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

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

[Quiddity Index] The TOPIX Change in Oct 2026 - Part II (Regional Bank LFR Baskets)

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

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

[Quiddity Index] The TOPIX Change in Oct 2026 - Part I (Methodology Madness)

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 and DELs for the semiannual index rebal event in December 2026.</li>
<li>We expect up to 5 ADDs/DELs and we estimate one-way flows of approximately US$271mn.</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 and DELs for the semiannual index rebal event in December 2026.
We expect up to 5 ADDs/DELs and we estimate one-way flows of approximately US$271mn.


Shandong Weigao Blood Purification Products (603014 CH)

Shandong Weigao Blood Purification Products

Guangdong Taienkang Pharmaceutical (301263 CH)

Quiddity Leaderboard CSI Medical Dec26: Expected ADDs Are Underperforming Expected DELs