The Stocks to Own in Thailand – Vol. 49
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...
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The Stocks to Own in Thailand – Vol. 48
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
468 Views
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...
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Quiddity Leaderboard SET50 Dec26: Some Changes to Expectations
We currently see Central Plaza Hotel (CENTEL TB) as an ADD and Land & Houses (LH TB) as a DEL for the December 2026 index review. Our expectations...
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Quiddity Leaderboard SET50 Dec26: Capping Flows in Sep; 2-3 Index Changes Likely in Dec
Delta Electronics (DELTA TB) is likely to see an index inflow in September 2026. Then there could be two or three index changes in December 2026.
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