Index Rebal/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/Special Situations

Quiddity Leaderboard HSIII Jun26/Sep26: Minimal Flows in June; Multiple Changes in September

Quiddity Leaderboard HSCEI Jun26: Final Expectations for ADDs/DELs; US$194mn One-Way

Quiddity Leaderboard HSTECH Jun26: Final Ranks for ADDs/DELs; ~US$2bn One-Way Flows

TOPIX Inclusions: Who Is Ready (Mar 2026)

Quiddity Leaderboard HSCEI Mar26: One Index Change Likely; Announcement Soon

Quiddity Leaderboard HSTECH Jun26: Interesting Question Marks for ADDs; Reference Period Not Over

TOPIX Index Upweights: Final Expectations For "The Big April Basket" 2026

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.</li>
<li>In this insight, we take a look at the rankings of potential ADDs/DELs and the resultant capping flow expectations for the June 2026 index rebal event.</li>
<li>At present, we see two changes based on the latest data but the rankings can change until 31st March 2026. One current "expected DELETE" name is close to escaping deletion.</li>
</ul>


The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.
In this insight, we take a look at the rankings of potential ADDs/DELs and the resultant capping flow expectations for the June 2026 index rebal event.
At present, we see two changes based on the latest data but the rankings can change until 31st March 2026. One current "expected DELETE" name is close to escaping deletion.


QuiddityリーダーボードHSCEI 6月26日: 2つの追加/削除の可能性が高いが、1つの名前は削除を免れる可能性が高まっている

Hansoh Pharmaceutical

QuiddityリーダーボードHSCEI 6月26日: 2つの追加/削除の可能性が高いが、1つの名前は削除を免れる可能性が高まっている