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Smartkarma Originals
APAC Insurers Series (#2): AIA or Prudential?
Pru’s recent correction offers investors an opportune window to buy into its premium franchise (vs. AIA), although both stocks provide investors...
Alec Tseung
393 Views
SET50 Index Rebalance: TLI, WHA to Replace JMART, JMT
TLI & WHA will replace JMART & JMT in the SET50 on 30 June. Passive trackers will need to buy 3.4% of the float on TLI. The adds have outperformed...
Brian Freitas
481 Views
Quiddity Leaderboard SET50 Jun 23: Final Expectations
Historically, on average, between the end of the reference period and Inclusion/Exclusion, SET 50 ADDs have outperformed the index SET 50 DELs have...
Janaghan Jeyakumar, CFA
289 Views
SET50 Index Rebalance Preview: Two Changes - One High Probability; One Has Possibilities
There could be 2 changes in June. +TLI/-JMART is the high probability change. +WHA is medium probability. JMT/TIDLOR could be the second delete....
Brian Freitas
424 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
236 Views