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 Hang Seng Index Dec26: Z.AI, COSCO, 3SBIO Among Our Top Picks

Quiddity Leaderboard HSCEI Dec26: Final Ranks; Two ADDs/DELs Likely; One Change to Expectation

Quiddity Leaderboard PSEi Feb27 Rebal: First Review Under New Methodology; 3 ADDs/DELs Likely

Quiddity Leaderboard HSTECH Dec26: OLD Vs NEW Methodology; Mega Flows Possible

[Quiddity Index] The TOPIX Change in Oct 2026 - Part II (Regional Bank LFR Baskets)

Quiddity Leaderboard ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes

Quiddity JPX-Nikkei 400 Rebal 2027: End-Sep 2026 Ranks

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 2026 index rebal event.</li>
<li>As of the latest data, we expect 4 ADDs and 4 DELs and one-way flows of ~US$3.4bn including capping effects.</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 2026 index rebal event.
As of the latest data, we expect 4 ADDs and 4 DELs and one-way flows of ~US$3.4bn including capping effects.


Quiddity Leaderboard TDIV Dec26: 4 ADDs/DELs Likely; More Changes Possible; US$3.4bn One-Way

President Chain Store

Quiddity Leaderboard TDIV Dec26: 4 ADDs/DELs Likely; More Changes Possible; US$3.4bn One-Way