XaiJu
The Retail Fund Manager PH
The Retail Fund Manager PH

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October 2024 Q&A Discussion

Ask anything and I will try to answer! I may discuss the question in my YouTube if its too hard to explain in a text.

*DONT ASK for STOCK RECOMMENDATIONS or BUY AND SELL TIPS

*If you're concern or question is about financial statements and accounting, better hire your own accountant or a tutor to teach you how to do it. The Retail Fund Manager is NOT here to teach or mentor you. I have more important things to do with my free time.

Comments

Ok po

TheCheap Gamer

Pa valuate sir ng LFM

John

Stock analysis boss CLI thank you

Michael

hello po sir newbie lang po ako dito ask ko lang po sana saan makikita ang portfolio tracker?

Benjie Suan

Sir, may update ka for LTG ?

John

Speculation lang Yan na papasok sila.

TheCheap Gamer

Bro good morning, re Maharlika acquisition of stake from NGCP, ano price kaya nila acquire?

Dru De Leon

reminder po. thank you

peacemaker25

Ok po

TheCheap Gamer

pa request po BALAI pls

peacemaker25

kita ko na po yung 1 pager. Thank you po.

Erly

Okay po. After Ng bakasyon.

TheCheap Gamer

Hello po, updated analysis/one-pager for PIZZA please. Thank you!

Erly

i think ok lang siguro mag accumulate habang bumababa ang price ng ANS ngayon. Thanks bro!

Dru De Leon

Malaki pera Yung ginamit nila sa acquisition so yeah, could be the reason nagbawas sila Special Divs. Mukhang ayaw pa nila ibenta ICT position nila.

TheCheap Gamer

Maxs target is more on middle income to high income. Pero Hindi na nagiging competitive Yung food nila on that category kaya sobrang Hina nila Ngayon.

TheCheap Gamer

Malakas Yung mga ibang restaurant under bisto group sa iBang Bansa like Texas road house etc. Puro mayayaman or elites ulit target costumer niyan. It seems like mahilig Ang ANS mag target Ng elites or mayayaman tulad Ng kanilang Amanpulo. Malalaman Yan siguro next year. Iba Kasi gumastos Ang mayaman compared sa low and middle income.

TheCheap Gamer

bro, ano tingin mo sa acquisition ng ANS sa Bistro Group, ok kaya ito? mahina kasi earnings ng mga resto ngayon gaya ng max's e, pero sana ok ang income ng mga resto under Bistro. baka kaya binawasan ang special divs dahil ginamit dito sa binili nilang shares.

Dru De Leon

Okay

TheCheap Gamer

idol. updated analysis for CROWN. maraming salamat!

Alecs

BUGOK Wake-Up call. Inactive sa Ngayon, medyo na busy.

TheCheap Gamer

Okay

TheCheap Gamer

Idol request naman sa STI stock analysis

I am Jersey D

Sir ano nga ulit second channel mo? Re: Phil politics. Thank you!

Erly

Okay

TheCheap Gamer

Stock analysis po kay ACR thanks!

Earleo Goco


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