Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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Lopez Holdings (LPZ PM): Reverse Voluntary Delisting
There is a possibility the minimum tender offer threshold is not met. This Offer appears to be being done far too cheaply. Plus this is not a very...
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The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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GMA7: Destiny Changing Dongle
During a call with the management, we discussed the following things: Free-to-air vs Pay TV CapEx for new technology The new market Dividend...
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GMA Network 2017 Results Review
GMA Network Inc (GMA7 PM) (GMA) is in very strong competitive position with economies of scale, customer captivity, and regulatory barriers...
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