Daily BriefsThailand

Daily Brief Thailand: Ngern Tid Lor and more

In today’s briefing:

  • Quiddity SET 50 Jun 24 Rebal: 4 Changes Confirmed; LONGs up 5.2% Vs SHORTs in a Month


Quiddity SET 50 Jun 24 Rebal: 4 Changes Confirmed; LONGs up 5.2% Vs SHORTs in a Month

By Janaghan Jeyakumar, CFA

  • The June 2024 index changes for Thailand’s SET 50 index were announced after market close yesterday (17th June 2024).
  • Initially we expected only three changes but after the index methodology was revised in May 2024, we revised our expectations and we had 4 expected ADDs/DELs.
  • All 4 expected ADDs/DELs turned out to correct. In this insight, we take a look at our estimation of expected flows and potential trade ideas based on the flow dynamics.

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