Quiddity Leaderboard SET50 Jun 24: Multiple Changes Possible
Ngern Tid Lor, I-TAIL, and Bangkok Chain Hospital could be added and Com7, Srisawad Corp , and KCE Electronics could be deleted according to the...
544 Views
SET50 Index Rebalance Preview: One High Probability Change; Another One Is Close
KCE could replace TIDLOR in the SET50 in Dec. ITC is a close add and could replace SAWAD. The impact on the stocks is big given the index is...
784 Views
The Week That Was in ASEAN@Smartkarma - Kungri's Reincarnation, BlueBird Is Back, and Bank Rakyat.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
549 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
576 Views
Thailand Short Interest Weekly (Jul 17th): CP Foods, Krung Thai Bank, Bumrungrad Hospital, SCB X
We analyzed SET short interest report for the past week and highlighted short interest changes in CP Foods (CPF TB), Krung Thai Bank (KTB TB),...
98 Views