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DMCI Holdings (DMC PM)
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59
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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bearish
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Emperador
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06 Aug 2021 12:06
PCOMP Index Rebalance: ACEN, CNVRG Added; EMP, DMCI Deleted
ACEN and CNVRG have been added to the index replacing EMP and DMC. Historically inclusions have outperformed the deletions. There are rule changes...
Brian Freitas
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720 Views
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bearish
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Emperador
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30 Jun 2021 11:48
PCOMP Index Rebalance Preview: Inclusion Fairly Certain; Deletion Undecided
We see ACEN being included and EMP being deleted from the PCOMP at the August rebalance. Inclusions have historically performed well while the...
Brian Freitas
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433 Views
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bullish
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Thematic (Sector/Industry)
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16 Jun 2021 09:33
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Broker
ASEAN Builder's Scoop (16Jun21) - ART to Jointly Develop US Student Accommodation
ART to jointly develop US student accommodation; May21 new home sales down 30% MoM, take-up remains elevated; MEG board approves REIT listing;...
SCCM Asia Research
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117 Views
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bullish
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Thematic (Sector/Industry)
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12 May 2021 09:36
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Broker
ASEAN Builder's Scoop (12May21) - ECWREIT strong growth despite retention
ECWREIT strong growth despite retention; SASSR rebounded from a low-base; CAPL fund mgmt, resi the bright spots; FPL SG & AUS supporting growth;...
SCCM Asia Research
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166 Views
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bullish
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Swire Pacific (A)
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02 May 2021 07:51
Last Week in Event SPACE: Swire, Hitachi Metal, Jardine, Softbank, Bingo, Japan Asia, Mainstream
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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315 Views
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