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

TOPIX Inclusion (3965 JP): Capital Asset Planning, Inc.

Historical TOPIX Inclusions:  What Flavor Performs Best?

Nippon Rietec's (1938) Gangbusters TOPIX Inclusion

TOPIX Inclusion: Retail Partners (8167 JP)

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

TSE Mothers-listed noodle restaurant chain <a href="https://www.smartkarma.com/entities/gift-inc" target="_blank" data-smartkarma-citation="entities:29276:1" rel="noopener">Gift Inc (9279 JP)</a> announced (<a href="https://pdf.irpocket.com/C9279/wVz1/t8i0/oNu8.pdf" target="_blank" rel="noopener">J-only</a>) on Friday after market close it had received approval to move to TSE1 as of 18th 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.

TSE Mothers-listed noodle restaurant chain Gift Inc (9279 JP) announced (J-only) on Friday after market close it had received approval to move to TSE1 as of 18th 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. 

Gift Inc

TOPIX Inclusion (9279 JP): Gift Inc