Shortlist of High Conviction Philippines Equity Ideas - December 2025, And Top Pick For 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
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GUINNESS - Resilient Earnings Recovery Supports Dividend Resumption in FY’26
In our previous update on Guinness Nigeria Plc ("GUINNESS"), we discussed the company's transition to a new calendar-year reporting structure and...
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Genesis Energy Long Options, Short Targets—2025 IR Day
While GNE provided no long-term targets, its medium-term FY28 earnings goal and dividend path remain unchanged. To achieve its goals, GNE needs...
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Stride Property - 1H26 Result—Steps In The Right Direction
Stride (SPG) reported 1H26 distributable profit flat on 1H25 and +2% ahead of our estimates, though higher maintenance capex and tenant incentives...
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Primer: Ptl Enterprises (PTLE IN) - Dec 2025
PTL Enterprises operates a unique, low-risk business model, leasing its tyre manufacturing plant in Kerala to its associate company, Apollo...
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