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

TOPIX Inclusions: Who Is Ready (June 2026)

Quiddity Leaderboard HSCEI Sep26:One Change Likely; ~US$146mn One-Way Flow

Quiddity Leaderboard HSIII Sep26: Five Changes Expected With Three Weeks to the Cut-Off

Quiddity Leaderboard TDIV Jun26: Final Expectations; Many High-Impact Names; Mega Outflow Names

Quiddity Leaderboard ASX Jun26: Final Expectations; 14 Changes in June Including M&A-Related Changes

Quiddity Leaderboard T50/​​​100 Jun26: TDIV DELs Rise from 3 to 4 as Anticipated; Final Expectations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ADDs/DELs for the T50, T100, and TDIV indices were confirmed after market close on Friday 5th June 2026.</li>
<li>There will be 4 ADDs/DELs for T50, 14 separate ADDs/DELs for T100, and 5 ADDs/4DELs for TDIV.</li>
<li>We correctly predicted all of these changes. We also had one extra ADD/DEL pair that did not materialize.</li>
</ul>


The ADDs/DELs for the T50, T100, and TDIV indices were confirmed after market close on Friday 5th June 2026.
There will be 4 ADDs/DELs for T50, 14 separate ADDs/DELs for T100, and 5 ADDs/4DELs for TDIV.
We correctly predicted all of these changes. We also had one extra ADD/DEL pair that did not materialize.


Hua Nan Financial Holdings Co Ltd. (2880 TT)

Quiddity T50/100/TDIV Jun26 Results: All Changes Correctly Predicted; Massive Flows Confirmed

Far Eastone Telecomm

Quiddity T50/100/TDIV Jun26 Results: All Changes Correctly Predicted; Massive Flows Confirmed