Quiddity Leaderboard SET50 Jun 24: BANPU Vs SAWAD Has to Be Monitored Closely

530 Views15 May 2024 18:36
I see three ADDs and three DELs for the June 2024 review. All names are high-conviction situations except for the third slot in expected DELs. Banpu is the third DEL but SAWAD is close too.
What is covered in the Full Insight:
  • Review and Index Selection Criteria
  • Quiddity Leaderboard Style and Methodology
  • Trading Performance of Top Candidates vs Peers
  • Expected Adds and Deletes for SET50 Index
  • Conclusions and Trading Suggestions
Boomeranged on Fri, 7 Jun 2024 12:07
After considering the recent methodology changes (relaxing the liquidity criteria), we believe BJC will be added in June 2024 and that could cause SAWAD to be deleted. As a result, our revised expectations for June 2024 are as follows: BJC, TIDLOR, ITC, and BCP are expected ADDs while COM7, KCE, BANPU, and SAWAD are expected DELs. Please check the Leaderboard here for our flow expectations.
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
(Paid Plans Only)
Top 5%
Janaghan Jeyakumar, CFA
Equity Analyst (Index Flows & Special Situations)
Quiddity Advisors
Price Chart(Sign Up to Access)