The Bellwether Issue 1-07

Issue 7 of First Metro Investment Corporation’s The Bellwether! Contents: PSBank: Higher Shareholder Value Creation Interest Rates Sideways to Down Aboitiz Power: Recommending a Hold due to Steam Supply and Electricity Sales Contract Execution Risk PLDT:  A Buy on Easing Industry Competitive Pressures helping EBITDA Margin and Valuation below Regional PE of 20x Download the full PDF here!... Read More

The Bellwether, Vol. 1, Issue 4

Issue 4 of First Metro Investment Corporation’s The Bellwether. Contents: China India Update: Growth Rebound After Retreat Interest Rates Sideways to Downward Philex Petroleum Corp: $150M for Galoc Phase 2 Expansion and Higher Contingent Reserves for Sampaguita Gas seen in 2013 Nickel Asia Corp: A buy at 10x PE with earnings powered by unlocked reserved, higher shipments and... Read More