ENTITY
SM Investments

SM Investments (SM PM)

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Analysis
IndustrialsPhilippines
SM Investments Corporation is an investment holding company. The Company operates retail business and develops shopping mall and other real estate property. The Company also provides tourism services.
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19 Apr 2017 10:59

Overseas Filipino Workers: Beneficiaries

Despite the economic slowdown and low oil price, remittance continues to be an important component of Philippine's GDP. The OFWs are infamous for...

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23 Mar 2017 10:43

Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers

Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...

22 Mar 2017 13:00

Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather

Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...

21 Mar 2017 11:01

100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)

This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...

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13 Mar 2017 11:06

Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support

Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...

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