Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard F100/F250 Dec25: Solid Lineup of High-Impact Intra-Review Changes

Quiddity Leaderboard CSI Medical Dec25: New Expected DEL Due to Liquidity; US$345mn One-Way

Quiddity Leaderboard CSI 300/​​500 Dec25: Final Expectations; Huge Flows

TOPIX Inclusions: Who Is Ready (Oct 2025)

Quiddity Leaderboard TDIV Dec25: Key Methodology Changes; High-Impact Flows; US$3.6bn One-Way

Quiddity Leaderboard T50/​​​100 Dec25: High-Impact Passive Sell-Off for Shanghai Commercial (5876)

Quiddity Leaderboard Hang Seng Index Dec25: BeOne, Innovent, & Other Potential Surprises

Quiddity Leaderboard ASX Dec25: LNW Float Revision; Gold Names Rally; More Surprises Possible

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The TDIV index tracks the top 50 names in the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.</li>
<li>In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2025 index rebal event.</li>
<li>We expect at least six index changes for the TDIV index. On top of that, there will be capping flows too.</li>
</ul>


The TDIV index tracks the top 50 names in the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.
In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2025 index rebal event.
We expect at least six index changes for the TDIV index. On top of that, there will be capping flows too.


Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New Ideas

Taiwan Mobile

Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New Ideas