Primer: Globe Telecom (GLO PM) - Aug 2026
Globe Telecom is a dominant player in the Philippine telecommunications industry, which is characterized by high concentration and a shift...
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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...
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The Stocks to Own in Asia – Vol. 54
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, 10 new join the fray.
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The Stocks to Own in Asia – Vol. 53
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, 11 new join the...
144 Views
CrossASEAN Ground Zero - Hospitals in Play, ROTI in Play, and Philippine Towers
This week we look at Indonesian Hospitals, as Saratoga buys into Brawijaya Hospital focusing attention on the space. We also look at leading mass...
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