MegaWorld Corporation: Access the Growth of Real Estate in The Philippines
The Philippines has been experiencing high levels of economic growth, which has been driven by the business process outsourcing industry. The...
1.5k Views
First Pacific (142 HK): Discussion with Management on Catalysts/Near Term Events
Following on from my earlier note I have dug a little deeper with management to determine what will be the key drivers of growth. Where will the...
320 Views
First Pacific (142 HK): Goodman and Metro Pacific Set to Reignite the Stub
First Pacific is trading at historically wide discount to NAV levels whilst the relative yield premium at Philippine Long Distance Telecom (PLDT)...
597 Views
"Special Mention Loans" across Asia
Banks in Asia tend have five loan categories, where the last three combined are termed non-performing (NPL). These categories are substandard,...
284 Views
South East Asian Loan Growth - Phillippine, Thai and Indonesian Banks Compared.
Philippine banks are now taking over others in SE Asia in terms of credit growth as they become more comfortable with their own financials and the...
310 Views