The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
567 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
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
Thailand Short Interest Weekly (Jun 12th): Indorama Ventures, Bangkok Bank, Muangthai Capital
We analyzed SET short interest report for the past week and highlighted short interest changes in Indorama Ventures (IVL TB), Bangkok Bank (BBL...
109 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
508 Views