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 Flow Expectations for DAX Jun 23 Rebal: Evotec Is the Main Surprise

Quiddity HSCEI Sep 23 Flow Expectations: Two Changes Likely, US$276mn One-Way

Quiddity HSTECH Sep 23 Flow Expectations: Two ADDs/DELs Possible

Quiddity Leaderboard TDIV Jun 23: Five Changes and US$922mn One-Way Flows

Quiddity Leaderboard TWSE Div+ Jun 23: Take the Win on YFY Now

Quiddity Leaderboard TWSE Div+ Jun 23:  3 ADDs/DELs and US$700mn+ of Capping Flows!

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 final ADDs/DELs for the TDIV, T50, and T100 Indices for the June 2023 Rebalance.</li>
<li>Across these three indices there will be 18 changes and 15 of them were in line with expectations.</li>
<li>Our updated flow expectations show that there could be US$1.1bn one-way flow in the June 2023 rebalance.</li>
</ul>


In this insight, we take a look at the final ADDs/DELs for the TDIV, T50, and T100 Indices for the June 2023 Rebalance.
Across these three indices there will be 18 changes and 15 of them were in line with expectations.
Our updated flow expectations show that there could be US$1.1bn one-way flow in the June 2023 rebalance.


Chung Hsin Electric & Machinery Mfg Corp (1513 TT)

Mega Financial Holding Co., Ltd (2886 TT)

Tong Hsing Electronic Industries Ltd (6271 TT)

Quiddity TDIV/50/100 Jun 23 Rebal: 15/18 as Expected; Some Surprises, US$1.1bn+ One Way

YFY Inc

Quiddity TDIV/50/100 Jun 23 Rebal: 15/18 as Expected; Some Surprises, US$1.1bn+ One Way