Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

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DigiPlus Interactive (PLUS PM) PSE Webinar Updates + Recent Acquisition - All Positives

DigiPlus Interactive (PLUS PM) Q3 FY25: Rearview Mirror On Results, Recovery Underway

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Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li><span><a target="_blank" rel="noopener">DigiPlus Interactive (PLUS PM)</a> clarified that online gambling by licensed operators is no longer under threat of a government ban (instead, they will target illegal operators: net positive).</span></li>
<li>Despite H2 2025 headwinds from platform delinks and MAU normalization, the company retains a strong cash fortress (₱23.4B), near-zero debt, and best-in-class operator economics.</li>
<li>The stock trades at 5.9x PE and 3.8x EV-EBITDA, with revenue/margin recovery driven by the <a target="_blank" rel="noopener">International Entertainment (1009 HK)</a> convert purchase / Brazil expansion / South Africa license grant as upcoming catalysts.</li>
</ul>


DigiPlus Interactive (PLUS PM) clarified that online gambling by licensed operators is no longer under threat of a government ban (instead, they will target illegal operators: net positive).
Despite H2 2025 headwinds from platform delinks and MAU normalization, the company retains a strong cash fortress (₱23.4B), near-zero debt, and best-in-class operator economics.
The stock trades at 5.9x PE and 3.8x EV-EBITDA, with revenue/margin recovery driven by the International Entertainment (1009 HK) convert purchase / Brazil expansion / South Africa license grant as upcoming catalysts.


DigiPlus Interactive (PLUS PM): InvestPH Conference Meeting Highlights