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 F100/​​250 Sep 23: Two F100 Change and Three F250 Changes Likely

Quiddity Leaderboard T50/​​100 Sep 23: AI Frenzy Causes Many Changes to Expectations

Quiddity Leaderboard TDIV Sep 23: Wisdom Marine Could Underperform the Index

Quiddity Leaderboard ASX Sep 23: Many Changes Ahead

Quiddity Leaderboard TDIV Jun 23: Five Changes and US$922mn One-Way Flows

Quiddity TDIV/50/100 Jun 23 Rebal: 15/18 as Expected; Some Surprises, US$1.1bn+ One Way

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 September 2023 Rebalance.</li>
<li>At present, I see two changes for the T50 index and one change for the T100 index.</li>
<li>The T100 change is an important one as the expected DEL <a href="https://www.smartkarma.com/entities/wisdom-marine-lines-co-ltd" target="_blank" data-smartkarma-citation="entities:10001:1" rel="noopener">Wisdom Marine Lines (2637 TT)</a> could also get deleted from the TDIV index.</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 September 2023 Rebalance.
At present, I see two changes for the T50 index and one change for the T100 index.
The T100 change is an important one as the expected DEL Wisdom Marine Lines (2637 TT) could also get deleted from the TDIV index.


Aerospace Industrial Development (2634 TT)

Quiddity Leaderboard T50/​100 Jun 23: Wisdom Marine Facing TDIV Deletion

Wisdom Marine Lines

Quiddity Leaderboard T50/​100 Jun 23: Wisdom Marine Facing TDIV Deletion

Quiddity Leaderboard T50/100 Jun 23: Wisdom Marine Facing TDIV Deletion