SET50 Index - Proposed Methodology Changes: Scenarios, Names Affected & Impact
The SET has commenced a market consultation on the proposed changes to make its indices free float market cap weighted. We look at the impact on...
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CHAYO: High Growth Expectations Make It Hard to Outperform
We change our recommendation on CHAYO to SELL from HOLD but raise our target price to Bt8.70 (previously Bt7.30), implying a downside of 22% from...
246 Views
SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
532 Views
The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
399 Views