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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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How Much Can Gazprom Prosper From Europe’s Energy Crisis?
Bright future of natural gas as a transition fuel, if Europe holds back Gazprom expansion, pivot to Asia, and domestic market still not fully penetrated yet.
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Is PTT’s Strategy to Become a Multi-Industry Conglomerate the Right Move?
Expansion to other industries as oil business matures, natural gas as transition fuel drives PTT’s organic growth, and attractive dividend yield despite rise in invested capital.
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