Posts by Andrew Stotz
Will Meta Get More of Your Cash?
Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
Read MoreMy Worst Investment Ever March 2022
In March 2022, we published 12 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreCan 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.
Read MoreCan Philippine’s Second-Largest Telco Company PLDT Regain Its Lost Market Share?
Broadband expansion unlocks growth, but is competitive, superior network quality helps to defend market share, and ancillary businesses are important in the long-term.
Read MoreIs Ralph Lauren’s Polo Shirt Worth More Than Its Share Price?
Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.
Read MoreIs 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.
Read MoreIs 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.
Read MoreHow 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%.
Read MoreCan 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.
Read MoreIs EasyJet’s Cash Injection Enough to Fund Tough Recovery?
Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.
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