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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.
One of the companies it controls is Meralco, the largest utility company in the Philippines. A long time...
— Diego B. Milano
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Other investors who've written on Manila Electric Company
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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...
First Philippine Holdings is a Philippine conglomerate that controls clean energy power producer First Gen (including Energy Development Corporation), real estate developer Rockwell Land, and a minority interest in Manila Electric Company (Meralco). The manager is...