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Janaghan Jeyakumar, CFA
Pan-Asia Index Flows & Special Situations
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Quiddity Advisors
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Location:
Sri Lanka
Joined:
01 August 2018
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Recent
bearish
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Lepu Medical Technology A
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03 Jun 2025 13:00
Quiddity ChiNext/ChiNext 50 Jun25 Results: 23/26 Changes Correct Despite Methodology Change
We got 23 out of the 26 confirmed changes correct despite a last-minute change in methodology. We got all of the confirmed DELs correct. We had one...
Janaghan Jeyakumar, CFA
125 Views
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bullish
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Thanachart Capital
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02 Jun 2025 07:52
Quiddity Leaderboard SET50 Jun25: Final Expectations; 3 Changes Expected + Delta Capping
The three expected ADDs have outperformed the three expected DELs over the last 1-month, 3-month, and 1-year periods. This could continue over the...
Janaghan Jeyakumar, CFA
260 Views
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bullish
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Zhongyuan Environment A
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01 Jun 2025 02:03
Quiddity CSI 1000 Jun25 Results: 200 Changes; US$2Bn+ One-Way
Some CSI 1000 ADDs are CSI 500 DELs and Some CSI 1000 DELs are CSI 500 ADDs. These names will have opposing index flows that could offset each other.
Janaghan Jeyakumar, CFA
293 Views
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bullish
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Avic Shenyang Aircraft
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01 Jun 2025 00:00
Quiddity SSE 50/180 Jun25 Results: 44 Changes; US$1.5bn Collective One-Way Flows
The SSE 50 ADDs have decent momentum against the SSE 50 DELs and this could continue until the index Inclusion event on 13th June 2025.
Janaghan Jeyakumar, CFA
302 Views
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bullish
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Suzhou Kematek
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31 May 2025 23:06
Quiddity CSI All Share Semiconductors Jun25 Results: 11 Changes; Couple of Surprises
We predicted 3 out of 4 Adds and 6 out of 7 deletes correctly. We currently estimate one-way flow to be US$84mn. All names have less than 1x ADV to...
Janaghan Jeyakumar, CFA
265 Views
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