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 F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

UK100 and UK250 Index Rebals: Some Interesting Trades

Quiddity Leaderboard SET50 Dec 24: Final Expectations; LONGs up +6% Vs SHORTs in a Month

Quiddity Leaderboard TDIV Dec 24: Final Expectations; US$1.68bn One-Way; +17% Gain from Last Trade

Quiddity Leaderboard T50/​​​100 Dec 24:  TDIV Exp ADD/DEL In the Money; Strong Trade Performance

Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Quiddity Leaderboard ASX Dec 24: Few Index Changes But High Impact

Quiddity Leaderboard CSI 300/​​500 Dec 24: Final-Minute Changes to Expectations; Time for a Trade

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.</li>
<li>The final changes will be decided based on 3rd December 2024 closing prices.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.
The final changes will be decided based on 3rd December 2024 closing prices.


Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade