MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
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Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
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Delfi (DELFI SP) — 2025 update
Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall
