PCOMP Index Rebalance Preview Aug 22: One Set of Potential Changes
We expect SCC PM to be added to the PCOMP Index at the August rebalance replacing SECB PM. Historically, the adds outperform the deletes and there...
551 Views
PCOMP Index Rebalance: EMP, MONDE Could Pop; BLOOM, RRHI Could Drop
Emperador and Monde Nissin will replace Bloomberry Resorts and Robinson Retail in the PCOMP after the close on 11 February. Only 5 days to...
705 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
348 Views
PCOMP Index Rebalance Preview Feb22: Three Potential Changes & Large Impact
We forecast 3 potential changes to the PCOMP at the February rebalance that could see MONDE, EMP and DITO added and BLOOM, RRHI and SECB deleted....
797 Views
The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
291 Views