Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

Quiddity Leaderboard DAX/MDAX Mar 24: Traton Could Outperform the DAX Index

Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

Quiddity Leaderboard SE600 Mar 24: 7 Changes Likely; Expected ADDs Could Outperform Expected DELs

TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade Ideas

Quiddity Leaderboard TDIV Jun 24: 5 Changes; US$1.2bn One-Way

Quiddity Leaderboard T50/​​​100 Jun 24: Bizlink TDIV Deletion Deep in the Money

Escalation of Israel-Hamas War - Here's How Investors Should Position Themselves in Dramatic Changes

Quiddity Leaderboard ChiNext & ChiNext 50 Jun 24: Bullish Names Outperform Bearish Names Again

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the June 2024 index rebal event.</li>
<li>Since my last insight, my index change expectations and flow expectations have changed significantly.</li>
<li>My latest estimate for one-way flow in June 2024 is US$1.06bn (down from US$1.22bn a month ago).</li>
</ul>


In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the June 2024 index rebal event.
Since my last insight, my index change expectations and flow expectations have changed significantly.
My latest estimate for one-way flow in June 2024 is US$1.06bn (down from US$1.22bn a month ago).


Quiddity Leaderboard TDIV Jun 24: LONGs up 6% Vs SHORTs in a Month; Time to Update

Pou Chen

Quiddity Leaderboard TDIV Jun 24: LONGs up 6% Vs SHORTs in a Month; Time to Update