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 Leaderboard ASX Dec 23: 5 ASX 200 Changes and Other Large Potential Flow Events (NCM, AKE)

Quiddity HSTECH Dec 23 Flow Expectations: One Low-Conviction Change, US$250mn One-Way

Quiddity Leaderboard T50/​​​100 Sep 23: Final Expectations; AI Frenzy Fades; Wisdom Marine TDIV DEL

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

A Bull Investment Case for TSMC (Summary Version)

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the T50 and T100 Indices for the December 2023 Rebalance.</li>
<li>At present, I do not expect any index changes for the T50 index but there could be one change for the T100 index.</li>
<li>More interestingly, out of the top 10 T100 Potential DELETEs, there are five TDIV members and it will be worth tracking their rankings over the next 2 months.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the T50 and T100 Indices for the December 2023 Rebalance.
At present, I do not expect any index changes for the T50 index but there could be one change for the T100 index.
More interestingly, out of the top 10 T100 Potential DELETEs, there are five TDIV members and it will be worth tracking their rankings over the next 2 months.


Quiddity Leaderboard T50/​​​100 Dec 23: U-Ming Marine TDIV Deletion Not Far Away

Alchip Technologies

Quiddity Leaderboard T50/100 Dec 23: U-Ming Marine TDIV Deletion Not Far Away

Alchip Technologies

Quiddity Leaderboard T50/​​​100 Dec 23: U-Ming Marine TDIV Deletion Not Far Away

Quiddity Leaderboard T50/100 Dec 23: U-Ming Marine TDIV Deletion Not Far Away