In today’s briefing:
- SET50 Index Rebalance: Four Changes in Two Weeks; DELTA Capping Too
SET50 Index Rebalance: Four Changes in Two Weeks; DELTA Capping Too
- In line with forecasts, there will be 4 changes for the Stock Exchange of Thailand SET 50 Index (SET50 INDEX) at the close on 30 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.
- Positioning appears to be a lot smaller in the adds compared to the deletes. There could be buying in the deletes on a drop in the stock price.
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