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The emerging markets where fintechs should make the biggest gains
Strategy Note /
Global

The emerging markets where fintechs should make the biggest gains

Tellimer Research
Rahul Shah
Rahul Shah  @ Tellimer Research
11 March 2023
Strategy Note /
Global
The key performance indicators that emerging markets fintechs target
Rahul Shah
7 March 2023
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Strategy Note /
Global
Inflation hawks retake the reins: Emerging-Frontier Equity Monthly – February
Hasnain Malik
28 February 2023
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Strategy Note /
Global
Tellimer EM 1000 Company Index: GCC banks are seeing the biggest momentum gains
Rahul Shah
27 February 2023
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Strategy Note /
Global
The EM fintechs already factoring quantum computing into their plans
Rahul Shah
9 February 2023
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Latest in Equities
Strategy Note /
Global

Firebreak

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...

TPW Advisory
Jay Pelosky
Jay Pelosky  @ TPW Advisory
24 March 2023
Morning Note /
Bulgaria

Morning Bulletin - 24 March 2023

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.....

First Financial Brokerage House
Veselin Radoychev
Veselin Radoychev  @ First Financial Brokerage House
24 March 2023
Equity Analysis /
Thailand

Thailand: Chemical - Demand improvement overshadowed by excessive new supply

Low season is coming. Huge new capacity to pressure 2023 olefins spreads. Incremental supply boosts to constrain 2023 aromatics margins.

Bualuang Securities
Suppata Srisuk
Suppata Srisuk  @ Bualuang Securities
24 March 2023
Morning Note /
Bulgaria

Morning Bulletin - 23 March 2023

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....

First Financial Brokerage House
Veselin Radoychev
Veselin Radoychev  @ First Financial Brokerage House
23 March 2023
Equity Analysis /
Thailand

Thailand: Utilities - SPPs still smile, despite expected power price cut

The ERC will cut power price, but …. …we have upgraded our 2023 projections for SPPs. Sensitivity analysis.

Bualuang Securities
Kijapat Wongmetta
Kijapat Wongmetta  @ Bualuang Securities
23 March 2023
Equity Analysis /
Thailand

Thailand: Healthcare - Post-results calls with management

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.

Bualuang Securities
Phoowadol Phoosodngern
Phoowadol Phoosodngern  @ Bualuang Securities
23 March 2023
Equity Analysis /
Mexico

America Movil: Flash: Will propose shareholder remuneration of up to 4.1% return

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...

Banorte
Jose Itzamna Espitia Hernandez
Jose Itzamna Espitia Hernandez  @ Banorte
22 March 2023
Morning Note /
Bulgaria

Morning Bulletin - 22 March 2023

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)....

First Financial Brokerage House
Veselin Radoychev
Veselin Radoychev  @ First Financial Brokerage House
22 March 2023
Equity Analysis /
Pakistan

Bank Alfalah: Smooth sailing

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/...

Intermarket Securities
Yusra Beg
Yusra Beg  @ Intermarket Securities
22 March 2023
Strategy Note /
Global

Thai: Thai Market Strategy -Peer across the valley…to a more welcoming landscape

Rocky ride to the top. Planets aligning for emerging markets and Thailand. Global relocation trends/investment flows & peaking interest rates.

Bualuang Securities
Poramet Tongbua
Poramet Tongbua  @ Bualuang Securities
22 March 2023

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