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Is Snapchat’s crash symbolic of the social media fall?

By Andrew Stotz

What’s interesting about Snapchat is that its share price is 82% below its Oct ‘21 all-time high.

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Is Nike’s Sports Supremacy Enough to Justify Its High Valuation?

By Andrew Stotz

Digital expansion bears fruit, driving top-line growth, reengineering retail business could enhance margin further, and competitive position means profits beat those of biggest rival.

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Can Puregold Turn Philippine Grocery Retail Into Pure Gold?

By Andrew Stotz

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?

By Andrew Stotz

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?

By Andrew Stotz

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?

By Andrew Stotz

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?

By Andrew Stotz

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?

By Andrew Stotz

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?

By Andrew Stotz

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?

By Andrew Stotz

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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