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CompanyUpdate / Equity
- PSA Chemicals: Shin-Etsu Chemical (4063 JP) H1 FY18 Earnings Preview by Pelham Smithers Associates Ltd
- Pakistan (IMS): Results review – NPL & FCCL by Tellimer
- PSA Chemicals: Hitachi Chemical (4217 JP) FY18 H1 Results by Pelham Smithers Associates Ltd
- Flowtech Fluidpower (FLO LN) by Zeus Capital
- Pakistan (IMS): Oil & Gas Marketing – Mixed bag of results amid difficult dynamics by Tellimer
- Bangladesh: Bank/telco tie up a win-win and could challenge bKash longer term by Tellimer
- Pha Lai Thermal Power – Earnings will remain strong for the next five years by Tellimer
- Pakistan (IMS): AGP – Rupee devaluation priced in for Q3 CY 18f by Tellimer
- Pakistan (IMS): E&P – Expect handsome earnings growth in Q1 FY 19 results by Tellimer
- Saudi Arabia (NCB Capital): SAFCO – High urea prices drive earnings growth by Tellimer
- Kenya banks Q3 results preview: Weak revenue on thinner margins and muted credit growth by Tellimer
- Pakistan (IMS): Results review – BAFL, AGP, HUBC, INDU, FFC, ASTL, NML & HASCOL by Tellimer
- PSA Chemicals: Shin-Etsu Chemical (4063 JP): FY18 H1 Earnings Meeting – Revising Up Full Year Estimates by Pelham Smithers Associates Ltd
- Grameenphone 9M 18 results: Beat on opex, upgrade to Buy on improved efficiencies and lower capex by Tellimer
- Pakistan (IMS): Results review – NCL & NCPL by Tellimer
- Pakistan (IMS): Pakistan Petroleum Q1 FY 19 results review – slightly below expectations by Tellimer
- Sri Lanka (Asia Securities): Union Bank of Colombo – Loan growth slows; high taxes remain a pain point; Hold by Tellimer
- W. Europe Mobile Tariff Tracker – Oct 2018: UI/ Drillisch promotions & larger buckets by Tele2 by New Street Research
- Sri Lanka (Asia Securities): Chevron Lubricants – Looking to pass on costs in a competitive environment; Hold by Tellimer
- Sri Lanka (Asia Securities): People's Leasing – Improving NIMs, net advance growth supports PAT; Hold by Tellimer
- DoCoMo – Q2 18 results: all change; downgrade to Neutral; pt to ¥3,000 (from ¥3,500). by New Street Research
- PSA Autos: Toyota (7203 JP) FY18 Q2 Preview – Solid Results Could Reignite Interest by Pelham Smithers Associates Ltd
- Saudi Arabia (NCB Capital): Yanbu Cement – Higher prices on local sales support earnings by Tellimer
- Brazil / Oi (Buy) - Spectrum Caps lifted; Regulation tide turning by New Street Research
- Sri Lanka (Asia Securities): Ceylon Cold Stores – Concessions to aid spending; yet re-rating unwarranted; Hold by Tellimer
- Saudi Arabia (NCB Capital): Yansab – High operating rates and other income drive growth by Tellimer
- PSA Machinery: Fanuc (6954 JP) FY18 Q2 Earnings Preview by Pelham Smithers Associates Ltd
- OnTheMarket (OTMP LN) by Zeus Capital
- Access Bank Q3 18: non-interest revenue and tax rate positively surprise by Tellimer
- Pakistan (IMS): Results review – KOHC, KAPCO & PSMC by Tellimer
- Dangote Cement: Weaker-than-expected 9M 18 results by Tellimer
- Pakistan (IMS): Results review – MLCF, MCB, ABL, MTL & SHEL by Tellimer
- BCA Marketplace (BCA LN) by Zeus Capital
- Pakistan results review: KTML, MUGHAL, HBL, FFBL, GTYR, DGKC, ICI, AICL & OGDC by Tellimer
- Saudi Arabia (NCB Capital): Saudi Telecom – Better-than-expected results on better margins by Tellimer
- Pakistan (IMS): United Bank – Strong earnings rebound from CY 19f by Tellimer
- FBN Holdings: Q3 results underwhelm, but Buy on long-term view by Tellimer
- Saudi Arabia (NCB Capital): Petrochem – Operating rates and lower zakat support earnings by Tellimer
- Lanka IOC: Stable margins a positive, volume impact profound; Buy by Tellimer
- BABA: How and Meituan Could Both Win (and Thrive) by New Street Research
- City Bank: Q3 margin rebound and low risk cost leads to handsome beat; reiterate Buy by Tellimer
- GYG PLC* (GYG LN) by Zeus Capital
- W. Europe Fixed Tariff Tracker – Oct 2018: Positive signs from The Netherlands by New Street Research
- GRANDVISION: Solid Q3 Performance | BUY | EUR26(+27%) by Bryan Garnier
- BIDU: 3Q18 Results - Weakness in IQ, Ad Spending Outlook Murky by New Street Research
- Marico Bangladesh Q2 18/19: Overall miss, but nothing too worrying; Hold by Tellimer
- CRDB Tanzania Q3 18: Loan book quality and margins improve markedly; upgrade to Hold by Tellimer
- Sri Lanka (Asia Securities): Seylan Bank – NIM pressure and high impairments lead muted result; Hold by Tellimer
- Pakistan (IMS): Attock Petroleum – remains our top pick among OMCs; Buy by Tellimer
- Sri Lanka (Asia Securities): Keells Food Products – Growth continues despite minimal promotions; Hold by Tellimer