reports
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Morning Bulletin - 22 November 2024
The buying power weakened and the Bulgarian equity market shortly shifted into earlier defined mid-term downtrend as investors took the opportunity to go cash. The late hour trades with Shelly Group (SLYG, EUR 34.40, +0.29%) disguised the 5.24% drop during the session, caused by aggressive sell-offs and minimized the losses of major indexes on Thursday. The negative bias from Chimimport (CHIM, BGN 0.70, -2.10%) and Sirma Group (SGH, BGN 1.02, -2.86%) reflected on SOFIX (852.07, - 0.27%) and the ...
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Weekly bulletin - 11 November - 15 November 2024
This past week, Bulgarian stock market gave back some of the modest gains from the previous ones. The local Benchmark SOFIX lost 0.7% to settle at 853.51, as all the other major indexes closed down, ranging from 0.8% to 0.3%. For a second consecutive week the manufacturer of fertilizers and nitrogen compounds Neochim (NEOH, BGN 29.00, +11.5%) led the list of gainers in our list of selected securities, followed by Telematic Interactive (TIB, BGN 22.40, +3.7%) and Central Cooperative Bank (CCB, BG...
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Morning Bulletin - 14 November 2024
The enthusiasm on the Bulgarian market weakened on Wednesday and SOFIX (852.98, -0.48%) landed in red. Almost half of the index turnover came from Eurohold Bulgaria (EUBG, BGN 1.45, -2.03%), while the otherwise lack of investor’s interest activity left the turnover unimpressive. The daily gainers within SOFIX were Sirma Group Holding (SGH, BGN 1.05, +2.94%) and Chimimport (CHIM, BGN 0.70, +1.45%). First Investment Bank (FIB, BGN 3.82, -2.55%), Eurohold Bulgaria and Bulgarian Stock Exchange (BSE,...
- Adrian Loh Tzum Yung
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Jonathan Koh
- Roy Chen Chengzhi
Singapore Daily: Monday, November 11, 2024
KEY HIGHLIGHTS Sector Banking 3Q24 round-up: The race to work the balance sheet harder. Results Oversea-Chinese Banking Corp (OCBC SP/BUY/S$16.06/Target: S$21.00) 3Q24: The tide on capital management has turned. SATS (SATS SP/BUY/S$3.85/Target: S$4.30) 1HFY25: Core earnings beat; stay invested for long-term growth potential. United Overseas Bank (UOB SP/NOT RATED/S$35.69) 3Q24: Uplift in CET-1 CAR reinforces urgency for capital management. Venture Corporation...
- Arsit Pamaranont
- Chong Lee Len
- Gigi Cheuk
- Heidi Mo Jinghui
- Jonathan Koh
- Kampon Akaravarinchai
- Kate Luang
- Llelleythan Tan Tan
- Nurul Nazira Binti Abdullah
- Philip Wong
- Stevanus Juanda
Regional Morning Meeting Notes: Wednesday, November 06, 2024
GREATER CHINA Strategy Small-Mid Cap Monthly Stronger order visibility into 2025, reiterate BUY on Crystal International and raise target price to HK$5.12. INDONESIA Results Indofood Sukses Makmur (INDF IJ/BUY/Rp7,875/Target: Rp12,000) 3Q24: Ahead of consensus expectation – driven by IFAR. Indofood CBP (ICBP IJ/BUY/Rp12,450/Target: Rp15,000) 3Q24: Strong volume growth; core NPAT in line wit...
IRPC IRPC PUBLIC CO. LTD.
F34 WILMAR INTERNATIONAL LIMITED
VST HOLDINGS LTD.
ICBP PT INDOFOOD CBP SUKSES MAKMUR TBK
NETLINK NETLINK NBN TRUST
FNH FRASER & NEAVE HOLDINGS BHD
MSGB MAH SING GROUP BHD
ECW INDOFOOD CBP SUKSES MAKMUR T
SPSB ECO WORLD DEVELOPMENT GROUP
SWB SP SETIA BHD
TXG SUNWAY BHD
UEMS 10X GENOMICS INC CLASS A
321 UEM SUNRISE BHD
CICT TEXWINCA HOLDINGS LTD
MCH CAPITALAND INTEGRATED COMMERCIAL TRUST
123F MATRIX CONCEPTS HOLDINGS BHD
ITC 123FAHRSCHULE SE
2232 I-TAIL CORPORATION PUBLIC COMPANY LIMITED
EPIC CRYSTAL INTERNATIONAL GROUP LTD
IOIPG 1CM INC
LAGENDA IOI PROPERTIES GROUP BHD
LAGENDA PROPERTIES BHD
- Bella Lu Yifei
- Chong Lee Len
- Desmond Chong Chee Wai
- Greater China Research Team
- Jo Yee Ng
- Johnny Yum
- Jonathan Koh
- Ken Lee
- Kenny Yong Hui Lim
- Kitpon Praipaisarnkit
- Malaysia Research Team
- Paula Ruth
- Posmarito Pakpahan
- Roy Chen Chengzhi
- Shirley Wang Xueyi
- Stella Guo Yuting
- Stevanus Juanda
- Vincent Khoo Boo Aik
- Wei Xiang Ku
Regional Morning Meeting Notes: Monday, November 04, 2024
GREATER CHINA Strategy Alpha Picks: November Conviction Calls Add Hansoh Pharma, Sands China, CSCEC and BYDE to our BUY list. Add Sinopharm to our SELL list. Sector Aviation – China Airlines: 3Q24 earnings a slight miss; expect losses in seasonally weak 4Q24. Maintain UNDERWEIGHT. Macau Gaming Oct 24 GGR up 7% yoy and...
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
CTRA CIPUTRA DEVELOPMENT
BBRI PT BANK RAKYAT INDONESIA (PERSERO) TBK CLASS B
JSMR PT JASA MARGA (PERSERO) TBK CLASS B
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
KLBF PT KALBE FARMA TBK
ADVANC ADVANCED INFO SERVICE PUBLIC CO. LTD.
00027 GALAXY ENTERTAINMENT GROUP LIMITED
BMRI PT BANK MANDIRI (PERSERO) TBK
7113 TOP GLOVE CORPORATION BHD.
601668 CHINA STATE CONSTRUCTION ENGINEERING CORP. LTD. CLASS A
X2S SINOPHARM GROUP CO. LTD. CLASS H
5162 VSTECS
599A SANDS CHINA LTD.
ASII PT ASTRA INTERNATIONAL TBK
Q5T FAR EAST HOSPITALITY TRUST
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
AD2 AIR CHINA LIMITED CLASS H
M4B CHINA MERCHANTS BANK CO. LTD. CLASS H
1055 CHINA SOUTHERN AIRLINES COMPANY LIMITED CLASS H
0670 CHINA EASTERN AIRLINES CORPORATION LIMITED CLASS H
AXIATA AXIATA GROUP BERHAD
MAXIS MAXIS BHD
YNS YINSON HOLDINGS BHD
RHBBANK RHB BANK BHD
T TELEKOM MALAYSIA BHD
GAM GAMUDA BHD
VSI V.S. INDUSTRY BERHAD
MYEG MY EG SERVICES BHD
ECW ECO WORLD DEVELOPMENT GROUP
TXG 10X GENOMICS INC CLASS A
RGB RGB INTERNATIONAL BHD
TDC TIME DOTCOM BHD
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
3692 HANSOH PHARMACEUTICAL GROUP
BBTN BANK TABUNGAN NEGARA PERSERO TBK PT
BBNI BANK NEGARA INDONESIA PERSER
EXCL XL AXIATA TBK PT
CMRY PT CISARUA MOUNTAIN DAIRY TBK
CDB CELCOMDIGI BHD
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
2232 CRYSTAL INTERNATIONAL GROUP LTD
Z29 029 GROUP SE
02015 LI AUTO INC
LAGENDA LAGENDA PROPERTIES BHD
PEKAT PEKAT GROUP BHD
- Jonathan Koh
Singapore Daily: Friday, November 01, 2024
KEY HIGHLIGHTS Strategy Alpha Picks: Solid Beat For Oct 24 Our Alpha Picks portfolio beat the STI by 1.1ppt in Oct 24, rising 0.4% mom on an equal-weighted basis. Add MPM and remove SATS, FRKN and CLI for Nov 24. Sector REITs S-REITs monthly update (Oct 24). Results Mapletree Industrial Trust (MINT SP/BUY/S$2.40/Target: S$3.05) 2QFY25: Generating positive reversions and stable occupancies. Wilmar Intern...
544 CSE GLOBAL LTD.
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
F34 WILMAR INTERNATIONAL LIMITED
BUOU FRASERS LOGISTICS & COMMERCIAL TRUST
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
Q5T FAR EAST HOSPITALITY TRUST
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 GENTING SINGAPORE LIMITED
CDREIT CDL HOSPITALITY TRUSTS
SUN SUNTECH SA
KREIT KEPPEL REIT
MLT MAPLETREE LOGISTICS TRUST
PREIT PARKWAYLIFE REAL ESTATE
SPOST SINGAPORE POST LTD
MINT MAPLETREE INDUSTRIAL TRUST
03319 A-LIVING SMART CITY SERVICES CO. LTD. CLASS H
SASSR SASSEUR REAL ESTATE INVESTMENT TRUST
TXG 10X GENOMICS INC CLASS A
ELITE ELITE COMMERCIAL REIT
UHU UNITED HAMPSHIRE US REIT
MPM MARCO POLO MARINE LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
OXMU PRIME US REIT
HMN ASCOTT RESIDENCE TRUST
CLCT CAPITALAND CHINA TRUST
KORE KEPPEL PACIFIC OAK US REIT
CVL CIVMEC
TSVT 2SEVENTY BIO INC
CLAR CAPITALAND ASCENDAS REIT
DCRU DIGITAL CORE REIT MANAGEMENT PTE. LTD.
STM SEATRIUM LTD
Z29 029 GROUP SE
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Morning Bulletin - 31 October 2024
The Bulgarian equity market had a mixed showing on Wednesday, though ultimately the main indexes were up in range from 0.39% to 0.74%. SOFIX (841.39, +0.40%) rebounded from its 200-day MA mainly supported by First Investment Bank (FIB, BGN 3.66, +5.17%) recovery after the announcement of Q3 financial data, which couldn’t reach the previous year results for the same period on the other hand. BGREIT (211.42) was the exception, following the pull back of the real estate sector and settled 0.41% low...
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Weekly bulletin - 21 October - 28 October 2024
The lack of investors’ enthusiasm and the negative trend on the Bulgarian stock market became more visible during the past week and all major indexes finished with losses. The local benchmark SOFIX decreased by 0.8% to settle at 847.18, while the broad ones – BGBX40 (167.02, -1.6%) and BGTR30 (853.24, -1.8%) performed worse. Speedy (SPDY, BGN 224.00, +3.7%) led the list of gainers within our list of selected companies, followed by the SOFIX members Sirma Group Holding (SGH, BGN 1.08, +1.9%) and ...
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Morning Bulletin - 25 October 2024
The Bulgarian equity market closed lower on Tuesday after the previous rebound session and all main indexes booked losses. BGTR30 (857.03, -0.37%) decreased the most as the negative bias came from less traded names like Galata Investment (GTH, BGN 2.34, -3.31%) and Balkan and Sea Properties REIT (BSP, BGN 22.40, -2.61%) along with negative price actions in Central Cooperative Bank (CCB, BGN 1.60, -2.44%), which defined the direction for SOFIX (846.19, -0.25%). Volume within the benchmark slipped...
- Arsit Pamaranont
- Chong Lee Len
- Colin Lee
- Jack Goh Tooan Orng
- Jack Lai Yuan Khai
- Johnny Yum Chung Man
- Jonathan Koh
- Julia Pan Mengyao
- Kenny Yong Hui Lim
- Ming San Soong
- Shirley Wang Xueyi
- Stella Guo Yuting
- Stevanus Juanda
- Tanaporn Visaruthaphong
- Thanawat Thangchadakorn
Regional Morning Meeting Notes: Thursday, October 24, 2024
GREATER CHINA Results Hong Kong Exchanges and Clearing (388 HK/BUY/HK$314.80/Target: HK$364.00) 3Q24: Risk-and-reward is more balanced. Upgrade to BUY. Han’s Laser (002008 CH/HOLD/Rmb24.42/Target: Rmb22.70) 3Q24: Net profit misses, but visibility of recovery improving. Downgrade to HOLD. New Oriental Education & Technology Group (EDU US/BUY/US$62.15/Target: US$85.00) 1QFY25: In line; moderated growth outlook in 2QFY25 on low seasonality. Update Xtep International Holdings (...
KKP KIATNAKIN BANK
A0M4P7 HAN'S LASER TECHNOLOGY INDUSTRY GROUP CO. LTD. CLASS A
BBL BANGKOK BANK PUBLIC COMPANY LIMITED
00388 HONG KONG EXCHANGES & CLEARING LTD.
KTB KRUNG THAI BANK PUBLIC CO. LTD.
TISCO TISCO FINANCIAL GROUP
IVL INDORAMA VENTURES PUBLIC CO. LTD.
UNVR PT UNILEVER INDONESIA TBK
KBANK KASIKORNBANK PUBLIC CO. LTD.
5347 TENAGA NASIONAL BHD
MLT MAPLETREE LOGISTICS TRUST
KPG KERJAYA PROSPEK GROUP BHD
TXG 10X GENOMICS INC CLASS A
1368 XTEP INTERNATIONAL HOLDINGS
WHA TB WHA CORP PCL
SCB SCB X PUBLIC COMPANY LIMITED
AL2SI 2CRSI SA
Z29 029 GROUP SE
- Damon Shen
- Jack Goh Tooan Orng
- Jack Lai Yuan Khai
- Jieqi Liu
- Jonathan Koh
- Posmarito Pakpahan
- Shirley Wang Xueyi
- Stella Guo Yuting
Regional Morning Meeting Notes: Wednesday, October 23, 2024
GREATER CHINA Sector Property Expect a narrower gap between mortgage rates and rental yields of China’s major cities. Update Li Ning (2331 HK/BUY/HK$16.06/Target: HK$20.40) 3Q24 sell-through declined by mid-single-digit; uncertainties remain and discounts may deepen in 4Q24. INDONESIA Initiate Coverage Bank Syariah Indonesia (BRIS IJ/BUY/Rp3,000/Target: Rp3,400) ...
- Colin Lee
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Kenny Yong Hui Lim
- Kong Ho Meng
- Paula Ruth
- Philip Wong
- Shirley Wang Xueyi
- Stella Guo Yuting
- Thanawat Thangchadakorn
- Ziv Ang Sze Champ
Regional Morning Meeting Notes: Tuesday, October 22, 2024
GREATER CHINA Results Ping An Insurance Group (2318 HK/BUY/HK$49.05/Target: HK$69.00) 3Q24: Bountiful harvest after prolonged dry spell. ZTE Corporation (763 HK/HOLD/HK$21.05/Target: HK$19.00) 3Q24: Results miss, expect stringent cost controls before next capex cycle. Downgrade to HOLD. Zijin Mining (2899 HK/BUY/HK$17.40/Target: HK$21.90) 3Q24: In line; mining entities’ gross margin down 1.2ppt qoq on lower copper ASP. Update Jiumaojiu In...
KBANK KASIKORNBANK PUBLIC CO. LTD.
ERAA ERAJAYA SWASEMBADA
2318 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD. CLASS H
2899 ZIJIN MINING GROUP CO. LTD. CLASS H
WPRTS WESTPORTS HOLDINGS BHD
0763 ZTE CORPORATION CLASS H
TXG 10X GENOMICS INC CLASS A
CVL CIVMEC
09922 JIUMAOJIU INTERNATIONAL HOLDINGS LTD.
SCB SCB X PUBLIC COMPANY LIMITED
0303 ALPHA IVF GROUP
- Anas Fitri Bin Ahmad
- Benjaphol Suthwanish
- Jack Goh Tooan Orng
- Jonathan Koh
- Kampon Akaravarinchai
- Keith Wee Teck Keong
- Malaysia Research Team
- Stevanus Juanda
Regional Morning Meeting Notes: Friday, October 11, 2024
INDONESIA Asian Gems Corporate Highlights Aspirasi Hidup Indonesia (ACES IJ/BUY/Rp720/Target: Rp1,200) Store expansion pace picking up. MALAYSIA Sector Plantation MPOB's Sep 24 data showed slow inventory rebuilding due to a decline in production even as exports improved. Results Top Glove (TOPG MK/BUY/RM1.03/Target: RM1.31) 4QFY24: Losses narrow but below expectation...
SCC SIAM CEMENT PUBLIC CO. LTD.
7113 TOP GLOVE CORPORATION BHD.
ACES PT ACE HARDWARE INDONESIA TBK
SOP SARAWAK OIL PALMS BERHAD
KIML KIM LOONG RESOURCES BHD
IOI IOI CORP BHD
KLK KUALA LUMPUR KEPONG BHD
CPALL TB CP ALL
GENP GENTING PLANTATIONS BHD
TXG 10X GENOMICS INC CLASS A
HAPL HAP SENG PLANTATIONS HOLDINGS BHD
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
123F 123FAHRSCHULE SE
Z29 029 GROUP SE
SDG SD GUTHRIE BHD
- Benjaphol Suthwanish
- Damon Shen
- Julia Pan Mengyao
- Llelleythan Tan Tan
- Nurul Nazira Binti Abdullah
- Posmarito Pakpahan
- Tanaporn Visaruthaphong
Regional Morning Meeting Notes: Thursday, October 10, 2024
GREATER CHINA Sector Property and Property Management Encouraging property sales during Golden Week; watching policy implementation and improvement in fundamentals in 4Q24. INDONESIA Asian Gems Corporate Highlights Bank Central Asia (BBCA IJ/BUY/Rp10,450/Target: Rp12,000) Plenty of room to grow. Bank Negara Indonesia (BBNI IJ/BUY/Rp5,325/Target: Rp6,560) Aspires to book 20% ROE in 2028. MALAYSIA Asian Gems Corporate Hi...
01109 CHINA RESOURCES LAND LIMITED
TOP THAI OIL PUBLIC CO. LTD.
SCNR SUNAC CHINA HOLDINGS LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
BBCA PT BANK CENTRAL ASIA TBK
02669 CHINA OVERSEAS PROPERTY HOLDINGS LIMITED
SPOST SINGAPORE POST LTD
MSGB MAH SING GROUP BHD
06098 COUNTRY GARDEN SERVICES HOLDINGS CO. LTD.
TXG 10X GENOMICS INC CLASS A
WHA TB WHA CORP PCL
6049 POLY PROPERTY SERVICES CO LTD
SCGP SCG PACKAGING PCL
01209 CHINA RESOURCES MIXC LIFESTYLE SERVICES (RED CHIP)
BBNI BANK NEGARA INDONESIA PERSER
123F 123FAHRSCHULE SE
- Jonathan Koh
- Singapore Research Team
Singapore Daily: Thursday, October 03, 2024
KEY HIGHLIGHTS Strategy Alpha Picks: Outperforming For Sep 24 And 3Q24 Our Alpha Picks portfolio beat the STI, rising 5.4% mom in Sep 24 and 7.9% qoq on an equal-weighted basis. Add CLI, CSSC, DFI and SATS, and remove ST for Oct 24. Update Mapletree Industrial Trust (MINT SP/BUY/S$2.50/Target: S$3.05) Further expansion in Japan with potential for redevelopment. TRADERS' CORNER Oversea-Chinese Banking Corp (OCBC SP): Trading BUY Keppel DC REIT (KD...
V03 VENTURE CORPORATION LIMITED
U96 SEMBCORP INDUSTRIES LTD.
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
SATS SP SATS LTD.
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 GENTING SINGAPORE LIMITED
SPOST SINGAPORE POST LTD
MINT MAPLETREE INDUSTRIAL TRUST
TXG 10X GENOMICS INC CLASS A
FRKN FRENCKEN GROUP LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
9CI CAPITALAND INVESTMENT LTD
688536 3PEAK INCORPORATED
STM SEATRIUM LTD
CVL CIVMEC LIMITED
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly 2024 Q4
When the BoJ raised rates in March, it had been 17 years since it had last done so, though the world was very different then. While the July rate hike was unlikely to move the economic needle, the question now is what else might follow the subsequent financial market maelstrom. Pelham Smithers discusses the outlook for Japan’s macro environment, what new fiscal policies the new PM might introduce, how the BoJ might react and the all-important trend in corporate earnings. This then leads us to...
6754 ANRITSU CORPORATION
7751 CANON INC.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4751 CYBERAGENT INC.
4755 RAKUTEN INC.
3107 DAIWABO HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
4902 KONICA MINOLTA INC.
6988 NITTO DENKO CORP.
7752 RICOH COMPANY LTD.
6869 SYSMEX CORPORATION
3064 MONOTARO CO. LTD.
5801 FURUKAWA ELECTRIC CO. LTD.
5715 FURUKAWA CO. LTD.
7205 HINO MOTORS LTD.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
7012 KAWASAKI HEAVY INDUSTRIES LTD.
9107 KAWASAKI KISEN KAISHA LTD.
6971 KYOCERA CORPORATION
8316 SUMITOMO MITSUI FINANCIAL GROUP INC.
6503 MITSUBISHI ELECTRIC CORP.
5632 MITSUBISHI STEEL MANUFACTURING CO. LTD.
5706 MITSUI MINING AND SMELTING COMPANY LIMITED
6966 MITSUI HIGH-TEC INC.
6902 DENSO CORPORATION
6701 NEC CORP.
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
4666 PARK24 CO. LTD.
6268 NABTESCO CORPORATION
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
8136 SANRIO COMPANY LTD.
6758 SONY CORPORATION
5802 SUMITOMO ELECTRIC INDUSTRIES LTD.
6762 TDK CORPORATION
6976 TAIYO YUDEN CO. LTD.
6315 TOWA CORPORATION
7203 TOYOTA MOTOR CORP.
4208 UBE INDUSTRIES LTD.
8698 MONEX GROUP INC.
3774 INTERNET INITIATIVE JAPAN
3765 GUNGHO ONLINE ENTERTAINMENT INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
3445 RS TECHNOLOGIES CO. LTD.
6269 MODEC INC
3769 GMO PAYMENT
68900 FERROTEC CORPORATION
9519 RENOVA
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
3626 JT TIS INC
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
7071 AMVIS HOLDINGS
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
4443 JT SANSAN (4443 JT)
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
4480 MEDLEY
RRRP3 3R PETROLEUM OLEO E GAS
6532 JT BAYCURRENT CONSULTING (6532 JT)
3697 JT SHIFT INCORPORATED (3697 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
9552 M&A RESEARCH INSTITUTE
123F 123FAHRSCHULE SE
9616 JT KYORITSU MAINTENANCE (9616 JT)
9552 JT M&A RESEARCH INSTITUTE (9552 JT)
6544 JT JAPAN ELEVATOR SERVICES HOLDINGS (6544 JT)
6200 JT INSOURCE (6200 JT)
2154 JT OPEN UP GROUP (2154 JT)
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Weekly bulletin - 24 September - 27 September 2024
The Bulgarian stock market ended the week mixed on Friday, as the local benchmark SOFIX lost 0.2% to settle at 855.75, while the broad ones BGBX40 (168.94, +0.4%) and BGTR30 (867.82, +0.1%) ended a notch higher. The advancers equaled the decliners in our list of selected companies 13-to-13, 3 remained neutral. Speedy (SPDY, BGN 210.00, +6.6%) was the top gainer in the list, followed by Neochim (NEOH, BGN 20.20, +5.2%) and Bulgarian stock exchange (BSE, BGN 8.15, +4.5%). SOFIX member First Invest...
- Mihail Dimitrov
- Veselin Radoychev Please Change Surname
Morning Bulletin - 27 September 2024
The Bulgarian equity market dived during the session on Thursday as sizable losses in large-cap names defined the daily outcome for the indexes. First Investment Bank (FIB, BGN 4.18, -5.86%) met some significant selling pressure to BGN 4.00, but slightly improved in late hours and booked only 5.86% drop. Chimimport (CHIM, BGN 0.725, -2.68%), Monbat (MONB, BGN 2.78, -6.08%) and Trace Group (T57, BGN 6.45, -3.73%) weighed additionally, though the volumes were significantly lower than the 3-months ...
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Damon Shen
- Jack Goh Tooan Orng
- Jack Lai Yuan Khai
- Jieqi Liu
- Julia Pan Mengyao
- Kong Ho Meng
- Llelleythan Tan Tan
- Ming San Soong
- Posmarito Pakpahan
- Sunny Chen
Regional Morning Meeting Notes: Friday, September 27, 2024
GREATER CHINA Results New World Development (17 HK/SELL/HK$8.19/Target: HK$7.02) FY24: Temporarily halts dividends; recovery of profitability takes time. Update Alibaba Health Information Technology (241 HK/BUY/HK$3.90/Target: HK$4.70) Non-drug healthcare products and marketing business to drive growth in FY25-27. Baidu Inc (9888 HK/HOLD/HK$95.75/Target: HK$90.00) Key highlights from Baidu Cloud Intelligence Conference 2024. INDONESIA Update Bank Negara Ind...
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