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 SET50 Dec26: Capping Flows in Sep; 2-3 Index Changes Likely in Dec

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

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

Quiddity Leaderboard T50/​​​100 Jun26: TDIV DELs Rise from 3 to 4 as Anticipated; Final Expectations

Quiddity Leaderboard HSTECH Sep26: Final Ranks; US$1.9bn One-Way Capping

Quiddity T50/100/TDIV Jun26 Results: All Changes Correctly Predicted; Massive Flows Confirmed

Quiddity JPX-Nikkei 400 Rebal 2026: End-June 2026 Ranks (FINAL EXPECTATIONS)

Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

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


Evergreen Aviation Technologies (2645 TT)

Quiddity Leaderboard T50/​​​100 Sep26: Getac TDIV Deletion Within Striking Distance

Getac Technology

Quiddity Leaderboard T50/100 Sep26: Getac TDIV Deletion Within Striking Distance

Getac Technology

Quiddity Leaderboard T50/​​​100 Sep26: Getac TDIV Deletion Within Striking Distance

Quiddity Leaderboard T50/100 Sep26: Getac TDIV Deletion Within Striking Distance