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Equity Analysis / Vietnam

Vietnam Energy: As demand soars, solar can shine with the right policies

Vietnam has issued a new policy to promote the development of solar power projects, commonly known as Decision 13, effective 22 May 2020. While this ends ten months of policy uncertainty, the new feed-in tariffs (FiTs) will only be able to...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 28 May 2020
Vietnam Energy: As demand soars, solar can shine with the right policies
Equity Analysis / Pakistan

Pakistan Market: KSE-100 – Staging a bounce back

The KSE-100 bounced back in April 2020, rising 17% mom, after a sharp 23% decline in March. The rally was led by (i) government decision to ease off lockdown conditions for certain industries, (ii) an emergency 200bps cut in the policy rate, bringing...
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 4 May 2020
Flash Report - Fixed Income / Global

Kurdistan payments to oil companies at risk as KRG-Baghdad dispute reignites

Iraq and Kurdistan fall out again on federal budget transfers to the region. According to Argus Media and Kurdistan 24, the Kurdistan Region of Iraq has not fulfilled its part of the deal in 2020 and the federal government instructed t...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 1 May 2020
Kurdistan payments to oil companies at risk as KRG-Baghdad dispute reignites
Flash Report - Fixed Income / Global

Tullow sells Uganda assets to Total, as smaller oil companies seek liquidity

Tullow Oil (TLWLN) has sold its Lake Albert Development Project in Uganda, together with the proposed East African Crude Oil Pipeline, to Total for a total cash consideration of US575mn plus first oil contingent payments.This is the first transaction...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 23 April 2020
Tullow sells Uganda assets to Total, as smaller oil companies seek liquidity
Flash Report - Fixed Income / Global

Kurdistan oil & gas: KRG resumes monthly payments

Oil & gas companies operating in the Kurdistan Region of Iraq received payments last week for March 2020 oil shipments, according to Genel, Gulf Keystone and ShaMaran. This indicates a change of the payment terms, reducing the period between ship...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 20 April 2020
Kurdistan oil & gas: KRG resumes monthly payments – positive
Flash Report - Fixed Income / Ukraine

DTEK: Awaiting restructuring proposal

Restructuring comes out of the blue. On 27 Mar 2020, DTEK Energy announced that it will not pay interest on bank debt and its US$1.3bn 10.75% amortising bonds on 31 Mar 2020 and 1 Apr 2020, respectively. The company is working on a standstill agreeme...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 31 March 2020
DTEK: Awaiting restructuring proposal