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

TOPIX Inclusions: Who Is Ready (Jul 2026) - End of Series; New Methodology Next

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

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

Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected

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

Quiddity Leaderboard ASX Sep26: Qube Deal Consequences + Many Other High-Impact Index Changes

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

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>The reference period is now complete. We have presented our final expectations in this insight.</li>
<li>We expect five ADDs/DELs and we estimate one-way flows of ~US$202mn.</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).
The reference period is now complete. We have presented our final expectations in this insight.
We expect five ADDs/DELs and we estimate one-way flows of ~US$202mn.


Quiddity Leaderboard HSIII Sep26: Final Ranks; Five Changes Expected

Z.AI

Quiddity Leaderboard HSIII Sep26: Final Ranks; Five Changes Expected