PCOMP Index Rebalance Preview: SCC Likely Replaces SECB
We see Semirara Mining (SCC) replacing Security Bank (SECB) at the August rebalance of the PCOMP Index. Passive trackers will need to buy over 5...
525 Views
PCOMP Index Rebalance Preview Aug 22: One Set of Potential Changes
We expect SCC PM to be added to the PCOMP Index at the August rebalance replacing SECB PM. Historically, the adds outperform the deletes and there...
464 Views
PCOMP Index Rebalance: EMP, MONDE Could Pop; BLOOM, RRHI Could Drop
Emperador and Monde Nissin will replace Bloomberry Resorts and Robinson Retail in the PCOMP after the close on 11 February. Only 5 days to...
627 Views
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...
308 Views
PCOMP Index Rebalance Preview Feb22: Three Potential Changes & Large Impact
We forecast 3 potential changes to the PCOMP at the February rebalance that could see MONDE, EMP and DITO added and BLOOM, RRHI and SECB deleted....
659 Views