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Bangladesh Strategy 2021: Return to high growth

IDLC Securities S. M. Galibur Rahman @ IDLC Securities
S. M. Galibur Rahman @
IDLC Securities
1 January 2021

Covid vaccine means that Freezer Producers are now red hot

Nirgunan Tiruchelvam 17 November 2020

Biden's clean energy plan is easier said than done – here's why

Vahaj Ahmed 12 November 2020

Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

Lam Nguyen 7 September 2020

How to profit from the rubber bounce

Nirgunan Tiruchelvam 24 June 2020
Latest articles in Industrials

9 companies tackling Nigeria’s energy crisis

Although Nigeria has failed to solve its energy crisis (despite the power sector’s privatisation in 2013), various companies are now rising to the challenge providing unique solutions across the value chain. Nigeria received US$203.3mn (according to...
Tellimer Research Ayobami Omole
Ayobami Omole @ Tellimer Research 19 January 2021
9 companies tackling Nigeria’s energy crisis
9 companies tackling Nigeria’s energy crisis

Bangladesh Strategy 2021: Return to high growth

Before the pandemic hit the country, Bangladesh's economy maintained a steady 6%+ growth rate during FY10-FY15 and 7.0%+ growth rate during FY16-FY18, and 8.15% in FY19. Bangladesh’s foreign exchange reserve reached USD 43bn landmark in December, 202...
IDLC Securities S. M. Galibur Rahman
S. M. Galibur Rahman @ IDLC Securities 1 January 2021
Bangladesh Strategy 2021: Return to high growth
Bangladesh Strategy 2021: Return to high growth

Sri Lanka 2021 equity strategy: Zero in on the recovery

We forecast ASPI to reach 7,400-7,600 in 2021, with local investors continuing to carry the mantle. Emerging markets may be ready for prime time in 2021; Sri Lanka will see latent flows compared with peers due to risks. Sector Pick: We see the strong...
Asia Securities Kavinda Perera
Kavinda Perera @ Asia Securities 16 December 2020
Sri Lanka 2021 equity strategy: Zero in on the recovery
Sri Lanka 2021 equity strategy: Zero in on the recovery

Aluminium Bahrain: Q3 2020 update – near-term positive as aluminium prices rise

We update our estimates for Aluminium Bahrain (Alba) post a Q3 20 net loss of BHD11.6mn, weaker than our net profit estimate of BHD4.6mn–see preview note. The stock trades at 8.3x 2020f EV/EBITDA (versus peers at 7.7x), and offers a 2020f and 2021f f...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 18 November 2020

Covid vaccine means that Freezer Producers are now red hot

The prospect of a Covid-19 vaccine is a joyous occasion for the market. This temperature is far far lower than a normal domestic freezer which operates at -10c at best. Many logistics companies such as Fedex operate cold chains. In Asia, there are a...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 17 November 2020
Covid vaccine means that Freezer Producers are now red hot
Covid vaccine means that Freezer Producers are now red hot

Turkey Strategy: It’s all about monetary policy once again

Once again, unorthodox monetary policies by the CBRT and how it has managed its reserves since the past year, have led to a massive Turkish lira devaluation (47% y/y against US$ and 56% y/y against Euro). At 9.1x 2020 P/E (6.8x Bloom. We are also con...
ATA Invest Cemal Demirtas
Cemal Demirtas @ ATA Invest 12 November 2020