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Inflationbusters! The EM stocks with positive real dividend yields

As interest rates and inflation rise, investors are flocking to high-quality dividend income stories such as UAE's Salik. We look at the best-yielding EM shares: China and commodities plays feature heavily; tech/health care noticeably absent. Stocks....
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 23 September 2022
Inflationbusters! The EM stocks with positive real dividend yields
Inflationbusters! The EM stocks with positive real dividend yields

Morning Bulletin - 23 September 2022

The Bulgarian market retreated on Wednesday in a holiday-shortened week with low volumes and turnover barely reaching 54% of its 3-months average. The main index SOFIX slid by 0.27% reflecting the drop of Doverie United Holding (DUH, BGN 7.34, -2.13....
First Financial Brokerage House Veselin
Veselin Radoychev @ First Financial Brokerage House 23 September 2022

Lion Brewery Ceylon: 1Q FY23 - Strong market position to ease near-term headwinds

Price increases offset volume loss in 1Q; poised for a recovery in 2H FY23E. Near-term margin pressure to be offset by improving volumes in 2H. We use a 3-stage DCF model and arrive at a fair value of LKR 750.00/share.
Asia Securities Naveed
Naveed Majeed @ Asia Securities 22 September 2022

Thailand: Agro & Food - “La Niña” to dominate through YE22

Upgraded La Niña; short-term dominant La Niña through YE22. Minimal impact on the harvest season of US soybean crop. Concern over the imminent drought in Argentina in 4Q22-1Q23.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 22 September 2022 Inc: US : Strategy - Washington Policy | FTC and DOJ Stepping Up Antitrust Enforcement

Ed Mills @ CGS-CIMB 21 September 2022

Walmart Inc: US : Retail - Discount/Value/Warehouse Retail | September 2022 Value Retail Pricing Study

Bobby Griffin @ CGS-CIMB 21 September 2022