Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/saigon-thuong-tin-commercial" target="_blank" data-smartkarma-citation="entities:650:1" rel="noopener">Saigon Thuong Tin Commercial (STB VN)</a> will be deleted from the MVIS Vietnam Index at the close of trading on 17 March.</li>
<li>One-Way turnover is 4.2% and the one-way trade is US$21m. There are two stocks where passive trackers need to buy over 1 day of ADV.</li>
<li>There have been big inflows to the <a href="https://www.smartkarma.com/entities/market-vectors-vietnam-etf" target="_blank" data-smartkarma-citation="entities:648:1" rel="noopener">Market Vectors Vietnam ETF (VNM US)</a> over the last three months as the index has traded near its lows.</li>
</ul>



Saigon Thuong Tin Commercial (STB VN) will be deleted from the MVIS Vietnam Index at the close of trading on 17 March.
One-Way turnover is 4.2% and the one-way trade is US$21m. There are two stocks where passive trackers need to buy over 1 day of ADV.
There have been big inflows to the Market Vectors Vietnam ETF (VNM US) over the last three months as the index has traded near its lows.


MVIS Vietnam Index Rebalance: One Deletion; Float & Capping Changes

Viet Capital Securities Joint Stock Company

Luan Nguyen

Independent Insight Provider

Thematic (Sector/Industry)

1. Home laundry appliances grow by 13% to reach 1.4 million units in 2015, value growth rate is 17% to reach VND8.8 trillion.2. Laundry care’s value reaches VND20.5 trillion, growing by 13% in 2015.Laundry detergents grew remarkably from 6% in 2014 to 10% in 2015. Concentrated powder detergents remain negligible on the market. On the other hand, concentrated liquid detergent and condensed fabric softener prevail.

1. Home laundry appliances grow by 13% to reach 1.4 million units in 2015, value growth rate is 17% to reach VND8.8 trillion.2. Laundry care’s value reaches VND20.5 trillion, growing by 13% in 2015.Laundry detergents grew remarkably from 6% in 2014 to 10% in 2015. Concentrated powder detergents remain negligible on the market. On the other hand, concentrated liquid detergent and condensed fabric softener prevail.

Positive Growth for Laundry Market in Vietnam

Despite the recession, packaged meat and seafood value in the year of 2016 increased by 6% compared to 2015. The value increased thanks to the improvement in unit price. Sale output also went up by 5% due to the fact that customers preferred choosing convenient products to consuming fresh meat. Packaged meat and seafood growth from 2013 to 2016 was not as high as in 2007 to 2011.

Despite the recession, packaged meat and seafood value in the year of 2016 increased by 6% compared to 2015. The value increased thanks to the improvement in unit price. Sale output also went up by 5% due to the fact that customers preferred choosing convenient products to consuming fresh meat. Packaged meat and seafood growth from 2013 to 2016 was not as high as in 2007 to 2011.

Meal Preparation Becomes More Convenient Thanks to Processed Food

Full-fat shelf stable milk, notably those with 100% milk ingredient, revealed retail value sales advance by 13% in 2016, which is supported by increasing consumption of milk for improving height and physique. Ambient milk drinks are much more widespread than chilled ones as demand for chilled milk drinks stays low mostly due to high price and short shelf life. Shelf stable milk with long life, regularly seen as being more convenient and cost-effective, ensures the highest growth that accounting for 60% of total retail value sales, while fresh milk accounted for 5%.

Full-fat shelf stable milk, notably those with 100% milk ingredient, revealed retail value sales advance by 13% in 2016, which is supported by increasing consumption of milk for improving height and physique. Ambient milk drinks are much more widespread than chilled ones as demand for chilled milk drinks stays low mostly due to high price and short shelf life. Shelf stable milk with long life, regularly seen as being more convenient and cost-effective, ensures the highest growth that accounting for 60% of total retail value sales, while fresh milk accounted for 5%.

Consumption and the Prospect of Milk-Based Products in 2016

Despite economic downturn due to the higher inflation rate in 2016, packaged food industry recorded new value growth, with sales to foodservice channels increased the volume CAGR by 5%, and are supposed to reach 674,000 tons by 2021.

Despite economic downturn due to the higher inflation rate in 2016, packaged food industry recorded new value growth, with sales to foodservice channels increased the volume CAGR by 5%, and are supposed to reach 674,000 tons by 2021.

Vietnam

Thanh Thanh Cong - Bien Hoa Joint Stock Company processes and produces sugar. The Company trades fertilizers, electricity, and agricultural materials. Thanh Thanh Cong - Bien Hoa also constructs industrial park infrastructure and civil works. Thanh Thanh Cong - Bien Hoa serves customers in Vietnam.

Price Gauge
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Thanh Thanh Cong Tay Ninh Js (SBT VN)

MVIS Vietnam Index Rebalance: One Deletion; Float & Capping Changes

There is one deletion from the index, plus a bunch of changes to float and capping factors. One-way turnover is 4.2% and passives need to buy over...

Brian Freitas

Positive Growth for Laundry Market in Vietnam

1. Home laundry appliances grow by 13% to reach 1.4 million units in 2015, value growth rate is 17% to reach VND8.8 trillion.2. Laundry care’s...

Luan Nguyen

Meal Preparation Becomes More Convenient Thanks to Processed Food

Despite the recession, packaged meat and seafood value in the year of 2016 increased by 6% compared to 2015. The value increased thanks to the...

Luan Nguyen

Consumption and the Prospect of Milk-Based Products in 2016

Full-fat shelf stable milk, notably those with 100% milk ingredient, revealed retail value sales advance by 13% in 2016, which is supported by...

Luan Nguyen

Packaged Food Continues to Thrive

Despite economic downturn due to the higher inflation rate in 2016, packaged food industry recorded new value growth, with sales to foodservice...

Luan Nguyen

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)