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DMCI Holdings (DMC PM)
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77
Analysis
Industrials
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Philippines
DMCI Holdings Inc., through its subsidiaries, provides general construction and infrastructure construction. DMCI also develops real estate and mines coal. In addition, DMCI manufactures cement and other products.
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bullish
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First Pacific Co
•
02 May 2025 02:55
BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market
Since our insight on 1st Pac last Sept., the stock has gained 33%. Company had solid 2024 results. MPIC, the undervalued Phil./Indonesia...
David Mudd
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1.2k Views
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bearish
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First Pacific Co
•
21 Aug 2025 05:56
First Pacific (142 HK) Is Fully Valued Here
First Pac 's NAV discount has significantly narrowed, and is around the lowest since early 2018. Tight for a multiple cross-border, difficult to...
David Blennerhassett
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392 Views
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bullish
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Makino Milling Machine Co
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31 May 2025 22:30
Last Week in Event SPACE: Makino Milling Machine, Nufarm, Dic Corp, HKBN
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
David Blennerhassett
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588 Views
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bearish
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First Pacific Co
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27 May 2025 03:52
StubWorld: First Pacific (142 HK) Looking Stretched
MPIC's deep value is being extrapolated. However, this development adds yet another listed company. First Pac''s valuations appear full. The...
David Blennerhassett
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432 Views
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bullish
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Maynilad Water Services
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01 Apr 2025 01:48
Maynilad Water Services Pre-IPO - The Positives - Key Infrastructure Provider
Maynilad Water Services (MYNLD PH) (MWS) is looking to raise at least US$633m in its upcoming Philippines IPO. In this note, we talk about the...
Sumeet Singh
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561 Views
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