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

Oz Minerals Rejects BHP's Opportunistic Foray - Expect More

S&P/​​​​​​​ASX Quiddity Leaderboard Sep 2022: Potential Last Minute Surprises

S&P ASX Sep 22 Rebal: Decent Impacts but Avoid Short Buildup

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

FTSE TWSE Taiwan Dividend+ Index: A Rare Gem for Index Rebal Trades

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 potential index changes for S&amp;P ASX 300, 200, 100, 50, and 20 in the September 2022 Rebalance.</li>
<li>I expect there to be 7 ADDs and 7 DELs for the ASX 200 Index and 23 ADDs and 18 DELs for the ASX 300 Index.</li>
<li>Based on recent price performance, I believe the Potential ADDs could outperform the Potential DELs over the next few weeks.</li>
</ul>


In this insight, we take a look at the potential index changes for S&amp;P ASX 300, 200, 100, 50, and 20 in the September 2022 Rebalance.
I expect there to be 7 ADDs and 7 DELs for the ASX 200 Index and 23 ADDs and 18 DELs for the ASX 300 Index.
Based on recent price performance, I believe the Potential ADDs could outperform the Potential DELs over the next few weeks.


Charter Hall Social Infrastructure REIT (CQE AU)

S&P/​​​​​​ASX Quiddity Leaderboard Sep 2022: Potential ADDs Could Outperform Potential DELs

Piedmont Lithium

S&P/ASX Quiddity Leaderboard Sep 2022: Potential ADDs Could Outperform Potential DELs

Piedmont Lithium

S&P/​​​​​​ASX Quiddity Leaderboard Sep 2022: Potential ADDs Could Outperform Potential DELs

S&P/ASX Quiddity Leaderboard Sep 2022: Potential ADDs Could Outperform Potential DELs