Shortlist of High Conviction Philippines Equity Ideas and Updates from PSE Conference - March 2025
We provide pertinent summaries of all our meetings at the PSE conference held on 19-21 March, in addition to our screen of high-quality companies...
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Maynilad Water (MYNLD PM): Index Inclusion Timing for a Large Philippines IPO
Maynilad Water could raise upto US$860m by selling shares at ₱20/shr, valuing the company at US$2.82bn. Global index inclusions could take place in...
892 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 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.
982 Views
Philippines Exchange (PSE PM): Steady FY24 Sets The Stage For Catalyst-Filled FY25
PSE PM is trading at a PE of 13.6x for FY25e, with over 10% of the market in cash, more than 50% net margins, and a 7.4% dividend yield, making the...
668 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 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.
1.3k Views