COL Financial announced in their report that Holcim (HLCM) 1H16 earnings are up by 21.1% y/y above consensus estimates. At the same time, Truly Rich Club added Cemex (CHP) to their recommended SAM stocks and explained that CHP will benefit with the current administration’s focus on infrastructure spending. So does that mean that Holcim will … Read more
President Duterte’s commitment of the government to increase infrastructure spending and the move towards cleaner energy prompted me to look at First Philippine Holdings Corporation (FPH). FPH is a 54-yr old diversified holding company with principal interests in the areas of energy, infrastructure, real estate and manufacturing. Basic common sense tells me that YES, the government will have a significant impact … Read more
I noticed that RFM Corporation (RFM) has been buying their stock since February 2016. As of this writing, the company has already bought back 0.25% of the Outstanding Shares. The stock price also rose from PHP 3.84 last February to Php 4.35 as of today. I wonder what the Board of Directors are thinking. Is today’s … Read more
I’m receiving a lot of valuation requests these past few days and I’m kind of overwhelmed of the positive feedback that I’ve received in my message inbox. I will try to give my best to fulfill all of the requests in my spare time. For now, I just want to thank everyone for the kind words … Read more
A few days ago, I received a request from a reader to do a company valuation of Energy Development Corporation (EDC) and NOW Corporation (NOW). I’m hesitant at first but after the overwhelming response I got from my CEMEX IPO review, I felt that my knack for numbers has given me a new purpose; to … Read more
CEMEX (CHP) will be listed on the PSE this coming July 18. Right now, many investors are curious about the company including me. Just like other investors, I’m curious if the company has the ability to sustain growth. If they can, then this will be a good investment. In this review, I’ll highlight and summarize … Read more
Hi, Bro. Bo Sanchez is turning 50 years old on July 11. He’s already half a century old! As he enters to this new phase of his life, he decided to launch what he calls the best gift he could give to help more people improve their financial life. He has announced the relaunching of Truly … Read more
When I saw this stock rise on its first listing date at 49.9%, I was intrigued. I got curious of its fundamentals. So I studied the prospectus and made a quick valuation. Golden Haven Memorial Park in a nutshell is; One of the leading developers of memorial parks and columbarium vaults in the Philippines in … Read more
The Brexit sent a devastating tsunami across the European and US Markets. Indices dived and the British Pound collapsed. Not only that, the Brexit contagion is now apparently spreading across EU. Some of the member countries seem to have lost trust in the EU. And because of that, I bet you are now worried of the … Read more
A company that’s operating 135 Hypermarkets, 93 Supermarkets, 28 extra 10 S&R warehouse clubs and 16 S&R-QSRs for a total of 282 stores located in different parts of the country with a reported net income of 5 Billion last year is a company I would definitely want to own. I made a careful study about … Read more