SET50 Index - Proposed Methodology Changes: Scenarios, Names Affected & Impact
The SET has commenced a market consultation on the proposed changes to make its indices free float market cap weighted. We look at the impact on...
446 Views
The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
280 Views
SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
435 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
199 Views
SET50 Index Review - Delta to Sell
Late last evening, the Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index. The changes will be...
566 Views