Motilal Oswal - MOSL: Morning India (8/April/20): 1. Technology (Expect COVID-19 uncertainty to overshadow 4Q results); 2. Consumer (Commodity costs largely benign); 3. PNB Housing Finance (AUM declines sequentially): MOrning India… #equity #stocks

$MQR #Monarch Gold Monarch Gold Corporation (TSX: MQR) COVID-19 Sell-off Creating Opportunities: Fundamental Research Corp has issued a report entitled “Monarch Gold Corporation (TSX: MQR) COVID-19 Sell-off Creating Opportunities” and… #equity #stocks

Natixis - GOLD PRICES: HIGHER FOR THE FORESEABLE FUTURE: The COVID-19 virus global pandemic is rapidly driving countries into recession and pushing states into applying massive stimulus packages. What started off as a China centric problem that would…

Natixis - Zero interest rates in Japan and the euro zone: A major negative consequence that is hardly discussed: The following negative consequence of zero interest rates in Japan and the euro zone is not often discussed: domestic investors/savers…

Natixis - Which euro-zone countries will best weather the economic crisis caused by the coronavirus crisis?: We believe that the degree to which the euro-zone countries weather the coronavirus crisis will depend: Not much on the situation of their public…

$IAN #IANTHUS CAPITAL HLDGS IANTHUS | SELL vs. BUY | CAD0.01 vs. CAD4.7 Bankruptcy is ne: IANTHUS | SELL vs. BUY | CAD0.01 vs. CAD4.7 Bankruptcy is near Defaulting in interest obligations There is value in the stock but unlikely for the… #equity #stocks

$MRC #Mercator Medical SA Mercator Medical – Buy (upgraded), Overweight (maintained), 12M EFV = PLN 33.0 (upgraded): Mercator Medical A perfect virus hedge for your portfolio #equity #stocks

Sberbank - Commodities Daily - April 7, 2020: > Oil prices stabilize as investors brace for global output cut deal. The usual OPEC+ group is scheduled to hold a video conference at 17:00 Moscow time on Thursday, which will be followed the next day by…

$SHA #Schaeffler AG - Pref Schaeffler AG : Challenging Q1 2020e ahead: >An estimated 35% y-o-y decline in Q1 2020e group EBIT before exceptionals - Schaeffler is to report Q1 2020 results on 6 May. We expect Q1 2020e group sales of €… #equity #stocks

Motilal Oswal - Morning India (7/April/20): 1. Strategy (Scanning for buybacks amidst debris); 2. HDFC Bank; 3. HDFC; 4. Kotak Mahindra Bank; 5. Bajaj Finance; 6. IndusInd Bank; 7. AU Small Finance Bank; 8. Mah. Mah. Financi: Morning… #equity #stocks

Viet Dragon Securities - Analyst Pin-board: Inflation is on the right track: According to GSO, the headline inflation averaged 5.6% yoy in Q1 2020, higher than Q1 2019’s 4.9%. Core inflation was also at 3.1% yoy, the highest level in the… #equity #stocks

$AKER #Aker ASA ... Lose-lose: At the start of a week likely to see news about oil production cuts and high oil price volatility, offshore-focused oil services stocks are likely to fluctuate with the oil price. Regardless of the outcome… #equity #stocks

Tellimer - Kenya: Covid-19 to lower GDP growth to 2.8-3.2% and raise fiscal deficit: Parliament has released a report documenting the potential impact of the Covid-19 pandemic. Given continued contagion and no intervention measures to combat the…

$AKU1 #Akzo Nobel N.V. AkzoNobel – AGM 23 April 2020: In general, AkzoNobel is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 3c the supervisory board proposes to…

Tellimer - Waiting on the world to change: Politics, economics, business and EM post-crisis: The current crisis is universal. The crisis stems from Covid-19, the oil price war, the trade war, and the sharp global contraction in economic output and risk…

Sberbank - Commodities Daily - April 6, 2020: > Oil prices slide as hopes for meaningful OPEC+ deal fade. A move by Saudi Arabia to delay the release of its official crude selling prices over the weekend indicates that it is still willing to take part in…

Raiffeisen Centrobank - Macro: COVID-19 Update Romania: Skating on thin ice funding the large public deficit: Growth outlook/sectoral impact: Due to further worsening in the economic environment we further downgrade our real GDP forecast for Romania in…

$SNP #Petrom S.A. OMV Petrom confirmed at HOLD, TP RON 0.34 - Facing the brunt of depressed crude oil prices: Petrom has a strong exposure to upstream production, which, under normal market conditions would generate more than half of its… #equity #stocks

$TCSG #TCS Group ... CIS Market Daily - 6 апреля 2020: КОММЕНТАРИЙ И ПРОГНОЗ - ПОСЛЕ САМОЙ СЛАБОЙ С 2009 ГОДА СТАТИСТИКИ ПО ЗАНЯТОСТИ В США СЕГОДНЯ В ЦЕНТРЕ ВНИМАНИЯ БУДЕТ НЕФТЯНОЙ РЫНОК В пятницу ценам на нефть и россий #equity #stocks

$TCSG #TCS Group ... CIS Market Daily - April 6, 2020: MARKET COMMENT - AFTER WORST US PAYROLLS SINCE 2009, ALL EYES ON OIL TODAYHeadlines claiming a new OPEC+-style deal is imminent have supported oil and Russian stocks on Friday and… #equity #stocks