I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting a trend towards diversification in investment portfolios [1] Group 1: Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investments, particularly in sectors like banks, hotels, and logistics [1] Group 2: Market Trends - The popularity of insurance companies in the Philippines since 2014 has influenced investment strategies, leading to a shift from traditional savings methods to stock market investments [1] - The trend of using analyses from platforms like Seeking Alpha for comparative insights between different markets suggests a growing reliance on data-driven investment decisions [1]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] - The popularity of insurance companies in the Philippines since 2014 has influenced investment strategies, leading to a broader portfolio approach beyond traditional savings [1] - The entry into the US market has provided additional avenues for investment, particularly in sectors such as banking, hotels, and logistics, reflecting a trend of cross-market investment strategies [1] Investment Strategies - Initial investments were focused on blue-chip companies, indicating a conservative approach to stock investing [1] - The diversification into various industries and market cap sizes suggests a shift towards a more aggressive investment strategy aimed at maximizing returns [1] - The use of platforms like Seeking Alpha for analysis and comparison between markets indicates a reliance on research and community insights to inform investment decisions [1]

I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Core Viewpoint - Bigben Interactive reported consolidated sales of €219.8 million for the first nine months of the fiscal year 2025-26, reflecting a decrease of 1.7% compared to the same period last year [2][3]. Sales Performance - Sales for the first quarter (April – June) were €56.5 million, down 2.4% from €57.9 million in the previous year [3]. - The second quarter (July – September) saw sales of €79.0 million, an increase of 1.3% from €78.0 million [3]. - The third quarter (October – December) recorded sales of €84.4 million, a decline of 3.8% from €87.7 million [3]. - Cumulative sales for the first nine months were €219.8 million, down from €223.6 million in the previous year [3]. Segment Analysis Nacon Gaming - Nacon Gaming's sales for the third quarter were €46.1 million, down 12.8% from €52.9 million [3]. - Total "Games" revenue grew by 1.9% to €25.9 million, with "Catalogue" activity (new games) increasing by 39.9% to €13.7 million [5]. - The "Back Catalogue" generated €12.2 million, down from €15.6 million, attributed to a high basis of comparison and market decline [6]. Accessories - The "Accessories" segment generated €17.9 million, down 29.1% due to the impact of increased customs duties in the US market [7]. - The decline in the US market eased from 66% in the second quarter to 38% in the third quarter [7]. Bigben Audio-Video/Telco - Bigben Audio-Video/Telco reported a revenue increase of 9.9% to €38.2 million for the quarter [9]. - The "Mobile Accessories" segment achieved €28.3 million, up 11.9%, driven by strong performance in December [10]. - The "Audio" segment generated €9.8 million, with a growth of 11.1% attributed to the new K7 portable player [11]. Future Outlook - Nacon anticipates continued growth in the last quarter, driven by major game releases [12]. - The "Accessories" segment remains uncertain in the US, but Europe is expected to benefit from new product launches [13]. - Bigben Audio-Video/Telco forecasts growth for the fiscal year, despite a slowdown in the video game market leading to revised forecasts [15].

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Group 1 - The article discusses recent observations regarding Paychex, Inc. (PAYX) and the Human Capital Management (HCM) solutions market, indicating potential for stock price upside [1] - The author has extensive experience in logistics and stock investing, focusing on various sectors including banks, telecommunications, logistics, and hotels, which provides a broad perspective on market dynamics [1] - The author highlights a shift in investment strategy, moving from traditional savings in banks and properties to a diversified portfolio that includes stocks across different industries and market capitalizations [1] Group 2 - The author emphasizes the importance of knowledge sharing and analysis in stock trading, particularly in the context of the US market, which has been a focus for the author since 2020 [1] - The article reflects on the author's journey in the stock market, including initial investments in blue-chip companies and the expansion into various sectors, showcasing a strategic approach to portfolio management [1]