Philippines: Strong Domestic Demand Reflected in Rising Imports Data
Philippines imports came in stronger than expected rising 11.7% y-o-y in March compared to a 5.6% y-o-y decline in February. Exports data which had...
1.3k Views
First Pacific (142 HK): Stub Surges 30% - Unwind
The First Pacific ex-PLDT/Indofood stub has rallied from -HK$2.93 to current levels of -HK$2.06.This comes primarily on the back of poor nine-month...
455 Views
MegaWorld Corporation: Access the Growth of Real Estate in The Philippines
The Philippines has been experiencing high levels of economic growth, which has been driven by the business process outsourcing industry. The...
1.5k Views
First Pacific (142 HK): Discussion with Management on Catalysts/Near Term Events
Following on from my earlier note I have dug a little deeper with management to determine what will be the key drivers of growth. Where will the...
332 Views
First Pacific (142 HK): Goodman and Metro Pacific Set to Reignite the Stub
First Pacific is trading at historically wide discount to NAV levels whilst the relative yield premium at Philippine Long Distance Telecom (PLDT)...
611 Views