Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard Singapore's STI Sep 23: Sembcorp Marine Addition Could Finally Happen

Quiddity Leaderboard for SET50 Jun 23 Review: TLI ADD & JMART DEL Likely; BJC Is a Question Mark

Quiddity Leaderboard TWSE50/​100 Jun 23: Tong Hsing Is a Div+ DEL as It Stands

Quiddity TWSE Div+ Capping Flows March 2023: Final Minute Changes to Expectations

FTSE TWSE Dividend+ Quiddity Leaderboard Dec 22: New Methodology! Massive Flow Implications!

Quiddity FTSE Taiwan Div Basket Trade - Near End, Mo Lost, So Exit

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take look at Quiddity's estimations for index changes and capping flows for the Taiwan Div+ index for the June 2023 review.</li>
<li>I currently see 3 ADDs and 3 DELs but there are several names close to the border and expectations could change before the base date as prices move around.</li>
<li>I also <em>currently</em> expect capping flows of US$705mn one-way with multiple names with more than five days to trade.</li>
</ul>


In this insight, we take look at Quiddity's estimations for index changes and capping flows for the Taiwan Div+ index for the June 2023 review.
I currently see 3 ADDs and 3 DELs but there are several names close to the border and expectations could change before the base date as prices move around.
I also currently expect capping flows of US$705mn one-way with multiple names with more than five days to trade.


Tong Hsing Electronic Industries Ltd (6271 TT)

Quiddity Leaderboard TWSE Div+ Jun 23:  3 ADDs/DELs and US$700mn+ of Capping Flows!

YFY Inc

Quiddity Leaderboard TWSE Div+ Jun 23: 3 ADDs/DELs and US$700mn+ of Capping Flows!