APRIL 2024 Q&A Discussion
Added 2024-05-08 22:22:18 +0000 UTCAsk anything and I will try to answer! I may discuss the question in my youtube if its too hard to explain in a text.
Comments
hahaha thanks sir
Judahbenj
2024-05-23 04:09:43 +0000 UTCIt's a bad company.
TheCheap Gamer
2024-05-23 03:48:48 +0000 UTCpaki analize mo nga sir si LBC....thanks
Judahbenj
2024-05-23 03:36:54 +0000 UTCI see now, pretty new here and still learning. Thank you
Kelvine Moral
2024-05-22 05:12:20 +0000 UTCI don't own any ALI. You can check my portfolio in my excel tool.
TheCheap Gamer
2024-05-22 05:02:20 +0000 UTCALI is currently on a share buy back spree. Any plans on them or do you already own a substantial amount of ALI stocks?
Kelvine Moral
2024-05-22 05:00:14 +0000 UTCMy personal opinion is that I don't like it. Hindi kelangan ni Meg Yung share issuance na Yun for capital. I think it's just an excuse for AGI to buy MEG at cheap price. Hindi Naman ganun kalaki yung issuance, kumabaga nasayang lang lahat Ng share buybacks na ginawa nila dati.
TheCheap Gamer
2024-05-17 11:22:25 +0000 UTCSir, regarding sa MEG news, good or bad ba ito? ma dilute ba shareholder? "(AGI) is infusing P2.6 billion into its real estate arm Megaworld Corp. to support future business expansions. authorized capital stock of the listed property giant. The shares will be subscribed at P1.90 per share for a total subscription price of P2.61 billion."
p3k
2024-05-17 08:42:27 +0000 UTCSalamat Master. Ang bilis.
Linton Lim
2024-05-17 05:06:40 +0000 UTCSure
TheCheap Gamer
2024-05-16 01:04:45 +0000 UTCMaster, can you review $Pgold 1st Qrt 2024 earnings? TYSM.
Linton Lim
2024-05-16 01:01:08 +0000 UTCCurrent Portion of LT Debt
TheCheap Gamer
2024-05-12 02:14:58 +0000 UTCSir anu meaning ng "CPLT Debt" sa 1 pager analysis ninyo?
Mau
2024-05-12 01:28:17 +0000 UTCSa recent press release nila parang around 70%+ lang Ng kanilang Data Center Ang occupied. Well I think need pa Ng mga additional companies or enterprise na mag migrate into Cloud sa Pinas.
TheCheap Gamer
2024-05-10 03:28:35 +0000 UTCisa nlang sir, whats your take sa planned REIT ni TEL? un mga data centers nia.
Judahbenj
2024-05-10 03:14:49 +0000 UTCAng problema diyan Kay UBP is kaka SRO lang niyan. Tapos mag SRO ulit sila. Kung walang mag materialize si ginagawa nilang capital raising activity, it's share dilution. UBP is not attractive since a lot of the banks right now are growing on these high interest rate environment.
TheCheap Gamer
2024-05-09 22:02:45 +0000 UTCDepende kung walang pumatos sa SRO at ibenta nila sa outside investors Yung unsubscribed shares.
TheCheap Gamer
2024-05-09 21:59:08 +0000 UTCAccumulating but not my top priority. I am anticipating some growth and recovery this year which could lead to undervaluation.
TheCheap Gamer
2024-05-09 21:52:04 +0000 UTCMatataas utang Ng property stocks and mahilig din sila umutang for expansion plans. Therefore, kalaban talaga nila high interest rate environment. So far na grow padin ibang property stocks so I think it's just sentiment driven Yung kanilang stock price weakness.
TheCheap Gamer
2024-05-09 21:49:45 +0000 UTCSir bakit may bad sentiment sa property sector? tama ba pagkaintindi ko dahil sa high interest rate di sila makautang for expansion? may other reasons ba for the bad sentiment?
Mau
2024-05-09 18:55:05 +0000 UTCWhy DNL is in "Accumulating" when it is over valued sa valuation mo sir?
Judahbenj
2024-05-09 17:21:53 +0000 UTCHi bro, re UBP sro, will it increase the free float? Do you think babagsak pa price nya? Thanks.
Dru De Leon
2024-05-09 06:14:33 +0000 UTC
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