GSMI PM/PLUS PM: Solid Growth in Q2 2024, >30% ROCE, Net Cash, >5% Div Yield
We summarize the stellar earnings of GSMI PM ( Ginebra San Miguel ) and PLUS PM ( Digiplus Interactive) which we believe are multi-baggers in our...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 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...
350 Views
Ginebra San Miguel (GSMI PM): Structural Growth Name 7x PE, 20% of Mkt Cap in Cash & 7.5% Div Yield
There is value in Ginebra San Miguel ( GSMI PM ) trading at 7x PE, with >20% of the market cap in cash and a 7.3% dividend yield predicated on a...
603 Views
Ginebra San Miguel Inc. (GSMI) - Thursday, Oct 19, 2023
GSMI is a leader in the Filipino spirits industry and is best known for its flagship brand Ginebra San Miguel, the largest gin brand in the world...
303 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
556 Views