Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

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Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/digiplus-interactive-corp" target="_blank" data-smartkarma-citation="entities:23060:1" rel="noopener">DigiPlus Interactive (PLUS PM)</a> reported a solid Q3 2024 with core revenues/profits up 171%/243%YoY.  QoQ revenues remained flat as competition ramped up. </li>
<li>The company paid off all its gross debt, and net cash increased to 12 bn pesos (around 15% of market capitalization) </li>
<li>Trading at 8.2/6.4x FY24/25 PE, with 15% of the market cap in cash and a 5% dividend yield, the stock is worth considering. </li>
</ul>



DigiPlus Interactive (PLUS PM) reported a solid Q3 2024 with core revenues/profits up 171%/243%YoY.  QoQ revenues remained flat as competition ramped up. 
The company paid off all its gross debt, and net cash increased to 12 bn pesos (around 15% of market capitalization) 
Trading at 8.2/6.4x FY24/25 PE, with 15% of the market cap in cash and a 5% dividend yield, the stock is worth considering. 


DigiPlus Interactive Corp (PLUS PM): Solid Q3 2024, Enter the Peak Q4 Season