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 SET50 Jun26: Final Expectations; 3 ADDs/DELs and Delta Capping

Quiddity JPX-Nikkei 400 Rebal 2026: End-May 2026 Ranks

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

Quiddity Leaderboard CSI 300/​​500 Jun26: Final Expectations; ~US$10bn Collective One-Way Flows

Quiddity Leaderboard T50/​​​100 Jun26: TDIV DELs Rise from 3 to 4 as Anticipated; Final Expectations

Quiddity Leaderboard TDIV Jun26: Many Names with >10x ADV to Trade; Borderline Names to Be Monitored

Quiddity Leaderboard STAR 50/100 Jun26: Final Expectations; ~US$2.6bn Combined One-Way Flows

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>Yesterday was the base date for the final ranks. We see six ADDs and five DELs for the June 2026 index rebal event.</li>
<li>We estimate one-way flow to be around US$5.6bn with many flow names having multiple days of volume to trade.</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.
Yesterday was the base date for the final ranks. We see six ADDs and five DELs for the June 2026 index rebal event.
We estimate one-way flow to be around US$5.6bn with many flow names having multiple days of volume to trade.


Chung Hsin Electric & Machinery Mfg Corp (1513 TT)

Quiddity Leaderboard TDIV Jun26: Final Expectations; Many High-Impact Names; Mega Outflow Names

Far Eastone Telecomm

Quiddity Leaderboard TDIV Jun26: Final Expectations; Many High-Impact Names; Mega Outflow Names