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 ChiNext/ChiNext 50 Dec 24 Results: ~80% Hit Rate; US$1bn+ One-Way Flows

Quiddity Leaderboard STAR 50/100 Mar25: Multiple Changes, Large Flows; High-Impact Trade Idea

Quiddity JPX-Nikkei 400 Rebal 2025: End-Dec 2024 Ranks

Quiddity Leaderboard STAR 50/100 Dec 24: Four Changes Possible for STAR 100

Quiddity CSI 300/​​500 Dec 24 Results: ~90% Hit Rate; Positive Start for the Trade

Quiddity JPX-Nikkei 400 Rebal 2025: End-Nov 2024 Ranks

Quiddity Leaderboard ASX Dec 24: Few Index Changes But High Impact

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Semiconductor Manufacturing International Corporation (SMIC) / Event-Driven

Semiconductor Manufacturing International Corporation (SMIC) (688981 CH)

Semiconductor Manufacturing International Corporation (SMIC)

<ul>
<li>The December 2024 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 29th November 2024.</li>
<li>There will be zero changes for the STAR 50 index and four changes for the STAR 100 index.</li>
<li>We expect one-way flows of approximately US$793mn and US$136mn for the STAR 50 and STAR 100 index rebal events respectively.</li>
</ul>


The December 2024 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 29th November 2024.
There will be zero changes for the STAR 50 index and four changes for the STAR 100 index.
We expect one-way flows of approximately US$793mn and US$136mn for the STAR 50 and STAR 100 index rebal events respectively.


Piesat Information Technology (688066 CH)

Hainan Jinpan Smart Technology (688676 CH)

Chengdu Sino Microelectronics (688709 CH)

Quiddity STAR 50/100 Dec 24 Results: US$793mn Capping Outflow for SMIC; 4 Changes for STAR 100