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 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 SE600 Mar 24: 7 Changes Likely; Expected ADDs Could Outperform Expected DELs

Quiddity Leaderboard F100/​​​250 Mar 24: Intra-Review Replacements for NETW and LXI REIT

Quiddity Leaderboard S&P 500 Mar 24: Big Index Flows Possible for Workday and KKR

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

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2024 index rebal event.</li>
<li>I see one change for the F100 index and two other changes for the F250 index. There could be more as there are many names close to the border.</li>
<li>There are also a couple of potential intra-review changes expected in the next few weeks for <a href="https://www.smartkarma.com/entities/lxi-reit-plc" target="_blank" data-smartkarma-citation="entities:40684:1" rel="noopener">LXI REIT (LXI LN)</a> and <a href="https://www.smartkarma.com/entities/network-international-holdings-plc" target="_blank" data-smartkarma-citation="entities:28918:1" rel="noopener">Network International Holdings (NETW LN)</a> </li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2024 index rebal event.
I see one change for the F100 index and two other changes for the F250 index. There could be more as there are many names close to the border.
There are also a couple of potential intra-review changes expected in the next few weeks for LXI REIT (LXI LN) and Network International Holdings (NETW LN) 


Alfa Financial Software Holdings (ALFA LN)

Quiddity Leaderboard F100/​​​250 Mar 24: One More Day to Base Date. Lots of Possibilities!

Kier Group PLC

Quiddity Leaderboard F100/250 Mar 24: One More Day to Base Date. Lots of Possibilities!

Kier Group PLC

Quiddity Leaderboard F100/​​​250 Mar 24: One More Day to Base Date. Lots of Possibilities!

Quiddity Leaderboard F100/250 Mar 24: One More Day to Base Date. Lots of Possibilities!