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Can Puregold Turn Philippine Grocery Retail Into Pure Gold?
Aggressive expansion to lay foundation for massive growth, resilient business model in low penetrated industry, and industry consolidation could enhance gross margin.
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Will Meta get more of your cash?
User base might have reached maximum, reality Labs squeeze profits, but could turn big in the future, and competitors grow out of nothing to challenge its dominance.
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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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