Philippines Exchange (PSE PM): Slow Q4 2023, FY24 Catalysts in the Pipeline
We provide updates on the Philippines Exchange, which just released its FY23 results. This is a name to watch out for, trading at 18x PE with a...
266 Views
Philippines Exchange (PSE PM): Updates from Q3/Q4, Catalysts Lining Up for Long-Term
We provide updates on the Philippines Exchange, a great long-term play with 32% of the market cap in cash, 5.3% div yield, and hefty 40% net...
592 Views
Philippines Exchange (PSE PM): Deep Value Exchange With Growth Option Embedded
Exchanges are monopolies. PSE PM is no exception. Trading at 18x with more than 50% of its market cap in cash/real estate and 6% dividend yield,...
507 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We name...
673 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
550 Views