The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
471 Views
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.
149 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
476 Views
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...
202 Views
Smartkarma Originals
Asian E-Wallets Plant Their Flags: An In-Depth Analysis of the Top-10 Players
Digital payments in Southeast Asia are expected to grow in the double-digit range per year, exceeding $1 trillion in gross transaction value (GTV)...
3.6k Views