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Company Analysis / Equity
- Sberbank CIB Trade Ideas - October 31, 2019 by Sberbank
- The Merchants Trust - High and growing level of income by Edison Investment Research
- CLASQUIN : Q3 2019 (+) A Good Performance by MidCap Partners
- MAISONS DU MONDE : Q3 2019 Earnings (=) In the End, It Was Impossible by MidCap Partners
- UBISOFT. Q3 2019 Earnings. Hands-free by MidCap Partners
- MOSL: CONSUMER (GROUND REALITY)-Demand lights up in the festive season by Motilal Oswal
- MOSL: CONTAINER CORPORATION (Buy)-Disallowed SEIS benefit drives post-tax loss by Motilal Oswal
- MOSL: Morning India (1/November/19): 1. Consumer (Demand lights up in the festive season); 2. Utilities (Stressed asset resolution: Biding its time); 3. Ecoscope; 4. IOCL; 5. Container Corp; 6. Tata Chemicals; by Motilal Oswal
- Event update: State Bank of India (Outperformer) - Promising subsidiaries butstress loan news flow will continue to weigh by IDFC Securities
- India Strategy: Weakness persists, expect fiscal support led recovery inH2FY20 by IDFC Securities
- Pakistan Strategy_Oct’19 Review & Outlook,(AKD Daily, Nov 01, 2019) by AKD Securities Limited
- CIS Market Daily - 1 ноÑÐ±Ñ€Ñ 2019 by Sberbank
- ALTRAN TECHNOLOGIES: Q3 2019 call feedback: a bit more pressure, but still manageable | BUY | EUR17 (+19%) by Bryan Garnier
- MATERIALISE: Q3 2019 results in line; FY19 EBITDA now guided at the low-end of the range | NEUTRAL | USD18 by Bryan Garnier
- SANOFI: 2020: another transition year in perspective? | BUY | EUR92(+8%) by Bryan Garnier
- QIAGEN: Rebased for good (?) | BUY | EUR30 vs. EUR32 (+15%) by Bryan Garnier
- PPHE Hotel Group - Sticking to the script by Edison Investment Research
- Claranova - Taking 100% ownership of the Internet business by Edison Investment Research
- AKD STOCK SMART, Nov 01, 2019 by AKD Securities Limited
- Claranova: A welcomed early buyout by LPE Research
- ä¸ä¿¡å»ºæŠ•(国际)ç ”ç©¶éƒ¨-æœé—»é¦™æ±Ÿï¼šä¸å›½ç§°ä¸ç¾Žè¾¾æˆåŽŸåˆ™å…±è¯† 美方表示谈判在多领域å–得进展 by CSCI
- MOSL: IOCL (Buy)-Core GRM muted at USD3.0/bbl; healthy marketing margins by Motilal Oswal
- MOSL: COLGATE-PALMOLIVE INDIA (Buy)-Brushing up on some history by Motilal Oswal
- MOSL: ECOSCOPE-Economic activity at 102-month weakest in Sep’19; Expect real GDP growth of ~4.8% in 2QFY20 by Motilal Oswal
- MOSL: JSW ENERGY (Neutral)-Lower fuel cost, higher hydro gen. aid earnings; Visibility on earnings improving by Motilal Oswal