Weak smartphone demand. Weak PC demand but strong demand from Auto and RFID. 3Q22 earnings to drop YoY.

CEVA, MU, NVDA, POWI, SITM, COHR, RTX, DELL, HPQ, SONYT, TM, SMP, PATK, SWK, PATK, SWK, MOV, HUN, SSL, ELAN, GSK, LIVN, OMI, SHC, BGS, MKC, TSN, UVV, CHD   Short Shots is a collection of technically vulnerable charts culled from the Negative Infl...

EGAT’s huge gas cost burden …. … means high electricity prices through 2023. SPPs will recover, VSPPs will fly.

Diminished expectations for earnings is priced in …. …and 2H22 outlook is fair. When electricity price rises, we think about SPPs, but actually ….

We estimate the IMS Textile Universe to post core NPAT of PKR7.9bn, down 8% YoY, largely due to one-off supertax. ILP and GATM are likely to lead the sector, owing to elevated robust Spinning segment margin and Hosiery margin for ILP. We are Overweig...