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 TDIV Jun26: Many Borderline Potential ADDs in the Race

Quiddity Leaderboard F100/F250 Jun26: Two F100 and One F250 Changes; Two Months till the Base Date

Quiddity JPX-Nikkei 400 Rebal 2026: End-Mar 2026 Ranks

Quiddity Leaderboard ASX Jun26: Two Intra-Review Replacements Possible + More Regular Changes

Quiddity Leaderboard CSI 300/​​500 Jun26: US$7.8bn Combined One-Way Flows

Quiddity T50/100/TDIV Mar26 Results: 100% Hit Rate; US$1.7bn+ Total One-Way Flows

Quiddity Leaderboard BSE ​​​​SENSEX Jun26: Next-In-Line Names Now Out of the Race; One Change Likely

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. The T100 index represents the next 100 largest names (51-150 ranks).</li>
<li>In this insight, we take a look at the potential ADDs/DELs for the June 2026 index rebal event. Currently, we see two changes for T50 and four changes for T100.</li>
<li>The rankings of the T100 potential DELs presented in this insight is very interesting as multiple TDIV members are close to the border. This has important index flow implications.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange. The T100 index represents the next 100 largest names (51-150 ranks).
In this insight, we take a look at the potential ADDs/DELs for the June 2026 index rebal event. Currently, we see two changes for T50 and four changes for T100.
The rankings of the T100 potential DELs presented in this insight is very interesting as multiple TDIV members are close to the border. This has important index flow implications.


Quiddity Leaderboard T50/​​​100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

Tung Ho Steel Enterprise

Quiddity Leaderboard T50/​​​100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!

Quiddity Leaderboard T50/100 Jun26: One TDIV DEL In the Money; Two More Close to the Border!