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: Interesting Question Marks for ADDs; Reference Period Not Over

Quiddity Leaderboard HSCEI Jun26: Two ADDs/DELs Likely but One Name Close to Escaping Deletion

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Some Changes to Expectations

TOPIX Inclusions: Who Is Ready (Mar 2026)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The Hang Seng Internet &amp; IT (HSIII) index represents the top 30 stocks related to internet and information technology businesses listed in Hong Kong (HKEX).</li>
<li>In this insight, we take a look at our capping flow expectations for the June 2026 index rebal event.</li>
<li>We have also presented our index change expectations for the next semiannual index review which will take place in September 2026 (regular ADDs/DELs only take place in March and September).</li>
</ul>


The Hang Seng Internet &amp; IT (HSIII) index represents the top 30 stocks related to internet and information technology businesses listed in Hong Kong (HKEX).
In this insight, we take a look at our capping flow expectations for the June 2026 index rebal event.
We have also presented our index change expectations for the next semiannual index review which will take place in September 2026 (regular ADDs/DELs only take place in March and September).


Quiddity Leaderboard HSIII Jun26/Sep26: Minimal Flows in June; Multiple Changes in September

MiniMax

Quiddity Leaderboard HSIII Jun26/Sep26: Minimal Flows in June; Multiple Changes in September