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 CSI All Share Semiconductors Jun25: Final Expectations

Quiddity Leaderboard STAR 50/100 Mar 25: LONGs Up ~12% Vs SHORTs in a Month; More to Come

Quiddity CSI Medical Dec 24 Results: 3 Changes; All Expected; US$362mn One-Way

Quiddity Leaderboard CSI 300/​​500 Jun 25: Large Flows; Some Inflow Names Could Outperform Index

Quiddity Leaderboard Hang Seng Index: Healthcare Is Still the Most Under-Represented Industry Group

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>CSI All Share Semiconductors &amp; Semiconductor Equipment Index represents the largest and most-liquid stocks in the Semiconductor Industry Group from the Shanghai, Shenzhen, and Beijing Exchanges.</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 June 2025.</li>
<li>We expect up to six ADDs and seven DELs for the CSI All Share Semiconductors index during this index review event based on the latest available data.</li>
</ul>


CSI All Share Semiconductors &amp; Semiconductor Equipment Index represents the largest and most-liquid stocks in the Semiconductor Industry Group from the Shanghai, Shenzhen, and Beijing Exchanges.
In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in June 2025.
We expect up to six ADDs and seven DELs for the CSI All Share Semiconductors index during this index review event based on the latest available data.


Suzhou Crystal Clear Chemical (300655 CH)

Chengdu Sino Microelectronics (688709 CH)

Quiddity Leaderboard CSI All Share Semiconductors Jun25: Good Momentum for Exp ADDs Vs DELs Trade

Suzhou Kematek

Quiddity Leaderboard CSI All Share Semiconductors Jun25: Good Momentum for Exp ADDs Vs DELs Trade