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Thailand: Chemical - Demand improvement overshadowed by excessive new supply
Low season is coming. Huge new capacity to pressure 2023 olefins spreads. Incremental supply boosts to constrain 2023 aromatics margins.
Suppata Srisuk @ Bualuang Securities 24 March 2023
Tellimer EM 1000 Company Index: West Asia banks, East Europe energy in focus
The Index ranks the 1,000 most investable emerging market firms across 6 core dimensions via 36 objective criteria. West Asia (high growth) trumps China ADRs (low profitability). Metals (high momentum) beats Real Estate (poor momentum). Top-ranked: I...
Rahul Shah @ Tellimer Research 23 March 2023
PTT Global Chemical PCL: Improved near-term outlook with promising long-term growth prospects
Improving chemical market outlook expected throughout 2023. Strategic moves...enabler of long-term growth. Allnex...a new platform for future growth.
Suppata Srisuk @ Bualuang Securities 22 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
Thai: Technology-Selective buys on stocks with >40% EPS growth profiles for 2023
4Q22 growth leaders—SABUY, HUMAN, and NETBAY. Fair growth for YGG, DITTO, and BOL. Who will be the 1Q23 growth leader?
Napon Jaisan @ Bualuang Securities 10 March 2023
