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...
729 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,...
681 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 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.
1.6k Views
Emerging Market Exchanges – Brazilian Exchange B3 (B3SA3 BZ) Stands Out
Our core value pick is B3 in Brazil, with its well spread product offering; buy HKEx with its high post-trade revenues, whilst PSE is one to watch,...
446 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...
807 Views