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 CSI 300/​​500 Dec26: Net Inflows in a High Tech Beta Downtrend Vs Net Outflows

Quiddity Leaderboard STAR 50/100 Dec26: CXMT Addition Possible; ~US$3.9bn Combined One-Way Flow

Quiddity Leaderboard Hang Seng Index Dec26: Z.AI, COSCO, 3SBIO Among Our Top Picks

Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs Sharply Down Vs Expected DELs

Quiddity Leaderboard PSEi Feb27 Rebal: First Review Under New Methodology; 3 ADDs/DELs Likely

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>STAR 50 and STAR 100 are tech-focused, blue-chip indices in Mainland China which track the top largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>In this insight, we look at the potential ADDs/DELs for the STAR50/STAR100 indices for the December 2026 index rebal event.</li>
<li>We expect around US$3.3bn combined one-way flows for STAR 50 and STAR 100 during the December 2026 index rebal event.</li>
</ul>


STAR 50 and STAR 100 are tech-focused, blue-chip indices in Mainland China which track the top largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
In this insight, we look at the potential ADDs/DELs for the STAR50/STAR100 indices for the December 2026 index rebal event.
We expect around US$3.3bn combined one-way flows for STAR 50 and STAR 100 during the December 2026 index rebal event.


Beijing Huafeng Test & Control (688200 CH)

Beijing Yandong Microelectroni (688172 CH)

Smartsens Technology (Shanghai) (688213 CH)

Xi'an ESWIN Material Technology (688783 CH)

Henan Shijia Photons Technology (688313 CH)

Quiddity Leaderboard STAR 50/100 Dec26: US$3.3bn Combined One-Way Flow; Exp.ADDs Down Vs Exp.DELs

Trina Solar

Quiddity Leaderboard STAR 50/100 Dec26: US$3.3bn Combined One-Way Flow; Exp.ADDs Down Vs Exp.DELs