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 JPX-Nikkei 400 Rebal 2026: End-May 2026 Ranks

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

Quiddity JPX-Nikkei 400 Rebal 2026: End-June 2026 Ranks (FINAL EXPECTATIONS)

Quiddity Leaderboard TDIV Jun26: Final Expectations; Many High-Impact Names; Mega Outflow Names

Quiddity Leaderboard T50/​​​100 Jun26: TDIV DELs Rise from 3 to 4 as Anticipated; Final Expectations

Quiddity Leaderboard SET50 Jun26: Four ADDs/DELs Likely; Many Potential DELs Close to the Border

Quiddity Leaderboard CSI 300/​​500 Jun26: Final Expectations; ~US$10bn Collective One-Way Flows

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Thai Airways International / 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>There have been some changes to our expected ADDs/DELs list since our last insight.</li>
<li>The reference period for the June 2026 index rebal event is about to end soon. The expected ADDs/DELs presented in this insight are our final expectations.</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).
There have been some changes to our expected ADDs/DELs list since our last insight.
The reference period for the June 2026 index rebal event is about to end soon. The expected ADDs/DELs presented in this insight are our final expectations.


Quiddity Leaderboard SET50 Jun26: Final Expectations; 3 ADDs/DELs and Delta Capping