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 Mar 24: 12 Changes Possible in the Next Few Days

Quiddity Leaderboard F100/​​​250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

Quiddity Leaderboard MV J-Gold Miners Mar 24: One High-Conviction DEL and More Low-Conviction Cases

Novartis Strikes for Possible Myelofibrosis Blockbuster

Quiddity Leaderboard DAX/MDAX Mar 24: Lufthansa, Zalando, Telefonica, Befesa

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

Quiddity Leaderboard ASX Mar 24: Five ASX 200 Changes Possible Including One Surprise

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Vitesco Technologies Group / Event-Driven

<ul>
<li>In this insight, we take a look at the potential ADDs/DELs for the DAX index and the MDAX index in the run up to the March 2024 index rebal event.</li>
<li>The official index changes for the March 2024 review could be announced after the close of 5th March 2024.</li>
<li>I currently do not see any changes for the DAX index but there could be one change for the MDAX index.</li>
</ul>


In this insight, we take a look at the potential ADDs/DELs for the DAX index and the MDAX index in the run up to the March 2024 index rebal event.
The official index changes for the March 2024 review could be announced after the close of 5th March 2024.
I currently do not see any changes for the DAX index but there could be one change for the MDAX index.


Quiddity Leaderboard DAX/MDAX Mar 24: M&A Candidates Morphosys and Vitesco Could Face Index Flows