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: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

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

Quiddity Leaderboard TDIV Dec 24: Late Changes to Methodology; New Flow Expectations

Quiddity Leaderboard ASX Dec 24: Clarity Pharma and Resolute Mining Competing for ASX 200 Spot

Quiddity Leaderboard T50/​​​100 Dec 24: An Alternate Possibility for Formosa Sumco TDIV Deletion

Quiddity Leaderboard TDIV Dec 24: 5 ADDs/4 DELs Likely; US$1.38bn One-Way

Quiddity Leaderboard BSE/​​​​SENSEX Dec 24: Some Changes to Expectations + Zomato Question Mark

TOPIX Inclusions: Who Is Ready (Oct 2024)

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

United Integrated Services / Event-Driven

<ul>
<li>The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).</li>
<li>In this insight, we take a look at the potential ADDs and DELs for the December 2024 index rebal event.</li>
<li>Currently, we see one change for T50 and two changes for T100 but there are four more weeks to the base date and our expectations can change until then.</li>
</ul>


The T50 index represents the top 50 largest stocks by market capitalization in the Taiwan Stock Exchange (TWSE). The T100 index represents the next 100 largest names (51-150 ranks).
In this insight, we take a look at the potential ADDs and DELs for the December 2024 index rebal event.
Currently, we see one change for T50 and two changes for T100 but there are four more weeks to the base date and our expectations can change until then.


Quiddity Leaderboard T50/​​​100 Dec 24: Two Important Takeaways for the TDIV Index

United Integrated Services

Quiddity Leaderboard T50/​​​100 Dec 24: Two Important Takeaways for the TDIV Index

Quiddity Leaderboard T50/100 Dec 24: Two Important Takeaways for the TDIV Index