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 BSE/​​​​SENSEX Jun25 Results: 23/26 Correct; ~US$600mn Total One-Way Flows

Quiddity Leaderboard Hang Seng Biotech Sep25: Three Changes Likely + One Intra-Review Change

Quiddity Leaderboard NIFTY Sep25: Multiple Changes to Expected ADDs/DELs; New Pair Trade Ideas

Quiddity JPX-Nikkei 400 Rebal 2025: End-May 2025 Ranks

Quiddity Leaderboard T50/​​​100 Jun25: Base Date Ranks; Final Expectations

Quiddity Leaderboard TDIV Jun25: Final Expectations; Trade Successful; New Sector-Neutral Idea

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Taishin Financial Holding / Index Rebalance

<ul>
<li>The index changes for the T50/100 index family and the TDIV index were confirmed after market close on Friday 6th June 2025.</li>
<li>There will be one ADD/DEL for T50, two ADDs/DELs for T100, and five ADDs/DELs for TDIV. </li>
<li>All of these are exactly in line with our final expectations.</li>
</ul>


The index changes for the T50/100 index family and the TDIV index were confirmed after market close on Friday 6th June 2025.
There will be one ADD/DEL for T50, two ADDs/DELs for T100, and five ADDs/DELs for TDIV. 
All of these are exactly in line with our final expectations.


Mega Financial Holding Co., Ltd (2886 TT)

Hua Nan Financial Holdings Co Ltd. (2880 TT)

Taiwan Goldsun Building Materials (2504 TT)

Quiddity TDIV/50/100 Jun25 Results: 100% Hit Rate; Positioned for High-Impact Sector-Neutral Trades