Index Rebal Trades & 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.

Index Rebal Trades & Special Situations

Quiddity Leaderboard DAX/MDAX Mar 24: Lufthansa, Zalando, Telefonica, Befesa

Quiddity Leaderboard DAX/MDAX Mar 24: M&A Candidates Morphosys and Vitesco Could Face Index Flows

Quiddity Leaderboard SE600 Mar 24: 12 Changes Possible in the Next Few Days

Quiddity Leaderboard ASX Mar 24: Allkem, Newmont, Costa, and Many More

Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas

TOPIX Inclusions: Who Is Ready (Jan 2024)

Quiddity Leaderboard for Hang Seng Index Mar 24: More Room Being Created for IT Names?

Quiddity JPX-Nikkei 400 Rebal 2024: End-Dec 2023

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Suzhou Novosense Microelectron / Index Rebalance

Suzhou Novosense Microelectron (688052 CH)

<ul>
<li>STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>In this insight, we take a look at our expectations for potential ADDs and DELs for the STAR 50 index during the March 2024 index rebal event.</li>
<li>I currently expect three changes for the STAR 50 index in March 2024.</li>
</ul>


STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
In this insight, we take a look at our expectations for potential ADDs and DELs for the STAR 50 index during the March 2024 index rebal event.
I currently expect three changes for the STAR 50 index in March 2024.


Ningbo Ronbay New Energy Techn (688005 CH)

Quiddity Leaderboard STAR 50 Mar 24: Three Changes; ~US$1bn One-Way; Some Trade Ideas