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INSIGHT PROVIDER
Top 5%
Janaghan Jeyakumar, CFA
Pan-Asia Index Flows & Special Situations
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Quiddity Advisors
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Location:
Sri Lanka
Joined:
01 August 2018
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Recent
bullish
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Ocean Wilsons Holdings
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25 Mar 2025 08:25
Quiddity Leaderboard F100/F250 Jun25: Multiple High-Impact Intra-Review Index Additions Likely
Most of the intra-review replacement candidates have well in excess of 10x ADV to buy if they get added to the F250 index. Some of these names...
Janaghan Jeyakumar, CFA
149 Views
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bullish
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Vcanbio Cell & Gene Engineering
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21 Mar 2025 07:23
Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; >2x ADV to Trade for Most Names
Most of the expected ADDs/DELs have 2x-6x ADV to trade. We estimate the CSI Medical June 2025 index rebalance to trigger flows of US$166mn one-way.
Janaghan Jeyakumar, CFA
331 Views
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bullish
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Bestechnic Shanghai
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20 Mar 2025 09:56
Quiddity Leaderboard STAR 50/100 Jun25: ~US$1bn+ One-Way; Multiple Changes and Conviction Levels
We estimate US$833mn and US$275mn one-way flows for STAR 50 and STAR 100 respectively. Some are high-conviction index changes and the other are low...
Janaghan Jeyakumar, CFA
307 Views
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bullish
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Shandong Weifang Rainbow Chemi
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20 Mar 2025 06:04
Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: US$1.4bn Total One-Way Flows; Basket Trade Idea
There could be ~US$1.1bn and ~US$300mn one-way flows for ChiNext and ChiNext 50 respectively. There is one change in the expected ADDs/DELs for...
Janaghan Jeyakumar, CFA
308 Views
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bullish
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Jiangxi Zhengbang Tech A
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19 Mar 2025 08:20
Quiddity Leaderboard CSI 300/500 Jun25: US$6bn+ One-Way Flows; One Intra-Review Addition Soon
There could be US$2.2bn and US$4.1bn one-way flows for CSI 300 and CSI 500 respectively. Some CSI 500 ADDs could outperform the CSI 300 index over...
Janaghan Jeyakumar, CFA
383 Views
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