Daily BriefsThailand

Daily Brief Thailand: Ramkhamhaeng Hospital and more

In today’s briefing:

  • Quiddity Leaderboard for Thailand SET50 Jun 23:Ramkhamhaeng Hospital Is an Interesting Case

Quiddity Leaderboard for Thailand SET50 Jun 23:Ramkhamhaeng Hospital Is an Interesting Case

By Janaghan Jeyakumar, CFA

  • In this insight, we take a look at the potential ADDs/DELs for the SET50 index rebalance in June 2023.
  • Based on the latest available data, I expect 3 ADDs/DELs but there are multiple names lurking close to the border.
  • Srisawad (SAWAD TB)  and Sansiri Public (SIRI TB) are leading the SET50 and SET100 Reserve Lists respectively and could become intra-review ADDs if the DTAC-TRUE merger closes in 1H 2023.

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