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Thailand: Utilities - SPPs still smile, despite expected power price cut
The ERC will cut power price, but …. …we have upgraded our 2023 projections for SPPs. Sensitivity analysis.
Kijapat Wongmetta @ Bualuang Securities 23 March 2023
Thailand: Tourism - Staying bullish on the sector
Expecting higher tourist influx in 2Q23. Looking at stronger performance in 2Q23. Our tourism preferences remain AOT, CENTEL, MINT, ERW, and AWC.
Kalvalee Thongsomaung @ Bualuang Securities 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...
Naveed Majeed @ Asia Securities 14 March 2023
Pakistan Autos: Feb’23 - Prolonged raw material shortage further reduces volumes
Auto industry sales continued to remain under pressure and further declined by massive 45% MoM and 44% YoY. PSMC has posted the lowest volumetric sales since April 2020. The company only sold 978 units in Feb’23. Auto Sector is likely to continue fac...
IMS Research Team @ Intermarket Securities 13 March 2023
Saudi Cement Monthly | March 2023 | Low domestic demand mitigated by exports
Saudi cement sector’s total sales volume decreased by 0.5% mom (-1.3% yoy) to 4.90mn tons in February 2023. Local cement sales decreased by 1.6% mom (+1.4% yoy) to 4.22mn tons. Out of the 17 companies, 7 showed a mom increase.
Talha Nazr @ SNB Capital 13 March 2023
Thailand: Electronics - Inventory corrections in 1H23!
DELTA led 4Q22 profit growth. 1Q23 demand checks. Cloudy 1Q23 outlook.
Napon Jaisan @ Bualuang Securities 13 March 2023
