Betagro IPO Trading - Seems Fairly Valued
Betagro (BTG TB) raised about US$460m in its Thailand IPO. Betagro is an integrated agro-industrial and food business in Thailand. In this note we...
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Thailand SET50 and SET100: Quiddity Index Rebalance Primer
From the end of the Reference Period to the Inclusion/Exclusion event, the ADDs have outperformed the index and the DELs have underperformed the...
502 Views
SET50 Index: Market Consultation & DTAC/TRUE Merger Impact
We look at potential index changes following SET's proposal to reduce the monthly turnover ratio from 5% to 2%. Separately, the DTAC/TRUE merger...
416 Views
Thai Life Insurance IPO Trading - One for Domestics and Cornerstones
Thai Life Insurance (TLI) raised around US$975m in its Thailand IPO. Cornerstone investors, including GIC, took up around 54% of the deal. In this...
637 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
309 Views