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: Expectations Have Changed; US$301mn One-Way

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

Quiddity Leaderboard CSI 300/​​500 Dec26: Inflow Names Beginning to Rebound Against Outflow Names

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Momentum Against the Expected ADDs Vs DELs Trade

Quiddity Advisors

Pan-Asia Catalysts/Events

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 take a look at the potential ADDs and DELs for the semiannual index rebal event in December 2026.</li>
<li>We expect 5 ADDs/DELs and we currently estimate one-way flow to be US$408mn.</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 5 ADDs/DELs and we currently estimate one-way flow to be US$408mn.


Beijing Wantai Biological Phar (603392 CH)

Guangdong Taienkang Pharmaceutical (301263 CH)

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

WuXi AppTec

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