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 JPX-Nikkei 400 Rebal 2026: End-Dec 2025 Ranks

Quiddity Leaderboard HSCEI Mar26: Final Ranks; One Change Likely

Quiddity Leaderboard HSIII Mar26: Final Ranks; 4 Changes Expected

Quiddity Leaderboard TDIV Dec25: ~US$3bn One-Way; Some Changes to Expectations; New Ideas

Quiddity STAR 50/100 Dec25 Results: 19/20 Changes Correctly Predicted; ~US$2bn Combined One-Way Flow

TOPIX Inclusions: Who Is Ready (Dec 2025)

Quiddity ASX Dec25 Results: 19/20 Correctly Predicted; US$770mn Combined One-Way Flow; Avoid Crowds

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 March 2026 index rebal event.</li>
<li>We expect two DELs for the TDIV index for March 2026 rebal and we estimate the one-way capping flow to be US$355mn.</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 March 2026 index rebal event.
We expect two DELs for the TDIV index for March 2026 rebal and we estimate the one-way capping flow to be US$355mn.


Cheng Shin Rubber Ind Co., Ltd. (2105 TT)

Hua Nan Financial Holdings Co Ltd. (2880 TT)

Quiddity Leaderboard TDIV Mar26: US$355mn One-Way Flows; High-Impact for Two Names

Sinbon Electronincs

Quiddity Leaderboard TDIV Mar26: US$355mn One-Way Flows; High-Impact for Two Names