Pan-Asia Index Flows & 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.

Pan-Asia Index Flows & Special Situations

Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Quiddity Leaderboard T50/​​​100 Dec 24: Two Important Takeaways for the TDIV Index

Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

Quiddity Leaderboard HSTECH Dec 24: One Change Possible; US$538 Capping Flows One-Way

Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

TOPIX Inclusions: Who Is Ready (September 2024)

Quiddity Leaderboard ASX Dec 24: Three Changes Possible; New Long-Short Ideas

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Formosa Sumco Technology / Index Rebalance

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).</li>
<li>In this insight, we take a look at the potential ADDs and DELs for the December 2024 index rebal event.</li>
<li>Currently, we see one change for T50 and one change for T100 but there are two more months to the base date and our expectations can change until then.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).
In this insight, we take a look at the potential ADDs and DELs for the December 2024 index rebal event.
Currently, we see one change for T50 and one change for T100 but there are two more months to the base date and our expectations can change until then.


Taiwan Goldsun Building Materials (2504 TT)

Quiddity Leaderboard T50/​​​100 Dec 24: An Alternate Possibility for Formosa Sumco TDIV Deletion

Formosa Sumco Technology

Quiddity Leaderboard T50/​​​100 Dec 24: An Alternate Possibility for Formosa Sumco TDIV Deletion

Quiddity Leaderboard T50/100 Dec 24: An Alternate Possibility for Formosa Sumco TDIV Deletion