Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Lepu Medical Technology A / Index Rebalance

Lepu Medical Technology (Beijing) Co., Ltd. develops, produces and sells medical devices and parts.  The Company also offers medical devices consulting services.  The company's products include stent system and blockage system.

<ul>
<li>The June 2025 index review results for the ChiNext and ChiNext 50 indices were announced yesterday.</li>
<li>There will be eight changes for the ChiNext index and five changes for the ChiNext 50 index.</li>
<li>In this insight, we take a look at our final flow expectations for the the ChiNext and ChiNext 50 index rebal events.</li>
</ul>


The June 2025 index review results for the ChiNext and ChiNext 50 indices were announced yesterday.
There will be eight changes for the ChiNext index and five changes for the ChiNext 50 index.
In this insight, we take a look at our final flow expectations for the the ChiNext and ChiNext 50 index rebal events.


Quiddity ChiNext/ChiNext 50 Jun25 Results: 23/26 Changes Correct Despite Methodology Change

Thanachart Capital Public Company Limited provides financial services including consumer, corporate and mortgage financing.  Additionally the Company provides securities underwriting and investment advisory services.  Thanachart Capital also provides insurance services through its subsidiaries.

<ul>
<li>The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET).</li>
<li>In this insight, we present our final expectations for ADDs/DELs for the index rebal event in June 2025.</li>
<li>We expect three ADDs and three DELs for June 2025.</li>
</ul>


The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET).
In this insight, we present our final expectations for ADDs/DELs for the index rebal event in June 2025.
We expect three ADDs and three DELs for June 2025.


Quiddity Leaderboard SET50 Jun25: Final Expectations; 3 Changes Expected + Delta Capping

Zhongyuan Environment A / Index Rebalance

Zhongyuan Environment Protection Co., Ltd. manufactures and markets grinding tools, including coated abrasive tools and fixed grinding tools. The Company also produces yeast and supplies heaters.

<ul>
<li>The June 2025 index review results for China's CSI 1000 index were announced after market close on Friday 30th May 2025.</li>
<li>There will be 100 ADDs/DELs for CSI 1000 in the June 2025 rebalance.</li>
<li>The CSI 1000 index rebal event could trigger US$2.2bn in one-way flow.</li>
</ul>


The June 2025 index review results for China's CSI 1000 index were announced after market close on Friday 30th May 2025.
There will be 100 ADDs/DELs for CSI 1000 in the June 2025 rebalance.
The CSI 1000 index rebal event could trigger US$2.2bn in one-way flow.


Quiddity CSI 1000 Jun25 Results: 200 Changes; US$2Bn+ One-Way

AVIC Shenyang Aircraft Company Limited manufactures aviation products. The Company mainly develops, produces, and sells aircrafts. AVIC Shenyang Aircraft also offers foreign investment, electronic products development, and other services.

<ul>
<li>The June 2025 index review results for China's SSE 50 and SSE 180 indices were announced after market close on Friday 30th May 2025.</li>
<li>There will be 4 ADDs/DELs for SSE 50 and 18 ADDs/DELs for SSE 180.</li>
<li>The SSE 50 and SSE 180 index rebal events could trigger US$1.3bn and US$210mn in one-way flows, respectively.</li>
</ul>


The June 2025 index review results for China's SSE 50 and SSE 180 indices were announced after market close on Friday 30th May 2025.
There will be 4 ADDs/DELs for SSE 50 and 18 ADDs/DELs for SSE 180.
The SSE 50 and SSE 180 index rebal events could trigger US$1.3bn and US$210mn in one-way flows, respectively.


Quiddity SSE 50/180 Jun25 Results: 44 Changes; US$1.5bn Collective One-Way Flows

Suzhou Kematek, Inc. develops and manufactures advanced ceramic materials and ceramic parts. The Company produces circular cylinders, airflow guides, claw gaskets, load bearing fixed products, and others. Suzhou Kematek provides its products for semiconductor, pan semiconductor, hydrogen production equipment, medical, and other fields.

<ul>
<li>The June 2025 index review results for the CSI All Share Semiconductors Index were announced after market close on Friday 30th May 2025.</li>
<li>There will be 4 ADDs and 7 DELs for the CSI All Share Semiconductors Index.</li>
<li>We estimate one-way flows of approximately US$84mn in the June 2025 index rebal event.</li>
</ul>


The June 2025 index review results for the CSI All Share Semiconductors Index were announced after market close on Friday 30th May 2025.
There will be 4 ADDs and 7 DELs for the CSI All Share Semiconductors Index.
We estimate one-way flows of approximately US$84mn in the June 2025 index rebal event.


Quiddity CSI All Share Semiconductors Jun25 Results: 11 Changes; Couple of Surprises

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.