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.
3 articles.
Company · DSE:RECKITTBEN · Food & tobacco · Initiation · 29 Oct 2026
Fair value range BDT 1,908-2,583 a share: Dettol and Harpic grow 3.5% a year and pay out all profit
Fair value BDT 1,908-2,583 (base 2,230, 12.6x FY2026F EPS) against a price of 3,221.4; the price corresponds to a 11.0% cost of equity on our forecast.
Fair value ৳1,908–2,583 · price ৳3,221.40 (2026-10-29)
Company · DSE:BATASHOE · Footwear & leather · Initiation · 29 Oct 2026
Fair value range BDT 250-680: Bata's margin recovers, but parent fees take 7.7% of sales
Fair value BDT 250-680 (base 458) against a price of BDT 883; base = 11.0x 2027F EPS and needs gross margin back to 45.0% and ten-percent sales growth.
Fair value ৳250–680 · price ৳883.00 (2026-10-29)
Company · DSE:UNILEVERCL · Food & tobacco · Initiation · 29 Oct 2026
Fair value BDT 144-351 a share: Horlicks volume fell 14% in H1 2026 and gross margin is 31%
Fair value BDT 144-351 (base 229) against a price of 1,952.9; the price implies a 5.7% cost of equity on our forecast of EPS BDT 21 in FY2026F.
Fair value ৳144–351 · price ৳1,952.90 (2026-10-29)