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: US$11bn Combined One-Way Flow

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

Quiddity Leaderboard F100/F250 Sep26: Volex F250 ADD; One-Intra Review F250 DEL Soon

Quiddity Leaderboard STAR 50/100 Sep26: Special Focus on Peric (688146) And Sichuan Huafeng (688629)

Quiddity Leaderboard CSI 300/​​500 Dec26: Max Changes; Mega Flows

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

Quiddity Leaderboard Hang Seng Index Sep26: Industrials, Materials, and Healthcare Names in Focus

TOPIX Inclusions: Who Is Ready (Jul 2026) - End of Series; New Methodology Next

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 September 2026 index rebal event.</li>
<li>The STAR 50 and STAR 100 index rebal events could collectively trigger nearly US$2bn in one-way flows.</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 September 2026 index rebal event.
The STAR 50 and STAR 100 index rebal events could collectively trigger nearly US$2bn in one-way flows.


Everdisplay Optronics Shanghai (688538 CH)

Beijing Yandong Microelectroni (688172 CH)

Beijing E-Town Semiconductor Technology (688729 CH)

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

SJ Semiconductor

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow