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 ES50 Sep 23 Rebal: Ferrari/Vonovia Change Confirmed + Another US$2bn+ Flow Surprise!

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 Inclusions: Who Is Ready (Aug 2023)

Quiddity Leaderboard ES50 Sep 23:  Eurozone’s Annual Big Impact Rebal Trades; US$1.1bn+ for ADDs

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>The ES50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.</li>
<li>The index changes will be confirmed after the close on 1st September 2023.</li>
<li>In this insight, we take a final look the names leading the race to become ADDs/DELs for the upcoming index review.</li>
</ul>


The ES50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.
The index changes will be confirmed after the close on 1st September 2023.
In this insight, we take a final look the names leading the race to become ADDs/DELs for the upcoming index review.


Quiddity Leaderboard ES50 Sep 23: US$1.3bn Flow for Ferrari Likely; Announcement Soon

Ferrari NV

Quiddity Leaderboard ES50 Sep 23: US$1.3bn Flow for Ferrari Likely; Announcement Soon