Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on index flow events in the Asia-Pacific region. This includes predicting regular and intra-review index changes and estimating upcoming passive flows. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Pan-Asia Index Flows & Special Situations

TOPIX Inclusions Pre-Event: Artspark Holdings (3663 JP)

Appier (4180) | Five Reasons to Remain Bullish

TOPIX Inclusions: Who Is Ready (Oct 2022)

TOPIX Inclusions: Who Is Ready (Aug 2022)

TOPIX Inclusion Pre-Event: Appier Group (4180 JP)

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In February 2022, I discussed why <a href="https://www.smartkarma.com/entities/appier-group-inc" target="_blank" data-smartkarma-citation="entities:32165:1" rel="noopener">Appier Group (4180 JP)</a> could be an interesting TOPIX Inclusion Candidate in <a href="https://www.smartkarma.com/insights/topix-inclusion-pre-event-appier-group-4180-jp" target="_blank" data-smartkarma-citation="insights:65459" rel="noopener">TOPIX Inclusion Pre-Event: Appier Group (4180 JP)</a> </li>
<li>Earlier this month, I reiterated my view in <a href="https://www.smartkarma.com/insights/topix-inclusions-who-is-ready-aug-2022" target="_blank" data-smartkarma-citation="insights:74615" rel="noopener">TOPIX Inclusions: Who Is Ready (Aug 2022)</a> identifying Appier Group as the best pick among all current TOPIX Inclusion candidates.</li>
<li>Since my last insight, the share price has risen sharply and that has important implications for the company's Prime market ambitions.</li>
</ul>


In February 2022, I discussed why Appier Group (4180 JP) could be an interesting TOPIX Inclusion Candidate in TOPIX Inclusion Pre-Event: Appier Group (4180 JP) 
Earlier this month, I reiterated my view in TOPIX Inclusions: Who Is Ready (Aug 2022) identifying Appier Group as the best pick among all current TOPIX Inclusion candidates.
Since my last insight, the share price has risen sharply and that has important implications for the company's Prime market ambitions.


Appier Group

Appier Group (4180 JP): Now TOPIX-Ready!