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 CSI 300/​​500 Dec 24: US$4.3bn One-Way Flows; Exp.ADDs Vs DELs Rebound Possible

Quiddity Leaderboard SSE50/180 Dec 24: SSE 50 Expected ADDs Vs DELs Trade Looks Interesting

Quiddity Leaderboard ASX Sep 24: Trade Delivers Strong Return Again; 3 Days Remaining for Base Date

Quiddity Leaderboard for Hang Seng Index Sep 24: New Economy? Clean Energy? or Shipping?

Quiddity Leaderboard CSI 300/​​500 Dec 24:  A Long-Short Basket Trade Idea with High Momentum

Quiddity Leaderboard ASX Sep 24 Rebal: Altium to Trigger Two Intra-Review Replacements in July

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 Rural Commercial Bank / Event-Driven

Shanghai Rural Commercial Bank (601825 CH)

<ul>
<li>CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500.</li>
<li>In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2024.</li>
<li>There have been multiple changes to our expected ADDs/DELs list since <a href="https://www.smartkarma.com/insights/quiddity-leaderboard-csi-300-500-dec-24-a-long-short-basket-trade-idea-with-high-momentum" target="_blank" rel="noopener">our last insight</a>.</li>
</ul>


CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500.
In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2024.
There have been multiple changes to our expected ADDs/DELs list since our last insight.


Wuxi Lead Intelligent Equipmen (300450 CH)

Chongqing Rural Commercial Ban (601077 CH)

Quiddity Leaderboard CSI 300/​​500 Dec 24: Positive Start to the Trade; Some Changes to Expectations

Shanghai Rural Commercial Bank

Quiddity Leaderboard CSI 300/​​500 Dec 24: Positive Start to the Trade; Some Changes to Expectations

Quiddity Leaderboard CSI 300/500 Dec 24: Positive Start to the Trade; Some Changes to Expectations