Assessing the Implications of Phoenix Petroleums Entry to Philippines LPG Market on Pryce Corp
Phoenix Petroleum Philippines (PNX PM) acquired Petronas Dagangan Bhd (PETD MK)’s LPG business in the Philippines (Petronas Energy Philippines Inc....
372 Views
DEEP DIVE: Riding the Second Wave in Pryce Corp for Another 146% Upside
Pryce Corporation (“Pryce”) is a PSE listed company based in the Philippines which engages in sales and distribution of LPG and industrial gases,...
386 Views
Cosco Capital - Unlisted Operating Assets Remain Under-Appreciated
Cosco Capital Inc (COSCO PM)Â was at its record discount to NAV when we first wrote on it mid-2016. Discount to NAV has since then narrowed, but it...
591 Views
Holdco Updates: Close Cosco, Hold onto Hochtief
Mean Reversion Complete for Cosco Capital Ever since we wrote on how Cosco Is Cheaper Than Ever, it has reverted back to its mean. We think that...
369 Views
Cosco Capital Is Cheaper than Ever
Puregold Price Club Inc (PGOLD PM)Â 's share price has been rallying for the past 3 months, while Cosco Capital Inc (COSCO PM)Â has stayed fairly...
414 Views