Pan-Asia Index Flows & 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.

Pan-Asia Index Flows & Special Situations

Quiddity Leaderboard SE600 Jun 23: Credit Suisse Deletion Imminent; Multiple Changes in June

Quiddity Leaderboard SET50 Jun 23: Final Expectations

Quiddity Leaderboard ES50 Sep 23: Ferrari RACEs into the Lead; US$1.2bn Potential Inflow

TOPIX Inclusions: Who Is Ready (May 2023)

Quiddity Leaderboard TWSE Div+ Jun 23: Take the Win on YFY Now

Quiddity Leaderboard TWSE Div+ Jun 23:  3 ADDs/DELs and US$700mn+ of Capping Flows!

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at Quiddity's flow expectations for the June 2023 index rebalance.</li>
<li>I currently see 5 ADDs/DELs. Some of these names are different from the ones I specified in my previous insight.</li>
<li>I have also discussed some long-short trading ideas involving names with significant flow implications.</li>
</ul>


In this insight, we take a look at Quiddity's flow expectations for the June 2023 index rebalance.
I currently see 5 ADDs/DELs. Some of these names are different from the ones I specified in my previous insight.
I have also discussed some long-short trading ideas involving names with significant flow implications.


Tong Hsing Electronic Industries Ltd (6271 TT)

Quiddity Leaderboard TDIV Jun 23: Five Changes and US$922mn One-Way Flows

Makalot Industrial

Quiddity Leaderboard TDIV Jun 23: Five Changes and US$922mn One-Way Flows