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 HSIII Sep26: Final Ranks; Five Changes Expected

Quiddity Leaderboard HSTECH Sep26: Final Ranks; US$1.9bn One-Way Capping

Quiddity Leaderboard T50/​​​100 Sep26: Getac TDIV Deletion Within Striking Distance

Quiddity Leaderboard HSIII Sep26: Five Changes Expected With Three Weeks to the Cut-Off

Quiddity Leaderboard HSCEI Sep26:One Change Likely; ~US$146mn One-Way Flow

Quiddity Leaderboard CSI 300/​​500 Dec26: Max Changes; Mega Flows

Quiddity Leaderboard STAR 50/100 Sep26: Special Focus on Peric (688146) And Sichuan Huafeng (688629)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.</li>
<li>The reference period is now complete. We have presented our final expectations in this insight.</li>
<li>We expect one ADD/DEL and we estimate one-way flows of ~US$267mn.</li>
</ul>


HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.
The reference period is now complete. We have presented our final expectations in this insight.
We expect one ADD/DEL and we estimate one-way flows of ~US$267mn.


SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected

Hua Hong Semiconductor

Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected