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Vermilion Compass: Weekly Equity Strategy

NUE.N, STLD.OQ, RS.N, CMC.N, X.N, WOR.N, VIRX.OQ, ZEUS.OQ, CHDN.OQ, PENN.OQ, RRR.OQ, MCRI.OQ, PWR.N, ACM.N, EME.N, BWXT.N, FLR.N, DY.N, TFII.TO, LSTR.OQ, FWRD.OQ  
Vermilion Research David
David Nicoski @ Vermilion Research 22 November 2022

Cemex: Flash: Cemex Day with no surprises

Cemex outlined its growth strategy focused on profitable and bolt-on investments. Also, the sustainability and digital innovation strategies, positions the company for long-term growth. Our view for Cemex’s outlook remains positive in the long term,....
Banorte Jose Itzamna
Jose Itzamna Espitia Hernandez @ Banorte 17 November 2022

Boeing Co/The: Vermilion Booster Shots: Attractive bottom-fishing stocks

BBY, BURL, BYD, COLM, CZR, GPS, LVS, MGM, NCLH, PENN, PVH, RH, ROST, SKX, WYNN, AEO, HVT, KTB, TLYS, BLK, EVR, IVZ, JPM, STT, CNNE, EVER, FBMS, MC, CRL, IDXX, TXG, BTAI, FDMT, MGNX, PACB, TGTX, APTV, BA, DOV, GGG, ITT,  
Vermilion Research David
David Nicoski @ Vermilion Research 16 November 2022

LEO Global Logistics PCL: New record! But set for soft 4Q22 number

Beat our estimate, but was in line with street. LEO posted a 3Q22 net profit of Bt107m. Revenue was Bt1,022m, down by 6% YoY and 23% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 14 November 2022

Regional Container Lines PCL: Big beat, big cash, but a weak outlook

Big beat! RCL posted a 3Q22 net profit of Bt6,428m. Revenue shot up 53% YoY.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 14 November 2022

Qassim Cement Co.: Q3 Results Analysis | Weak results on lower revenues and margins

Total selling quantities (composed entirely of local cement sales) in Q3 22 stood at 1.12mn tons. Revenues decreased by 2.1% yoy (+9.6% qoq) to SAR167mn, and came lower than our estimates of SAR182mn. Gross margins contracted significantly to 22.8% i...
SNB Capital Talha
Talha Nazr @ SNB Capital 10 November 2022