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 SE600 Jun 24: Potential ADDs Could Continue to Outperform Potential DELs

Quiddity Leaderboard ES50 Sep 24: US$1.1bn Index Inflow for Engie if Nokia's Rank Falls by ONE

Quiddity Leaderboard F100/​​​250 Jun 24: Last Day of Trading Before Rankings; Many Possibilities

Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

Quiddity Leaderboard SE600 Mar 24: 7 Changes Likely; Expected ADDs Could Outperform Expected DELs

Quiddity Leaderboard ES50 Sep 24: Engie Gets Closer to a US$1.1bn Index Inflow

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quiddity Leaderboard for Hang Seng Index Jun 24: Could Country Garden Services Get Deleted?

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 June 2024 index rebal event.</li>
<li>Based on the current numbers, we see two F100 expected ADDs/DELs and three other F250 expected ADDs/DELs. The final changes will be decided based 4th June 2024 closing prices.</li>
<li>There are several names just outside the border requiring small price changes to trigger more index changes. An intra-review change is also possible.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.
Based on the current numbers, we see two F100 expected ADDs/DELs and three other F250 expected ADDs/DELs. The final changes will be decided based 4th June 2024 closing prices.
There are several names just outside the border requiring small price changes to trigger more index changes. An intra-review change is also possible.


Octopus Renewables Infrastructure Trust (ORIT LN)

Quiddity Leaderboard F100/​​​250 Jun 24: Names Lurking Close to The Border Should Be Monitored

Ferrexpo Plc

Quiddity Leaderboard F100/250 Jun 24: Names Lurking Close to The Border Should Be Monitored

Ferrexpo Plc

Quiddity Leaderboard F100/​​​250 Jun 24: Names Lurking Close to The Border Should Be Monitored

Quiddity Leaderboard F100/250 Jun 24: Names Lurking Close to The Border Should Be Monitored