Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
910 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
525 Views
Engro Corporation (ENGRO): Earnings Revised Up, âBUYâ Maintained
We revise up our earnings for Engro Corporation (ENGRO) by 20% for 2019 to Rs35/share (earlier Rs29/share) as Engroâs 660MW Power Plant (EPTL) is...
439 Views
Pakistan Fertilizer: Sector Earnings up by 47% YoY in 1Q2018
Pakistanâs fertilizer sector started 2018 with robust profitability growth of 47% YoY due to increase in urea sales volume by ~43% YoY to 1.2mn...
156 Views
Pakistan Strategy: MSCI Semi Annual Review, Pakistan Weight in MSCI EM Likely to Fall
MSCI semi annual index review is scheduled on Nov 13, 2017 where Pakistanâs weight in MSCI EM index is expected to be around 0.10% based on Oct 31,...
337 Views