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

Tata Consultancy Services (TCS IN): US$2bn Mega Buyback; Two More Trading Days Before Ex-Date

Quiddity Aggregation of CSI300/500 and SSE50/180 Index Flows for Dec 2023: US$4.2bn One-Way!

Quiddity Leaderboard F100/​​​250 Dec 23: CAB Payments Could Be Deleted from F250

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 F100 and F250 December 2023 index changes are likely to be announced after the close on Wednesday 29th December 2023.</li>
<li>In this insight, we take a look at the potential index changes for F100 and F250 based on rankings as of 27th November 2023.</li>
<li>There could be one change for the F100 index and six separate changes for the F250 index. Some names lurking close to the border can still make it.</li>
</ul>


The F100 and F250 December 2023 index changes are likely to be announced after the close on Wednesday 29th December 2023.
In this insight, we take a look at the potential index changes for F100 and F250 based on rankings as of 27th November 2023.
There could be one change for the F100 index and six separate changes for the F250 index. Some names lurking close to the border can still make it.


Quiddity Leaderboard F100/​​​250 Dec 23: Final Expectations; Two Trading Days for Announcement

888 holdings

Quiddity Leaderboard F100/250 Dec 23: Final Expectations; Two Trading Days for Announcement

888 holdings

Quiddity Leaderboard F100/​​​250 Dec 23: Final Expectations; Two Trading Days for Announcement

Quiddity Leaderboard F100/250 Dec 23: Final Expectations; Two Trading Days for Announcement