Refine by sector
Latest in Bangladesh
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

Bangladesh Equity Strategy 2023: Silver linings

Ease in both current account and financial account to change the course of BoP balance trend within two to three months. IMF prescriptions to bring major reforms. Our favorite stocks have pricing power, inelastic demand and strong corporate governanc...
UCB Stock Brokerage Limited Hasib
Hasib Reza @ UCB Stock Brokerage Limited 30 March 2023

Unilever Consumer Care: c35% yoy NPAT growth in Q4 CY22; CY22 profit rose by c39% yoy

This earnings growth is due to the one off gain of BDT 400 mn from the reassessment of past liabilities and obligations. Without this gain, CY22 earnings would be BDT 420 mn, implying a c20% yoy decline. BDT 24/share for CY22; cash dividend payout de...
IDLC Securities Shopnil
Shopnil Paul @ IDLC Securities 13 March 2023
Flash Report / Bangladesh

Bangladesh to move from fixed ceiling to Interest Rate Corridor System

The governor of BB has informed that they are working on to introduce an interest rate corridor system for lending. The corridor system implies the central bank will develop and publish a market-based reference rate. Adoption of an interest rate corr...
IDLC Securities Shopnil
Shopnil Paul @ IDLC Securities 13 March 2023

Reckitt Benckiser Bangladesh: Earnings declined c26% yoy in Q4 CY22 and c18% yoy in CY22

NPAT fell from BDT 311 mn in Q4 CY21 to BDT 232 mn in Q4 CY22. RECKITTBEN reported a 278 bps yoy decline in EBIT margin in 9M'22 owing to high input costs offset by reduced opex. DPS stood at BDT 98 in CY22 against BDT 165 in CY21; payout declined in...
IDLC Securities Tanay
Tanay Kumar Roy @ IDLC Securities 19 February 2023

BAT Bangladesh: IDLC-SL Research: BATBC Q4 CY22 Earnings Update

c36% yoy NPAT growth in Q4 CY22; CY22 profit rose by 19% yoy. Annual EPS stood at BDT 33.10 in CY’22 against BDT 27.72 in CY’21. BDT 20/share for CY22; payout declined from CY21.
IDLC Securities Tanay
Tanay Kumar Roy @ IDLC Securities 13 February 2023