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...
758 Views
Mari Petroleum (MARI): Dismantling of Gas Price Formula Unlocking Value
Investment Thesis: We initiate coverage on Mari Petroleum Co Ltd (MARI PA), Pakistan’s fourth largest Exploration & Production (E&P)...
173 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...
1.2k Views
Oil Marketing Sector – Major Beneficiary of Improved Macros
Investment Thesis: Oil marketing sector (OMCs) of Pakistan is set to benefit from strong sector dynamics and improving economic fundamentals. The...
195 Views
Top Industries for Investment as Pakistan Transitions to an Emerging Market
Pakistan's UpgradePakistan received its well deserved emerging market upgrade from MSCI last week, and valuation still remains below its historical...
194 Views