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 SE600 Mar26: CSG IPO Question; 8 ADDs/DELs As Things Stand

Quiddity Leaderboard SET50 Jun26: Thai Airways Close to Addition; Delta Safe from Deletion

Quiddity Leaderboard SE600 Mar26: 9 ADDs/DELs Likely; Base Date Next Week

Quiddity Leaderboard TDIV Mar26: US$355mn One-Way Flows; High-Impact for Two Names

Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50

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

Quiddity Leaderboard BSE ​​​​SENSEX Jun26: One Change Possible; US$357mn One-Way

TOPIX Inclusions: Who Is Ready (Jan 2026)

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 March 2026 index rebal event.</li>
<li>Separately, we have also shown our expectations for index changes in the next index review in June 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 March 2026 index rebal event.
Separately, we have also shown our expectations for index changes in the next index review in June 2026.


Quiddity Leaderboard SET50 Jun26: Delta Capping in Mar26; One Index Change Likely in Jun26

Bangchak Corporation

Quiddity Leaderboard SET50 Jun26: Delta Capping in Mar26; One Index Change Likely in Jun26