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 SET50 Jun26: Borderline Names Could Still Swap Places

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

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

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

Quiddity JPX-Nikkei 400 Rebal 2026: End-Mar 2026 Ranks

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

Quiddity Leaderboard T50/​​​100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

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.</li>
<li>In this insight, we look at the potential ADDs/DELs and capping flows for SET 50 for the June 2026 index rebal event. </li>
<li>Roughly a month ago, we were expecting only two ADDs/DELs. Now we see four ADDs/DELs.</li>
</ul>


The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand.
In this insight, we look at the potential ADDs/DELs and capping flows for SET 50 for the June 2026 index rebal event. 
Roughly a month ago, we were expecting only two ADDs/DELs. Now we see four ADDs/DELs.


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