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 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

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

Quiddity Leaderboard DAX/MDAX Mar 24: Traton Could Outperform the DAX Index

Quiddity Leaderboard TDIV Jun 24: LONGs up 6% Vs SHORTs in a Month; Time to Update

Quiddity Leaderboard F100/​​​250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

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>I see two regular changes for the F100 index during the June 2024 review. There are more names very close to triggering F100 index changes.</li>
<li>I see eight other changes for F250 in the run up to the June 2024 review including three intra-review changes. <strong>One of those intra-review changes will be confirmed later today.</strong>
</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.
I see two regular changes for the F100 index during the June 2024 review. There are more names very close to triggering F100 index changes.
I see eight other changes for F250 in the run up to the June 2024 review including three intra-review changes. One of those intra-review changes will be confirmed later today.



Octopus Renewables Infrastructure Trust (ORIT LN)

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

Ocean Wilsons Holdings

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

Ocean Wilsons Holdings

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

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