Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Index Rebal Trades & Special Situations

Quiddity Leaderboard BSE ​​​​SENSEX Dec25: Tech Mahindra Likely to Escape Sensex Deletion

Quiddity Leaderboard F100/F250 Sep25: ~10 Regular & Intra-Review Changes Likely in September

Quiddity Leaderboard ASX Sep25: Methodology Change Confirmed; Good Performance; Final Expectations

Quiddity Leaderboard TDIV Sep25: US$591mn One-Way Flows; High-Impact for Some Names

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Pinewood Technologies Group / Index Rebalance

<ul>
<li>The September 2025 index review results for F100 and F250 indices were announced yesterday after LSE market close.</li>
<li>There will be two ADDs and two DELS for the F100 index. Separately, there will be five ADDs and six DELs for the F250 index.</li>
<li>As a consequence of new transfers and the relaxation of trading currency requirements, some F100 and F250 ADDs will also be added to the F-All Share index simultaneously.</li>
</ul>


The September 2025 index review results for F100 and F250 indices were announced yesterday after LSE market close.
There will be two ADDs and two DELS for the F100 index. Separately, there will be five ADDs and six DELs for the F250 index.
As a consequence of new transfers and the relaxation of trading currency requirements, some F100 and F250 ADDs will also be added to the F-All Share index simultaneously.


Quiddity Leaderboard F100/F250 Sep25: 14/15 Expected ADDs/DELs Correct; Intra-Review ADDs Next!