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 300/​​500 Dec26: Combined One-Way Flow >US$9bn

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Likely But Multiple Other Outcomes Possible

Quiddity Leaderboard CSI Medical Dec26: US$408mn One-Way Flows; 5 ADDs/DELs Expected

Quiddity Leaderboard PSEi Feb27 Rebal: First Review Under New Methodology; 3 ADDs/DELs Likely

Quiddity Leaderboard HSTECH Dec26: New Rules Confirmed with Some Modifications; Latest Expectations

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>We expect five ADDs/DELs for the CSI Medical Service index during the upcoming index rebal  event based on the latest available data.</li>
<li>Nearly 95% of the reference period is now complete. We currently estimate one-way flow to be US$301mn.</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.
We expect five ADDs/DELs for the CSI Medical Service index during the upcoming index rebal  event based on the latest available data.
Nearly 95% of the reference period is now complete. We currently estimate one-way flow to be US$301mn.


Shandong Weigao Blood Purification Products (603014 CH)

Shandong Weigao Blood Purification Products

Guangdong Taienkang Pharmaceutical (301263 CH)

Quiddity Leaderboard CSI Medical Dec26: Expectations Have Changed; US$301mn One-Way