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: 3 ADDs/DELs Expected For Now But It Could Become 4

Quiddity Leaderboard CSI Medical Jun26: Final Expectations

Quiddity Leaderboard F100/F250 Jun26: Rosebank and Cordiant as F250 ADDs; 2 Weeks to Base Date

Quiddity Leaderboard STAR 50/100 Jun26: Discretionary Powers and Borderline Eligibility Issues

Quiddity Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Quiddity Leaderboard TDIV Mar26: One Delete; ~10x ADV to Sell

Quiddity Leaderboard HSTECH Jun26: Interesting Question Marks for ADDs; Reference Period Not Over

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 themes from the Shanghai, Shenzhen, and Beijing Exchanges.</li>
<li>We expect three ADDs/DELs for the CSI Medical Service index and one-way flows of approximately US$213mn in the June 2026 index rebal event.</li>
<li>The reference period is about to end soon but there are some names that are still close to the border, according to our latest estimates.</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.
We expect three ADDs/DELs for the CSI Medical Service index and one-way flows of approximately US$213mn in the June 2026 index rebal event.
The reference period is about to end soon but there are some names that are still close to the border, according to our latest estimates.


Shanghai MicroPort EP MedTech (688351 CH)

Guangdong Taienkang Pharmaceutical (301263 CH)

Quiddity Leaderboard CSI Medical Jun26: Some Names Still Close to the Border

Zhende Medical Co Ltd

Quiddity Leaderboard CSI Medical Jun26: Some Names Still Close to the Border