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 Dec25: Capping Flows in September and Index Changes in December

Quiddity Leaderboard SET50 Dec25: Capping for Delta in September; Index Changes Likely in December

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 final expectations for ADDs/DELs for the index rebal event in June 2025.</li>
<li>We expect three ADDs and three DELs for June 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 present our final expectations for ADDs/DELs for the index rebal event in June 2025.
We expect three ADDs and three DELs for June 2025.


Quiddity Leaderboard SET50 Jun25: Final Expectations; 3 Changes Expected + Delta Capping

Thanachart Capital

Quiddity Leaderboard SET50 Jun25: Final Expectations; 3 Changes Expected + Delta Capping