MSCI Changes
Hot off the presses!
The following are changes in constituents will take place as of the close of May 31, 2018:
- MSCI GLOBAL STANDARD INDEX
(+1) LH
(-2) KCE, SCC-F
- MSCI GLOBAL SMALL CAP INDEX
(+6) DDD, KCE, MONO, PRM, THG, TPIPL
(-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE
Dan
Any thoughts on the collapse in MALEE?
Pon
usual markets, otw up overly bullish, otw down overly bearish.
Xavi
Just liquidated entire holdings in PTtEP sitting at 5 yr highs, Might be a bit early considering oil price direction but happy with 148 baht sell price, now to find a place to park the funds, intuch looking mightily attractive at 54 baht as we speak with almost 6% yield.
Pon
Wondering about DTAC, crap rev growth but solid margin improvement.
Xavi
DTAC Losing subscribers like there is no tomorrow, just bought some Intuch today happy with 54 baht price, AIS has been very quiet about their intentions, wouldn’t be surprised if they pulled out and try to force NBTC into better terms for re-auction.
Bo Stenberg
Exactly. The difference between an armed robber and DTAC these days being, DTAC are not yet packing heat. Officially. (Wow.)
Xavi
Didn’t DTAC lose like 700k subscribers last quarter, not year but quarter? Ugly readings…
Pon
yup ridiculous #’s lost.