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

TOPIX Inclusion: Net Protections (7383 JP)

TOPIX Inclusions: A Look at TSE1 Direct Listings

Gravity Works As WeWork Doesn't; Now Plan B

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>Japan-Based BPO company <a href="https://www.smartkarma.com/entities/bewith-inc" target="_blank" data-smartkarma-citation="entities:35846:1" rel="noopener">Bewith (9216 JP)</a> was listed in the First Section (now known as the "Prime" Market) of the Tokyo Stock Exchange (TSE) on 2nd March 2022.</li>
<li>When a company gets listed in the TSE First Section, it subsequently gets included in the TOPIX Index requiring TOPIX-tracking funds to purchase the stock during an Inclusion Event.</li>
<li>Usually, this presents interesting trading opportunities to generate sharp market-neutral returns in the space of few trading days. Below is a look at the details for Bewith's Inclusion Event.</li>
</ul>


Japan-Based BPO company Bewith (9216 JP) was listed in the First Section (now known as the "Prime" Market) of the Tokyo Stock Exchange (TSE) on 2nd March 2022.
When a company gets listed in the TSE First Section, it subsequently gets included in the TOPIX Index requiring TOPIX-tracking funds to purchase the stock during an Inclusion Event.
Usually, this presents interesting trading opportunities to generate sharp market-neutral returns in the space of few trading days. Below is a look at the details for Bewith's Inclusion Event.


Bewith

TOPIX Inclusion: Bewith (9216 JP)