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 ChiNext & ChiNext 50 Dec26: One Change to Expectations; More Changes Possible

Quiddity Leaderboard STAR 50/100 Dec26: CXMT Addition Possible; ~US$3.9bn Combined One-Way Flow

Quiddity Leaderboard HSIII Dec26/Mar27: Two ADDs/DELs Expected in Mar27, Third Change Possible

Quiddity Leaderboard HSIII Sep26: Announcement in Two Weeks; 5 Changes Likely

Quiddity ASX Sep26 Results: 92% of Predictions Correct; More Changes for ASX 300 than We Expected

Quiddity Leaderboard Hang Seng Index Sep26: Industrials, Materials, and Healthcare Names in Focus

Quiddity T50/100/TDIV Sep26 Results: All Changes in Line with Expectations Except for One

Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The Hang Seng Internet &amp; IT (HSIII) index represents the top 30 Hong Kong-listed stocks related to internet and information technology businesses.</li>
<li>We expect no index changes in December 2026 but we see capping flows of ~US$112mn one-way.</li>
<li>We expect at least two ADDs/DELs in the next index review which will take place in March 2027. </li>
</ul>


The Hang Seng Internet &amp; IT (HSIII) index represents the top 30 Hong Kong-listed stocks related to internet and information technology businesses.
We expect no index changes in December 2026 but we see capping flows of ~US$112mn one-way.
We expect at least two ADDs/DELs in the next index review which will take place in March 2027. 


Beijing Haizhi Technology Group (2706 HK)

Quiddity Leaderboard HSIII Dec26/Mar27: Two Changes Likely in Mar27; One More Close to the Border

SHEIN Global Holdings

Quiddity Leaderboard HSIII Dec26/Mar27: Two Changes Likely in Mar27; One More Close to the Border