Shortlist of High Conviction Philippines Equity Ideas - April 2025
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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Fenix Resources (FEX AU): Q3 FY25 Concall Update + CZR News
We summarize the concall highlights for Q3FY25 Fenix Resources (FEX AU) operations. With the company not exercising its right to match its CZR AU...
562 Views
Gleanings From the Ginebra San Miguel (GSMI PM) FY24 Annual Report
We summarize Ginebra San Miguel's (GSMI PM) FY24 performance and provide updates from our meeting with management at the PSE conference in March.
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Keepers Holdings (KEEPR PM) Concall Highlights: Solid Q4 2024, Growth Unabated In FY25
We highlight Keepers Holdings' FY24 results and conference call. Trading at 10.6x PE with a 4.7% yield, >20% ROEs, and double-digit growth, it's a...
284 Views
Iron Ore Tracker (14-Apr-2025): Iron Within The Band, Set To Bounce On China Stimulus Talks
With the temporary relaxation of the tariffs and a meeting of key Chinese leaders to front-load the stimulus, we expect a 10% bounce in iron ore...
274 Views