Weigao Blood Purification Products (603014 CH)

Shandong Weigao Blood Purification Products

Guangdong Taienkang Pharmaceutical (301263 CH)

Quiddity Leaderboard CSI Medical Dec26: 6 ADDs/DELs Expected; US$236mn One-Way Flows