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Janaghan Jeyakumar, CFA
Pan-Asia Index Flows & Special Situations
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Quiddity Advisors
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Sri Lanka
Joined:
01 August 2018
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bearish
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Zomato
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31 Oct 2024 14:56
Quiddity Leaderboard BSE/SENSEX Dec 24: Some Changes to Expectations + Zomato Question Mark
The reference period ends today (31st October). Our BSE 100 expected ADDs/DELs remain unchanged. For BSE 200, all expected ADDs/DELs mentioned in...
Janaghan Jeyakumar, CFA
547 Views
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bullish
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CELSYS
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31 Oct 2024 13:06
TOPIX Inclusions: Who Is Ready (Oct 2024)
The LONGs (Basket A) have outperformed the SHORTs (Basket B) modestly by 0.62% from 7th October to 30th October. On average, the LONGs are down...
Janaghan Jeyakumar, CFA
573 Views
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bullish
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Shibaura Mechatronics
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30 Oct 2024 15:05
Quiddity JPX-Nikkei 400 Rebal 2025: End-Oct 2024 Ranks
The HIGH and MED conviction potential ADDs could outperform the HIGH and MED conviction potential DELs over the next few months.
Janaghan Jeyakumar, CFA
211 Views
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bullish
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Com7
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28 Oct 2024 18:04
Quiddity Leaderboard SET50 Dec 24: Some Changes to Expectations; Gulf-Intuch Deal Index Implications
The Gulf-Intuch Deal could close in 1H CY25 creating a vacancy in SET 50. The highest-ranked name from the reserve list will be promoted to SET 50...
Janaghan Jeyakumar, CFA
208 Views
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bullish
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PayPoint PLC
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23 Oct 2024 19:01
Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes
Deliveroo could get into F250 in December 2024 while Coca-Cola might have to wait until March 2025 to get into F100 due to a minimum listing period...
Janaghan Jeyakumar, CFA
254 Views
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