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 F100/​​​250 Dec 23: Dechra, Network International, and Other Potential Changes

Quiddity Leaderboard CSI 300/​​500 Dec 23: Basket Trade Off to A Positive Start; US$2.8bn One-Way

Quiddity Leaderboard SSE50/180 Dec 23: Triple Impact Possible for Hygon Info Tech (688041 CH)

Quiddity Primer for CSI 300/500 Index Rebalance Events

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

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>Our latest estimates show that the combined one-way flow for CSI 300 and CSI 500 could be around US$2.8bn.</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.
Our latest estimates show that the combined one-way flow for CSI 300 and CSI 500 could be around US$2.8bn.


China Resources Sanjiu Medical & Pharma (000999 CH)

Shijiazhuang Yiling Pharmaceutical (002603 CH)

Shenzhen Kangtai Biological Pr (300601 CH)

COSCO SHIPPING Energy Transpor (600026 CH)

Hygon Information Technology C (688041 CH)

Quiddity Leaderboard CSI 300/​​500 Dec 23:  US$2.8bn One-Way; Might Be Time for a Basket Trade

Shanghai United Imaging Health

Quiddity Leaderboard CSI 300/​​500 Dec 23: US$2.8bn One-Way; Might Be Time for a Basket Trade

Quiddity Leaderboard CSI 300/500 Dec 23: US$2.8bn One-Way; Might Be Time for a Basket Trade