$HM B #HM Hennes Mauritz AB Class B HM : Higher sales unlikely to offset the higher opex to come – target price reduced: >Forex and inflation should remain two important headwinds - We are reducing our estimates to reflect the latest FX… #equity #stocks

MOSL: MOrning India (28/June/22): 1. Vehicle Finance (Margin compression imminent, but are there other levers?); 2. Container Corporation (Well placed to capitalize from the DFC opportunity); 3. EcoScope (Mons: Today’s top research idea… #equity #stocks

MOSL: CONTAINER CORPORATION (BUY) : Well placed to capitalize from the DFC opportunity: (CCRI IN, Mkt Cap USD4.9b, CMP INR624, TP INR750, 20% Upside, Buy) CCRI witnessed a robust performance over FY22, with 12% volume growth and robust… #equity #stocks

MOSL : VEHICLE FINANCE: Margin compression imminent, but are there other levers?: There can be a 140-165bp increase (including the 90bp already announced in May-Jun\'22) in policy repo rates in FY23. Given the fixed-rate lending nature… #equity #stocks

$ADRO #ADARO ENERGY TBK PT ... Regional Morning Notes - Tuesday, June 28, 2022: REGIONAL Sector Plantation: Thomas Mielke of Oil World expects palm oil prices to recover because palm oil supply is still tight and at these prices, demand… #equity #stocks

$BAL #Bumitama Agri Ltd ... Singapore Daily - Tuesday, June 28, 2022: KEY HIGHLIGHTS Sector Regional Plantation: Thomas Mielke of Oil World expects palm oil prices to recover because palm oil supply is still tight and at these prices,… #equity #stocks

$D05 #DBS Group Holdings Ltd ... Banking - Upside From Higher Interest Rates vs Perceived Threat From Looming Recession: The Fed accelerated the tempo of rate hikes to quell inflationary pressure. We expect another 75bp hike on 27 July… #equity #stocks

$AALI #Astra Agro Lestari ... Regional Plantation - Near-term Palm Oil Prices To Rebound But Unlikely To Go Back To Previous Peak: Thomas Mielke of Oil World is expecting palm oil prices to recover as the recent 30% correction is not… #equity #stocks

$AALI #Astra Agro Lestari ... Indonesia Daily - Tuesday, June 28, 2022: Regional Plantation: Thomas Mielke of Oil World expects palm oil prices to recover because palm oil supply is still tight and at these prices, demand is returning as… #equity #stocks

$AENA #Aena SME SA ... ODDO : The safest road in a deteriorating economic environment: While all the stocks in our universe of coverage will feel the adverse effects of the increasing macroeconomic risks (inflation, rising interest rates,… #equity #stocks

$AENA #Aena SME SA ... ODDO : La route la plus sûre en environnement économique dégradé: Si toutes les valeurs de notre univers vont souffrir des risques macroéconomiques croissants (inflation, hausse des taux, ralentissement de la… #equity #stocks

Riksbank set to hike 50bp in a bid to get ahead of the ECB: A weaker krona, above-expectation inflation readings, and a lack of scheduled meetings later this year, mean a 50bp rate hike from the Riksbank this Thursday looks highly likely. Any benefits…

MOSL: REAL ESTATE- Assessing the impact of rising interest rates on real estate demand: REAL ESTATE: Assessing the impact of rising interest rates on real estate demand Two interest rate hikes cycle over the last two decades – demand… #equity #stocks

FIG Fortnightly - Risk off: Talking points • Rising interest rates and inflation create increased uncertainty: with VIX above 30, the market is “risk is off”. • Bank of England 4th Market Participants’ Survey (30 May to 1 June 2022)… #equity #stocks

$S #Schneider Electric SCHNEIDER ELECTRIC: IT’S ELECTRIFYING! (ANÁLISIS BANCO SABADELL): It’s electrifying! Iniciamos cobertura con un P.O. de 138 euros/acc. COMPRAR. SU ha caído un -35% vs máximos’22 pese a tener un EBITA’21 un +18%… #equity #stocks

$BNTX #BioNTech SE BioNTech SE : Omicron-specific variant of coronavirus vaccine leads to up to 19.6x increase in neutralising antibody titers: >Monovalent vaccine results in strong boost of neutralising antibodies - Pfizer and BioNTech… #equity #stocks

Pakistan Economy: June inflation to make a fresh peak; expect FY23 to near 18%: Pakistan’s headline inflation for June is expected to reach 18.2% as secondary impact of retail fuel prices on food inflation has started to emerge. Given the relatively soft…

$ANA #Acciona SA ... INFORME DIARIO 27 JUNIO (ANÁLISIS BANCO SABADELL): COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, LAR ESPAÑA, SECTOR ELÉCTRICO, TÉCNICAS REUNIDAS. EUROPA: INTESA SANPAOLO, PROSUS, SCHNEIDER ELECTRIC. Semana… #equity #stocks

Analyst Pin-board Stagflation?: The reality of stagflation has certainly been confirmed by the latest US data both as regards to inflation and wage growth. US real wages are down, meaning that consumer purchasing power is eroding. The US Fed is…

$DETNF #AKER BP ASA ... Weekly news, topics discussion: This week, industry reports suggested the Wisting (~500mmboe) and Linnorm (204mmboe) developments on the NCS could be put on hold or cancelled, partly due to cost inflation, implying… #equity #stocks