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

TOPIX Inclusion Pre-Events: Recent “Tachiaigai Bunbai” Round-Up (October 2020) - Two Stocks To Buy

Historical TOPIX Inclusions:  What Flavor Performs Best?

TOPIX Inclusion: Retail Partners (8167 JP)

Nippon Rietec's (1938) Gangbusters TOPIX Inclusion

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<div><p>TSE Mothers-listed high-precision X-ray mirror manufacturer <a href="https://www.smartkarma.com/entities/jtec-corp-osaka" target="_blank" data-smartkarma-citation="entities:27072:1" rel="noopener">JTEC Corp/Osaka (3446 JP)</a> announced (<a href="https://ssl4.eir-parts.net/doc/3446/tdnet/1884094/00.pdf" target="_blank" rel="noopener">J-only</a>) on Friday after market close it had received approval to move to TSE1 as of 28th September 2020. </p></div><div><p>TSE1 reassignment triggers inclusion into the TOPIX Index and the Inclusion Event can be expected to be at the close of trading 29th October 2020. </p></div><div><p>In this insight, we take a look at the Index Inclusion Parameters and the Fundamentals of the company to evaluate the upside potential of the TOPIX Inclusion Event. </p></div>

TSE Mothers-listed high-precision X-ray mirror manufacturer JTEC Corp/Osaka (3446 JP) announced (J-only) on Friday after market close it had received approval to move to TSE1 as of 28th September 2020. TSE1 reassignment triggers inclusion into the TOPIX Index and the Inclusion Event can be expected to be at the close of trading 29th October 2020. In this insight, we take a look at the Index Inclusion Parameters and the Fundamentals of the company to evaluate the upside potential of the TOPIX Inclusion Event. 

JTEC Corp/Osaka

TOPIX Inclusion (3446 JP): JTEC Corp