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This is a highly anticipated program of the ICT group of the American Chamber of Commerce in the Philippines.
Professor Joel Litman, President, CEO, and Chief Investment Strategist of Valens Research will be delivering insights "Through an Investor Discipline" of Global Telecom Carriers.
Unlike traditional investment bank and published financial research, Professor Litman will demonstrate advanced performance and valuation methods of some of the world's largest and most influential investment firms. Specifically, tools such as Uniform Accounting Financial Analysis (UAFRS), Earnings Call Forensics, and strategic compensation reviews.
Litman will review the business strategies, economic performance, investor valuations, and stock price drivers of AT&T, Verizon, T-Mobile, Sprint, Singapore Telecom, Vodaphone, China Mobile, NTT Docomo, and of course, Globe and PLDT in the Philippines.
How do investors view new innovations like 5G and mobile payments and other trends and innovations in the industry? Who do investors see as the current winners and losers in the telecom world? Which firms are expected to be the big winners in the coming years?
Also, Litman will highlight the impact of Uniform Accounting on strategic performance measures and decision-making. UAFRS-based performance and valuation research is read by more than 250 of the world's largest investment firms and 70,000+ professional investors of all sizes globally.
The program provides both a top-down and bottom-up review of the performance of these telecom carriers, with a Q&A session to follow. We hope you can join us.