Pakistan's Textile Industry: Coping with Threats from Bangladesh and Vietnam

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Pakistan Consumer discretionary / Thematic (Sector/Industry)

Opportunity for Listed Equity in PakistanWhile a large number of companies in Pakistan's textile industry are currently struggling, <a href="https://www.smartkarma.com/entities/7257" target="_blank" data-smartkarma-citation="entities:7257:1">Nishat Mills Ltd (NML PA)</a> and <a href="https://www.smartkarma.com/entities/22776" target="_blank">Nishat Chunian Ltd (NCL PA)</a> are two positive outliers in this industry to note, both of which trade at a significant discount to the KSE Index.  Similarities between the two companies include diverse operations(value added and non-value added), consistent financial performance, and their investment in power-supply.  The perceived risk…

Opportunity for Listed Equity in PakistanWhile a large number of companies in Pakistan's textile industry are currently struggling, Nishat Mills Ltd (NML PA) and Nishat Chunian Ltd (NCL PA) are two positive outliers in this industry to note, both of which trade at a significant discount to the KSE Index.  Similarities between the two companies include diverse operations(value added and non-value added), consistent financial performance, and their investment in power-supply.  The perceived risk…

Pakistan's Textile Industry: Perceived Risk Greater than Actual Risk for Select Stocks