Materials Filipino Community
Our community narratives are driven by numbers and valuation.
Materials Filipino Investing Ideas
Ore Price Risks And Margin Compression Will Undermine Future Earnings Narrative
Catalysts About Nickel Asia Nickel Asia is a Philippines based mining group with upstream nickel operations and growing exposure to renewable power, plus early stage gold and copper exploration. What are the underlying business or industry changes driving this perspective?Read more
Biodiesel Demand And New Facilities Will Drive Strong Long Term Performance
Catalysts About D&L Industries D&L Industries is a Philippines based manufacturer of customized food ingredients, oleochemicals, specialty plastics and consumer products that serves both domestic and export markets. What are the underlying business or industry changes driving this perspective?Read more
Biodiesel Policy Delays And Tax Holiday Expiry May Restrain Margins Yet Support Long-Term Recovery
Catalysts About D&L Industries D&L Industries is a Philippines based manufacturer of customized food ingredients, oleochemicals including biodiesel, specialty plastics and consumer products, serving both domestic and export markets. What are the underlying business or industry changes driving this perspective?Read more
High-Grade Manicani Ramp-Up And Solar Expansion Will Drive Powerful Long-Term Upside
Catalysts About Nickel Asia Nickel Asia is a Philippine based natural resources and energy company focused on nickel mining, renewable power generation and early stage gold and copper exploration. What are the underlying business or industry changes driving this perspective?Read more
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
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
