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Equity Bottom-up Research

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bullishCopper
19 Feb 2025 01:00

First Quantum Minerals (FM CN): Better Than Expected Results, But Cobre Panama Arbitration Delayed

This summary highlights the key points from First Quantum Minerals' FY24 conference call and an analysis of the upside, status, and timeline...

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17 Feb 2025 01:00

Shortlist of High Conviction Philippines Equity Ideas - February 2025

We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...

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14 Feb 2025 01:00

Digiplus Interactive (PLUS PM): FY24 Earnings Preview, Cheap Despite Quadrupling Since Jan 2024

We preview the earnings for Digiplus (PLUS PM) for FY24 and provide a rationale for its 30% YTD share price performance. We provide and outlook for...

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bullishTaste Gourmet
11 Feb 2025 01:00

Taste Gourmet (8371 HK): FY25 Earnings Preview, 5.5x PE, 2x EV-EBITDA and 10% Dividend Yield

We preview Taste Gourmet's FY25 earnings and highlight key catalysts that investors will focus on in the results. Trading at 5.5x FY25 PE, 2x EV...

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bullishCopper
10 Feb 2025 01:00

Copper Tracker 10th Feb 2025: Comex Spreads Bullish, Commentary on China Improving

The COMEX spread has risen to a 12-week high, approaching $1,000 per ton. With an improved outlook for China, short-term gains in copper prices are...

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