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

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STOXX Europe June 2022 Rebal: Focus on Wacker Chemie, Telefonica Deutschland, CD Projekt, and Nokian

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELs for the STOXX Europe 600 and EuroSTOXX Indices for the September 2022 Rebalance.</li>
<li>Based on current rankings, I estimate there to be 10 ADDs/DELs for the STOXX Europe 600 Index including potential M&amp;A-related deletions.</li>
<li>In addition, I have discussed some LONG-SHORT pairs with interesting potential index flow dynamics.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the STOXX Europe 600 and EuroSTOXX Indices for the September 2022 Rebalance.
Based on current rankings, I estimate there to be 10 ADDs/DELs for the STOXX Europe 600 Index including potential M&amp;A-related deletions.
In addition, I have discussed some LONG-SHORT pairs with interesting potential index flow dynamics.


STOXX Europe Quiddity Leaderboard Sep 2022: 10 ADDs/DELs & Some LONG-SHORT Ideas

QinetiQ

STOXX Europe Quiddity Leaderboard Sep 2022: 10 ADDs/DELs & Some LONG-SHORT Ideas