The Week that Was in ASEAN@Smartkarma - Indonesian Health, KBANK's Woes, and Bank Credit Costs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #42: Property and Auto Downturn, Air Asia Looks For a Partner
Five interesting trends or news that may impact Thai equities on our radar: The auto downturn in April is more severe than what was experienced...
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Quiddity Leaderboard SET50 Jun26: All Expected ADDs/DELs Correct; One Extra Surprise ADD/DEL
Most of the confirmed index changes have 1x-5x ADV to trade. MR. D.Y. Holding (MRDIYT TB) is the highest impact name with 10x ADV to trade.
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SET50 Index Rebalance: 4 Changes in June; DELTA Capping Too
There are 4 changes for the SET50 in June. DELTA will be capped at 10% of the index. Passives need to buy between 1.1-3.7% of float in the adds...
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Thailand Short Interest Weekly (Jun 12th): Indorama Ventures, Bangkok Bank, Muangthai Capital
We analyzed SET short interest report for the past week and highlighted short interest changes in Indorama Ventures (IVL TB), Bangkok Bank (BBL...
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