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The early demise of SVB & CS might act as a firebreak to fears Central Banks may over tighten & crush the entire economy. Away from banking other segments of the US Econ are acting better: housing has bottomed, supply chains have unsnarled. Bears mus...
Once again Eurohold (EUBG, BGN 1.40) became a daily mover for the main indexes on Bulgarian Stock Exchange on Thursday as the buyers prevailed during the day, but some sellers entered in the closing auction and pushed the price down by 4.11%. SOFIX.....
Low season is coming. Huge new capacity to pressure 2023 olefins spreads. Incremental supply boosts to constrain 2023 aromatics margins.
Another sizable gain for Eurohold Bulgaria (EUBG, BGN 1.46, +4.29%) defined the outcome of SOFIX (607.58, +0.81%) on Wednesday. The positive global market mode before the FOMC meeting additionally attracted local investors and the bid side increased....
The ERC will cut power price, but …. …we have upgraded our 2023 projections for SPPs. Sensitivity analysis.
Greater confidence over outlooks for BDMS and BH. Good 2023 outlooks for four hospitals—BDMS, BH, BCH, and CHG. CLMV, China, and Middle East to drive business in 2023.
America Movil announced that it will propose a cash dividend payment of MXN 0.46 per share (+4.5% y/y). As well as an amount of MXN 20 billion to the share buyback fund for the period April 2023 - April 2024. The dividend equates to a 2.4% yield, whi...
The Bulgarian stock market had a strong performance on Tuesday, rebounding from two days falls as the sell-offs of Eurohold Bulgaria (EUBG, BGN 1.40, +7.69%) cooled down and the risk appetite investors pushed the price up to BGN 1.40. SOFIX (602.69)....
BAFL remains a top banking play on strong margin expansion and balance sheet growth. CY23-27f EPS estimates raised by 12%, with a revised TP of PKR50/sh offering a 1yr return of 84%. ROE of 22% in CY23/24f stacks up well against CY23f P/B of 0.4x, P/...
Rocky ride to the top. Planets aligning for emerging markets and Thailand. Global relocation trends/investment flows & peaking interest rates.
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