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INSIGHT PROVIDER
Top 5%
Janaghan Jeyakumar, CFA
Index Rebal Trades & Special Situations
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Quiddity Advisors
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Location:
Sri Lanka
Joined:
01 August 2018
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Index Rebalance
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bullish
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Pop Mart
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19 Aug 2025 05:46
Quiddity Leaderboard Hang Seng Index Sep25: BeOne, TME, and Pop Mart Among Our Top Picks
The official index change results for the Hang Seng index Sep25 review will be announced publicly on Friday (after market close). This might be a...
Janaghan Jeyakumar, CFA
718 Views
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bearish
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SUNeVision Holdings
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18 Aug 2025 11:05
Quiddity Leaderboard HSIII Sep25: Announcement This Week; 3 Changes Likely
Expected DEL Netdragon is down 7% vs peers since 15th May. However, there is significant volume buildup. The expectations of an HSIII deletion...
Janaghan Jeyakumar, CFA
189 Views
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bearish
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Consun Pharmaceutical
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18 Aug 2025 11:01
Quiddity Leaderboard Hang Seng Biotech Sep25: Announcement Soon; MANY DELs Likely!
There are 20 deletions expected due to drastic changes to the index selection methodology. These names have underperformed the index in the last...
Janaghan Jeyakumar, CFA
299 Views
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bullish
•
Pop Mart
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18 Aug 2025 10:58
Quiddity Leaderboard HSCEI Sep25: One Index Change Possible; ~US$180mn One-Way; Announcement Soon
Both the expected ADD and DEL are high-conviction calls. They have been well-flagged for a long time now. It might be reasonable to assume there is...
Janaghan Jeyakumar, CFA
198 Views
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bullish
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Geely Auto
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18 Aug 2025 10:57
Quiddity Leaderboard HSTECH Sep25: GEELY up 15% Vs Peers; ~US$2.2bn One-Way; Announcement Soon
Our expected ADD Geely has outperformed peers by nearly 15% in two months. We continue to see this as a low-conviction expected ADD and we expect...
Janaghan Jeyakumar, CFA
203 Views
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