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

TOPIX Inclusions: Who Is Ready (Jan 2025)

Quiddity Leaderboard SET50 Jun 25: One Change Possible; Delta on Thin Ice Again

Quiddity Leaderboard ChiNext & ChiNext 50 Jun 25: Great Momentum for the Exp ADDs Vs Exp DELs Trade

Quiddity Leaderboard ASX Mar 25: Several Changes Likely; Major Inflows for Sigma Healthcare

Quiddity Leaderboard HSTECH Mar 25: One High-Conviction Change; US$475mn One-Way

TOPIX Inclusions: Who Is Ready (Dec 2024)

Quiddity Leaderboard TDIV Mar 25: US$208mn Capping Flows One-Way; New Trade Idea

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The Hang Seng Index is the benchmark index for Hong Kong stocks. It follows a highly-subjective selection process which makes it difficult to predict index changes.</li>
<li>In this insight, we take a look at a group of names with reasonably high likelihood of being involved in index changes during the next review in March 2025.</li>
<li>The index changes for the March 2025 index rebal event will be announced after market close on 21st February 2025.</li>
</ul>


The Hang Seng Index is the benchmark index for Hong Kong stocks. It follows a highly-subjective selection process which makes it difficult to predict index changes.
In this insight, we take a look at a group of names with reasonably high likelihood of being involved in index changes during the next review in March 2025.
The index changes for the March 2025 index rebal event will be announced after market close on 21st February 2025.


Quiddity Leaderboard Hang Seng Index: Healthcare Is Still the Most Under-Represented Industry Group

BeiGene

Quiddity Leaderboard Hang Seng Index: Healthcare Is Still the Most Under-Represented Industry Group