Iron Ore: 117 USD/Ton and Upwards to 130 Short-Term, Catalysts To Watch and Our Stock Screener
We summarize the catalysts that will take iron ore higher from 117 USD/ton to 130 USD/ton in the short term. We also provide readers with our iron...
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Ginebra San Miguel (GSMI PM): Gleanings From The Last 12 Years of Annual Reports and Q1 2024 Bonanza
We summarize Ginebra San Miguel's (GSMI PM) Annual report (FY23) and Q1 FY24 results. The company trades at 7x PE with 32% of the market cap in...
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Multibintang Q1 FY24: Soft Start, Down to 13x PE and a >7% Dividend Yield
We summarize the earnings of Multi Bintang (MLBI IJ), the market leader in Indonesia for beer consumption, which trades at 13x FY23 PE and >7%...
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Saigon Cargo Services (SCS VN): Good Q1 2024 in the Bag, More Catalyst To Come
We review the Q1 FY24 earnings for Saigon Cargo Svcs.Trading at 12.5x PE with 15% of the market cap in cash and a 6.8% dividend yield with 40+%...
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Sheng Siong Group (SSG SP) Q1 2024: Making a Strong Case for Growth This Year
We summarize the Q1 earnings of Sheng Siong Group trading at 16.5x PE with ROEs consistently over 25% and a dividend yield of 4.3%
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