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 TDIV Mar 24: Potential DEL and AUM Assumption Change to Trigger Index Flows

Quiddity TDIV/​50/​100 Mar 24 Rebal: Disappointing Result but Trade Successful So Far; Bail Out Now!

Quiddity Leaderboard TDIV Mar 24: 8 Days to Sell in Bizlink

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TOPIX "Big April Basket" 2024 Expectations: More High-Conviction Names; Better Trade Ideas

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the June 2024 index rebal event.</li>
<li>I do not see any changes for the T50 index but there could be at least four changes for the T100 index based on current data.</li>
<li>If prices fluctuate significantly between now and the base date, there could be more changes.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the June 2024 index rebal event.
I do not see any changes for the T50 index but there could be at least four changes for the T100 index based on current data.
If prices fluctuate significantly between now and the base date, there could be more changes.


Quiddity Leaderboard T50/​​​100 Jun 24: TDIV Deletion Likely for Bizlink and Farglory Land

Bizlink Holding

Quiddity Leaderboard T50/100 Jun 24: TDIV Deletion Likely for Bizlink and Farglory Land

Bizlink Holding

Quiddity Leaderboard T50/​​​100 Jun 24: TDIV Deletion Likely for Bizlink and Farglory Land

Quiddity Leaderboard T50/100 Jun 24: TDIV Deletion Likely for Bizlink and Farglory Land