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

S&P/​ASX June 2022 Rebal Final Look and Crown Resorts Replacements

S&P/​​​​​ASX Quiddity Leaderboard Sep 2022: Uniti Deletion & Many Other Changes for ASX 200 & 300

S&P BSE Quiddity Leaderboard Dec 2022: LIC, Shriram Finance, Tata Motors, Dr Reddy's, & More

S&P/​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance

S&P/​​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Ramsay’s Indicative Bid from the KKR Consortium

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The index changes for the S&amp;P ASX Index family for the June 2022 Rebalance were announced today.</li>
<li>There will be 4 Adds and 5 Deletes for the ASX 200 Index, mostly in line with our expectations in <a href="https://www.smartkarma.com/insights/s-p-asx-indices-quiddity-leaderboard-for-june-2022-rebalance-2-0" target="_blank" data-smartkarma-citation="insights:69725" rel="noopener">S&amp;P/​​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0</a>.  </li>
<li>There are also changes announced for ASX 50 and ASX 100. Below is a closer look at the details of the names involved in this Rebalance Event.</li>
</ul>


The index changes for the S&amp;P ASX Index family for the June 2022 Rebalance were announced today.
There will be 4 Adds and 5 Deletes for the ASX 200 Index, mostly in line with our expectations in S&amp;P/​​​​ASX Indices: Quiddity Leaderboard for June 2022 Rebalance 2.0.  
There are also changes announced for ASX 50 and ASX 100. Below is a closer look at the details of the names involved in this Rebalance Event.


S&P ASX June 2022 Rebalance: ADDs Are Mostly Mining Companies; DELs Are Mostly Tech/Financials

New Hope Corp

S&P ASX June 2022 Rebalance: ADDs Are Mostly Mining Companies; DELs Are Mostly Tech/Financials