Quiddity Leaderboard SET50 Jun25: Capping Expected for DELTA; Three Index Changes Likely
We estimate the one-way flow for SET50 during the June 2025 rebalance to be ~US$67mn which translates to a turnover of 2.9%.
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Technical Analysis - MAY 2, 2025
Key stocks such as DELTA, ADVANC, SCC, GULF, and major banking shares recorded strong gains, while fund inflows helped sustain solid upward momentum.
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Technical Analysis - APRIL 30, 2025
The SET initially traded within a narrow range as investors awaited the outcome of the MPC meeting and remained hopeful about progress in US-China...
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Quiddity Leaderboard SET50 Jun25: Four Changes Likely; Capping to Be Introduced
There could be 4x ADV to buy in Thanachart (TCAP TB) and we see this as a high-conviction ADD. Some of the other ADDs/DELs are closer to the border...
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Industry Update: Energy (Power) APRIL 2, 2025
There are ongoing risks surrounding the policy-level target to lower electricity prices, aligning with our view that the Ft rate remains on a...
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