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Janaghan Jeyakumar, CFA
Equity Analyst, Event-driven
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Quiddity Advisors
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Location:
Sri Lanka
Joined:
01 August 2018
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Recent
bullish
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Shanghai Rural Commercial Bank
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05 May 2024 06:05
Quiddity Leaderboard CSI 300/500 Jun 24: Final Expectations; US$3.4bn One-Way; New Trade Idea
The official changes is expected at the end of this month. I expect the names with clear positive flow expectations to outperform those with clear...
Janaghan Jeyakumar, CFA
214 Views
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bullish
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Mitsubishi Motors
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29 Apr 2024 17:28
Quiddity JPX-Nikkei 400 Rebal 2024: End-Apr 2024 Estimates
In total, there are 45 Potential ADDs and 46 Potential DELs (unique names) presented in the current Quiddity Leaderboard.
Janaghan Jeyakumar, CFA
214 Views
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bullish
•
Engie SA
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26 Apr 2024 13:58
Quiddity Leaderboard ES50 Sep 24: Engie Gets Closer to a US$1.1bn Index Inflow
If French energy company Engie gains 20% vs the other names in the next 4 months, it could become an ES50 add in September 2024 and that could...
Janaghan Jeyakumar, CFA
299 Views
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bullish
•
Darktrace
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25 Apr 2024 18:28
Quiddity Leaderboard SE600 Mar 24: 7 Changes Likely; Expected ADDs Could Outperform Expected DELs
My latest estimate for one-way flow is US$95mn. The expected ADDs have strong positive momentum while the expected DELs have strong negative momentum.
Janaghan Jeyakumar, CFA
213 Views
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bullish
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Ocean Wilsons Holdings
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24 Apr 2024 18:27
Quiddity Leaderboard F100/250 Jun 24: Potential ADDs Could Outperform the Index
The top 10 F250 potential ADDs could outperform the F250 index over the next few weeks. These names could have very high impact if they were to be...
Janaghan Jeyakumar, CFA
228 Views
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