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...
507 Views
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...
426 Views
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...
208 Views
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...
291 Views
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...
550 Views