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 Sep 22 Rebal: Decent Impacts but Avoid Short Buildup

S&P/​​​​​​ASX Quiddity Leaderboard Dec 22: Couple of High-Impact Intra-Review Changes Possible

S&P/​​​​​​​ASX Quiddity Leaderboard Dec 22: Top Ranked ASX200 ADDs Look Interesting

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

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

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

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>With the Reference Period for the September 2022 Rebalance nearing its end, we take a final look at the potential index changes for ASX 300, 200, 100, 50, and 20.</li>
<li>
<a href="https://www.smartkarma.com/entities/avz-minerals-ltd" target="_blank" data-smartkarma-citation="entities:6148:1" rel="noopener">AVZ Minerals (AVZ AU)</a> and <a href="https://www.smartkarma.com/entities/firefinch-ltd" target="_blank" data-smartkarma-citation="entities:16094:1" rel="noopener">Firefinch Ltd (FFX AU)</a> are both members of the ASX Index family and are currently suspended from trading. There could be index consequences here.</li>
<li>Based on current data, I expect 7 ADDs/DELs for the ASX 200 Index and 22 ADDs and 18 DELs for the ASX 300 Index.</li>
</ul>


With the Reference Period for the September 2022 Rebalance nearing its end, we take a final look at the potential index changes for ASX 300, 200, 100, 50, and 20.

AVZ Minerals (AVZ AU) and Firefinch Ltd (FFX AU) are both members of the ASX Index family and are currently suspended from trading. There could be index consequences here.
Based on current data, I expect 7 ADDs/DELs for the ASX 200 Index and 22 ADDs and 18 DELs for the ASX 300 Index.


Charter Hall Social Infrastructure REIT (CQE AU)

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

Piedmont Lithium

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

Piedmont Lithium

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

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