Filipino Market Community
Our community narratives are driven by numbers and valuation.
Filipino Investing Ideas
Global Weekly Picks
Sparc AI
40.0% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Copart
37.2% undervalued intrinsic discount
Copart’s Share Price Fell. Its Moat Did Not.
View narrativeWE
Published 15 Jul
ASML Holding
17.2% undervalued intrinsic discount
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
View narrativeIV
Published 2 Aug
Universal Music Group
39.7% undervalued intrinsic discount
Universal Music Group: The Market Is Pricing the Quarter, Not the Catalogue
View narrativeFU
Published 24 Aug
Filinvest REIT
50.5% undervalued intrinsic discount
Filinvest REIT (PSE:FILRT) recorded an average annual revenue decline of about –5.3% over the past 5 years
View narrativeJC
Updated 21 Mar
Semirara Mining and Power
66.4% undervalued intrinsic discount
Semirara's Revenue Will Skyrocket with a 25.92% Growth Rate Next Year
View narrativeMA
Published 8 Mar
DMCI Holdings
31.0% undervalued intrinsic discount
DMCI Holdings will shine with a projected fair value of 68.43 in the next 5 years
View narrativeMA
Updated 30 Jan
Berjaya Philippines
70.3% undervalued intrinsic discount
averaged about +9.89% yearly revenue growth over the past 5 fiscal years (2021–2025).
View narrativeJC
Published 27 Jan
PTFC Redevelopment
20.6% undervalued intrinsic discount
The Hidden Southeast Asian Compounder: How an Overlooked Storage and Leasing Company Quietly Created Wealth for a Decade
View narrativeTH
Updated 10 Jul
Shang Properties
68.5% undervalued intrinsic discount
I bought for undervalue and dividend yield
View narrativeJC
Published 21 Mar
Security Bank
71.2% undervalued intrinsic discount
YoY Percentage Growth: +5.8%
View narrativeJC
Updated 21 Mar
Megaworld
50.5% undervalued intrinsic discount
Fundamentally Strong And Undervalued
View narrativeWE
Published 9 Sep 2025
Nickel Asia
12.4% undervalued intrinsic discount
Nickel Asia upside with FV estimate Php5.18 is significant at 128%
View narrativeGO
Published 10 Feb 2025
