COMPANY
Pyramids and Pagodas

Pyramids and Pagodas
Contextualizing EM Investment Opportunities

7
Insights
3.9k
Views
4
Followers
Equity Bottom-Up
Refresh
•04 Mar 2025 00:42•Syndicated

Plover Bay Technologies (1523.HK) – A Milestone Year with Strong Growth and Expanding Opportunities

Plover Bay Technologies (1523.HK , “Plover Bay”) with a market cap of approximately USD 739 million, experienced another stellar year with its...

Logo
553 Views
Share
•10 Jul 2024 18:39•Syndicated

Manila Trip Report – An emerging Pacific Tiger (Part 2)

In the vibrant Philippine gaming industry, we found one casino operator particularly poised to capitalize on the growth story.

Logo
351 Views
Share
•13 Jun 2024 06:50•Syndicated

Manila Trip Report – An emerging Pacific tiger? (Part 1)

Initially planned around meeting a Chairman of an exciting listed company (to be covered separately), Altraman’s recent trip to Manila quickly...

Logo
313 Views
Share
bullish•TCL Electronics
•03 Apr 2024 06:30•Syndicated

As Predicted, TCL Electronics (1070.HK) Wows with 2023 Results

Spirits were high as we attended the TCL Electronics (1070.HK ) (“TCL”) investor conference last Thursday (28 March) at the Shangri-La in Hong...

Logo
434 Views
Share
bullish•TCL Electronics
•18 Mar 2024 06:44•Syndicated

TCL Electronics (1070.HK) – a Rising Star in the TV Business

TCL Electronics Limited (1070.HK ) (“TCL”), with a market cap of HKD 7.57 billion (USD 968 million), is not your ordinary Chinese TV manufacturer.

Logo
597 Views
Share
x