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 CSI 300/​​500 Dec25 Results: 90% Hit Rate (110/121 Correct); US$9.5bn Combined One-Way Flow

Quiddity ASX Dec25 Results: 19/20 Correctly Predicted; US$770mn Combined One-Way Flow; Avoid Crowds

Quiddity TDIV/50/100 Dec 25 Results: 19/20 Correctly Predicted; ~US$3bn Combined One-Way Flows

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). 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 and DELs for the March 2026 index rebal event.</li>
<li>We expect four changes for T50 including an addition triggered by a change in listing venue. Separately, some of the T100 expected DELs are also expected DELs for TDIV.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).
In this insight, we take a look at the potential ADDs and DELs for the March 2026 index rebal event.
We expect four changes for T50 including an addition triggered by a change in listing venue. Separately, some of the T100 expected DELs are also expected DELs for TDIV.


Quiddity Leaderboard T50/​​​100 Mar26: Couple of TDIV Deletions Likely as Things Stand

Hon Precision

Quiddity Leaderboard T50/100 Mar26: Couple of TDIV Deletions Likely as Things Stand

Hon Precision

Quiddity Leaderboard T50/​​​100 Mar26: Couple of TDIV Deletions Likely as Things Stand

Quiddity Leaderboard T50/100 Mar26: Couple of TDIV Deletions Likely as Things Stand