Bonds, Property, Stocks, Metals, Private Equity, Crypto & Tangibles
iTrade Where The Sun Shines
Joined November 2011
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OutSmarting Markets retweeted
GCASH 7.05
PT 8.50
BUY
GCash commands a forward P/E of 18.8x, roughly 60% higher than the bank average.
This is justified by its hyper-growth profile (~39% CAGR vs. ~11% for traditional banks).
Superior loan yields
implied annualized loan yield sits between 45% and 52%:
OutSmarting Markets retweeted
Someone just spent $8.66 MILLION on a watch ๐โ
An ultra-rare F.P. Journe just sold at a Phillips auction for $8,662,000, with the winning bid coming in over the phone.
Source: phillipswatches, phillipsauction (IG) / Writer: Samuel
OutSmarting Markets retweeted
Not quite a done deal, but getting there! Dominion Holdings has secured a PCC notification exemption as it works toward taking control of Tampakan.
bilyonaryo.com/one-hurdle-doโฆ
OutSmarting Markets retweeted
๐ท ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐ ๐ผ๐ป ๐๐ฎ๐๐ฎ ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ ๐๐ป๐ฐ๐ถ๐ฑ๐ฒ๐ป๐
On November 6, the Securities and Exchange Commission (SEC) became aware of reports posted online pertaining to an alleged leak involving data claimed to be associated with the Commission. 1/3
OutSmarting Markets retweeted
Philippines PSEI is not part of the current AI-driven bear market selloffโits benchmark PSEi was largely flat on Friday, .
PSEi remains roughly 36.5% below its all-time record peak of 9,078.37 set in Jan 2018, having traded in a prolonged, multi-year downtrend path
OutSmarting Markets retweeted
๐๐๐ฒ ๐๐ฅ๐ข๐ ๐ก๐ญ ๐ค๐ ๐ฌ๐ ๐๐จ๐ฏ๐๐ฆ๐๐๐ซ ๐๐โ๐๐? ๐๐๐ญ๐ญ๐๐ซ ๐๐ก๐๐๐ค ๐ญ๐ฐ๐ข๐๐!
The ASEAN Summit could bring flight schedule changes, road closures and tighter airport security.
CAB is urging airlines to prepare for possible disruptions and passengers to allow extra travel time.
bilyonaryo.com/flying-duringโฆ
OutSmarting Markets retweeted
GCASH 6.60
Underperformed
Valuation at a premium vs PSEI market & global peers.
GCash's growth trajectory is among the slowest in global fintech
To sticky on local market, capping its broader scale & long-term expansion potential.
2nd day Net Foreign Selling heavy
5.70 open
OutSmarting Markets retweeted
GCASH 6.40
Underperform
PT 5.70
Valuation at a premium vs PSEI market & global peers.
GCash's growth trajectory is among the slowest in global fintech
To sticky on local market, capping its broader scale & long-term expansion potential.
OutSmarting Markets retweeted
Binance is legal in Japan through its fully regulated local platform, Binance Japan.
OutSmarting Markets retweeted
When being a monopoly gives you comfort and breeds incompetence... what kind of thinking is that from the PSE's leadership?
โCreate top-tier products and features so that you can compete with offshore opportunities, crypto, and e-gambling.
facebook.com/share/p/1BQS4yVโฆ
OutSmarting Markets retweeted
PHR 0.33 +36.36%
Speculative
PHR disclosed that it aims to return stockholders' equity to a positive position within two years.
PHR's board approved a proposal to increase its authorized capital stock by 150%, boosting it from โฑ8 billion to โฑ20 billion.
Corporate Clean-Up
OutSmarting Markets retweeted
Why do you always reply so quickly?
Communication is a form of respect.
If you respect someone, you respond as soon as you can. Being busy isn't the problemโa lack of priority is
People don't forget to respond to those they respect; they simply choose where their energy goes
OutSmarting Markets retweeted
solid din ng target fair value nila na 8 pesos. mukhang ok pumasok as long term core holding ito guys.
OutSmarting Markets retweeted
Totoo yan nung valuation model nila parang magandang basehan din para sa portfolio mix
