Xurpas (X): Internet Access for Emerging Market
BackgroundXurpas' share price has been battered down for the past 2 years since the IPO. The market was concern about the earnings and business...
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GMA7: Destiny Changing Dongle
During a call with the management, we discussed the following things: Free-to-air vs Pay TV CapEx for new technology The new market Dividend...
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Recommendation Change- GMA Network Q1 2018 Results Review
GMA Network Inc (GMA7 PM), GMA Holdings Inc (GMAP PM) reported Q1 2018 results. Radio and television airtime revenue declined by 15.4% and overall...
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GMA Networks/GMA Holdings (Initiation) - High Quality, Undervalued Media Asset
INVESTMENT THESISGMA Network is a competitively advantaged firm enjoying economies of scale with customer captivity and regulatory barriers to...
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Even a Better Timing to Own GMA7: Increase in Yield and Cheaper Valuation
With 2016 operational figures that shows improvement in every way from increase in revenues, decrease in OpEx, increase in market share in Urban...
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