Daily BriefsTMT/Internet

TMT: Link Administration, SenseTime Group and more

In today’s briefing:

  • Asia-Pac Weekly Risk Arb Wrap: ResApp Health, Kto Corp, Link Admin, Toyo, Fraser Hospitality
  • Index Rebalance & ETF Flow Recap: HSCEI, LQ45, Kakao Pay, Thai Life

Asia-Pac Weekly Risk Arb Wrap: ResApp Health, Kto Corp, Link Admin, Toyo, Fraser Hospitality

By David Blennerhassett


Index Rebalance & ETF Flow Recap: HSCEI, LQ45, Kakao Pay, Thai Life

By Brian Freitas

  • It was a busy Friday with multiple implementations of the June rebalance – FTSE All-World/All-Cap, FTSE China 50/A50/TW50, S&P/ASX, REMX and GDXJ among others.
  • We highlight potential upcoming changes to the HSCEI INDEX and LQ45 Index, when Kakao Pay (377300 KS) could be added in MSCI Korea & the Thai Life IPO index inclusion.
  • There were large inflows to China and Korea focused ETFs during the week.

Before it’s here, it’s on Smartkarma