In today’s briefing:
- SET50 Index Rebalance Preview: Capping DELTA & Constituent Changes

SET50 Index Rebalance Preview: Capping DELTA & Constituent Changes
- With 8 trading days left in the review period, we forecast 3 changes for the Stock Exchange of Thailand SET 50 Index (SET50 INDEX) in June.
- Capping changes for Delta Electronics Thailand (DELTA TB) will result in big passive selling in the stock and funding inflows for the other index constituents.
- The forecast adds have drifted lower over the last 6 months and outperformed the SET 50 Index while the deletes have dropped a lot and underperformed the index.
