GT Capital Holdings (GTCAP) |
Overweight |
1.7% |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
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Semirara Mining and Power Corporation (SCC) |
Neutral |
0.9% |
Several unfavorable trends, including weak coal prices and anticipated low energy demand due to La Niña, are creating uncertainties for SCC’s profitability. However, investors are encouraged by the company’s consistent dividend policy, which offsets negatives sentiment. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
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JG Summit Holdings (JGS) |
Underweight |
1.9% |
Investor confidence in the profitability of JGS remains subdued, primarily due to the persistent challenges faced by its petrochemical arm, JG Summit Olefins. Additionally, the earnings of other subsidiaries have been largely flat, leading to a sustained downtrend in the stock. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
The conglomerate’s prospects are becoming more compelling due to its attractive valuation and the peso’s appreciation, following the US Fed’s latest dovish statement. Notably, Toyota, which contributes to a quarter of GTCAP’s earnings, stands to gain from a stronger peso. |
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