Deep-dives
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Philippines
Philippines
Asian Terminals (ATI PM)
Duopoly port operator at 10x P/E and 6% dividend yield
Philippines
Ginebra San Miguel (GSMI PM)
The world’s largest gin producer at 7x P/E
Philippines
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
Thematic reports
Travel notes: Manila
Estimated reading time: 9 minutes
Philippines
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Philippines
Holcim Philippines (HLCM PM)
The highest-quality cement producer in Asia trading at a decade low valuation
Philippines
Bloomberry Resorts (BLOOM PM)
Bloomberry Resorts (BLOOM PM) is a Philippine casino operator. It owns the most successful casino resort in Manila’s Entertainment City, with a beautiful plot of land next to the Manila Bay. The company is run by Spanish-Filipino billionaire Enrique Razon whose port operator ICTSI compounded its share price