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 T50/​​​100 Sep26: Getac TDIV Deletion Within Striking Distance

Quiddity Leaderboard SET50 Dec26: Capping Flows in Sep; 2-3 Index Changes Likely in Dec

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

Quiddity JPX-Nikkei 400 Rebal 2026: End-June 2026 Ranks (FINAL EXPECTATIONS)

Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected

Quiddity Leaderboard HSTECH Sep26: Zero Changes Likely but Geely Question Mark Exists

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

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>In this insight, we take a look at our final ranks for potential ADDs/DELs and the resultant capping flow expectations for the HSTECH index rebal event in September 2026.</li>
<li>We expect no index changes for September 2026 but we see roughly US$1.9bn in one-way capping flows.</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.
In this insight, we take a look at our final ranks for potential ADDs/DELs and the resultant capping flow expectations for the HSTECH index rebal event in September 2026.
We expect no index changes for September 2026 but we see roughly US$1.9bn in one-way capping flows.


SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Quiddity Leaderboard HSTECH Sep26: Final Ranks; US$1.9bn One-Way Capping

NetEase

Quiddity Leaderboard HSTECH Sep26: Final Ranks; US$1.9bn One-Way Capping