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 Mar26: Announcement Next Week; 4 Changes Likely

Quiddity Leaderboard STAR 50/100 Mar26: Final Expectations; ~US$3.8bn Total One-Way

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: ~US$1.86bn Combined One-Way Flow; Ranks Can Change

TOPIX Index Upweights: An Early Preview Of "The Big April Basket" 2026; US$1bn+ Index Flows Possible

TOPIX Inclusions: Who Is Ready (Feb 2026)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Puya Semiconductor Shanghai  / Index Rebalance

<ul>
<li>CSI All Share Semiconductors Index represents the largest and most-liquid stocks in the Semiconductor Industry Group from the Shanghai, Shenzhen, and Beijing Exchanges.</li>
<li>In this insight, we have presented our expected ADDs and DELs for the upcoming semiannual index rebal event in June 2026.</li>
<li>We expect up to seven ADDs and five DELs for the CSI All Share Semiconductors index during this index review event based on the latest available data.</li>
</ul>


CSI All Share Semiconductors Index represents the largest and most-liquid stocks in the Semiconductor Industry Group from the Shanghai, Shenzhen, and Beijing Exchanges.
In this insight, we have presented our expected ADDs and DELs for the upcoming semiannual index rebal event in June 2026.
We expect up to seven ADDs and five DELs for the CSI All Share Semiconductors index during this index review event based on the latest available data.


Suzhou Crystal Clear Chemical (300655 CH)

Quiddity Leaderboard CSI All Share Semiconductors 6월 26일: 1억 5400만 달러 일방적 인수; 순위 변동 가능성 있음