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Janaghan Jeyakumar, CFA
Index Rebal Trades & Special Situations
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Quiddity Advisors
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Location:
Sri Lanka
Joined:
01 August 2018
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Index Rebalance
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Recent
bearish
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Tung Ho Steel Enterprise
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24 Jul 2025 21:49
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.
Janaghan Jeyakumar, CFA
195 Views
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bearish
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Tung Ho Steel Enterprise
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24 Jul 2025 21:48
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...
Janaghan Jeyakumar, CFA
191 Views
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bullish
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REA Group Ltd
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24 Jul 2025 16:24
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...
Janaghan Jeyakumar, CFA
257 Views
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bullish
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Central Plaza Hotel
•
21 Jul 2025 17:13
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...
Janaghan Jeyakumar, CFA
245 Views
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bullish
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Pop Mart International Group L
•
20 Jul 2025 14:32
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...
Janaghan Jeyakumar, CFA
498 Views
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