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 Medical Jun25: One Change to Expectations; Adjustment to the Trade

Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; >2x ADV to Trade for Most Names

Quiddity Leaderboard ASX Mar 25: Several Changes Likely; Major Inflows for Sigma Healthcare

Quiddity Leaderboard TDIV Mar 25: US$208mn Capping Flows One-Way; New Trade Idea

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

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Vcanbio Cell & Gene Engineering / Index Rebalance

Vcanbio Cell & Gene Engineering (600645 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>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 four ADDs and four DELs for the CSI Medical Service index during this index review event based on the latest available data.</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.
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 four ADDs and four DELs for the CSI Medical Service index during this index review event based on the latest available data.


New Journey Healthcare Technology Group (002219 CH)

Shanghai Haohai Biological Tec (688366 CH)

Sanbo Hospital Management Group (301293 CH)

Quiddity Leaderboard CSI Medical Jun 25: 1-5x ADV to Trade; Sector-Neutral Rebal Trade Idea Inside