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

Quiddity CSI National Defense Dec 24 Results: Seven Changes; US$124mn One-Way

Quiddity Leaderboard KOSPI 200 Dec 24 Rebal: Final Rankings - Multiple Trades To Do

Quiddity Leaderboard CSI 300/​​500 Dec 24: Some Changes to Exp ADDs/DELs; Large Flow Expectations

Quiddity JPX-Nikkei 400 Rebal 2025: End-Oct 2024 Ranks

Quiddity Leaderboard Hang Seng Index Dec 24: Special Focus on IT, Healthcare, and SOEs

Quiddity Leaderboard BSE/​​​​SENSEX Dec 24: Some Changes to Expectations + Zomato Question Mark

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Inner Mongolia Furui Medical Scie / Event-Driven

Inner Mongolia Furui Medical Scie (300049 CH)

<ul>
<li>CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization and other medical theme from the Shanghai, Shenzhen and Beijing Exchanges.</li>
<li>The reference period for the December 2024 index rebal event ended recently. In this insight, we take a look at our final expected ADDs/DELs.</li>
<li>There has been no change to our list of expected changes presented in my last insight.</li>
</ul>


CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization and other medical theme from the Shanghai, Shenzhen and Beijing Exchanges.
The reference period for the December 2024 index rebal event ended recently. In this insight, we take a look at our final expected ADDs/DELs.
There has been no change to our list of expected changes presented in my last insight.


Sinopep-Allsino Bio Pharmaceutical (688076 CH)

Shanghai MicroPort EP MedTech (688351 CH)

Chengdu Bright Eye Hospital Group (301239 CH)

Sanbo Hospital Management Group (301293 CH)

Quiddity Leaderboard CSI Medical Dec 24: Final Rankings; Exp ADDs Underperforming Exp DELs