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 TWSE50/100 Jun 23: Tong Hsing in the Spotlight Again

Quiddity Leaderboard for Hang Seng Index Jun 23: Beigene Looks Interesting

Quiddity Leaderboard TWSE Div+ Jun 23: Take the Win on YFY Now

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

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/DELs for the T50 and T100 Indices for the June 2023 Rebalance.</li>
<li>I see one change for the T50 index and four changes for the T100 index.</li>
<li>Even though our standalone flow expectations for the T100 index is insignificant, there is one name with important flow consequences in June 2023.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the June 2023 Rebalance.
I see one change for the T50 index and four changes for the T100 index.
Even though our standalone flow expectations for the T100 index is insignificant, there is one name with important flow consequences in June 2023.


Chung Hsin Electric & Machinery Mfg Corp (1513 TT)

Tong Hsing Electronic Industries Ltd (6271 TT)

Aerospace Industrial Development (2634 TT)

China Petrochemical Development Corp (1314 TT)

Shihlin Electric & Engineering Corporation (1503 TT)

Shihlin Electric & Engineering Corporation

Quiddity Leaderboard T50/​​100 Jun 23: One T50 Change and Four T100 Changes (With TDIV Implications)

Pegatron Corp

Quiddity Leaderboard T50/100 Jun 23: One T50 Change and Four T100 Changes (With TDIV Implications)

Pegatron Corp

Quiddity Leaderboard T50/​​100 Jun 23: One T50 Change and Four T100 Changes (With TDIV Implications)

Quiddity Leaderboard T50/100 Jun 23: One T50 Change and Four T100 Changes (With TDIV Implications)