We’ve been blogging for free. If you enjoy our content, consider supporting us! Disclaimer: This is for informational purposes and is not investment advice. Figures are taken from company disclosures and exchange data; valuation ratios include the author’s calculations based on cited inputs. Universal Robina Corp.’s decision to sell a 21-percent stake in Nissin Universal Robina Corp. (NURC) to Nissin Foods Asia is the kind of transaction that management may describe as a “refinement” of a partnership — but investors are justified in reading it differently. Under the deal, URC will cut its ownership in the instant-noodle joint venture to 30 percent from 51 percent, while Nissin will take control at 70 percent. The sale covers 39.69 million shares, with the final consideration still to be determined by December 2026 using discounted cash flow and EV/EBITDA methods, and closing targeted for January 7, 2027 subject to regulatory approvals. The official explanation i...
We’ve been blogging for free. If you enjoy our content, consider supporting us! Disclaimer: This is for informational purposes and is not investment advice. Figures are taken from company disclosures and exchange data; valuation ratios include the author’s calculations based on cited inputs. DigiPlus Interactive Corp. has done something many companies fail to do in a tougher market: it stayed profitable, kept revenue growing, and preserved a fortress-like balance sheet. For full-year 2025, the company posted ₱12.6 billion in net income , essentially flat from the year before, while revenue rose 12% to ₱84.2 billion and EBITDA improved 2% to ₱14.2 billion . It also ended the year with ₱23.4 billion in cash and cash equivalents against just ₱745.8 million in debt . Those are not the numbers of a company under financial stress. They are the numbers of a business that has already reached a scale where the next question is no longer merely how fast it can grow, but ...