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bullish
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Indo Tambangraya Megah
•
19 Dec 2024 09:00
Indo Tambangraya Megah (ITMG IJ): 50% of Mkt Cap in Cash, 12% Yield
We summarize ITMG IJ's value proposition. The company has 926 mn USD in net cash, ~50% of its market capitalization, and is trading at 5.5x PE,...
Sameer Taneja
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162 Views
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bullish
•
Geo Energy Resources
•
17 Dec 2024 09:00
Geo Energy Group (GERL SP): The Case For a >30% Yield in FY27-28
We examine Geo Energy Resources (GERL SP) and the math to support the case that its dividend yield will be >30% over the next two years. We also...
Sameer Taneja
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586 Views
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bullish
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Copper
•
16 Dec 2024 09:00
Copper Tracker 16th Dec 2024: New Loan Growth In China Uninspiring
With the uninspiring China TSF number and the CEWC's release of stimulus measures that haven't inspired confidence in market participants, what do...
Sameer Taneja
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292 Views
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bullish
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Ginebra San Miguel
•
16 Dec 2024 09:00
Shortlist of High Conviction Philippines Equity Ideas - December 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...
Sameer Taneja
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243 Views
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bullish
•
Copper
•
13 Dec 2024 09:00
First Quantum Minerals (FM CN): Call Option on Cobre Panama?
We initiate First Quantum Minerals (FM CN), a Canadian copper miner with assets in Zambia/Panama. We analyze the bull-bear spread and risk to the...
Sameer Taneja
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342 Views
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