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 Jun26: Three Changes Likely; US$244 Mn One-Way

Quiddity Leaderboard CSI 1000 Jun26: ~US$3.6bn; Strong Momentum for Net Inflows Vs Net Outflows

Quiddity Leaderboard CSI Medical Dec25: US$300mn+ One-Way; Some Changes to Expectations

Quiddity Leaderboard STAR 50/100 Mar26: ~US$3.8bn Total One-Way Flows; Some Signs of Pre-Positioning

Quiddity Leaderboard CSI 300/​​500 Jun26: Mega Flows; Some Large Individual Flow Names Too

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: ~US$1.86bn Combined One-Way Flow; Ranks Can Change

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Guangzhou Wondfo Biotech C-A / 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 themes 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 June 2026.</li>
<li>We expect up to four ADDs and four 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 themes 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 June 2026.
We expect up to four ADDs and four DELs for the CSI Medical Service index during this index review event based on the latest available data.


Jiangsu Lihua Animal Husbandry (300761 CH)

Shanghai MicroPort EP MedTech (688351 CH)

Guangdong Taienkang Pharmaceutical (301263 CH)

Quiddity Leaderboard CSI Medical Jun26: Four Changes Possible; US$262mn One-Way