Clear thinking for investors & traders
Accuretti publishes independent, evidence-led research on Philippine listed companies, with an emphasis on business quality, cash generation, valuation, and risk.
Recent posts
Are the Gokongweis Squeezing Cebu Air’s Public Float?
The conversion of a parent-controlled preferred-share block and a continuing buyback are set to increase JG Summit Holdings, Inc.’s command of Cebu Air, Inc.. The arithmetic resembles a float squeeze, though the evidence doesn’t establish an improper one.
RFM’s Dividend Outruns Its Cash Flow as Expansion Absorbs Funds
The food manufacturer’s earnings are growing, but inventory and capital spending left just ₱41 million in cash after investment, forcing the company to lean on its liquidity reserves to fund shareholder payouts.
APX Moves to Cash In on Long-Stranded West Philippine Sea Gas Stake
A proposed sale of the miner’s 30% interest in Service Contract 72 could convert an illiquid exploration asset into fresh capital for mines, acquisitions or shareholder returns.
Independent by design.
Accuretti Systems publishes focused, evidence-led writing for readers who prefer primary evidence and measured conclusions over market noise.
Research that shows its work.
A repeatable framework helps keep analysis disciplined. The goal is not false precision. It is to make assumptions, evidence, and uncertainty visible.
Understand the business
We examine the economic engine, competitive position, management incentives, and industry structure.
Normalize the numbers
We separate recurring performance from accounting noise and one-off items.
Value the security
We use scenario-based valuation grounded in cash generation, balance-sheet risk, and realistic assumptions.
State the risks
Every report presents disconfirming evidence, key sensitivities, and what could make the thesis wrong.
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