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.
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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...
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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Quiddity Leaderboard SET50 Jun26: Final Expectations; 3 ADDs/DELs and Delta Capping
Among the expected ADDs, Thai Foods Group Public Company Limited (TFG TB) continues to see strong share price momentum. It is now up more than 2x...
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The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
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