Philippines: Wealthy Households to Enjoy the Rise in Discretionary Spending Capa. Through to 2030
As a result of high income inequality, the Philippines' consumer market is characterised by marked differences in spending patterns across income...
1.4k Views
Lopez Holdings (LPZ PM): Reverse Voluntary Delisting
There is a possibility the minimum tender offer threshold is not met. This Offer appears to be being done far too cheaply. Plus this is not a very...
514 Views
GMA7:Â Destiny Changing Dongle
During a call with the management, we discussed the following things: Free-to-air vs Pay TV CapEx for new technology The new market Dividend...
566 Views
GMA Network 2017 Results Review
GMA Network Inc (GMA7 PM) (GMA) is in very strong competitive position with economies of scale, customer captivity, and regulatory barriers...
245 Views
GMA Networks/GMA Holdings (Initiation) - High Quality, Undervalued Media Asset
INVESTMENT THESISGMA Network is a competitively advantaged firm enjoying economies of scale with customer captivity and regulatory barriers to...
483 Views