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

Livongo-Teladoc: Virtual Healthcare Giants to Combine

Historical TOPIX Inclusions:  What Flavor Performs Best?

Varian-Siemens Deal: DAX Promotion on the Cards for the Acquirer

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

TSE Mothers-listed <a href="https://www.smartkarma.com/entities/medpeer-inc" target="_blank" data-smartkarma-citation="entities:4090:1" rel="noopener">Medpeer Inc (6095 JP)</a> announced (<a href="https://ssl4.eir-parts.net/doc/6095/tdnet/1881489/00.pdf" target="_blank" rel="noopener">J-only</a>) after market close today it had received approval to move to TSE1 as of 15th 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. MedPeer is a health-tech company that mainly operates a "doctors-only" social-media platform that enables online knowledge sharing between doctors. This "collective medical intelligence" is then used to provide marketing solutions for pharmaceutical companies and medical device manufacturers. They also provide virtual healthcare solutions to online medical consultation and dietary coaching services. 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 and the trade on the follow.

TSE Mothers-listed Medpeer Inc (6095 JP) announced (J-only) after market close today it had received approval to move to TSE1 as of 15th 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. MedPeer is a health-tech company that mainly operates a "doctors-only" social-media platform that enables online knowledge sharing between doctors. This "collective medical intelligence" is then used to provide marketing solutions for pharmaceutical companies and medical device manufacturers. They also provide virtual healthcare solutions to online medical consultation and dietary coaching services. 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 and the trade on the follow.

Medpeer Inc

TOPIX Inclusion (6095 JP): MedPeer Inc