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 Sep 23: Wisdom Marine Could Underperform the Index

Quiddity TDIV/​50/​100 Sep 23 Rebal: ALL 15 Changes Expected; US$420mn One-Way

Quiddity Leaderboard TDIV Dec 23: Many Changes and One-Way Flows of US$1.2bn+!

Quiddity Leaderboard TDIV Sep 23: Potential ~US$130mn Flows Caused by T100 DEL and AUM Change

Quiddity Leaderboard T50/​100 Jun 23: Wisdom Marine Facing TDIV Deletion

Quiddity Leaderboard ASX Sep 23: Intra-Review Replacement for BKL and Many Other Expected Changes

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 September 2023 Rebalance.</li>
<li>Some semiconductor/electronic component stocks have seen their share prices skyrocket in recent months due to AI-related excitement causing drastic shifts in Leaderboard rankings.</li>
<li>In my last insight, I expected two T50 changes and one T100 change. Now I expect five T50 changes and three T100 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 September 2023 Rebalance.
Some semiconductor/electronic component stocks have seen their share prices skyrocket in recent months due to AI-related excitement causing drastic shifts in Leaderboard rankings.
In my last insight, I expected two T50 changes and one T100 change. Now I expect five T50 changes and three T100 changes.


Quiddity Leaderboard T50/​​100 Sep 23: AI Frenzy Causes Many Changes to Expectations

Wisdom Marine Lines

Quiddity Leaderboard T50/100 Sep 23: AI Frenzy Causes Many Changes to Expectations

Wisdom Marine Lines

Quiddity Leaderboard T50/​​100 Sep 23: AI Frenzy Causes Many Changes to Expectations

Quiddity Leaderboard T50/100 Sep 23: AI Frenzy Causes Many Changes to Expectations