In today’s briefing:
- Quiddity Leaderboard SET50 Dec 24: Final Expectations; LONGs up +6% Vs SHORTs in a Month
- Delta Electronics Thailand (Delta.BK): Buying Opportunity
Quiddity Leaderboard SET50 Dec 24: Final Expectations; LONGs up +6% Vs SHORTs in a Month
- The SET50 index tracks the performance of the top 50 largest and most liquid names listed on the Stock Exchange of Thailand (SET).
- In this insight, we take a look at our final expected ADDs/DELs for SET 50 during the index rebal event in December 2024.
- We see four ADDs/DELs in December 2024. While the expected DELs list remains unchanged since last month, there is a change in our expected ADDs list.
Delta Electronics Thailand (Delta.BK): Buying Opportunity
- Delta Electronics Thailand (DELTA TB) is a prominent data center and EV charging solution provider in Thailand.
- Rich valuation, especially against the parent company, but its PEG ratio says otherwise.
- It is proven that the share price weakness due to SET suspension is a buying opportunity.
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