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

Quiddity Leaderboard BSE/​​​​SENSEX Dec 23: 7 Changes for BSE 100 and 5 Changes for BSE 200

Quiddity Leaderboard CSI 300/​​500 Dec 23: US$2.5bn One-Way Turnover; Some Changes to Expectations

Quiddity Leaderboard T50/​​​100 Sep 23: Final Expectations; AI Frenzy Fades; Wisdom Marine TDIV DEL

Quiddity HSTECH Sep 23 Flow Expectations Update: Last Trade Sucessful; Some New Trade Ideas

Quiddity Leaderboard JPX-Nikkei 400: Final Predictions for August 2023

Quiddity Primer for CSI 300/500 Index Rebalance Events

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

Shanghai United Imaging Health / Event-Driven

Shanghai United Imaging Health (688271 CH)

<ul>
<li>CSI 300 represents the 300 largest stocks by market capitalization and liquidity from the entire universe of Shanghai and Shenzhen Stock Exchanges. CSI 500 represents the <em>next</em> largest 500 names.</li>
<li>In this insight, we take a look at the potential ADDs/DELs for the CSI 300 and CSI 500 rebalance in December 2023.</li>
<li>I currently expect 13 ADDs/DELs for CSI 300 and 50 ADDs/DELs for CSI 500. </li>
</ul>


CSI 300 represents the 300 largest stocks by market capitalization and liquidity from the entire universe of Shanghai and Shenzhen Stock Exchanges. CSI 500 represents the next largest 500 names.
In this insight, we take a look at the potential ADDs/DELs for the CSI 300 and CSI 500 rebalance in December 2023.
I currently expect 13 ADDs/DELs for CSI 300 and 50 ADDs/DELs for CSI 500. 


Inner Mngl Jnzhng Eng & Cmci Gp (601216 CH)

Suzhou Gold Mantis Construction Decoration (002081 CH)

Suzhou Gold Mantis Construction Decoration

Chongqing Iron & Steel Co Ltd (601005 CH)

Quiddity Leaderboard CSI 300/​500 Dec 23: Massive Baskets, US$2.5bn One-Way

Shanghai United Imaging Health

Quiddity Leaderboard CSI 300/​500 Dec 23: Massive Baskets, US$2.5bn One-Way

Quiddity Leaderboard CSI 300/500 Dec 23: Massive Baskets, US$2.5bn One-Way