The Week That Was in ASEAN@Smartkarma - Astra International, GoTo, and XL Axiata
The past week saw insights on Astra International (ASII IJ), GoTo Gojek Tokopedia (GOTO IJ), XL Axiata (EXCL IJ), PT Metrodata Electronics (MTDL...
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Shortlist of High Conviction Philippines Equity Ideas - October 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
627 Views
Shortlist of High Conviction Philippines Equity Ideas - September 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
571 Views
GSMI PM/PLUS PM: Solid Growth in Q2 2024, >30% ROCE, Net Cash, >5% Div Yield
We summarize the stellar earnings of GSMI PM ( Ginebra San Miguel ) and PLUS PM ( Digiplus Interactive) which we believe are multi-baggers in our...
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Philippines: Wealthy Households to Enjoy the Rise in Discretionary Spending Capa. Through to 2030
As a result of high income inequality, the Philippines' consumer market is characterised by marked differences in spending patterns across income...
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