Primer: Bloomberry Resorts (BLOOM PM) - Aug 2026
Strategic Expansion with Solaire Resort North: Bloomberry has expanded its footprint with the opening of Solaire Resort North in Quezon City....
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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.
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DigiPlus Interactive (PLUS PM): InvestPH Conference Meeting Highlights
Digiplus stock trades at 5.9x PE and 3.8x EV-EBITDA, with revenue/margin recovery underway as well as expansions in Brazil and South Africa. We...
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ICTSI (ICT PM): Terminal Operator, Serial Grower With Pricing Power, 20% ROCE, 30% Net Margins
We initiate coverage on the ICTSI PM, the largest container port operator in the Philippines, with a global presence. The company has a stellar...
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DigiPlus Interactive (PLUS PM): Galloping Away Into A Strong Q2 FY25
We summarize the strong results posted by (PLUS PM) DigiPlus Interactive and our concall with the management. The stock trades at 14.1x FY25 P/E,...
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