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

S&P ASX June 2022 Rebalance: ADDs Are Mostly Mining Companies; DELs Are Mostly Tech/Financials

S&P/​ASX June 2022 Rebal Final Look and Crown Resorts Replacements

S&P/​​​​​ASX Quiddity Leaderboard Sep 2022: Uniti Deletion & Many Other Changes for ASX 200 & 300

Ramsay’s Indicative Bid from the KKR Consortium

S&P/​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance

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>The S&amp;P/ASX Index family is a widely-tracked group of indices and sub-indices which represent the performance of ASX-listed companies. It rebalances four times a year.</li>
<li>In June 2022, Index rebalance events will take place for the S&amp;P/ASX capitalization-weighted indices including ASX 200, 100, 50, and 20. There is likely to be an intra-quarter change too.</li>
<li>This is a follow-up insight to <a href="https://www.smartkarma.com/insights/s-p-asx-indices-quiddity-leaderboard-for-june-2022-rebalance" target="_blank" data-smartkarma-citation="insights:68033" rel="noopener">S&amp;P/​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance</a>. with updated expectations for inclusions/changes in the various indices in the next 6 weeks. </li>
</ul>


The S&amp;P/ASX Index family is a widely-tracked group of indices and sub-indices which represent the performance of ASX-listed companies. It rebalances four times a year.
In June 2022, Index rebalance events will take place for the S&amp;P/ASX capitalization-weighted indices including ASX 200, 100, 50, and 20. There is likely to be an intra-quarter change too.
This is a follow-up insight to S&amp;P/​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance. with updated expectations for inclusions/changes in the various indices in the next 6 weeks. 


Charter Hall Social Infrastructure REIT (CQE AU)

S&P/​​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0

Whitehaven Coal

S&P/ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0

Whitehaven Coal

S&P/​​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0

S&P/ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0