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 Dec 23: Basket Trade Off to A Positive Start; US$2.8bn One-Way

Quiddity Leaderboard SSE50/180 Dec 23: Triple Impact Possible for Hygon Info Tech (688041 CH)

Quiddity Leaderboard T50/​​​100 Dec 23: U-Ming Potential TDIV Deletion Is the Main Talking Point

Quiddity Leaderboard CSI 300/​​500 Dec 23: US$2.5bn One-Way Turnover; Some Changes to Expectations

TOPIX Inclusions: Who Is Ready (Sep 2023)

Quiddity ASX Sep 23 Rebal: 15 Inflow/Outflow Names; Beware of Short Buildup; US$450mn One-Way

FP Partner (7388 JP) Offering-To-Get-Float-To-Get-TOPIX-Inclusion

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>In this insight, we take a look at our expectations for potential ADDs and DELs for the STAR 50 index during the December 2023 Rebalance event.</li>
<li>I currently expect one ADD and one DEL for the STAR 50 index in December 2023.</li>
</ul>


STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
In this insight, we take a look at our expectations for potential ADDs and DELs for the STAR 50 index during the December 2023 Rebalance event.
I currently expect one ADD and one DEL for the STAR 50 index in December 2023.


Sichuan Biokin Pharmaceutical (688506 CH)

Quiddity Leaderboard STAR 50 Dec 23: One ADD and One DEL; Ninebot Could Underperform AIMA