SET50 Index Rebalance Preview: Two Changes - One High Probability; One Has Possibilities
There could be 2 changes in June. +TLI/-JMART is the high probability change. +WHA is medium probability. JMT/TIDLOR could be the second delete....
547 Views
SET50 Index Rebalance: SAWAD Added; Buying at the Close Today
SAWAD will be added to the SET50 index at the close today following the DTAC/TRUE merger. TLI and BTG could then replace JMART and TIDLOR in June,...
452 Views
SET50 Index Rebalance Preview: Changes from Now to June
SAWAD could be added to the index in March. Then TLI should replace JMART in June. INTUCH is a close delete on liquidity and there are multiple...
624 Views
The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views
Delta Electronics (DELTA TB / 2308 TT): Waiting for a Reversal
The DELTA TB / 2308 TT spread has widened significantly but there is a risk of a further blow out in the price ratio. We'd monitor the trade and...
554 Views