Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard TDIV Dec25: Final Expectations: Many Changes to Rankings; Final Expectations

Quiddity CSI 300/​​500 Dec25 Results: 90% Hit Rate (110/121 Correct); US$9.5bn Combined One-Way Flow

Quiddity STAR 50/100 Dec25 Results: 19/20 Changes Correctly Predicted; ~US$2bn Combined One-Way Flow

Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New Ideas

[Quiddity Index] Final Flows for the Major Global Index Rebal in November 2025: US$42bn One-Way

Quiddity Leaderboard T50/​​​100 Dec25: High-Impact Passive Sell-Off for Shanghai Commercial (5876)

[Quiddity Index] Predictions for the Global Index Provider Rebal in November 2025

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Tung Ho Steel Enterprise / 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>Today is the base date for the December 2025 index rebal event and the expected ADDs/DELs discussed in this insight are our final index change expectations.</li>
<li>We expect four changes for T50 and three <em>additional</em> changes for the T100 index for the December 2025 rebal.</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).
Today is the base date for the December 2025 index rebal event and the expected ADDs/DELs discussed in this insight are our final index change expectations.
We expect four changes for T50 and three additional changes for the T100 index for the December 2025 rebal.


Quiddity Leaderboard T50/​​​100 Dec25: Final Ranks; Tung Ho Escapes TDIV Deletion!

Tung Ho Steel Enterprise

Quiddity Leaderboard T50/​​​100 Dec25: Final Ranks; Tung Ho Escapes TDIV Deletion!

Quiddity Leaderboard T50/100 Dec25: Final Ranks; Tung Ho Escapes TDIV Deletion!