DigiPlus (PLUS PM): Brazil License And CasinoPlus Acquisition Game Changing Catalysts For The Future
We summarize/analyze two huge catalysts for Digiplus Interactive (PLUS PM) that we learned about on the PSE Investor Day call: obtaining the a)...
113 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
330 Views
Ginebra San Miguel (GSMI PM) Q3 2024: Solid Set of Numbers And Increasing Dividends
We summarize the Q3 FY24 results and outlook for Ginebra (GSMI PM), the monopoly gin maker in the Philippines, trading at 10x FY24 PE, with 20% of...
207 Views
Copper Tracker Nov 18th, 2024: Export Tax Rebate Cancellation on Copper Throws Market in A Tizzy
We analyze the impact of China's recent 13% export duty rebate cancellation on copper and the valuations of our favorite copper picks after the...
214 Views
Oriental Watch (398 HK) H1 FY25 and Mgmt Meeting: Resilient 14% Yield Despite Tough Environment
We summarize our gleanings from the Oriental Watch (398 HK) results for H1 FY25 and a few key points of our meeting with management.
255 Views