The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
279 Views
Quiddity Leaderboard for SET50 Jun 23: TLI Vs BLA Pair Trade Seems Interesting
For TLI, there could be 68.7mn shares to buy which is around 5.7 days of volume and a flow size of US$25mn. The price ratio of TLI vs peer BLA is...
315 Views
Quiddity Leaderboard for SET50 Jun 23 Review: TLI ADD & JMART DEL Likely; BJC Is a Question Mark
Currently, Thai Life Insurance and Berli Jucker are ADDs and Jaymart PCL and Ngern Tid Lor are DELs in June 2023. Potential ADD WHA Corp and...
378 Views
SET50 Index Rebalance Preview: Changes from Now to June
SAWAD could be added to the index in March. Then TLI should replace JMART in June. INTUCH is a close delete on liquidity and there are multiple...
624 Views
Thailand SET 50 Dec 22 Rebal: Good Hit Rate, Successful Pre-Event Trade, Unwind Now
Quiddity's Long Expected ADDs - SHORT Expected DELs trade has delivered a net positive return of 3.6% in 14 trading days. It might be time to...
719 Views