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 NIFTY Mar27: Some High-Impact ADDs/DELs; ~US$1.3bn Combined One-Way Flow

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Likely But Multiple Other Outcomes Possible

Quiddity Leaderboard CSI Medical Dec26: Expectations Have Changed; US$301mn One-Way

Quiddity Leaderboard CSI 300/​​500 Dec26: Combined One-Way Flow >US$9bn

Quiddity Leaderboard TDIV Sep26: US$90mn One-Way Flows

Quiddity Leaderboard T50/​​​100 Sep26: Final Expectations

Quiddity Leaderboard HSTECH Dec26: OLD Vs NEW Methodology; Mega Flows Possible

Quiddity STAR 50/100 Sep26 Results: 8/10 Correct for STAR 50; Many Surprises Among STAR100 ADDs

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Evergreen Aviation Technologies / Index Rebalance

Evergreen Aviation Technologies (2645 TT)

<ul>
<li>The T50 index represents the top 50 stocks by market capitalization in the Taiwan Stock Exchange. The T100 index represents the next 100 names (51-150 ranks).</li>
<li>In this insight, we take a look at the potential ADDs/DELs for the December 2026 index rebal event. Currently, we see no changes for T50 and one ADD/DEL for T100.</li>
<li>We also see one TDIV member moderately close to becoming a T100 DEL. If deleted, it could also become a TDIV DEL which would trigger a significant index outflow event.</li>
</ul>


The T50 index represents the top 50 stocks by market capitalization in the Taiwan Stock Exchange. The T100 index represents the next 100 names (51-150 ranks).
In this insight, we take a look at the potential ADDs/DELs for the December 2026 index rebal event. Currently, we see no changes for T50 and one ADD/DEL for T100.
We also see one TDIV member moderately close to becoming a T100 DEL. If deleted, it could also become a TDIV DEL which would trigger a significant index outflow event.


Quiddity Leaderboard T50/​​​100 Dec26: Evergreen Aviation Close to TDIV Deletion

Evergreen Aviation Technologies

Quiddity Leaderboard T50/​​​100 Dec26: Evergreen Aviation Close to TDIV Deletion

Quiddity Leaderboard T50/100 Dec26: Evergreen Aviation Close to TDIV Deletion