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 January 2022 FFW Rebalance - Much Nothing To Do

Net Protections IPO - Thoughts on Valuation

Net Protections IPO – First Day Trading

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 Buy-Now-Pay-Later ("BNPL") service provider <a href="https://www.smartkarma.com/entities/net-protections-holdings-inc" target="_blank" data-smartkarma-citation="entities:35162:1" rel="noopener">Net Protections (7383 JP)</a> (<strong>"NPH"</strong>) was listed in the First Section of the Tokyo Stock Exchange (TSE) on 15th December 2021.</li>
<li>When a company gets listed on 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 NPH's Inclusion Event.</li>
</ul>


Japan-Based Buy-Now-Pay-Later ("BNPL") service provider Net Protections (7383 JP) ("NPH") was listed in the First Section of the Tokyo Stock Exchange (TSE) on 15th December 2021.
When a company gets listed on 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 NPH's Inclusion Event.


TOPIX Inclusion: Net Protections (7383 JP)