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

Brian Freitas

Highly experienced ex-Delta One trader with 17 years of experience trading arbitrage and related strategies across Asian markets.

Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd.

It is important to note that the information provided by Periscope Analytics is based on publicly available data and own knowledge, which has been gathered and synthesized from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions.

All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include, but are not limited to, company announcements, exchange filings, ETF and other passive investment vehicle holdings, and free float and volume data from third-party data providers. Periscope Analytics does not guarantee the accuracy and completeness of the forecasts, estimates and/or other information.

Pan-Asia Index Rebalances/ Events/ Delta One

BBL / KBANK : BBL NVDR Issuance Limit Extended to December, Possible MSCI Inclusion & Trade Unwind

Bangkok Bank’s New AT1 – Overweight on Relative Value

Bangkok Bank: Deal or No Deal, Shares Are Too Depressed

Thinking About Bangkok Bank's Buy of Permata

Event-Driven

<p>On 30 January, <a href="https://www.smartkarma.com/entities/kasikornbank-pcl" target="_blank" rel="noopener" data-smartkarma-citation="entities:293:1">Kasikornbank PCL (KBANK TB)</a> announced a share buyback for up to 23,932,601 shares (1% of issued shares) and up to THB 4,600m between 14 February and 27 February. The company has been buying back the shares and have completed 60% of the buyback as of Friday close.</p><p>In this Insight, we look at the progress of the buyback, the impact on the KBANK stock, performance versus <a href="https://www.smartkarma.com/entities/bangkok-bank-public-co-ltd" target="_blank" rel="noopener" data-smartkarma-citation="entities:213:1">Bangkok Bank Public (BBL TB)</a>, and the movement in the premium on the foreign line.</p>

On 30 January, Kasikornbank PCL (KBANK TB) announced a share buyback for up to 23,932,601 shares (1% of issued shares) and up to THB 4,600m between 14 February and 27 February. The company has been buying back the shares and have completed 60% of the buyback as of Friday close.In this Insight, we look at the progress of the buyback, the impact on the KBANK stock, performance versus Bangkok Bank Public (BBL TB), and the movement in the premium on the foreign line.

KBANK - Buyback Progress and Performance Vs BBL