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: Four ADDs/DELs Likely; Many Potential DELs Close to the Border

Quiddity Leaderboard SET50 Jun26: Borderline Names Could Still Swap Places

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

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

TOPIX Index Upweights: An Early Preview Of "The Big April Basket" 2026; US$1bn+ Index Flows Possible

[Quiddity Index] Final Flows for the Major Global Index Rebal in Feb26: US$29bn One-Way

TOPIX Inclusions: Who Is Ready (Feb 2026)

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>In March 2026, the index will be rebalanced and Delta is likely to be capped. In June 2026, we expect two index changes.</li>
<li>In this insight, we have provided a breakdown of our flow expectations for March 2026 and Leaderboard rankings for potential ADDs/DELs 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 March 2026, the index will be rebalanced and Delta is likely to be capped. In June 2026, we expect two index changes.
In this insight, we have provided a breakdown of our flow expectations for March 2026 and Leaderboard rankings for potential ADDs/DELs in June 2026.


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