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 Sep26: US$90mn One-Way Flows

Quiddity Leaderboard DAX/MDAX Sep 26: One DAX Change Likely; Reference Period Starting Soon

Quiddity Leaderboard SET50 Dec26: Some Changes to Expectations

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

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

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

Quiddity Leaderboard STAR 50/100 Sep26: ADDs/DELs Mostly Final; ~US$2bn Combined One-Way Flow

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

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 no changes for T50 and two changes for T100.</li>
<li>In our last insight we saw multiple TDIV members close to T100 deletion. However, those names have drifted further away from T100 deletion.</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 no changes for T50 and two changes for T100.
In our last insight we saw multiple TDIV members close to T100 deletion. However, those names have drifted further away from T100 deletion.


Evergreen Aviation Technologies (2645 TT)

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

Alchip Technologies

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

Alchip Technologies

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

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