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 SET50 Jun 24: 3 Changes Likely; Banpu Still Not Safe from Deletion

Quiddity JPX-Nikkei 400 Rebal 2024: End-Apr 2024 Estimates

TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade Ideas

Quiddity JPX-Nikkei 400 Rebal 2024: End-Mar 2024 Estimates and Another Trade Reco

TOPIX Inclusions: Who Is Ready (Mar 2024)

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>Quiddity's "<strong>Who is Ready</strong>" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.</li>
<li>There were no Section Transfers announced in the last 3 months so currently there are no live TOPIX Inclusion events at present.</li>
<li>There are currently 79 names capable of satisfying all the key section transfer requirements. Our long-term pre-event candidate <a href="https://www.smartkarma.com/entities/celsys-inc" target="_blank" data-smartkarma-citation="entities:20774:1" rel="noopener">CELSYS (3663 JP)</a> is one of them.</li>
</ul>


Quiddity's "Who is Ready" series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.
There were no Section Transfers announced in the last 3 months so currently there are no live TOPIX Inclusion events at present.
There are currently 79 names capable of satisfying all the key section transfer requirements. Our long-term pre-event candidate CELSYS (3663 JP) is one of them.


TOPIX Inclusions: Who Is Ready (Apr 2024)