Index Rebalance & ETF Flow Recap: CSI300/500, Chinext, China Semi Chips, Nifty Next50, SET50, REMX
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
597 Views
SET50 Index Rebalance Preview: Two Changes - One High Probability; One Has Possibilities
There could be 2 changes in June. +TLI/-JMART is the high probability change. +WHA is medium probability. JMT/TIDLOR could be the second delete....
475 Views
The Week That Was in ASEAN@Smartkarma - GoTo CM Breakeven, Siloam Hospitals, and BNI in Better Shape
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
257 Views
Quiddity Leaderboard for SET50 Jun 23: TLI Vs BLA Pair Trade Seems Interesting
For TLI, there could be 68.7mn shares to buy which is around 5.7 days of volume and a flow size of US$25mn. The price ratio of TLI vs peer BLA is...
294 Views
Quiddity Leaderboard for SET50 Jun 23 Review: TLI ADD & JMART DEL Likely; BJC Is a Question Mark
Currently, Thai Life Insurance and Berli Jucker are ADDs and Jaymart PCL and Ngern Tid Lor are DELs in June 2023. Potential ADD WHA Corp and...
334 Views