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 NIFTY Sep26: Final Expectations; ~US$1bn Combined One-Way Flow

Quiddity Leaderboard SET50 Dec26: Some Changes to Expectations

Quiddity Leaderboard DAX/MDAX Sep 26: Reference Period Started; Few Names Close to the Border

Quiddity Leaderboard ASX Sep26: Qube Deal Consequences + Many Other High-Impact Index Changes

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

Quiddity Leaderboard SET50 Jun26: All Expected ADDs/DELs Correct; One Extra Surprise ADD/DEL

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

Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected

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 present our latest capping flow expectations for the September 2026 index rebal event.</li>
<li>Separately, we have also shown our expectations for index changes in the next index review in December 2026.</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 present our latest capping flow expectations for the September 2026 index rebal event.
Separately, we have also shown our expectations for index changes in the next index review in December 2026.


Cal-Comp Electronics (Thailand) (CCET TB)

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

Central Plaza Hotel

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