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Pasig | Cebu | Davao
Joined April 2012
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#COLadvisory: Please be advised that the Philippine Stock Exchange (PSE) will go back to its full-day trading schedule starting March 1, 2022 (Tues).
#COLFinancial
Daily Notes:
Top Stories:
- $BDO: 3Q26 net income inches up 1.8% y/y to Php22.9Bil
- $EW: 3Q26 earnings decline 36% y/y to Php1.6Bil, below estimates
#COLFinancial
Daily Notes:
News Highlights:
- $SGP: Maharlika shelves planned NGCP investment
- Power Industry: DOE prepared to defend new mining bid rules in court
- $UBP: Board approves integration of UnionDigital and UBX into parent bank
#COLFinancial
Daily Notes:
News Highlights:
- Gaming Sector: DoF continues to study proposed excise tax on online gaming
- Economy: October inflation expected to quicken to 7.6%
- Economy: Moody’s cuts 2026 GDP forecast to 3.3%
#COLFinancial
Daily Notes:
Top Stories:
- $PNB: 3Q26 net income up 11.0% y/y on lending income growth and provision reversals
- $UBP: 3Q26 net income down 5.6% y/y on higher provisions
#COLFinancial
Daily Notes:
News Highlights
- $MER: Meralco sales volume rises 0.8% during first nine months of this year
- $PLUS: DigiPlus targets 60 localized games in 2027
#COLFinancial
Daily Notes:
News Highlights
- Economy: Gold slips below US$4,000/oz amid rising energy prices
- Economy: More BSP hikes seen as inflationary pressures build
#COLFinancial
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Daily Notes:
Top Stories:
- $GCASH: Turning scale into opportunity
- $EW: Elevated credit costs continue to constrain profitability; downgrade to HOLD
#COLFinancial
Daily Notes:
News Highlights:
- $MWC, $MYNLD: Metro Manila water concessionaires contemplate water-sharing deal
- $APX: Subsidiary receives offer for 30% stake in SC72 gas exploration project
- $RLC: Robinsons Land launches sports and leisure unit
#COLFinancial
Daily Notes:
News Highlights:
- $ALX: Aznar Shipping receives SEC greenlight for December IPO
- Economy: Vehicle sales fall 5.8% y/y in September but rebound m/m
#COLFinancial
Daily Notes:
Top Stories:
- $BDO: Holding up despite macro headwinds, reiterate BUY
- $CPG: From volatile high-end developer to stable affordable homebuilder
#COLFinancial
Daily Notes:
News Highlights:
- $CNVRG: CNVRG set to open Luzon data center
- $MEG: BNP Paribas to set up operations in Uptown Bonifacio
- $TUBIG: Plans follow-on offering to restore public float
- $LTL: LTL expands retail mix in PNB Makati Center
#COLFinancial
$GCASH: Turning scale into opportunity
Read the full Initiating Coverage by logging in to colfinancial.com
#COLresearch #COLFinancial
Daily Notes:
- $SECB: Wealth management arm targets Php600Bil in AUM by end-2026
- Economy: BSP to hike rates by another 25bps — BusinessWorld poll
#COLFinancial
Daily Notes:
- COLing the Shots: What will it take for Philippine equities to re-rate?
- $MER: Has the market priced in an overly pessimistic regulatory scenario?
- $MAC: Increasing FV estimate on improved LTP margins; maintain BUY rating
#COLFinancial
Daily Notes:
- Power Industry: WESM prices rise in September
- $CEB: House of Representatives on Monday approves CEB’s 50 year franchise renewal
- $SCC: Semirara criticizes coal auction rules, selection criteria
#COLFinancial
Daily Notes:
- $ROCK: Rockwell Land joins expanded 4PH housing program
- $NOW: NOW associate requests NTC fee reassessment
- Economy: BSP widens current account deficit forecast on high fuel, commodity prices
#COLFinancial
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Daily Notes:
- solana:7RY9w8brhM4DgQwiwn4D9cVnk4L7RJuZESS3mEKmpump: Padcal remains mostly unhampered despite ongoing worker strike
- $DMC: DMCI Homes tops off five buildings at Solmera Coast estate
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Daily Notes:
- Economy: Net FDI inflows fall 44.1% y/y in July
- Economy: Oil prices rise after attack on Saudi airport
#COLFinancial
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Daily Notes:
- $MER: ERC sets MER’s tariff at Php1.48/kwh for 2026-2030
- $MWC: MWC completes water service improvement infrastructure project
#COLFinancial
Daily Notes:
- Economy: Wage order raises CALABARZON worker pay
- Economy: DTI targets finalization of EV incentive rules by October
- Economy: BSP seen extending rate-hiking cycle amid persistent inflation
#COLFinancial
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