Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

Quiddity JPX-Nikkei 400 Rebal 2024: End-Dec 2023

Quiddity Leaderboard BSE/​​​​SENSEX Jun 24: Wipro SENSEX Deletion Possible

TOPIX Inclusions: Who Is Ready (Jan 2024)

Quiddity HSTECH Mar 24 Leaderboard: Third Time's A Charm?

Quiddity JPX-Nikkei 400 Rebal 2024: End-Nov 2023

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

TOPIX Index Upweights: Final Predictions for The "The Big April Basket” 2023

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 March 2024 index rebal event.</li>
<li>There could be up to four index changes. Some of these are high-conviction changes and some are low-conviction changes.</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 March 2024 index rebal event.
There could be up to four index changes. Some of these are high-conviction changes and some are low-conviction changes.


Ningbo Ronbay New Energy Techn (688005 CH)

Suzhou Novosense Microelectron (688052 CH)

Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas

Hunan Changyuan Lico

Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas