SET50 Index Rebalance Preview: Two Potential Changes in December
There could be 2 changes for the SET50 in Dec. With a couple of stocks close to liquidity thresholds, there could be more changes. DELTA should be...
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Delta Taiwan Vs. Thailand Monitor: Short Term Trade This Week on Delta Earnings; Or Pair Long/Short
1) Long Delta Taiwan event trade into Delta Taiwan earnings or 2) Long Delta Taiwan vs. Short Delta Thailand based on the relative prices reverting...
330 Views
Quiddity Leaderboard SET50 Dec 23: DELTA Deletion Fears Unrealistic
The LONG DELTA vs the SET 50 index trade seems interesting as DELTA's deletion from the SET 50 index has been anticipated widely. However, care...
454 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
395 Views
Index Rebalance & ETF Flow Recap: KQ150, LQ45, PCOMP, HDFC/HDFCB, Delta Electronics, Redox IPO, AMFI
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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