Shortlist of High Conviction Philippines Equity Ideas - July 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates.
832 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.9k Views
Ginebra San Miguel (GSMI PM) Q1 2025: Steady Pricing Led Growth
We summarize the Q1 FY25 results for Ginebra San Miguel (GSMI PM). Trading at 10x FY25 PE with 20% of its mkt cap in cash, 5.5% dividend yield, and...
675 Views
Gleanings From the Ginebra San Miguel (GSMI PM) FY24 Annual Report
We summarize Ginebra San Miguel's (GSMI PM) FY24 performance and provide updates from our meeting with management at the PSE conference in March.
904 Views
Shortlist of High Conviction Philippines Equity Ideas - January 2025
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
934 Views