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 CSI All Share Semiconductors Jun26: US$154mn One-Way; Ranks Can Still Change

Quiddity Leaderboard CSI Medical Jun26: Three Changes Likely; US$244 Mn One-Way

[Quiddity Index] Hang Seng Family Capping Set - US$5.2bn to Trade on Friday 6 March

Quiddity Leaderboard Hang Seng Index Mar26: Zijin Gold, BeOne, XPeng Among Our Top 10 Picks

Quiddity Leaderboard HSIII Mar26: Final Ranks; 4 Changes Expected

Quiddity Leaderboard HSTECH Mar26: Final Ranks; US$840mn One-Way

Quiddity Leaderboard HSCEI Mar26: Final Ranks; One Change Likely

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Chinasoft International / 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>We continue to expect four index changes for March 2026 and we estimate there to be capping flows making one-way flows US$205mn.</li>
<li>The index changes will be announced after the close on Friday 13th February 2026.</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).
We continue to expect four index changes for March 2026 and we estimate there to be capping flows making one-way flows US$205mn.
The index changes will be announced after the close on Friday 13th February 2026.


Quiddity Leaderboard HSIII Mar26: Announcement Next Week; 4 Changes Likely