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...
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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...
499 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....
1.6k 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...
386 Views
Quiddity Leaderboard for SET50 Jun 23: TLI Vs BLA Pair Trade Seems Interesting
For TLI, there could be 68.7mn shares to buy which is around 5.7 days of volume and a flow size of US$25mn. The price ratio of TLI vs peer BLA is...
413 Views