Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly
Three potential ADDs have newly moved into the top 50 after strongly outperforming other names increasing our expected ADDs/DELs count from 1 to 4...
129 Views
Energy (Oil Retailers) - Scenarios for a Diesel Price Lift
We maintain a neutral view on the possibility of increasing the retail diesel price ceiling within the range of Bt1-2/liter to Bt31-32/liter due to...
344 Views
Technical Analysis - MARCH 6, 2024
The SET fell in line with Asian bourses as a selling force continued to target large cap shares, causing the index to hit a 39-month low.
334 Views
Industry Update – Energy (Oil Retailers)
The Oil Fund will be used as the mechanism to cap the diesel price after the Bt5/liter excise tax reduction scheme expires on July 20, 2023, which...
535 Views
The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
367 Views