Materials Filipino Community
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Materials Filipino Investing Ideas
EV Adoption And Renewable Energy Integration Will Energize Nickel Markets
Key Takeaways Expansion into renewable energy and downstream processing aims to diversify revenue and improve margins, while divestments free up capital for growth initiatives. Tight nickel supply and increasing global demand are expected to sustain high prices, supporting revenue growth and stable long-term cash flow.Read more
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AN
₱3.85
7.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.63% p.a.
Profit Margin
14.19%
Future PE
19.28x
Share price in 2028
₱5.53
Batangas Plant Normalization To Improve Operations And Export Capacity
Key Takeaways The Batangas plant's increased capacity and focus on high-margin products are expected to boost profitability and margins. Export and interest rate trends, combined with strategic investments, position D&L for future revenue and earnings growth.Read more
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AN
₱7
45.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
7.35% p.a.
Profit Margin
6.99%
Future PE
17.74x
Share price in 2028
₱10.37