SET50 Index Rebalance: TLI, WHA to Replace JMART, JMT
TLI & WHA will replace JMART & JMT in the SET50 on 30 June. Passive trackers will need to buy 3.4% of the float on TLI. The adds have outperformed...
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The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Standard Chartered - Nickel and Dimes
The surge in nickel prices and the wrong-way trade(s) will mean bank counter-party risk, with STAN being highlighted in reports. ROA risk can be...
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TCAP - Concerns Oversized?
TCAP continues to see market capitulation well below early FY20, unlike Thai banks, despite its exceptionally high 8% dividend yield and ROA of...
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Thailand Financials – High Yield & Reflation
Recovery is still likely in coming quarters given developments. Low rates will remain, and this makes high dividend yield financials more interesting.
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