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 Jun 24: Wipro SENSEX Deletion Possible

TOPIX Inclusions: Who Is Ready (Jan 2024)

Quiddity Leaderboard CSI 300/​​500 Jun 24: Some Changes in Rankings; US$2.3bn One-Way

Quiddity Leaderboard for Hang Seng Index Dec 23: High Conviction Names Have Decent Momentum Vs HSI

Quiddity JPX-Nikkei 400 Rebal 2024: End-Dec 2023

Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas

TOPIX Inclusions: Who Is Ready (Dec 2023)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at a group of names with reasonably high likelihood of being involved in index changes for the Hang Seng Index in March 2024.</li>
<li>The index changes for the March 2024 index rebal will be announced on 16th February 2024.</li>
<li>While the Hang Seng Index selection process is highly subjective, we continue to believe that identifying eligible names and grouping them by conviction level could be a valuable exercise.</li>
</ul>


In this insight, we take a look at a group of names with reasonably high likelihood of being involved in index changes for the Hang Seng Index in March 2024.
The index changes for the March 2024 index rebal will be announced on 16th February 2024.
While the Hang Seng Index selection process is highly subjective, we continue to believe that identifying eligible names and grouping them by conviction level could be a valuable exercise.


Quiddity Leaderboard for Hang Seng Index Mar 24: More Room Being Created for IT Names?

BYD Electronics

Quiddity Leaderboard for Hang Seng Index Mar 24: More Room Being Created for IT Names?