Back to the main directory
QuarterlyReviews / Equity
- INTERMARKET INTEL: PSO FY18 – Higher effective tax rate in 4Q drags bottom-line; bonus issue meets expectations by Tellimer
- INTERMARKET INTEL: Today’s Pakistan results highlights – APL,POL, ACPL, ISL by Tellimer
- COMMERCIAL BANK OF CEYLON: Q2 18 in line but loan provisions rise sharply; Hold by Tellimer
- INTERMARKET INTEL: Today’s Pakistan results highlights – BAFL, FCCL by Tellimer
- INTERMARKET INTEL: Today’s Pakistan results highlights – FATIMA, INDU by Tellimer
- NATIONAL BANK OF PAKISTAN: Q2 18: Strong growth in core income but provision charges were elevated by Tellimer
- ACCESS BANK: Q2 18 – weak underlying performance, maintain HOLD by Tellimer
- DIAMOND TRUST BANK: Q2 18 – Cost increases dampen regional performance, NPLs remain sticky by Tellimer
- KOT ADDU POWER COMPANY: FY18 result – One-off in other income leads to 49% yoy higher earnings by Tellimer
- Kohat Cement FY18 results – tax adjustments contained the bottom-line drop by Tellimer
- Mughal Steels: FY18 review – weaker sales countered by lower ETR, results inline by Tellimer
- Southern Province Cement Co – Weak margins result in lowest earnings on record by Tellimer
- Saudi Basic Industries Corp – Strong yoy growth on higher prices by Tellimer
- Allied Bank – Steadfast in a challenging environment by Tellimer
- Zain KSA – Highest net income since inception by Tellimer
- Mouwasat Medical Services Co – Results broadly in line by Tellimer
- The Searle Company – 1QFY19 results: Stable margins are a positive by Tellimer
- NMB: Lower provisions boost Q3 18 earnings as loan book quality strengthens by Tellimer
- BRAC Bank: Q3 18 earnings in line, core bank performance stronger than expected. Buy by Tellimer
- Qassim Cement – Price discounts lead to disappointment by Tellimer
- Equity Group: 3Q 18 – weak non-interest revenue and loan book quality drag performance by Tellimer
- Nations Trust Bank – Credit costs absorb solid top-line growth, still a Hold by Tellimer
- Bangladesh Banks: Q3 18 wrap – Headline numbers mask core business recovery by Tellimer
- Sri Lanka (Asia Securities): John Keells Holdings – Key segments to remain subdued, cut TP; Hold by Tellimer
- MCB Bank – Prospects remain strong, but are mostly priced in by Tellimer
- INTERMARKET PULSE: MCB BANK – Underlying positives balanced by premium valuations by Tellimer
- INTERMARKET INTEL: Today’s Pakistan results highlights – ENGRO, SHEL by Tellimer
- STANBIC IBTC: Q2 18 earnings continue to impress, but valuation is fair; maintain HOLD by Tellimer
- NIC BANK: Q2 18 – regional units record losses by Tellimer
- INTERMARKET INTEL: Today’s Pakistan results highlights – AICL, CHCC by Tellimer
- ASA INTERNATIONAL: H1 18 hit by currency weakness, but underlying momentum continues. HOLD by Tellimer
- UBA: Q2 18 – weaker earnings than most peers, but maintain BUY on regional diversification by Tellimer
- LETSHEGO: H1 18: setting the stage for future growth by Tellimer
- Maple Leaf Cement: FY18 result – positive contribution from tax saved the bottom line by Tellimer
- DG Khan Cement FY18 results – multiple one-offs lead to earnings growth by Tellimer
- Telia (Neutral) Q3 18: Good cost control, but Sweden weak by New Street Research
- Sahara Petrochemical Q3 18 results - Strong results despite Alwaha shutdown by Tellimer
- Al Hammadi Co for Development and Investment – Higher costs offsets strong topline growth by Tellimer
- Pakistan State Oil – Very healthy 1QFY19 result under depressed circumstances by Tellimer
- SIIG – Higher operating rates offset by higher zakat by Tellimer
- Habib Bank – Earnings normalisation will be gradual, but should happen by Tellimer
- Maroc Telecom: Impressive results boosted by Morocco, upgrade to Buy by Tellimer
- Eastern Bank: Q3 18 – much to like despite EPS miss, Buy by Tellimer
- UCB: Q3 18 – little to be excited about. Hold by Tellimer
- BID Vietnam – Lending accelerates in 3Q2018 by Tellimer
- EFOODS: Deep cuts following weak performance by Tellimer
- Saudi Catering – Q3 18 growth supported by higher sales and lower costs by Tellimer
- Beximco Pharma: Too cheap to ignore, upgrade to Buy by Tellimer
- Sri Lanka (Asia Securities): Access Engineering – Surprise 2Q leads renewed expectations for FY19, upgrade to Buy by Tellimer
- Dialog Axiata – FX loss skews reported result; Data retains momentum, Hold by Tellimer