Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

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.

Pan-Asia Index Flows & Special Situations

Quiddity Leaderboard STAR 50/100 Jun25: ~US$1bn+ One-Way; Multiple Changes and Conviction Levels

Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; >2x ADV to Trade for Most Names

STAR 100: Quick Update to Expectations for Last-Minute Methodology Changes; Announcement Soon.

Quiddity Leaderboard HSTECH Jun25: US$204mn One-Way; No Index Changes Likely

Quiddity Leaderboard CSI 300/​​500 Jun25: US$6bn+ One-Way Flows; One Intra-Review Addition Soon

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Shandong Weifang Rainbow Chemi / Event-Driven

Shandong Weifang Rainbow Chemi (301035 CH)

<ul>
<li>The ChiNext index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.</li>
<li>The ChiNext 50 index is a subset of the ChiNext index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.</li>
<li>We see 9 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event in June 2025.</li>
</ul>


The ChiNext index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.
The ChiNext 50 index is a subset of the ChiNext index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.
We see 9 changes for the ChiNext index and 5 changes for the ChiNext 50 index in the next index rebal event in June 2025.


Beijing Cisri Gaona Materials & Tech Co (300034 CH)

Bluefocus Communication Group Co, Ltd. (300058 CH)

Anhui Anke Biotechnology (Group) (300009 CH)

Jiangxi Boya Bio Pharmaceutical (300294 CH)

Shenzhen Everwin Precision Technology Co (300115 CH)

Shenyang Xingqi Pharmaceutical (300573 CH)

Jiangsu Jiejie Microelectronic (300623 CH)

Jiangsu Lihua Animal Husbandry (300761 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: US$1.4bn Total One-Way Flows; Basket Trade Idea