PCOMP Index Rebalance Preview Feb 23: Float Increases to Drive Changes & Flow
There could be 1 or 2 changes in Feb with high impact of passive trading. Creative increases in float will result in high impact passive buying....
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PCOMP Index Rebalance Preview Feb 23: Higher Free Float Means Fewer Changes
We see DMCI replacing Emperador at the Feb rebalance. There could be other changes due to the minimum free float threshold change. Passive trackers...
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Sembcorp Marine Takeover of Keppel O&M - Almost There
Keppel shareholders vote next week on AssetCo sale, the sale of Keppel O&M to Sembcorp Marine, and the distribution of SMM shares to shareholders....
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10 in 10 with Emperador - Premiumisation Driving Next Growth Frontier
10 Questions for Emperador Inc. Company OverviewEmperador is a leading international spirits player with a deep portfolio of globally recognised,...
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The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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