Primer: Wilcon Depot (WLCON PM) - Aug 2026
Market Leader Facing Margin Headwinds: Wilcon Depot is the dominant player in the Philippine home improvement retail market, but is currently...
93 Views
PCOMP Index Rebalance Preview: One Set of Changes as PLUS Runs Away
DigiPlus Interactive could replace Bloomberry Resorts in the PCOMP in August. There will also be selling in BLOOM at the close on 30 May. PLUS is...
1.1k Views
The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low
Shrinking benchmark weights and a dwindling active investor base means it is becoming ever easier for Asia Ex-Japan managers to avoid Philippines...
578 Views
Japan Among the Latest to Break Out; Buy Ideas in Growth/Cyclicals and Consumer Staples
Japan is the latest major country to break out, and we are buyers. Japan continues to be considerably further along in the bottoming process...
684 Views
Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
883 Views