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 SE600 Sep26: Six ADDs and Six DELs Expected; Borderline Names to Be Monitored

Quiddity Leaderboard T50/​​​100 Sep26: Final Expectations

Quiddity Leaderboard TDIV Sep26: Final Expectations

Quiddity Leaderboard ASX Sep26: Vault-Genesis Index Implications & Many Regular High-Impact Changes

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

Quiddity Leaderboard T50/​​​100 Sep26: TDIV Deletion Names Moving Away from Danger Zone

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Hua Nan Financial Holdings Co Ltd. / Index Rebalance

Hua Nan Financial Holdings Co Ltd. (2880 TT)

<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 a look at Quiddity's expectations for capping flows for the TDIV index for the September 2026 index rebal event.</li>
<li>Currently, we expect no index changes and we estimate the one-way capping flow to be ~US$90mn.</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 a look at Quiddity's expectations for capping flows for the TDIV index for the September 2026 index rebal event.
Currently, we expect no index changes and we estimate the one-way capping flow to be ~US$90mn.


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

Mega Financial Holding Co., Ltd (2886 TT)

Synnex Technology International (2347 TT)

Quiddity Leaderboard TDIV Sep26: US$90mn One-Way Flows