Krungsri Securities is forecasting a slight increase in the weighting of the FTSE Thailand Index as part of its latest quarterly review, effective at the close of trading on March 21, 2025. This revision is anticipated to channel approximately $40 million in net inflows into the Thai market.
Changes to the Standard Index (Large-Mid Cap)
In the large and mid-cap sectors, the index will see EA and IRPC being removed. No new additions are slated for this category.
Adjustment to the Small Cap Segment
For small caps, the reshuffle is more dynamic. Companies entering include CCET, EA, IRPC, SKY, and WHART. Investors can expect notable inflows into WHART, SKY, and CCET, with each potentially gaining between $3 million to $8 million. Meanwhile, the index will see the exit of BYD and LPN, anticipating a reduction in weighting of $0.5 million to $1.5 million.
Micro Cap Shifts
The micro-cap category is seeing a broader reshuffle. New listings include ADVICE, BYD, KBS, LHSC, LPN, MONO, PCE, SPA, SISB, and VIBHA. Departures from this segment include FTREIT, JR, LALIN, NTV, NRF, KISS, SMIT, SENA, SGP, SKY, SVOA, TAN, TMT, TTCL, UNIQ, and WHART.
The quarterly FTSE rebalance is a critical juncture for investors, guiding fund allocations and impacting stock performance notably across sectors. As these changes take effect, they will likely influence the market dynamics and encourage strategic reallocations.
