Pakistan Fertilizer: Urea sales for Aug-2023 up 18% YoY; 8M2023 up 3% YoY
Pakistan’s Urea sales in Aug-2023 are expected to clock in at 650k tons, up 18% YoY compared to 552k tons in Aug-2022. This significant YoY growth...
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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...
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Pakistan Fertilizer: Sector Earnings up by 47% YoY in 1Q2018
Pakistan’s fertilizer sector started 2018 with robust profitability growth of 47% YoY due to increase in urea sales volume by ~43% YoY to 1.2mn...
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Pakistan Fertilizer: Pricing Momentum Looks Supportive Market Weight ‘Maintained’
Investment thesis: We revisit our stance on Pakistan Urea manufactures; Fauji Fertilizer (FFC) and Engro Fertilizer Limited (EFERT) and revise up...
155 Views
Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
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