Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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Quiddity Leaderboard SET50 Jun26: Thai Airways Close to Addition; Delta Safe from Deletion
The expected ADDs/DELs have 1x-4x ADV to trade. Thai Airways International (THAI TB) has the highest expected impact (+3.9x ADV) and the largest...
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Quiddity Leaderboard SET50 Jun26: Delta Capping in Mar26; One Index Change Likely in Jun26
There are multiple potential DELs close to the border. If they underperform other names sharply, more index changes could be triggered in June 2026.
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Quiddity Leaderboard SET50 Jun 25: One Change Possible; Delta on Thin Ice Again
Delta Electronics Thailand (DELTA TB) has already appeared in the Market Surveillance Measure (MSM) list during the current reference period and it...
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Quiddity Leaderboard SET50 Dec 24: Final Expectations; LONGs up +6% Vs SHORTs in a Month
The expected ADDs have outperformed the expected DELs by 17% on average since 29th November. With the official index changes to be confirmed in the...
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