Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
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StubWorld: Ai Ya! - Ayala Corp Tanking On Possible "Portfolio Rebalancing"
This week in StubWorld ... A potential placement from a key shareholder is just one of the rumours behind Ayala Corporation (AC PM)'s recent...
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Smartkarma Originals
DoubleDragon Properties (DD PM): From Overhyped to Undervalued; Multi-Bagger in the Making?
This Insight was written by Nicolas Van Broekhoven and Lloyd Moffatt. What is an Orphan Stock? An attractively valued company with a minimum...
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Philippines: Drifting in to Oblivion
Allocations in Philippines stocks hit their lowest level since 2011 as Global EM Managers scale back exposures.• The average Philippines allocation...
488 Views
DM Wenceslao IPO Review - Priced To Reflect Concentration Risk
Summary from previous Insight Dm Wenceslao And Associates (DMW PM) 's large land bank in Aseana City at a low cost gives the company an advantage...
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