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DMCI Holdings (DMC PM)
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Analysis
Industrials
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Philippines
DMCI Holdings Inc., through its subsidiaries, provides general construction and infrastructure construction. DMCI also develops real estate and mines coal. In addition, DMCI manufactures cement and other products.
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bullish
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Thematic (Sector/Industry)
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30 Nov 2022 10:59
The Stocks to Own in ASEAN – Vol. 41
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
A. Stotz Investment Research
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363 Views
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bullish
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Nikkei 225
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20 Aug 2022 04:52
Japan Among the Latest to Break Out; Buy Ideas in Growth/Cyclicals and Consumer Staples
Japan is the latest major country to break out, and we are buyers. Japan continues to be considerably further along in the bottoming process...
Vermilion Research
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456 Views
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bullish
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Semirara Mining And Power Corp
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30 Jun 2022 07:55
PCOMP Index Rebalance Preview: SCC Likely Replaces SECB
We see Semirara Mining (SCC) replacing Security Bank (SECB) at the August rebalance of the PCOMP Index. Passive trackers will need to buy over 5...
Brian Freitas
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522 Views
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bullish
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Thematic (Sector/Industry)
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14 Jun 2022 18:26
The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
A. Stotz Investment Research
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310 Views
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bullish
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Genting Singapore
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02 Jun 2022 13:02
StubWorld: Genting's TauRx Boost. Also Hanhwa Solutions, Semirara Mining
Genting Bhd (GENT MK) gains ~10% following the completion of TauRx's Alzheimer's drug trial. That's an RM1.9bn lift in its market cap, or US$0.43bn.
David Blennerhassett
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333 Views
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