Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

Delta Taiwan Vs. Thailand Monitor: Short Term Trade This Week on Delta Earnings; Or Pair Long/Short

Quiddity Leaderboard SET50 Dec 23: JMT Network Addition and Centel Plaza Deletion Likely

Delta Taiwan Vs. Thailand Monitor: Delta Thai Crashes After Parent Share Sale; Still Overvalued

Quiddity Leaderboard JPX-Nikkei 400: Final Predictions for August 2023

Quiddity Leaderboard TDIV Sep 23: AUM Assumption Changes Again; SHORTs Down 15.6% Vs Index

Quiddity Leaderboard SET50 Jun 23: Final Expectations

TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023

A Bull Investment Case for TSMC (Summary Version)

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Delta Electronics Thailand  / Event-Driven

<ul>
<li>In this insight, we take a look at the potential ADDs/DELs for Thailand's SET50 index rebalance in December 2023.</li>
<li>
<a href="https://www.smartkarma.com/entities/delta-electronics-thai-pcl" target="_blank" data-smartkarma-citation="entities:20912:1" rel="noopener">Delta Electronics Thai (DELTA TB)</a> - one of the largest SET 50 members - has been in the Market Surveillance Measure list a couple of times already this year.</li>
<li>Although this creates some doubts over the fate of DELTA's SET50 membership, at present, I believe DELTA will escape deletion in December 2023. </li>
</ul>


In this insight, we take a look at the potential ADDs/DELs for Thailand's SET50 index rebalance in December 2023.

Delta Electronics Thai (DELTA TB) - one of the largest SET 50 members - has been in the Market Surveillance Measure list a couple of times already this year.
Although this creates some doubts over the fate of DELTA's SET50 membership, at present, I believe DELTA will escape deletion in December 2023. 


Quiddity Leaderboard SET50 Dec 23: DELTA Deletion Fears Unrealistic