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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

Bangkok Chain Hospital PCL: SSO rate rise will trigger price rally!

SSO rate increase likely by Apr 2023. Core earnings forecast upsized by 19%. An SSO-triggered rally in short run, new expansion for long haul.
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 30 March 2023

Tellimer EM 1000 Company Index March movers: LatAm consumer vs Africa metals

We highlight the biggest movers in our Index over the past month, by sector, region and stock. Risers: Real Estate (risk), West Asia (growth). Fallers: Metals (momentum), China ADRs (valuation). Risers: Mexico’s Bimbo (profitability), Saudi SABB (mom...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 27 March 2023
Tellimer EM 1000 Company Index March movers: LatAm consumer vs Africa metals
Tellimer EM 1000 Company Index March movers: LatAm consumer vs Africa metals

Morning Bulletin - 24 March 2023

Once again Eurohold (EUBG, BGN 1.40) became a daily mover for the main indexes on Bulgarian Stock Exchange on Thursday as the buyers prevailed during the day, but some sellers entered in the closing auction and pushed the price down by 4.11%. SOFIX.....
First Financial Brokerage House Veselin
Veselin Radoychev @ First Financial Brokerage House 24 March 2023

Thailand: Healthcare - Post-results calls with management

Greater confidence over outlooks for BDMS and BH. Good 2023 outlooks for four hospitals—BDMS, BH, BCH, and CHG. CLMV, China, and Middle East to drive business in 2023.
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 23 March 2023

Central Pattana PCL: To set a new profit record for 2023

2023 to be a banner year for CPN. Retail-led profit growth to continue into post-COVID recovery. Hotel and residential businesses to boost top-line growth.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 22 March 2023