Thai Power: A Primer on Regulations, Returns, & Tariffs
Recently, there has been renewed interest in Thai power on the back of multiple IPOs, most recently B Grimm. There will be numerous valuations and...
441 Views
Quiddity Leaderboard SET50 Jun26: Borderline Names Could Still Swap Places
Index members Central Plaza (CENTEL TB), Osotspa (OSP TB), and Land & Houses (LH TB) are in the top 50. However, if they underperform other names,...
234 Views
King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion
-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...
2.9k Views
Quiddity Leaderboard SET50 Jun26: Four ADDs/DELs Likely; Many Potential DELs Close to the Border
There are several potential deletions close to the border that could drop out of the top 50 if they underperform other names by small margins.
268 Views
Quiddity Leaderboard SET50 Jun26: Thai Airways Close to Addition; Delta Safe from Deletion
The expected ADDs/DELs have 1x-4x ADV to trade. Thai Airways International (THAI TB) has the highest expected impact (+3.9x ADV) and the largest...
400 Views