Previewing FY24 Earnings For Two Market Leaders in the Philippines: GSMI PM/KEEPR PM
We preview the earnings for two quality small caps in the alcohol space: 1) Keepers Holdings (KEEPR PM) and 2) Ginebra San Miguel (GSMI PM), and...
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Shortlist of High Conviction Philippines Equity Ideas - December 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
314 Views
Ginebra San Miguel (GSMI PM) Q3 2024: Solid Set of Numbers And Increasing Dividends
We summarize the Q3 FY24 results and outlook for Ginebra (GSMI PM), the monopoly gin maker in the Philippines, trading at 10x FY24 PE, with 20% of...
320 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
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Shortlist of High Conviction Philippines Equity Ideas
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
323 Views