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Pakistan Strategy: Uncertainty hurts

With the IMF programme continuing to be on hold, mid-month gains failed to sustain & the KSE100 came back to 40,000pts. China is assisting but commitments from Saudi Arabia and UAE are proving to be the surprise sticking point. Domestic politics rema...
Intermarket Securities Raza
Raza Jafri @ Intermarket Securities 31 March 2023

TH : Thai Union Group - 1Q23F to be weakest quarter for FY23F

1Q23F earnings are likely to be weak due to slower demand from customers, which still have ample inventory from the panic restocking in 2H22. The overhang from Red Lobster could put pressure TU’s share price in the short term, in our view. Reitera....
Tanida Jirapornkasemsuk @ CGS-CIMB 31 March 2023
Quantitative Analysis / Global

Tellimer’s fintech attractiveness index: The new rankings

We rank the markets most open to fintech disruption, based on factors like financial infrastructure and digital adoption. Eastern Europe (Hungary, Poland), the GCC (Saudi, UAE) and Southeast Asia (Malaysia, Thailand) top our new rankings. Top gainers...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 31 March 2023
Tellimer’s fintech attractiveness index: The new rankings
Tellimer’s fintech attractiveness index: The new rankings

Pakistan Fertilizer: Feb'23 Sales volume update

Urea offtake in February 2023 reduced by 5% YoY and 20% MoM to c.503,000 tons. DAP offtake improved by 76% YoY and 2% MoM to c.96,000 tons in February 2023. Urea inventory declined to c.54,000 tons at the end of February 2023.
Intermarket Securities Rahul
Rahul Hans @ Intermarket Securities 31 March 2023

TH : PTT Exploration & Production - Positive outlook retained despite volatility

The oil market should remain supported by demand recovery and supply disruption, in our view. We expect PTTEP’s average gas prices to stay around the US$5.98/mmbtu level despite the oil price pullback. Reiterate Add.
CGS-CIMB Amornrat
Amornrat Cheevavichawalkul @ CGS-CIMB 31 March 2023

Thailand: Energy - Oil-related price outlook outshines coal

Gradual demand improvement expected for 2Q23. Limited supply addition to support oil prices in 2Q23. Improving demand amid tight supply to support 2Q23 GRM.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 31 March 2023