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....
661 Views
PCOMP Index Rebalance: ACEN, CNVRG Added; EMP, DMCI Deleted
ACEN and CNVRG have been added to the index replacing EMP and DMC. Historically inclusions have outperformed the deletions. There are rule changes...
734 Views
PCOMP Index Rebalance Preview: Inclusion Fairly Certain; Deletion Undecided
We see ACEN being included and EMP being deleted from the PCOMP at the August rebalance. Inclusions have historically performed well while the...
443 Views
The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
631 Views
DMC (DMC PM): Benefits from Philippine Economic Development
Low earnings expectation, high earnings quality, and strong long-term sales growth relative to its sector Potential large-scale contract in...
297 Views