Emerging Value

Emerging Value

Emerging Markets

Earnings updates: First Pacific/Mtn group/Jardine/Ab Inbev

Emerging Value's avatar
Emerging Value
Dec 08, 2021
∙ Paid

Hello, This is a follow up on my presentations on these companies. while the Substack articles are recent they were written before in my old blog during the year.

All these recommendations are solely my opinion and not formal advice.

1.First Pacific

Emerging Markets and Value
First Pacific - South East Asia at a double bargain
Updated: Oct 12 First pacific is a holding company listed in Hong Kong. Its particularity is that it has no business in Hong Kong or China. Its holdings are the three main holdings and a few smaller ones. Indofoods: Noodles, agriculture and food mostly in Indonesia…
Read more
5 years ago · Olivier Marz

Philex, the gold mining sub, “INCREASED CORE NET INCOME BY 116% TO Php1.865 BILLION FOR 9M2021 VS Php865 MIL…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Emerging Value · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture