Ferrari Q1 FY24: Another Beat, Conservative Guidance And High-Quality Growth
We summarize the results of Ferrari and concall highlight for Q1 FY24. Ferrari is reaffirming its strong branding with strong realizations, a title...
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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...
204 Views
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...
200 Views
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%...
276 Views
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+%...
149 Views