Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top 5%
Janaghan Jeyakumar, CFA
Equity Analyst, Event-driven
•
Quiddity Advisors
Message
Follow
Location:
Sri Lanka
Joined:
01 August 2018
652
Insights
254.4k
Views
587
Followers
Equities
•
Event-Driven
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Ngern Tid Lor
•
15 May 2024 18:36
Quiddity Leaderboard SET50 Jun 24: BANPU Vs SAWAD Has to Be Monitored Closely
I see three ADDs and three DELs for the June 2024 review. All names are high-conviction situations except for the third slot in expected DELs....
Janaghan Jeyakumar, CFA
50 Views
Share
bullish
•
Li Auto
•
14 May 2024 18:05
Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June...
Janaghan Jeyakumar, CFA
207 Views
Share
bearish
•
Xinyi Solar Holdings
•
14 May 2024 18:03
Quiddity HSCEI Jun 24 Final Expectations: 2 Changes Likely; US$496mn One-Way Flow
SenseTime Group (20 HK) and Xinyi Solar Holdings (968 HK) are Expected DELs while Zijin Mining Group Co Ltd H (2899 HK) and PICC Property &...
Janaghan Jeyakumar, CFA
197 Views
Share
bearish
•
Country Garden Services
•
13 May 2024 11:47
Quiddity Leaderboard for Hang Seng Index Jun 24: Could Country Garden Services Get Deleted?
The June 2024 index changes for the Hang Seng Index could be confirmed on 17th May 2024. The Inclusion/Exclusion events can be expected at the...
Janaghan Jeyakumar, CFA
512 Views
Share
bearish
•
SBI Cards & Payment Services
•
12 May 2024 06:05
Quiddity Leaderboard NIFTY Sep 24: Strong Flow Rationale for LONG Jio Financial - SHORT SBI Cards
SBI Cards is an expected DEL for NIFTY Next 50 in Sep 24 and BSE 100 in Jun 24. Jio Financial is an expected ADD for both BSE 100 and BSE 200 in...
Janaghan Jeyakumar, CFA
311 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.31.2
x