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Latest in Consumer Staples

Obourland: Valuation Update – Macro and Market Dynamics Support Financial Performance

We upgrade our FV for OLFI to EGP11.60/share and change our recommendation to Equalweight, on market rice rally. Margins To Pick Up On Cooling Commodities and Higher Final Product Prices. Bottom Line To Normalize After Dip; Working Capital & CAPEX Ar...
Al Ahly Pharos Securities Brokerage Marina
Marina William @ Al Ahly Pharos Securities Brokerage 20 March 2023

Sri Lanka: Equity Strategy - Deep Value Unveiled As Hyperinflation Subsides

As hyperinflationary dynamics subside, the residual effect has unveiled a large dislocation in valuations. The risk premium attached to overall market valuations to diminish with a potential IMF agreement imminent. With the expansion in bottom line t...
Asia Securities Naveed
Naveed Majeed @ Asia Securities 14 March 2023

Wal-Mart de Mexico: Flash: Walmex Day. Driving the Omnichannel strategy with sales floor growth

Walmex reiterated its business transformation through pricing strategies, technology investment, and service portfolio. The strategy is focused on 3 pillars: (1) win at a discount, (2) be omnichannel leaders and (3) be the main ecosystem. Although st...
Banorte Marissa
Marissa Garza Ostos @ Banorte 9 March 2023

Sri Lanka: Consumer Sector Update 2023 - The Dividends of Recovery

Despite economic crisis domestic FMCG/R were beneficiaries of hyperinflation. In early 2023, inflation pressures are easing and supply-side issues are moderating. A recovery in key sectors of the economy will aid consumption growth.
Asia Securities Naveed
Naveed Majeed @ Asia Securities 2 March 2023

GB Auto: 4Q22 | Capital Dominates The Picture While Auto Takes The Back Seat

A&AR Segment continue to struggle; Three wheelers inventory cease to exist; GB Capital on the road of growth. MNT-Halan stake sale boosted bottom-line to the stars. Capital dominates the picture while auto takes the back seat.
Al Ahly Pharos Securities Brokerage Marina
Marina William @ Al Ahly Pharos Securities Brokerage 27 February 2023

Tellimer EM 1000 Company Index: GCC banks are seeing the biggest momentum gains

We highlight the biggest movers in our Index over the past month, by sector, region and stock. Risers: Banking (valuation), GCC (momentum). Fallers: Metals (profitability), Western Asia (growth). Risers: Qatar National Bank, plus UAE banks ENBD, ADCB...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 27 February 2023
Tellimer EM 1000 Company Index: GCC banks are seeing the biggest momentum gains
Tellimer EM 1000 Company Index: GCC banks are seeing the biggest momentum gains