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 SET50 Dec 2025: Reference Period Ending Soon; Two Changes Likely

Quiddity T50/100/DIV Sep25 Results: 100% Hit Rate; M&A DEL King's Town to Trigger Intra-Review Flows

Quiddity Leaderboard HSTECH Dec25: One Index Change Likely; US$650mn One-Way with Capping

Quiddity Leaderboard SET50 Dec25: Capping Flows in September and Index Changes in December

TOPIX Inclusions: Who Is Ready (Sep 2025)

Quiddity ASX Sep25 Results: ADDs Up Vs DELs Post-Announcement; Positioning Might Be Significant

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET).</li>
<li>In this insight, we take a look at our capping flow expectations for the September 2025 index rebal event.</li>
<li>Separately, we expect at least two index changes during the next index review in December 2025.</li>
</ul>


The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET).
In this insight, we take a look at our capping flow expectations for the September 2025 index rebal event.
Separately, we expect at least two index changes during the next index review in December 2025.


Quiddity Leaderboard SET50 Dec25: Delta Capping in Sep25; At Least Two Index Changes Likely in Dec25

Central Plaza Hotel

Quiddity Leaderboard SET50 Dec25: Delta Capping in Sep25; At Least Two Index Changes Likely in Dec25