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 Jun 24: LONGs up 6% Vs SHORTs in a Month; Time to Update

Quiddity Leaderboard DAX/MDAX Mar 24: Traton Could Outperform the DAX Index

Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

Quiddity Leaderboard TDIV Jun 24: 5 Changes; US$1.2bn One-Way

Quiddity Leaderboard ChiNext & ChiNext 50 Jun 24: Bullish Names Outperform Bearish Names Again

Quiddity TDIV/​50/​100 Mar 24 Rebal: Disappointing Result but Trade Successful So Far; Bail Out Now!

Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be Monitored Closely

Quiddity Leaderboard CSI 300/​​500 Jun 24: SHORTs Down 11% Vs Index Since Mid-Feb; Change the Hedge

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<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 2024 index rebal event.</li>
<li>According to our estimates, there are currently no expected index changes for the T50 index.</li>
<li>However, there could be five changes for the T50 and one of the expected DELs  <a href="https://www.smartkarma.com/entities/bizlink-holding-inc" target="_blank" data-smartkarma-citation="entities:6779:1" rel="noopener">Bizlink Holding (3665 TT)</a> could also be 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 June 2024 index rebal event.
According to our estimates, there are currently no expected index changes for the T50 index.
However, there could be five changes for the T50 and one of the expected DELs  Bizlink Holding (3665 TT) could also be deleted from the TDIV index. 


Quiddity Leaderboard T50/​​​100 Jun 24: Bizlink TDIV Deletion Deep in the Money

Bizlink Holding

Quiddity Leaderboard T50/​​​100 Jun 24: Bizlink TDIV Deletion Deep in the Money

Quiddity Leaderboard T50/100 Jun 24: Bizlink TDIV Deletion Deep in the Money