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 T50/100/TDIV Sep26 Results: All Changes in Line with Expectations Except for One

Quiddity ASX Sep26 Results: 92% of Predictions Correct; More Changes for ASX 300 than We Expected

Quiddity Leaderboard HSIII Dec26/Mar27: Two Changes Likely in Mar27; One More Close to the Border

Quiddity Leaderboard SET50 Dec26: Some Changes to Expectations

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

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

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 2026 index rebal event.</li>
<li>Separately, for the December 2026 index review, we expect 4 ADDs/DELs based on current data.</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 2026 index rebal event.
Separately, for the December 2026 index review, we expect 4 ADDs/DELs based on current data.


Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly

KCE Electronics

Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly