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Humanica PCL: Individually they are one drop; but together they form an ocean

A month of consolidation with DataOn in 2Q22. Unlocking their full potential. BE8 vs. HUMAN—same story but different price action.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 9 June 2022
Flash Report / Global

Golden Agri: Perfectly positioned in palm oil bull market

We hosted Golden Agri-Resources for meetings with a prominent client recently. The stock is up 16% ytd and the average daily volume has doubled since January. This would enable it to take maximum opportunity of record high palm oil prices. Crop yield...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 8 June 2022
Golden Agri: Perfectly positioned in palm oil bull market
Golden Agri: Perfectly positioned in palm oil bull market

Extra: Solid growth and attractive investment case

We upgrade Extra to Overweight with a PT of SAR139.9. This is lower than the peers group average of 20.2x. Given higher rates and margins, we believe the company will continue to focus on personal loans in the future to reach 75% by 2024f. We expect ...
SNB Capital Nauman
Nauman Khan @ SNB Capital 7 June 2022

Singapore's chickens come home to roost

Chicken rice is a famous dish in Singapore and an affordable staple for many. Singapore is one of the richest countries in the world, but a chicken rice serving can cost as little as US$2.75, which is around a mere 8% of the average hourly wage (US$3...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 6 June 2022
Singapore's chickens come home to roost
Singapore's chickens come home to roost

MM Group: Blurred Outlook for 2022 on Macro Uncertainties, Downgrade FV to EGP5.00/share

MTIE reported 1Q22 revenues of EGP1.94 billion, compared to EGP2.51 billion in 1Q21 and compared to EGP1.93 billion in 4Q21 (-22.9% YoY, +0.8% QoQ). Consumer and electronics consolidated sales recorded EGP1.48 billion in 1Q22 (-10.1% YoY, +7.9% QoQ)....
Al Ahly Pharos Securities Brokerage Mariam
Mariam Wael @ Al Ahly Pharos Securities Brokerage 30 May 2022

Savola: Q1 22 earnings call summary

Revenues came in at SAR7.49bn up 25.8% yoy (+11.0% qoq). Gross profit increased by 6.1% yoy (+14.2% qoq) to SAR1.28bn, with a margin of 17.2% in Q1 22, contracting from 20.4% in Q1 21 vs 16.7% in Q4 21. The growth in revenues was driven by Ramadan sa...
SNB Capital Nauman
Nauman Khan @ SNB Capital 24 May 2022