SET50 Index Rebalance Preview: Four Potential Changes in December
Following the market consultation, there could be 4 index change in December. Estimated one-way turnover is 8.1% and will result in a one-way trade...
682 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
378 Views
BJC : A Recovery in BigC Performance Drove 3Q22 Earnings
Maintain BUY recommendation for BJC with a target price of Bt40. BJC’s 3Q22 core profit came in at Bt890m (+196%YoY, -23%QoQ), lower than our...
358 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
308 Views
Thailand SET50 Quiddity Leaderboard Dec 22: BJC Is the Most Interesting Name
I expect RATCH to replace DTAC in the SET 50 index prior to the December Rebalance. DELTA, BJC, and COM7 could be added and KCE, BLA, and SAWAD...
462 Views