AnalystBro Research
Research
Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.
2 articles.
Bangladesh All Bangladesh research →
Company · DSE:PADMAOIL · Fuel marketing · Initiation · 31 Oct 2026
Padma Oil is a cash box with a fuel licence: fair value range BDT 194–249, base 221, with two-thirds of the value in own cash
Fair value BDT 194–249 (base 221) against a BDT 197.5 price: interest on BDT 56bn of deposits, not the Tk0.80/litre margin, drives profit; jet fuel is now the richest product.
Fair value ৳194–249 · price ৳197.50 (2026-10-29)
Company · DSE:JAMUNAOIL · Fuel marketing · Initiation · 31 Oct 2026
Jamuna Oil is a cash box with a fuel licence: fair value range BDT 130–199, base 164, with BDT 15.4bn in stressed banks
Fair value BDT 130–199 (base 164) against a BDT 178.2 price: interest on BDT 74bn of cash, not the Tk0.80/litre margin, drives profit, and the MJL stake adds BDT 43 a share.
Fair value ৳130–199 · price ৳178.20 (2026-10-29)