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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DigiPlus Interactive (PLUS PM) PSE Webinar Updates + Recent Acquisition - All Positives
We summarize Digiplus Interactive (PLUS PM) Q3 FY25 webinar for PSE star. Stock trades at 7.0x/5.5x PE FY25e/26e, and we see a swift recovery from...
404 Views
Primer: International Entertainment (1009 HK) - Nov 2025
International Entertainment is undergoing a high-stakes transformation, marked by explosive revenue growth driven by its Philippine hotel and...
193 Views
Overview of My Winners and Losers in 2025...and 5 High Conviction Ideas Going Into 2026
​The 2025 "5 High Conviction Ideas" vintage had positive returns, with Arras Minerals and Solaris Resources leading the way. The 2026 list is more...
438 Views
DigiPlus (PLUS PM): PAGCOR Crackdown Drives De-Rating — But the Rules Change A Long-Term Positive
Regulatory reset is an opportunity: PAGCOR's new rules level the playing field, e-wallet relink a possibility, Brazil launch imminent, 4.2x P/E,...
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