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

Quiddity Leaderboard T50/​​100 Jun 23: One T50 Change and Four T100 Changes (With TDIV Implications)

FTSE TWSE 50 & 100 Quiddity Leaderboard Mar 23: Tong Hsing Close to Being a Dividend+ Index DEL

FTSE TWSE Dividend+ Sep 22 Capping: Massive Negative Flows for Farglory, Greatek, & Elan

FTSE TWSE Taiwan Dividend+ Index: A Rare Gem for Index Rebal Trades

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

Tong Hsing Electronic Industries Ltd / Index Rebalance

Tong Hsing Electronic Industries Ltd (6271 TT)

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the June 2023 Rebalance.</li>
<li>As things stand, there do not seem to be any ADDs/DELs for the T50 index or the T100 index.</li>
<li>However, with multiple names close to the border and with two more months to the base date a lot of ranks could change.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the June 2023 Rebalance.
As things stand, there do not seem to be any ADDs/DELs for the T50 index or the T100 index.
However, with multiple names close to the border and with two more months to the base date a lot of ranks could change.


Chung Hsin Electric & Machinery Mfg Corp (1513 TT)

Quiddity Leaderboard TWSE50/100 Jun 23: Tong Hsing in the Spotlight Again