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

STOXX Europe Quiddity Leaderboard Sep 2022: 11 ADDs/DELs, Sandvik-Alleima, and More

EURO STOXX 50 Quiddity Leaderboard: Two Potential ADDs with ~US$1bn Flows Each

EURO STOXX 50 Sep 22 Rebal: Massive Flows for Nordea Bank, Nokia, Kone, & Philips

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

FTSE UK Quiddity Leaderboard Sep 2022 (2.0): Multiple Intra-Review Changes in the Next Two Weeks

Euro Stoxx 50 Quiddity Leaderboard for Sep 22: Eurozone's Annual Big Impact Rebal Trades

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

GSK Spinoff Haleon (HLN UK) Is Biggest New Euro Listing In 10yrs - Index Implications and Overhang

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 EURO STOXX Indices for the September 2022 Rebalance.</li>
<li>Based on current rankings, there could be around 8 ADDs/DELs in the September 2022 Rebalance.</li>
<li>Furthermore, <a href="https://www.smartkarma.com/entities/ultra-electronics-holdings-plc" target="_blank" data-smartkarma-citation="entities:22196:1" rel="noopener">Ultra Electronics Holdings (ULE LN)</a> could get deleted at the end of this week triggering an intra-review addition to the STOXX Europe 600 Index.</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 EURO STOXX Indices for the September 2022 Rebalance.
Based on current rankings, there could be around 8 ADDs/DELs in the September 2022 Rebalance.
Furthermore, Ultra Electronics Holdings (ULE LN) could get deleted at the end of this week triggering an intra-review addition to the STOXX Europe 600 Index.


STOXX Europe Quiddity Leaderboard Sep 2022 (2.0): Ultra Electronics, Bavarian Nordic, Uniper, & More

Bavarian Nordic A/S

STOXX Europe Quiddity Leaderboard Sep 2022 (2.0): Ultra Electronics, Bavarian Nordic, Uniper, & More