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 STAR 50/100 Jun25: ~US$1bn+ One-Way; Multiple Changes and Conviction Levels

Quiddity Leaderboard CSI 300/​​500 Jun25: US$6bn+ One-Way Flows; One Intra-Review Addition Soon

Quiddity Leaderboard CSI Medical Jun25: One Change to Expectations; Adjustment to the Trade

Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: US$1.4bn Total One-Way Flows; Basket Trade Idea

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Vcanbio Cell & Gene Engineering / Index Rebalance

Vcanbio Cell & Gene Engineering (600645 CH)

<ul>
<li>The CSI Medical Index represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical themes in China.</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 three ADDs and three DELs in June 2025 based on the latest available data (where 90% of the reference period is complete).</li>
</ul>


The CSI Medical Index represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical themes in China.
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 three ADDs and three DELs in June 2025 based on the latest available data (where 90% of the reference period is complete).


Shanghai Haohai Biological Tec (688366 CH)

Sanbo Hospital Management Group (301293 CH)

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