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

Gold At 4,500 USD/Oz: Seven Ideas To Look At In the Gold Space

Shortlist of High Conviction Philippines Equity Ideas - May 2026

Shortlist of High Conviction Philippines Equity Ideas - June 2026

OceanaGold Philippines, Inc. (OGP PM): Another Cheap Play On Gold Price

Beyond the Beat: CNMC FY2025 Results Signal a Structurally Higher Earnings Base Heading into FY26

CNMC Goldmine (SGX:5TP): A Perfect Storm of Rising Gold Prices, Expanding Capacity & Surging Profits

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

OceanaGold Philippines / Equity Bottom-Up

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<li>
<a target="_blank" rel="noopener">OceanaGold Philippines (OGP PM)</a> recorded Q1 FY26 revenue of $158.4M (+100% YoY); net income of $34.7M (+369% YoY); gold price tailwind drove record AISC margin of $3,751/oz.</li>
<li>This insight follows our initiation on 10th March, <a href="https://www.smartkarma.com/insights/oceanagold-philippines-inc-ogp-pm-another-cheap-play-on-gold-price" target="_blank" data-smartkarma-citation="insights:226242" rel="noopener">OceanaGold Philippines, Inc. (OGP PM): Another Cheap Play On Gold Price</a>, flagging the company as a high-yield play on gold price.</li>
<li>At PHP 37.30, OGP trades at 4.7x FY26e EV/EBITDA and 9.2x FY26e P/E with 10.9% dividend yield; materially undervalued.</li>
</ul>



OceanaGold Philippines (OGP PM) recorded Q1 FY26 revenue of $158.4M (+100% YoY); net income of $34.7M (+369% YoY); gold price tailwind drove record AISC margin of $3,751/oz.
This insight follows our initiation on 10th March, OceanaGold Philippines, Inc. (OGP PM): Another Cheap Play On Gold Price, flagging the company as a high-yield play on gold price.
At PHP 37.30, OGP trades at 4.7x FY26e EV/EBITDA and 9.2x FY26e P/E with 10.9% dividend yield; materially undervalued.


OceanaGold Philippines (OGP PM) Q1FY26: Net Cash And Trading At A ~11% Yield On 4,500 USD/Oz Gold