Fenix Resources (FEX AU) 3-Year Production Plan Has An Exciting Ramp And Upgrade To FY26
We provide a brief snapshot of the guidance upgrade of Fenix Resources (FEX AU) and the 3-year production plan and beyond, released by the...
224 Views
DigiPlus Interactive (PLUS PM) PSE Webinar Updates + Recent Acquisition - All Positives
We summarize Digiplus Interactive (PLUS PM) Q3 FY25 webinar for PSE star. Stock trades at 7.0x/5.5x PE FY25e/26e, and we see a swift recovery from...
254 Views
Indo Tambangraya Megah (ITMG IJ): Massive ~10% Buyback Approved, Cash 58% of Market Capitalization
Positive catalyst for ITMG: sizable capital return plan—10% buyback approved over the existing 65% dividend payout. Shares trade at 15% FCF yield;...
308 Views
Perfect Medical (1830 HK): Cost-Cutting Initiatives Bearing Fruit, Demand Recovery Needs Monitoring
We summarize the Perfect Medical (1830 HK) results for H1FY26 and the post-results call with management for an outlook on H2FY26e.
182 Views
Iron Ore 65-62 Spread Widens, Despite The Commencement of Simandou Shipments
Updates on Simandou iron ore ramp-up and other key drivers; we name Fenix Resources (FEX AU) our top sector pick and outline the investment case.
266 Views