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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
First Philippine Holdings and Lopez Holdings If a random question is given about an economic ranking - let’s say, geothermal energy production -, the most likely answer for the top of the ranking would be China and USA. But few people...
— Diego B. Milano
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Other investors who've written on First Philippine Holdings Corporation
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More institutional theses from Quercus Fund Ltd.
China Sanjiang Fine Chemicals manufactures chemical products such as ethylene oxide, ethylene glycol, and methyl tert-butyl ether (MTBE). The manager holds...
Compagnie de l'Odet is a French holding company controlled by the Bollore family whose primary economic asset is an indirect controlling interest in Universal Music Group. The manager adopted...
Lopez Holdings is the publicly listed holding company controlling First Philippine Holdings, which in turn controls substantial clean power generation, utility, and property assets. The manager maintains...