Equity Analyst, Event-driven, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on special situations such as mergers & acquisitions, index rebalance events, equity offerings, buybacks, and other corporate restructuring events mainly in the Asia-Pacific and European equity markets.

Equity Analyst, Event-driven

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

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

The FTSE Taiwan Div+ Dec Rebal Trade - The Trade Is Dead! Long Live the Trade!

FTSE TWSE Dividend+ Dec 22 Quiddity Final Expectations: Crucial Shift in Tracking AUM a GAME CHANGER

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

Gravity Works As WeWork Doesn't; Now Plan B

Bifurcated Chinese Express Market Developing

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The index constituent weights of the TWSE Div+ Index will be capped during the upcoming March 2023 Index quarterly index review. </li>
<li>Previously, it looked like there were going to be no flows. However, now my expectations have changed, as of Monday's close (they weren't going to change as of Friday).</li>
<li>In this insight, we take a look at Quiddity's expectations for index flows resulting from these events. </li>
</ul>


The index constituent weights of the TWSE Div+ Index will be capped during the upcoming March 2023 Index quarterly index review. 
Previously, it looked like there were going to be no flows. However, now my expectations have changed, as of Monday's close (they weren't going to change as of Friday).
In this insight, we take a look at Quiddity's expectations for index flows resulting from these events. 


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

Chicony Electronics

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