Primer: International Entertainment (1009 HK) - Nov 2025
International Entertainment is undergoing a high-stakes transformation, marked by explosive revenue growth driven by its Philippine hotel and...
172 Views
DigiPlus Interactive (PLUS PM) PSE Webinar Updates + Recent Acquisition - All Positives
We summarize Digiplus Interactive (PLUS PM) Q3 FY25 webinar for PSE star. Stock trades at 7.0x/5.5x PE FY25e/26e, and we see a swift recovery from...
293 Views
Overview of My Winners and Losers in 2025...and 5 High Conviction Ideas Going Into 2026
​The 2025 "5 High Conviction Ideas" vintage had positive returns, with Arras Minerals and Solaris Resources leading the way. The 2026 list is more...
223 Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
5.9k Views
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