Index Rebal/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/Special Situations

Quiddity Leaderboard HSTECH Jun26: High-Impact Deletions Likely; ~US$1.4bn One-Way

[Quiddity Index] HSI Rebal Results Almost All As Predicted - HK$29bn One-Way

Quiddity Leaderboard SE600 Jun26: Base Date This Week; Many Changes Incoming

Quiddity Leaderboard Hang Seng Index Jun26: BeOne, Zijin, Cosco Shipping Among Our Top 10 Picks

Quiddity Leaderboard HSTECH Jun26: Final Ranks for ADDs/DELs; ~US$2bn One-Way Flows

Quiddity Leaderboard HSCEI Jun26: Final Expectations for ADDs/DELs; US$194mn One-Way

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The HSCEI index review results for June 2026 will be announced after market close on Friday 22nd May 2026.</li>
<li>In this insight, we have revisited our final expectations for ADDs/DELs and presented our latest capping flow expectations.</li>
<li>We estimate there to be one-way flows of around US$196mn. The capping flow expectations can change until early-June 2026.</li>
</ul>


The HSCEI index review results for June 2026 will be announced after market close on Friday 22nd May 2026.
In this insight, we have revisited our final expectations for ADDs/DELs and presented our latest capping flow expectations.
We estimate there to be one-way flows of around US$196mn. The capping flow expectations can change until early-June 2026.


Quiddity Leaderboard HSCEI Jun26: Announcement Next Week; US$196mn One-Way

Hansoh Pharmaceutical

Quiddity Leaderboard HSCEI Jun26: Announcement Next Week; US$196mn One-Way