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 Leaderboard SE600 Sep 23: One Intra-Review Change and 4 Regular ADDs/DELs Likely

Quiddity Leaderboard SE600 Sep 23: CD Projekt Could Become an Intra-Review ADD

Quiddity Leaderboard SE600 Sep 23: 6 ADDs/DELs As Things Stand; More Possible

Quiddity Final Thoughts for F100/​250 June 23: Multiple High-Impact Changes Likely

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

Quiddity Leaderboard SE600 Jun 23: Credit Suisse Deletion Imminent; Multiple Changes in June

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

Samhällsbyggnadsbolaget I Norden AB / Event-Driven

Samhällsbyggnadsbolaget I Norden AB (SBBB SS)

<ul>
<li>The June 2023 regular rebalance index changes for the SE600 index and the EURSTX index were announced after the close yesterday.</li>
<li>There are 8 ADDs/DELs for the SE600 index and 3 ADDs and 2 DELs for the EURSTX index.</li>
<li>In this insight, we take a closer look at our final index flow expectations for June 2023.</li>
</ul>


The June 2023 regular rebalance index changes for the SE600 index and the EURSTX index were announced after the close yesterday.
There are 8 ADDs/DELs for the SE600 index and 3 ADDs and 2 DELs for the EURSTX index.
In this insight, we take a closer look at our final index flow expectations for June 2023.


SE600 Jun 23 Rebal: Past Trades Successful, DELs Could Underperform Index over the Next ~2 Weeks