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. ...

分组1 - Trex Company, Inc. (TREX) has experienced a 27% decline in value over the past nine months, which supports a cautious investment stance [1] - Recent attempts at recovery are noted, attributed to better-than-expected performance in Q4 2025 [1] - The analyst has a background in logistics and stock investing, focusing on various sectors including banks, telecommunications, logistics, and hotels [1] 分组2 - The analyst has been trading in the US market for four years and has diversified investments across different industries and market capitalizations [1] - The article reflects the analyst's personal insights and does not represent any business relationship with the companies mentioned [2]

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] 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 investment strategies among investors in both the ASEAN and US markets [1]

Company Overview - La-Z-Boy, Incorporated (LZB) has experienced a value increase of over 20% in just three months, despite a cautious market outlook [1] Analyst Background - The analyst has nearly two decades of experience in the logistics sector and almost ten years in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] Investment Strategy - The analyst emphasizes portfolio diversification, having transitioned from traditional savings in banks and properties to investing in various industries and market cap sizes, including blue-chip companies and stocks for retirement and trading profits [1] Market Engagement - The analyst entered the US market in 2020, gaining insights through a trading account managed for a relative before opening their own account, and has been utilizing analyses from Seeking Alpha to compare with the Philippine market [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 investments, particularly in sectors like banks, hotels, and logistics [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 investment strategies among investors 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 logistics [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]

Company Overview - Ethan Allen Interiors Inc. (ETD) has been under observation for nearly four months, with a shift from a cautious to a more optimistic stance regarding its stock performance [1]. Investment Background - The analyst has extensive experience in the logistics sector and stock investing, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1]. - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying into various industries and market capitalizations [1]. Market Engagement - The analyst entered the US market in 2020, gaining insights through a relative's trading account before opening their own [1]. - The analyst has been utilizing analyses from Seeking Alpha to compare US market trends with those in the Philippine market since discovering the platform in 2018 [1].

Company Overview - Ethan Allen Interiors Inc. (ETD) has been under observation for nearly four months, with a shift from a cautious to a more optimistic stance regarding its stock performance [1]. Investment Background - The analyst has extensive experience in the logistics sector and stock investing, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1]. - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying into various industries and market capitalizations [1]. Market Engagement - The analyst entered the US market in 2020, gaining insights through a relative's trading account before opening their own [1]. - The analyst has been utilizing analyses from Seeking Alpha to compare US market trends with those in the Philippine market since discovering the platform in 2018 [1].