Index Rebalance & ETF Flow Recap: HSI, HSCEI, HSTECH, HSCI, S&P/ASX, SET50, LIC, SBI Sumishin, Crown
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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SET50 Index Rebalance Preview (June): Two Changes, Maybe Three
JMT and BLA could replace RATCH and KCE in the SET50 index at the June rebalance. There could be an adhoc change if the DTAC/TRUE merger is...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
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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Financial Beneficiaries of Pandemic: SAWAD and Chayo
Banks haven't done well in 2020, but subprime lenders like SAWAD and debt collectors like Chayo are having a field day. Find out the secret from...
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IPO Radar: GSC, Thailand's Second Call Center Listing
For this month, we highlight the upcoming IPO of GSC, which will be the second call center company in Thailand to ever be properly listed. Firm...
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