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

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A brutal bear market might be coming to an end

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16 February 2026

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Deep-dives

Casio's in turnaround mode at 1.0x EV/Sales

, and Michael Fritzell

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Insiders

HK REIT, Korean CPG name, and more.

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Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too

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