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You want ketchup with that? Dubai's Empower supersizes its IPO offering
Strategy Note /
United Arab Emirates

You want ketchup with that? Dubai's Empower supersizes its IPO offering

Tellimer Research
Rahul Shah
Rahul Shah  @ Tellimer Research
4 November 2022
Earnings Report /
Nigeria
Seplat: Crude oil theft erodes earnings
Janet Ogabi
3 November 2022
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Strategy Note /
China
China fintech: Growth constraints, regulatory hurdles and some names to watch
Rahul Shah
2 November 2022
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Strategy Note /
China
Chinese fintechs: Success factors, strategic plans and targeted innovations
Rahul Shah
26 October 2022
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Strategy Note /
China
China fintechs: The competitive landscape, their KPIs and the value proposition
Rahul Shah
19 October 2022
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Latest in Equities
Morning Note /
Bulgaria

Weekly bulletin - 21 November - 25 November 2022

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.....

First Financial Brokerage House
Veselin Radoychev
Veselin Radoychev  @ First Financial Brokerage House
28 November 2022
Strategy Note /
Global

Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro

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....

Crystal Shore Dashboards
Gregory Shore
Gregory Shore  @ Crystal Shore Dashboards
28 November 2022
Morning Note /
Bulgaria

Morning Bulletin - 28 November 2022

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....

First Financial Brokerage House
Veselin Radoychev
Veselin Radoychev  @ First Financial Brokerage House
28 November 2022
Equity Analysis /
Thailand

Advanced Info Service PCL: High probability of terminating Lease Agreements with JASIF in 2032

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.

Bualuang Securities
Prasit Sujiravorakul
Prasit Sujiravorakul  @ Bualuang Securities
28 November 2022
Equity Analysis /
Thailand

Berli Jucker Public Company Limited: Consumer spending recovery play

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.

Bualuang Securities
Chalinee Congmuang
Chalinee Congmuang  @ Bualuang Securities
28 November 2022
Morning Note /
Bulgaria

Morning Bulletin - 25 November 2022

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....

First Financial Brokerage House
Veselin Radoychev
Veselin Radoychev  @ First Financial Brokerage House
25 November 2022
Equity Analysis /
Thailand

True Corp PCL: Share price tumble on VTO cancellation—a buying opportunity

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.

Bualuang Securities
Prasit Sujiravorakul
Prasit Sujiravorakul  @ Bualuang Securities
25 November 2022
Equity Analysis /
Thailand

Major Cineplex Group PCL: Return of the Box Office King

The dark cloud of Oct-Nov box office is over…. …followed by the new dawn in Dec…. …and to shine through 1Q23.

Bualuang Securities
Napon Jaisan
Napon Jaisan  @ Bualuang Securities
25 November 2022
Equity Analysis /
Thailand

Thailand: Tourism - Oct 2022 foreign arrivals equaled 48% of Oct 2019 number

Foreign arrivals to Thailand grew 13% MoM in Oct 2022. APEC Summit expected to have boosted tourism. Our recommendations.

Bualuang Securities
Kalvalee Thongsomaung
Kalvalee Thongsomaung  @ Bualuang Securities
25 November 2022
Equity Analysis /
Saudi Arabia

Alhokair: Q4 update – F&B and online sales to drive growth

Recovery in fashion retail sales post Covid-19. F&B segment and online sales to support growth. Store optimisation as a key strategy.

SNB Capital
Nauman Khan
Nauman Khan  @ SNB Capital
24 November 2022

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