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 Sep 23: Two F100 Change and Three F250 Changes Likely

Quiddity Leaderboard F100/​​​250 Sep 23: Several Changes Including Potential Surprises

TOPIX Inclusions: Who Is Ready (Jun 2023)

Quiddity TDIV/50/100 Jun 23 Rebal: 15/18 as Expected; Some Surprises, US$1.1bn+ One Way

FTSE UK Sep 2022 Rebal: Warehouse REIT (WHR) Sees HUGE Impact

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 September 2023 Rebalance.</li>
<li>I currently see one change for the F100 index and two separate changes for the F250 index.</li>
<li>There are several names lurking just outside the borders and could be involved in index changes in September 2023 if there are sharp price changes.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run up to the September 2023 Rebalance.
I currently see one change for the F100 index and two separate changes for the F250 index.
There are several names lurking just outside the borders and could be involved in index changes in September 2023 if there are sharp price changes.


Quiddity Leaderboard for F100/​​250 Sep 2023: One F100 Change and Two F250 Changes Likely

Warehouse REIT

Quiddity Leaderboard for F100/​​250 Sep 2023: One F100 Change and Two F250 Changes Likely

Quiddity Leaderboard for F100/250 Sep 2023: One F100 Change and Two F250 Changes Likely