Concepcion Industrial (CIC PM)

Philippine air-conditioning giant at 7x P/E and 7% dividend yield

, and Michael Fritzell

14 September 2025 . 12:53 PM

4 min read

This post is for paying subscribers only

Already have an account? Sign In

Co-founder of Senjin Capital

, and Michael Fritzell

13 March 2026

Paid Members Public

Insiders

9.8x more selling than buying in Mainland China

, and Michael Fritzell

10 March 2026

Paid Members Public

K-pop and K-drama are driving demand for Korean products overseas

, and Michael Fritzell

9 March 2026

Paid Members Public

Deep-dives

Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst

, and Michael Fritzell

8 March 2026

Paid Members Public