Letters by company

Kri-Kri Milk Industry S.A.

1 letter discussing 0QG6. Everything written about it on this site is on its ticker page.

Palm Harbour Capital Letter 2025 Q4 | 244 KB Palm Harbour Capital exited Playtech, RHI Magnesita, Aichi, Aberdeen European Logistics Income and Kri-Kri after governance concerns, cyclical risks, liquidation and fuller valuations changed the risk-reward balance. The fund added Converge ICT, arguing that Philippine fiber-network monetization, easing capital expenditure and broadband penetration growth can drive free cash flow. fourth quarter 0QG6 delisted111770 $2.5B284740 $390M