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

Hang Seng Tech Dec23 Index Review/Flows - No Name Changes, Some Big Capping Flows

Hang Seng Indices (HSI, HSCEI, HS Tech) Recapping the Recaps - A Bit More To Trade

Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas

Tongcheng Travel (780 HK): Best for Capturing Lower-Tier Cities' Growth

Quiddity HSTECH Dec 23 Flow Expectations: One Low-Conviction Change, US$250mn One-Way

Tongcheng Travel (780 HK) – Share Gain Continued in Golden Week

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

Tongcheng Travel Holdings  / Event-Driven

<ul>
<li>The HSTECH Index tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.</li>
<li>The index changes and the indicative component weights for the December 2023 index review will be published in a couple of weeks.</li>
<li>In this insight, we take a look at the potential index changes and the resultant capping flows for the HSTECH Index in December 2023.</li>
</ul>


The HSTECH Index tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.
The index changes and the indicative component weights for the December 2023 index review will be published in a couple of weeks.
In this insight, we take a look at the potential index changes and the resultant capping flows for the HSTECH Index in December 2023.


Ping An Healthcare and Technology (1833 HK)

Quiddity HSTECH Dec 23 Flow Expectations: US$512mn One-Way Flows if the Expected Change Takes Place