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Market Navigator – 21 June 2011 |
The Philippine strategy report maintains a negative market rating based on concerns surrounding earnings momentum and rising regional and global threats. more |
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Market Commentary 04 May 2010 |
For our market commentary, we introduce investors to the Real–Estate Investment Trust; a new investment product that could be an interesting issue for 2010 more |
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Market Commentary 20 April 2010 |
This is a market commentary for the 1st quarter of the year. This report contains analysis and comments of the market as well as strategies and stock picks more |
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"Of Dichotomies and Duopolies" – Market Commentary (23 July 2009) |
This report contains analysis and comments on recent market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this week, we downgraded our market view from positive to NEUTRAL due to concerns that market valuations have risen ahead of... more |
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Market Commentary 12 May 2009 |
"A Mixed Environment for 1Q09 Earnings"
Analysis and comments on market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this issue, we discuss out thoughts on the economic and financial
environment, the first... more |
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Market Commentary 31 March 2009 |
Market Navigator Summary:
Weekly comments on market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this week, we discuss the recent rally in the US and its implication on the local market. We also revisit our buy... more |
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Market Commentary 11 February 2009 |
Weekly comments on market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this week, we discuss initial earnings results and the Obama proposed stimulus package.
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Market Strategy – 02 December 2008 |
Earnings Analysis. With the conclusion of the 3Q08 earnings season, we find reasons to be
optimistic and reason to be pessimistic over earnings going into 2009. The primary reason to be
optimistic is that earnings growth held during the toughest quarter of the year in terms of... more |
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