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 for SET50 Jun 23: TLI Vs BLA Pair Trade Seems Interesting

Quiddity Leaderboard SET50 Jun 23: Final Expectations

Quiddity Leaderboard SET50 Dec 23: DELTA Deletion Fears Unrealistic

Quiddity Leaderboard for Thailand SET50 Jun 23:Ramkhamhaeng Hospital Is an Interesting Case

Quiddity Leaderboard TWSE Div+ Jun 23:  3 ADDs/DELs and US$700mn+ of Capping Flows!

Quiddity Leaderboard for SET Jun 23: DTAC-TRUE Intra-Review Changes

Gravity Works As WeWork Doesn't; Now Plan B

Bifurcated Chinese Express Market Developing

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the potential ADDs/DELs for the SET50 index rebalance in June 2023.</li>
<li>Based on the latest available data, I expect 2 ADDs/DELs but there are couple of names close to the border and final rankings could change with changes in share prices.</li>
<li>The three-month reference period used for the June 2023 rebalance will end on 31st May 2022.</li>
</ul>


In this insight, we take a look at the potential ADDs/DELs for the SET50 index rebalance in June 2023.
Based on the latest available data, I expect 2 ADDs/DELs but there are couple of names close to the border and final rankings could change with changes in share prices.
The three-month reference period used for the June 2023 rebalance will end on 31st May 2022.


Quiddity Leaderboard for SET50 Jun 23 Review: TLI ADD & JMART DEL Likely; BJC Is a Question Mark

Thai Life Insurance

Quiddity Leaderboard for SET50 Jun 23 Review: TLI ADD & JMART DEL Likely; BJC Is a Question Mark