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FRC Top Pick Getting Acquired by AngloGold

FRC Top Pick Getting Acquired by AngloGold  
Fundamental Research Corp Siddharth
Siddharth Rajeev @ Fundamental Research Corp 22 July 2021

Mail. ru Group: TP update – Time to keep an eye on the stock

In this note, we raise our 12M target price for Mail.ru Group by 18% to $42.2 per GDR (RUB3,125 per local share). Mail.ru trades at a substantial 42% discount to the median level on 2021E EV/EBITDA. … On the JV side, continuous speculations in the pr...
Alfa Anna
Anna Kurbatova @ Alfa 21 July 2021
Weekend Reading / Global

The Weekend Reading summer books list: Modernism, socialism, SF, Iraq and more

Having not taken a holiday last summer, I’m taking two weeks of proper staycation this summer. It’s a great case study for anyone following emerging markets of the complex criminal and commercial networks that tie developed countries to emerging ones...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 17 July 2021
The Weekend Reading summer books list: Modernism, socialism, SF, Iraq and more
The Weekend Reading summer books list: Modernism, socialism, SF, Iraq and more

Africa’s 5G struggles and how investors should think about them

Over 40 countries across the world have reportedly launched 5G commercially but progress is extremely uneven. Ultimately, the maturity and affordability of 4G will lead to a natural push towards 5G, as in the rest of the world, but there is still a l...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 16 July 2021
Africa’s 5G struggles and how investors should think about them
Africa’s 5G struggles and how investors should think about them

Pakistan investment fintechs have great potential, but challenges too

Pakistan’s investment industry is deeply underpenetrated. There is scope for more investechs in Pakistan. This is similar to what we have seen in other markets; for example, Ant Group, the world’s largest fintech, started as a payments platform (Alip...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 16 July 2021
Pakistan investment fintechs have great potential, but challenges too
Pakistan investment fintechs have great potential, but challenges too

KCE Electronics PCL: Entering a new super-cycle

Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 16 July 2021