Unlock Your Full Potential in Finance The financial sector in Thailand is rapidly evolving, and professionals aiming for top-tier careers must equip themselves with real-world valuation skills. The Valuation Master Class Boot Camp has become the go-to training program for Thai finance professionals looking to master financial analysis, develop an analyst mindset, and gain practical…
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Is First Gen an Overlooked Power Play That Deserves a Re-Rating?
Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
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Can Philippine’s Second-Largest Telco Company PLDT Regain Its Lost Market Share?
Broadband expansion unlocks growth, but is competitive, superior network quality helps to defend market share, and ancillary businesses are important in the long-term.
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Can Philippine’s Largest Telco Company Globe Deliver on Its High Growth Prospects?
Home broadband expansion offers solid top-line driver, new entrant Dito challenges previous Filipino duopoly, and investment in mobile payments could pay off big.
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Is Radiant Opto-Electronics an Undervalued Dividend Play?
End markets mature, no opportunities to grow, lack of investments translate into zero revenue growth, and massive dividend yield secured by strong cash generation.
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Is Terex the Right Industrial Sector Stock to Own to Ride the Economic Recovery?
Heavy gov’t spending on infrastructure drives top-line growth, costs cuts to drive sustainably higher margins, and strong ROE and ROIC might be overlooked by the market.
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Is LG Display a Deep Value Play or Cheap for a Reason?
Intensified price competition leads to loss of market share, end markets for displays face maturity, expect low growth, and focus on premium products to turnaround margin.
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How Much More Can the Taiwanese Giant Hon Hai Grow?
Smartphone market matures, focus on emerging countries, EV market might turn into growth catalyst soon, and attractive dividend yield could rise above 5%.
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Can TTM Technologies Turn Into a High Profitable Growth Company?
Growing US defense spending boosts core segment revenue, strategic divestments to drive future profitability, and China poised to win 5G race, providing a growth catalyst.
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Can Idemitsu Kosan Generate Enough Cash From Oil to Fund Transition?
Slowing oil consumption could result in declining revenue, ramp-up of CAPEX necessary to ensure longevity, and attractive dividend yield could rise to 2x Japanese average.
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