Robinsons Retail Holdings - Fintechs Fuel The Philippines' Consumption (Part 2)
High inflation tampered growth for private consumption in the Philippines' in the last two quarters of 2018, but moderating price increases and...
789 Views
Robinsons Retail Holdings: Fintechs Fuel The Philippines' Consumption Growth (Part 1)
Our chat with Robinsons Retail Holdings management, coupled with observations of fintech developments in the region makes us bullish about the...
839 Views
Smartkarma Originals
DoubleDragon Properties (DD PM): From Overhyped to Undervalued; Multi-Bagger in the Making?
This Insight was written by Nicolas Van Broekhoven and Lloyd Moffatt. What is an Orphan Stock? An attractively valued company with a minimum...
4.1k Views
Puregold Price Club: Steady Grower with Provincial Expansion Story
Conference call with the IR of Puregold Price Club (PGOLD PM) reveals that SSSG grew healthily at 6.5% YoY in 9M18, thanks to personal income tax...
762 Views
ECM Weekly (19 January 2019) - China Kepei, Mrs. Bectors Food, Xiaomi, Ayala Corp
Corrigenda: There is an error in this insight. Please note the correction. Correction: Please ignore the incomplete sentence at the end of the...
1k Views