May 2023 Q&A Discussion
Added 2023-05-31 02:25:21 +0000 UTCAsk anything and I will try to answer!
Comments
D ko sure yung process nila. Meron siguro yan mga entities na inuutusan para bumili in their part. Not sure.
TheCheap Gamer
2023-07-03 02:10:16 +0000 UTCAsk ko lang paano ang mga insider nakakabili ng stocks worth millions of pesos like the SCC, DMC insiders at a certain stock price? Same din ba ang pagbili nila sa mga katulad natin na retail investor? Thank you.."
ApaChin
2023-07-01 10:02:35 +0000 UTCTry ko bukas sir. Thank you
Gilmiester Siores
2023-06-15 11:49:10 +0000 UTCAng simple computation Kasi niyan is (Total Assets-Total Liabilities)/shares outstanding. Iba pa Yung formula kapag may prefered shares Yung company. Pwede mo google.
TheCheap Gamer
2023-06-15 10:48:10 +0000 UTCSir ginawa ko narin, sorry hindi ko parin mahanap yung book value per shahre niya na 246.46 sa 2013 ang kumplikado pala. Na select ko naman yung 2013 pdf siya nandoon lahat pero yung book value di ko talaga mahanap
Gilmiester Siores
2023-06-15 10:27:40 +0000 UTChttps://www.globe.com.ph/about-us/investor-relations.html Meron diyan interface kung saan iseselect mo Yung year. Andiyan mga annual reports nila as old as 2012
TheCheap Gamer
2023-06-15 09:48:42 +0000 UTCSir nahanap ko na po siya pero yung latest yung nakuha kung data, how about from 2013 to 2015 yung history ng book value per share niya?
Gilmiester Siores
2023-06-15 09:45:33 +0000 UTCCopy. Thank you sir! <3
Gilmiester Siores
2023-06-15 09:36:24 +0000 UTCYou can go to company website. Investor Relations Tab or Disclosures. Pwede ka mag download old annual reports Ng company.
TheCheap Gamer
2023-06-15 08:41:43 +0000 UTCHello sir. Saan pala makukuha yung book value per share ng globe sa balance sheet? 2013-246.46 2014-349.72 2015-390.61 2016-405.17 2017-441.03 2018-513.03 2019-596.31 2020-633.05 2021-584.37 LTM-912.42 nakita ko lang to kay InvestingPH paano niya nakuha yung data na yan? Thank youu
Gilmiester Siores
2023-06-15 08:35:32 +0000 UTCInvesting is all about buying consistently and buying the dip on good companies/businesses. To do that, I need some cashflows. REITs can give me that every quarter since they are required to pay dividends. I also PESO Cost Ave on REITs since I dont do valuation analysis on them.
TheCheap Gamer
2023-06-14 23:03:36 +0000 UTCHello Sir, I might have missed it on your videos, but can you please briefly share why you're using Peso Cost Averaging for REITs? Thank you.
Erly
2023-06-14 16:08:37 +0000 UTCIts a mehhh.... I am not really excited or interested about stock dividends. What I don't like is AUB not increasing their cash dividend rate despite record breaking performance.
TheCheap Gamer
2023-06-13 05:50:44 +0000 UTCSir, any thoughts about the news regarding the declaration of stock dividends by AUB subject to approval of stockholders and PSE? Thanks.
GEE
2023-06-13 05:21:46 +0000 UTCMakes sense, especially the second point. Thank you very much po for your insights!!!
Erly
2023-06-11 14:33:40 +0000 UTCHolding companies doesn't own 100% of their subs. You may want to look at their shareholding structures. 2nd, contrary to what you have said, It's the holding companies that will mostly always trade at a discount because there's a lot of moving parts or subsidiaries on a holding company that can impact future growth assumptions used in valuations. 3rd, a growing company that's currently under appreciated by the market doesn't mean it's already a value trap. The stock market is a weighing machine in the long term. If I see a company with good fundamentals and still growing and undervalued based on my valuation, then I'm going to buy the Freaking Dip.
TheCheap Gamer
2023-06-11 14:21:29 +0000 UTCLike meralco po which has higher market cap than mpi, and fgen's higher than fph. Na I think if we considered the full value of these subs, the holding companies should be valued higher than the subs. Pero it's not reflected in the holding companies' market price. Nahihirapan pong mag exit tuloy kasi flat ang market price, hindi nag i-increase as expected for long periods of time. Kakastart ko lang po mag aral2x sa long-term investing, so pasensya na po if medyo bobo ang datingan hehe.
Erly
2023-06-11 14:11:51 +0000 UTCDepends on your definition what a value trap is.
TheCheap Gamer
2023-06-11 12:46:44 +0000 UTCI plan to do further research on this, but in your personal opinion, is cosco a value trap like mpi and meralco, fph and fgen?
Erly
2023-06-11 12:36:49 +0000 UTCI have COSCO because I think it's more undervalued.
TheCheap Gamer
2023-06-11 08:40:52 +0000 UTCCOSCO or PGOLD?
Erly
2023-06-11 05:55:50 +0000 UTCNot aware with the one. How much is the management fee?
TheCheap Gamer
2023-06-11 05:17:40 +0000 UTCsir regarding sa Manulife REIT Fund maganda ba yan as parang basket or index na ng mga reits or lugi pa din kasi may management fee? thanks po
Carlo
2023-06-09 00:53:56 +0000 UTCPersonally, I will transition LTG from Accumulating to Holding. Will monitor Q2 and see if PNB and other subsidiaries will pick up to drive growth. About the dividend cover in my stock analysis, I think LTG can cover dividends. May Bank Kasi sa holdings Ng LTG and Ang nangyayari is that Hindi ganun ka consistent Ang cash flows kapag may Bank sa Isang holding company. Mas okay Silang tignan kapag around 3rd or 4th quarter na.
TheCheap Gamer
2023-06-02 09:12:29 +0000 UTCWondering po what's your personal take on accumulating more LTG stock given their recent decline in tobacco sales and their poor dividend cover this Q1. Would you personally still accumulate given na undervalued pa rin considering YoY growth? Or would you prioritize accumulating other holding stocks instead? Thanks po
Nigel F
2023-06-02 09:02:13 +0000 UTCThe stock market can be more volatile specially those overvalued stocks or companies with trash fundamentals. Yun kasi target ng short sellers. The worst are the activists investors, kapag nag open sila ng short position on a certain stock and then bombahin nila ng bad news or articles yung company. Personally, I wont participate in short selling as its a waste of capital allocation.
TheCheap Gamer
2023-06-01 06:07:30 +0000 UTCI also like ICT. Currently I have a small position on the stock. Will increase it if the business grows further. I think still undervalued.
TheCheap Gamer
2023-06-01 06:05:12 +0000 UTCSEC approves short selling sa PH stock market.... ano po magiging positive and negative effects sa atin na mga retailers/traders/long term investors? thank you po
Carlo
2023-06-01 05:57:35 +0000 UTCICTSI is massively investing in the Philippines port expansion and also abroad...will it be a good stock to position?
Noty
2023-05-31 13:12:45 +0000 UTC
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