His channel checks
in the supply chain point to positive trends for NAND and DRAM.
Despite channel checks
suggesting that Dell has lowered prices on servers and other products, the analyst said input costs must have declined even further to boost overall margins.
As per our channel checks
, OMC margin indexation to CPI is likely to be raised to PkR2.90/ltr, hike of 9.8% from the coming month - a trigger for profitability.
'As per our channel checks
, Fauji Fertiliser Company has increased urea prices by Rs80 to Rs1,820 per bag,' said AKD Securities.
Plunging wait times for new orders, analysts' channel checks
, and data regarding sales in Europe all seem to confirm this explanation.
Anecdotally, we see the evidence as plain as day in our channel checks
. In our recent trade tour of downtown Atlanta, restaurant menus were overrun with craft.
Experts view this development to be positive for local auto assemblers as it may lower the import of cars as per the country's channel checks
. To note, Pakistan's auto sales have been on a declining trend as economic slowdown as well as law barring tax non-filers from purchasing vehicles had dented volumetric growth.
'While the trade with China cannot be calculated using the above facility, according to our channel checks
, the quantum of trade under the facility has been limited', he added.
Initial channel checks
suggest that the Xs Max is outselling the Xs model, and we also see the Xs Max as a critical addition for the Chinese market where Apple has been losing share."
This could change in holiday season quarter as our channel checks
showed pent-up demand for the Series 4."
Company wise, Fatima Fertilizer remained outperformer in domestic sales of Sep 2018 as in similar period of last year, the company was focusing on its exports to offload its inventory as local market dynamics were weak, as per our channel checks
Textile exports, which currently stand at US$14-15bn can potentially increase by US$1-2bn due to better and consistent supply of energy as per our channel checks
. Other goods exports including Sports, Surgical Equipment, Footwear, Leather goods and Carpets, which are US$5bn annually can increase by US$0.5-1bn per year.