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 F100/F250 Sep26: One More Day to Base Date; Few Final Changes

Quiddity F100/F250 Sep26 Results: All Expected ADDs/DELs Correct; F100 Intra-Review Change Ahead

Quiddity T50/100/TDIV Sep26 Results: All Changes in Line with Expectations Except for One

Quiddity Leaderboard Hang Seng Index Sep26: Industrials, Materials, and Healthcare Names in Focus

Quiddity Leaderboard T50/​​​100 Sep26: TDIV Deletion Names Moving Away from Danger Zone

Quiddity Leaderboard TDIV Sep26: US$90mn One-Way Flows

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization on the Taiwan Stock Exchange. The T100 index represents the <em>next</em> largest 100 names (51-150 ranks).</li>
<li>Today is the base date for the September 2026 index rebal event. The expected ADDs/DELs discussed in this insight are our final index change expectations.</li>
<li>We expect one ADD/DEL for T50 and three separate ADDs/DELs for the T100 index for the September 2026 rebal.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization on the Taiwan Stock Exchange. The T100 index represents the next largest 100 names (51-150 ranks).
Today is the base date for the September 2026 index rebal event. The expected ADDs/DELs discussed in this insight are our final index change expectations.
We expect one ADD/DEL for T50 and three separate ADDs/DELs for the T100 index for the September 2026 rebal.


Elite Semiconductor Memory Technology (3006 TT)

Quiddity Leaderboard T50/​​​100 Sep26: Final Expectations

Pharmaessentia Corp

Quiddity Leaderboard T50/100 Sep26: Final Expectations

Pharmaessentia Corp

Quiddity Leaderboard T50/​​​100 Sep26: Final Expectations

Quiddity Leaderboard T50/100 Sep26: Final Expectations