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Equity Analysis /
Thailand
A perfect sprinting start …
3Q20—dividend income from INTUCH. 4Q20—profit contribution by BKR2. 1Q21—the start-up of GSRC unit-1.
Kijapat Wongmetta @ Bualuang Securities 8 October 2020
Equity Analysis /
Thailand
Thailand (Bualuang) Utilities: GULF still stands out!
Bond yields (particularly longer maturities) appear to have been trending up during the past month, reflecting confidence over the economic recovery. A further increase of 40-50bps to the 10-year Thai govt bond yield is conceivable over the next six...
Kijapat Wongmetta @ Bualuang Securities 24 September 2020
Equity Analysis /
Pakistan
Pakistan Market: KSE-100 – Staging a bounce back
The KSE-100 bounced back in April 2020, rising 17% mom, after a sharp 23% decline in March. The rally was led by (i) government decision to ease off lockdown conditions for certain industries, (ii) an emergency 200bps cut in the policy rate, bringing...
Saad Ali @ Intermarket Securities 4 May 2020
Strategy Note /
Saudi Arabia
2020 Saudi Equity Strategy
We expect 2020 to be a more positive year for the Saudi economy,with stronger growth driven by the non-oil sector as a result of progress on the Vision Realisation Programs (VRPs) and the domestic investment of the proceeds of the Saudi Aramco IPO. O...
Irfan Ellam @ NCB Capital 20 January 2020
Flash Report - Fixed Income /
Colombia
Colombia: Termocandelaria's new bonds – more information
Following up on our7 January report, Colombia's Termocandelaria Power Limited (TERMOC) istodayexpected to issue a US$185mn tap of its outstanding US$410mn 7.875% senior unsecured bonds due 2029 (BB/BB+). The bonds have an amortisation schedule of 7.5...
Rafael Elias @ Tellimer Research 9 January 2020
Flash Report - Fixed Income /
Colombia
Colombia's Termocandelaria markets bonds
In line with the fast and furious primary activity this week, Colombia's largest non-hydro electricity generator, Termocandelaria Power Limited (TERMOC), is on the road marketing a tap of its outstanding US$410mn 7.875% senior unsecured bonds due 202...
Rafael Elias @ Tellimer Research 7 January 2020
