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 Pre-Events: Recent “Tachiaigai Bunbai” Round-Up (October 2020) - Two Stocks To Buy

Gremz (3150 JP) - TOPIX Inclusion Announced - Up 35% So Far. More To Go?

TOPIX Inclusion Pre-Events: Recent "Tachiaigai Bunbai" Round-Up

Historical TOPIX Inclusions:  What Flavor Performs Best?

The TSE's Listing Criteria Revisions - Part I

Yukiguni Maitake IPO Valuation: Bain Capital Is Out and Leaving Little Upside for IPO Investors

Yukiguni Maitake: Stable Maitake Mushrooms Business With Limited Growth Opportunities

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<a href="https://www.smartkarma.com/entities/gremz-inc" target="_blank" data-smartkarma-citation="entities:1858:1" rel="noopener">Gremz Inc (3150 JP)</a> announced (<a href="https://ssl4.eir-parts.net/doc/3150/tdnet/1883186/00.pdf" target="_blank" rel="noopener">J-only</a>) a tachiaigai bunbai (equity offering) today stating that they intend to work towards achieving the Section Transfer requirements to move from TSE2 to TSE1. The shares for sale will be coming from controlling shareholder Masaomi Tanaka's holdings.  The Offering will place up to 878,000 shares with a maximum limit of 800 shares per buyer. The Offering is scheduled to take place from 25th September to 2nd October 2020. The Offer Price will be set at a discount to the last close prior to the Offer Date. Usually the Offer Date is the first day in the period.As always, there is more below the fold.

Gremz Inc (3150 JP) announced (J-only) a tachiaigai bunbai (equity offering) today stating that they intend to work towards achieving the Section Transfer requirements to move from TSE2 to TSE1. The shares for sale will be coming from controlling shareholder Masaomi Tanaka's holdings.  The Offering will place up to 878,000 shares with a maximum limit of 800 shares per buyer. The Offering is scheduled to take place from 25th September to 2nd October 2020. The Offer Price will be set at a discount to the last close prior to the Offer Date. Usually the Offer Date is the first day in the period.As always, there is more below the fold. 

TOPIX Inclusion Pre-Event Trade (3150 JP): Tachiaigai Bunbai Announced. It's GREEN.