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Janaghan Jeyakumar, CFA

Janaghan Jeyakumar, CFA
Index Rebal Trades & Special Situations
Quiddity Advisors

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24 Jul 2025 13:49

Quiddity Leaderboard TDIV Sep25: Sector-Neutral Pair Trade Ideas with Some High Impact Names

Assuming no index changes take place in September 2025, we estimate one-way capping flows of US$662mn. Some of these names have fairly high impacts.

24 Jul 2025 13:48

Quiddity Leaderboard T50/​​​100 Sep25: Tung Ho Steel TDIV Deletion Gets Closer than Before

Tung Ho Steel (2006 TT) will need to underperform other names by 13% to be an unconditional T100 DEL and get deleted from TDIV. However, there are...

bullishREA Group Ltd
24 Jul 2025 08:24

Quiddity Leaderboard ASX Sep25: Exp ADDs Down Vs Exp DELs Since Methodology Change; Time to Reverse?

We believe the newly proposed methodology would be implemented during the September 2025 index review. The expected ADDs have been underperforming...

21 Jul 2025 09:13

Quiddity Leaderboard SET50 Dec25: Capping Flows in September and Index Changes in December

There are currently two potential ADDs and two potential DELs which are close to triggering index changes in December 2025. Relative price...

20 Jul 2025 06:32

Quiddity Leaderboard Hang Seng Index Sep25: BeOne, TME, and Pop Mart Among Our Top Picks

We have picked 10 names with high likelihood of Hang Seng Index addition in September 2025 and we expect these names to outperform the index over...

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