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 ASX Jun26: FireFly Metals A Question Mark; Qube Replacements; Rank Changes

Quiddity Leaderboard SE600 Jun26: TEN ADDs/DELs; Many Intra-Review Changes After Rebal

Quiddity Leaderboard SET50 Jun26: Borderline Names Could Still Swap Places

Quiddity Leaderboard Hang Seng Index Jun26: BeOne, Zijin, Cosco Shipping Among Our Top 10 Picks

Quiddity Leaderboard T50/​​​100 Jun26: Three TDIV DELs And One High-Impact T50 DEL Now in the Money!

Quiddity Leaderboard TDIV Jun26: Many Borderline Potential ADDs in the Race

Quiddity Leaderboard CSI 300/​​500 Jun26: Net Inflow Vs Net Outflow Downtrend Could Reverse

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: Reference Period Ending Soon; Ranks Still Not Final

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The TDIV index tracks the top 50 names on 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 a look at Quiddity's expectations for index changes and capping flows for the TDIV index for the June 2026 index rebal event.</li>
<li>As of the latest data, we expect 6 ADDs and 5 DELs and one-way flows of ~US$3.9bn including capping effects. </li>
</ul>


The TDIV index tracks the top 50 names on the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.
In this insight, we take a look at Quiddity's expectations for index changes and capping flows for the TDIV index for the June 2026 index rebal event.
As of the latest data, we expect 6 ADDs and 5 DELs and one-way flows of ~US$3.9bn including capping effects. 


Chung Hsin Electric & Machinery Mfg Corp (1513 TT)

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

Far Eastone Telecomm

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