SMC (SMC PM): Broad Exposure to Philippine Consumers
Relatively strong analyst recommendation, low long-term price volatility vs. the market, and low downside risk relative to its sector Recent...
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SMC: Good Momentum in Philippine Conglomerate
Relatively strong analyst recommendation, sales on an upcycle trend, and low volatility in sales relative to its sector Recent restructuring of...
308 Views
DNL: Sticky Customers, Improved Product Mix, Growing Top Line with Increasing Margin
Export has reached a historical high of 25% of total sales on a much-improved product mix that results in a higher gross margin. With some very...
385 Views
San Miguel Restructuring Suggests Secondary Offering May Be on the Way for San Miguel Pure Foods
San Miguel Corporation (SMC PM) announced a restructuring of the group including a share swap with San Miguel Pure Foods Co Inc (PF PM) . Pure...
549 Views
Philippine Telcos Struggle to Grow Despite the Vibrant Economy
The 2Q16 results from PLDT (TEL PM) and Globe (GLO PM) reveal the challenges facing the Philippine telecom industry, which is struggling despite...
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