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/​​​250 Mar 24: Intra-Review Replacements for NETW and LXI REIT

Quiddity Leaderboard SE600 Mar 24: Two Intra-Review and 5 Regular Changes Likely

Quiddity Leaderboard ES50 Sep 24: Billion Dollar Flows Not Far Away

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

Quiddity TDIV/​50/​100 Dec 23 Rebal: Inflow Names Could Outperform Outflow Names

Quiddity HSTECH Mar 24 Leaderboard: Third Time's A Charm?

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 names leading the race to become ADDs/DELs for the T50 and T100 Indices for the March 2024 Index Rebalance.</li>
<li>As things stand, I see one change for the T50 index and one more change for the T100 index.</li>
<li>TDIV member <a href="https://www.smartkarma.com/entities/bizlink-holding-inc" target="_blank" data-smartkarma-citation="entities:6779:1" rel="noopener">Bizlink Holding (3665 TT)</a> is very close to getting deleted from the T100 index and that could have significant TDIV flow implications too.</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 March 2024 Index Rebalance.
As things stand, I see one change for the T50 index and one more change for the T100 index.
TDIV member Bizlink Holding (3665 TT) is very close to getting deleted from the T100 index and that could have significant TDIV flow implications too.


Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV Deletion Very Close!

Bizlink Holding

Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV Deletion Very Close!

Quiddity Leaderboard T50/100 Mar 24: Bizlink TDIV Deletion Very Close!