Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard HSIII Jun25: US$423mn One-Way for Jun; Some Sector-Neutral Pair Trades for Sep

[Quiddity Index] Six Hang Seng Index Family Indices: Flows for June 6 Rebal

Quiddity Leaderboard ASX Jun25: LONGs up 6% Vs SHORTs; Strong Alpha; Reference Period Ending Soon

Quiddity Leaderboard CSI 300/​​500 Jun25: Momentum Turning Positive for This Major Rebal Trade

Quiddity Leaderboard HSTECH Jun25: US$1.5bn One-Way; Large Inflow for Net Ease

Quiddity Leaderboard HSCEI Jun25: US$470mn One-Way Flows Expected

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The HSTECH Index tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.</li>
<li>The official index changes and indicative weights for the June 2025 index rebal event will be announced after the close on Friday 16th May 2025.</li>
<li>We continue to expect zero index changes for June 2025 but we estimate there to be capping flows of US$1.85bn one-way.</li>
</ul>


The HSTECH Index tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.
The official index changes and indicative weights for the June 2025 index rebal event will be announced after the close on Friday 16th May 2025.
We continue to expect zero index changes for June 2025 but we estimate there to be capping flows of US$1.85bn one-way.


Quiddity Leaderboard HSTECH Jun25: US$1.85bn One-Way; Announcement Soon

NetEase

Quiddity Leaderboard HSTECH Jun25: US$1.85bn One-Way; Announcement Soon