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...
3.6k Views
Cosco Capital (COSCO PM) Q3 2018 Results Review
After accounting for the Liquigaz, the market values Cosco Capital (COSCO PM) at an EV/EBITDA of 4.3 times, a price to book of 0.77 times, and a...
407 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
422 Views
What Does the Acquisition of Liquigaz Mean for Pryce Corporation?
On Oct 19, Cosco Capital (COSCO PM) announced that it had entered an SPA with an unknown party to divest its holding in Liquigaz for an estimated...
967 Views
Cosco Capital- A High Quality, Growing Retail Holding Company at 4.4 Times EBITDA & 0.77 Times Book
Cosco Capital is a retail holding company in the Philippines trading at 0.77 times book value and 4.4 times 2017 EBITDA despite owning 51.0% of...
342 Views