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 HSCEI Sep26: One Change Likely; Latest Flow Expectations

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: Expectations Have Changed; More Changes Possible

Quiddity Leaderboard ASX Sep26: Final Expectations; Many High-Impact Names

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

Quiddity Leaderboard HSIII Jun26/Sep26: Some Changes to Sep26 Expected ADDs List

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

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>We continue to expect no index changes for September 2026. However, we estimate there to be around US$1.3bn in one-way flows triggered by capping.</li>
<li>The official index changes and indicative weights for the September 2026 index rebal event will be announced publicly after the close on Friday 21st August 2026.</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.
We continue to expect no index changes for September 2026. However, we estimate there to be around US$1.3bn in one-way flows triggered by capping.
The official index changes and indicative weights for the September 2026 index rebal event will be announced publicly after the close on Friday 21st August 2026.


SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Quiddity Leaderboard HSTECH Sep26: No Changes Likely; US$1.3bn One-Way; Announcement in Two Weeks

Biren Technology

Quiddity Leaderboard HSTECH Sep26: No Changes Likely; US$1.3bn One-Way; Announcement in Two Weeks