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Industry/Sector Analysis / Equity
- Pakistan (IMS): Power Producers – 2QFY19F earnings to grow; less optimism on payouts by Tellimer
- Egypt (Pharos): Banking Sector 2019 – Cheap, but clouded by regulatory changes by Tellimer
- Software & IT services: Buy SAP and keep Atos, Altran and Sopra Steria in mind by Bryan Garnier
- Pakistan (IMS): Pharmaceuticals – The price increase rally has more legs by Tellimer
- Pakistan (IMS): Pakistan Fertilizer – Urea-DAP offtakes decline on higher prices by Tellimer
- Pakistan (IMS): Steel margins to suffer from weakening pricing power by Tellimer
- Egypt (Pharos): Egypt industrials outlook 2019: Government spending to bolster performance by Tellimer
- Pakistan (IMS): Cement - sharp decline in Q2 profits, but sequential recovery by Tellimer
- PSA Autos: Global Auto Sector Outlook for 2019 by Pelham Smithers Associates Ltd
- PSA Autos: US Auto Sales for Jan 2019 –SAAR Falls on Bad Weather, Government Shutdown by Pelham Smithers Associates Ltd
- Zimbabwe (IH Securities): Equity strategy 2019 by Tellimer
- PSA Consumer Electronics: Are We Past Peak Console Gaming? Prospects for Sony (6758 JT) and Nintendo (7974 JT) by Pelham Smithers Associates Ltd
- Luxury Goods Premium/Affordable fashion brands are back in the game by Bryan Garnier
- Saudi Arabia (NCB Capital): Petrochemical Tracker – prices and spreads increase on higher oil prices by Tellimer
- EM & Frontier consumer stocks could be election winners by Tellimer
- PSA European Autos: Fight Over Diesel Heats Up, Sales Collapse Possible by Pelham Smithers Associates Ltd
- Banking - Goodbye 2018, welcome 2019 by UOB
- Healthcare - Thailand - No Price Cap On Medical Fees by UOB
- PSA Technology: 5G Rollout and Implications of the Huawei Debate by Pelham Smithers Associates Ltd
- Apparel : NIKE in offensive mode: Q2 FY19 earnings topped expectations by Bryan Garnier
- Healthcare: Five picks in healthcare in Q4 with Fresenius, Galapagos, Genmab, Novartis and Sanofi by Bryan Garnier
- Retail & E.commerce: Update on the "Yellow Vests"Â protests: the bill please! by Bryan Garnier
- REITs - 4Q18: KREIT (slightly below), 1QFY19: FCT (in line) by UOB
- Nigeria Banks: Retail opportunities driving a focus on transactions by Tellimer
- China Automobile: 2019: Darkness before the dawn. MARKET WEIGHT by UOB