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-S&P/​​​​​​​​​​ASX Mar 23: Time to Be Bullish ASX 200 & 300 Potential ADDs

Quiddity ASX Rebal Mar 23: Good Hit Rate, Some Short Buildup, Decent Impact

Quiddity Leaderboard-​​​​​​​​​​​ASX Jun 23: OZ Minerals Replacements and Other Changes

PEXA (PXA) Replaces Pendal (PDL) In the S&P ASX 200, Getting into the Distro Mix

S&P/​​​​​​​​ASX Quiddity Leaderboard Mar 23: Index Changes Galore

S&P/​​​​​​​​ASX Quiddity Final Expectations Dec 22: Mostly Mining Companies, Avoid Short Buildup!

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the potential index changes for S&amp;P ASX 20, 50, 100, 200, 300 in the run up to the March 2023 Rebalance.</li>
<li>I expect there to be one, two, and four changes, respectively, for the ASX 20, ASX 100, and ASX 200 indices in the March 2023 Rebalance. </li>
<li>For ASX 300, there could be 14 ADDs and 12 DELs in the March 2023 Rebalance including some high impact names based on days-to-trade.</li>
</ul>


In this insight, we take a look at the potential index changes for S&amp;P ASX 20, 50, 100, 200, 300 in the run up to the March 2023 Rebalance.
I expect there to be one, two, and four changes, respectively, for the ASX 20, ASX 100, and ASX 200 indices in the March 2023 Rebalance. 
For ASX 300, there could be 14 ADDs and 12 DELs in the March 2023 Rebalance including some high impact names based on days-to-trade.


Quiddity Leaderboard-S&P/​​​​​​​​​ASX Mar 23: Multiple Names with Decent Impact

Yancoal Australia

Quiddity Leaderboard-S&P/ASX Mar 23: Multiple Names with Decent Impact

Yancoal Australia

Quiddity Leaderboard-S&P/​​​​​​​​​ASX Mar 23: Multiple Names with Decent Impact

Quiddity Leaderboard-S&P/ASX Mar 23: Multiple Names with Decent Impact