GO
GoldenBoy
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CNVRG reported Php3.0Bil in net income for 1Q25, up 18.3% y/y and in line with both COL (23.5%) and consensus (23.5%) estimates. FV=Php25
CNVRG reported Php3.0Bil in net income for 1Q25, up 18.3% y/y and in line with both COL (23.5%) and consensus (23.5%) estimates. This was primarily due to an improvement in revenues underpinned by slower cost of services growth (+10% y/y) as well as lower finance costs (-14% y/y).Read more
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GO
₱25
37.3% undervalued intrinsic discount
GoldenBoy's Fair Value
Revenue
24.15% p.a.
Profit Margin
26.94%
Future PE
12.88x
Price in 2030
₱58.99
Nickel Asia upside with FV estimate Php5.18 is significant at 128%
NIKL: Sale of Coral Bay to boost profits and cash flow for new investments NIKL signs agreement to sell stake in Coral Bay. NIKL disclosed that it has signed an agreement to sell its 15.625% shareholdings in Coral Bay Nickel Corp.Read more
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GO
₱5.18
4.2% overvalued intrinsic discount
GoldenBoy's Fair Value
Revenue
29.04% p.a.
Profit Margin
12.29%
Future PE
14.06x
Price in 2030
₱9.59