Quiddity Leaderboard SET50 Dec 23: 2 ADDs/DELs Likely; DELTA DEL Unlikely
JMT and KCE are expected ADDs while TIDLOR and SAWAD are expected DELs for the SET50 index rebalance in December 2023. I continue to believe DELTA...
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Delta Taiwan Vs. Thailand Monitor: Market Cap Metric Breaches Key Level For 1st Time Since Dec 2022
Delta Thailand's market cap should be substantially smaller than its parent Delta Taiwan. We analyze what history tells us the further relative...
462 Views
Index Rebalance & ETF Flow Recap: Taiwan Div+, Nifty50, Cainiao IPO, Delta Electronics
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
761 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & TikTok, Prodia, and Matahari Department Store
The past week saw insights on Sea Ltd, Prodia, Kalbe Farma, Matahari Department Store, Mitra Keluarga, Delta Electronics Thailand and Pakuwon Jati,...
510 Views
Delta Electronics (DELTA TB / 2308 TT): Placement Increases Float; Ends Tender Offer Hope?
Delta Electronics Thai dropped 20% on Friday after Delta Electronics placed shares, and there could be more downside for the Thailand line. The...
720 Views