CLSA MSCI addition - Gudang Garam + Kalbe Farma candidates for inclusion

The calendar flies forward and we are yet again faced with the MSCI semi-annual review, which should be announced formally early in the morning of May 12, HK time.
This one tends to be a more comprehensive review, and we highlight 14 stocks to watch for addition, and 8 for deletion.

Possible Adds - Gudang Garam (GGRM IJ), Kalbe Farma (KOBF IJ), SJM Holdings (880 HK), and Aquarius Platinum (AQP AU). Samsung Life (032830 KS) is expected as a fast track addition.

Possible Deletes - Harbin Power Equip (1133 HK), Idea Cellular (IDEA IB), and Compal Comm (8078 TT) are ones to watch for possible removal.