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The Bulgarian stock market ended higher last week, as the leading index SOFIX (595.75) increased modestly by 0.4% at the close in Sofia on Friday. The extended indices BGBX40 (136.93) and BGTR30 (718.22) followed the main one and advanced +0.4% and.....
We are positive: on Taiwan, Malaysia and the Philippines, all upgraded this week. But we remain negative: on China, where we still see a high risk of capital loss going forward. We believe: in Taiwan Semi, which we have upgraded this week along with....
SOFIX (595.75, +0.45%) ended higher on Friday, as the positive moves of Bulgarian Real Estate Fund (BREF, BGN 2.16, +4.85%), First Investment Bank (FIB, BGN 1.80, +2.27%) and Doverie United Holding (DUH, BGN 7.56, +1.61%) fully offset the negative i....
TTTBB’s turnaround to black ink expected in 2026. High likelihood of Lease Agreement termination after Jan 29, 2032. The launch of AISIF Infrastructure Fund looks probable.
BJC is much more than a grocer. Moderate earnings recovery lined up for 4Q22 and 2023. The IPO of BIG C would add to BJC’s 2023 earnings.
SOFIX (593.10, +0.24%) edged higher on Thursday as opposite moves of index members offset each other. Chimimport (CHIM, BGN 0.776, +3.19%), Central Cooperative Bank (CCB, BGN 1.70, +2.41%) and M+S Hydraulic (MSH, BGN 9.00, +2.86%) highlighted the bu....
The cancellation of VTO process—no impact on TRUE fundamentals. NBTC’s five attached remedial conditions are manageable. Nadir of 1Q22 service revenue; a further rise seen in 4Q22.
The dark cloud of Oct-Nov box office is over…. …followed by the new dawn in Dec…. …and to shine through 1Q23.
Foreign arrivals to Thailand grew 13% MoM in Oct 2022. APEC Summit expected to have boosted tourism. Our recommendations.
Recovery in fashion retail sales post Covid-19. F&B segment and online sales to support growth. Store optimisation as a key strategy.
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