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

Historical TOPIX Inclusions:  What Flavor Performs Best?

Nippon Rietec's (1938) Gangbusters TOPIX Inclusion

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Capital Asset Planning Inc / Event-Driven

<p>Today after market close, smallcap systems integrations company <a href="https://www.smartkarma.com/entities/capital-asset-planning-inc" target="_blank" data-smartkarma-citation="entities:31090:1" rel="noopener">Capital Asset Planning (3965 JP)</a> announced (<a href="https://contents.xj-storage.jp/xcontents/AS90835/e934ec6a/92a9/4cf2/8dd1/6d53df959c14/140120201216435641.pdf" target="_blank" rel="noopener">J-only</a>) they had received approval to move from the Second Section to the First Section of the Tokyo Stock Exchange as of 23rd December 2020. </p><p>TSE1 reassignment triggers inclusion into the TOPIX Index and the Inclusion Event can be expected to be at the close of trading 28th January 2021. </p><section class="figure"></section><section class="figure">CAP is a boutique system integrator specialising in services and software to the businesses catering to the financial retail market mainly focusing on actuarial life insurance, investment trusts, asset management, and tax affairs.</section><section class="figure">                     </section><section class="figure"></section><section class="figure"></section><section class="figure"></section><section class="figure"></section><p>In this insight, we take a look at the Index Inclusion Parameters and the Fundamentals of the company to evaluate the upside potential of the TOPIX Inclusion Event. </p>

Today after market close, smallcap systems integrations company Capital Asset Planning (3965 JP) announced (J-only) they had received approval to move from the Second Section to the First Section of the Tokyo Stock Exchange as of 23rd December 2020. TSE1 reassignment triggers inclusion into the TOPIX Index and the Inclusion Event can be expected to be at the close of trading 28th January 2021. CAP is a boutique system integrator specialising in services and software to the businesses catering to the financial retail market mainly focusing on actuarial life insurance, investment trusts, asset management, and tax affairs.                     In this insight, we take a look at the Index Inclusion Parameters and the Fundamentals of the company to evaluate the upside potential of the TOPIX Inclusion Event. 

TOPIX Inclusion (3965 JP): Capital Asset Planning, Inc.