View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Baraka Power Limited: 3 directors

Three Directors at Baraka Power Limited sold/bought 10,288,244 shares at 0.000BDT. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last...

Md. Asrarul Haque
  • Md. Asrarul Haque

Investment Opportunities in Bangladesh Power Sector 2021

The country’s power generation capacity has witnessed a boost in past decade riding on short-term costly projects, however, no significant progress yet observed in intermediate & long-term projects. The government provides attractive policy support for local and foreign investment in power sector including long term tax exemptions, easy capital gain and dividend repatriation, duty free machineries import etc. The government has been subsidizing power sector for years. The government provided...

Auneea Haque ... (+2)
  • Auneea Haque
  • Joy Bhattacharjee

Summit Power Ltd: 3Q 21 earnings up by 10% due to higher power generat...

SUMITPOW BD reported 3Q FY21 NPAT of BDT1,455mn (EPS: BDT1.36), implying a c10% yoy increase against NPAT of BDT1,323mn (EPS: BDT1.24) in 3Q FY 20. 9M 21 NPAT stood at BDT4,465mn (EPS: BDT4.17) vs BDT4,354mn (EPS: BDT4.08) in 9M 20. 3Q 21 Revenue stood at BDT 10,122mn, up by c108% YoY. Gross margin stood at c25% against c49% in 3Q FY20, attributed to higher revenue contribution from oil-based power plants. This is to be noted that the revenue base of oil-based power plants is usually higher f...

Auneea Haque ... (+2)
  • Auneea Haque
  • Joy Bhattacharjee

Summit Power Ltd: 2Q 21 earnings up by 6% due to the base effect; reit...

SUMITPOW BD reported 2Q FY21 NPAT of BDT1,632mn (EPS: BDT1.53), implying a c6% yoy increase against NPAT of BDT1,535mn (EPS: BDT1.44) in 2Q FY 20. Lower net finance expense due to base effect led to the earnings growth. 2Q 21 revenue stood at BDT 7,956mn, up by c40% YoY. Gross margin stood at c31% against c41% in 2Q FY20, attributed to higher revenue contribution from oil-based power plants. This is to be noted that the revenue base of oil-based power plants is usually higher for the same amo...

Joy Bhattacharjee ... (+2)
  • Joy Bhattacharjee
  • Tanay Roy

Summit Power Ltd: 1Q 21 earnings decline due to the base effect; Reite...

SUMITPOW BD reported 1Q FY 21 NPAT of BDT1373mn (EPS: BDT1.29), implying a c8% decline against NPAT of BDT1497mn (EPS: BDT1.40) in 1Q FY 20. Higher net finance expense due to base effect led to the earnings decline. Revenue stood at BDT 12,317mn, up by c70% YoY. Gross margin stood at c20% against c34% in 1Q FY 20, attributed to higher revenue contribution from oil-based power plants. This is to be noted that revenue base of oil based power plants is usually higher for same amount of gross pro...

Joy Bhattacharjee ... (+2)
  • Joy Bhattacharjee
  • Tanay Roy

Summit Power Ltd: Time to bet on the high-yield dividend; Initiate wit...

Summit Power Limited (SPL) is Bangladesh’s leading infrastructure development company. Presently, SPL operates 18 power plants with a total installed capacity of 1,469 MW, contributing c7% to the country’s total electricity capacity and c19% in private power plant capacity. SPL supplies electricity to Bangladesh Power Development Board (BPDB) and Bangladesh Rural Electrification Board (BREB). Singapore-based Summit Power International (SPI) owns SPL through Summit Corporation Ltd., which hol...

Shirish Rane
  • Shirish Rane

Power Grid Corporation of India's Q4FY19 results (Outperformer) - FY20...

Q4FY19 result highlights PGCIL’s projects capitalized in Q4FY19 were Rs92bn (+9% yoy)  - standalone at Rs65bn (-16% yoy) and Rs26bn (vs Rs6bn) of TBCB projects. Total projects capitalised in FY19 was Rs258bn (-8% yoy_) – Rs193bn in Standalone and Rs65bn in tariff based competitive bid projects) in line with the expectation. We expect total capitalisation of Rs200bn in Standalone Company and nothing in tariff based competitive bid projects in FY20E (under subsidiaries). PGCIL incurred capital...

1 director sold

A director at Shahjibazar Power Co Ltd sold 387,699 shares at 0.000BDT and the significance rating of the trade was 77/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...

Md. Asrarul Haque
  • Md. Asrarul Haque

Equity Note-Shahjibazar Power Co. Ltd. (SPCL)

Shahjibazar Power Co. Limited produces electricity from natural gas and supply to Bangladesh Power Development Board (BPDB) under a 15 year power purchase agreement for supply of power since 2009. The company was incorporated in November 04, 2007 and commenced commercial operation (COD) on February 10, 2009. The company has entered into Gas Supply Agreement (GSA) with Jalalabad Gas Transmission and Distribution System Limited (JGTDSL) on April 9, 2008. The company became listed with both the bo...

Benelux Morning Notes

BAM: Big beat, reiterates outlook B&S Group: Maiden results preview - Growth! IBA: recovery continues, end-market worries remain Kinepolis: Weak Q2 as expected Leasinvest: High debt ratio reduces flexibility NIBC: First set of results post IPO (preview)

Equity Valuation Report - Confidence Cement Limited

Confidence Cement Limited (CCL) produces two types of cement products namely Portland Cement and Portland Composite Cement. Alongside its regular business, Confidence Cement Limited has holdings in its two associates; 25% ownership in Confidence Power Limited and 49% ownership in Confidence Electric Limited. Further investment has been made to secure 49% holding in Confidence Batteries Limited and 51% holding in Joint Venture between Confidence Cement Limited and Confidence Steel Limited.

New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch