Letters by company

Ayala Land Inc

2 letters discussing AYAAF. Everything written about it on this site is on its ticker page.

Oldfield Partners Overstone World All Cap Equity Fund 3Q 2025 Commentary Overstone World All Cap Equity Fund trimmed Barrick after the miner’s management upheaval and unusually wide production margins. It added Ayala Corp. as a double-discount holding company and retained Samsung and SK Inc for lower-valuation AI exposure, while favouring conventional businesses trading below net asset value. 3Q 2025 AYYLF $5.2BB $66BSSNLF $1778T
Oldfield Partners Overstone World All Cap Equity Fund 2Q 2025 Commentary Overstone World All Cap Equity Fund benefited from value reratings in SK Inc, Lloyds Banking Group and Aberdeen Group, while Toyota Industries received an inadequate intra-group bid. The fund added Ayala Corporation for its asset-value discount and Trainline following profit growth and buybacks, judging proposed UK rail-ticketing competition to be distant and uncertain. 2Q 2025 AYYLF $5.2BESYJY $5.2BLYG $78B