Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

Quiddity Leaderboard SE600 Dec 23: Novartis-Sandoz, Dechra, CHR, and Others

TOPIX Inclusions: Who Is Ready (Oct 2023)

Quiddity Leaderboard-DAX Dec 23: One MDAX Change and Three SDAX Changes Possible

Quiddity Leaderboard F100/​​​250 Dec 23: ~7 Changes Possible; LONG Playtech SHORT 888 Interesting

TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023

A Bull Investment Case for TSMC (Summary Version)

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices in the December 2023 Rebalance.</li>
<li>Currently, I see two index changes for the MDAX index and two index changes for the SDAX index.</li>
<li>I do not see any changes for the DAX index in December 2023.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices in the December 2023 Rebalance.
Currently, I see two index changes for the MDAX index and two index changes for the SDAX index.
I do not see any changes for the DAX index in December 2023.


Hamburger Hafen und Logistik AG (HHFA GR)

Quiddity Leaderboard-DAX Dec 23: Two Changes for MDAX and Two Changes for SDAX

Aroundtown

Quiddity Leaderboard-DAX Dec 23: Two Changes for MDAX and Two Changes for SDAX