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Monday, December 14, 2015

Dividend Ex-Dates in the Philippines in the Next Three (3) Months as of 14-Dec-2015

Here's our monthly dose of upcoming dividend ex-dates in the next three (3) months. 

"Dividend Ex-Date" is the actual ex-date already announced by the company. 

"Next Estimated Ex-Dividend Date" as the name implies, is the estimated next dividend ex-date of the company based on their historical trend of dividend releases.

If you want additional items to be added on this table hit the comment button below and we'll try to get them included next month.

Data as of 14-Dec-15. 

Enjoy!

TickerShort NameMarket Cap (PhP)Last Price (PhP)Dividend Ex-DateNext Estimated Ex-Dividend DateDividend Yield
TEL PM EquityPHILIPP LONG DIS461,495,140,35221368/24/20153/10/20166.09
GLO PM EquityGLOBE TELECOM260,175,101,952194011/17/20152/18/20164.28
SLF PM EquitySUN LIFE FINANCI938,246,930,432153511/20/20152/22/20163.58
MWC PM EquityMANILA WATER50,629,767,16825.158/20/20152/29/20163.24
MFC PM EquityMANULIFE FIN1,498,190,446,59276011/17/20152/19/20163.19
SMC PM EquitySAN MIGUEL110,839,267,32847.9510/6/201512/28/20152.92
AP PM EquityABOITIZ POWER295,815,905,28039.93/19/20153/14/20162.86
IPO PM EquityIPEOPLE INC8,388,051,96811.212/18/2015
2.14
CEU PM EquityCENTRO ESCOL UNI3,653,384,9601012/16/2015
2.00
AEV PM EquityABOITIZ EQUITY316,870,918,14456.953/19/20153/14/20161.95
EDC PM EquityENERGY DEVELOPME113,062,502,4005.919/18/20153/9/20161.69
ALI PM EquityAYALA LAND INC497,447,108,60833.858/27/20153/1/20161.23
MPI PM EquityMETRO PACIFIC IN146,955,927,5525.268/26/20153/31/20161.22
BDO PM EquityBDO UNIBANK INC363,808,456,70499.112/7/20153/14/20161.21
BPI PM EquityBANK PHILIPPINE322,185,396,22481.68/5/201512/24/20151.10
URC PM EquityUNIVERSAL ROBINA404,232,306,688184.82/23/20152/19/20160.81
PCOR PM EquityPETRON CORP67,594,502,1447.223/27/20153/31/20160.69

Source: Bloomberg


DISCLAIMER: 
This is not an investment advice and the author shall not be responsible or liable for any trading or investment decisions made based on this information.
The author hereby expressly disclaims any responsibility for any error or inaccuracy in the information.

Tuesday, December 8, 2015

Top Twenty Five (25) Cheapest Stocks in the Philippines as of 08-Dec-15

The "Top 25 Cheapest Stocks in the Philippines" is a monthly publication by The Filipino Investor to give investors in the PSE a sense on what are the cheapest stocks at the current market prices. This will be particularly useful to value investors a.k.a. those investors who like to buy companies whose current market price is selling cheap relative to quantifiable metrics such as earnings, sales, book value, dividend etc.
We would like to remind the readers of this website to do due diligence before investing specially on the more iliquid names. Cheers and enjoy!

Note:
1. P/E, EV/EBITDA, P/B, P/S were arranged from lowest to highest (lower the numbers means they are cheaper)

2. DY was arranged from highest to lowest (higher numbers are better/cheaper)

3. Data as of 08-Dec-15

Thursday, November 26, 2015

Thinking Rationally About Investment Returns

One of the most common reasons why people fall for investment scams is because of the very high returns promised for a very short period of time.

The inspiration of this post is to hopefully give investors out there a quick mental framework on how to think rationally about investment returns and hopefully make them a little better in identifying investments that are plausible vs hoax.

Case in point is one of the Philippine's biggest investment scam w/c reportedly promises 62% return in just 20 days or equivalent to 1,131.5% per year according to PinoyMoneyTalk.com.

Now quoted at 62% for 20 days it might mentally deceive ones brain to accept the very attractive offer. But when you do the math, the numbers will really look funny and on first glance would look nothing but - for lack of a better word, a joke.

Here's why.

Let's assume you were offered that deal 27 years ago and say you had P10,000 back then. How much money would you have now at 1,131.5% return every year? Note that the reason why I have chosen 27 years is because we will compare it later with LEGIT investments that had recorded data going back 27 years.

The answer is:

Monday, November 9, 2015

Dividend Ex-Dates in the Philippines in the Next Three (3) Months as of 09-Nov-2015


Here's our monthly dose of upcoming dividend ex-dates in the next three (3) months. 

"Dividend Ex-Date" is the actual ex-date already announced by the company.

"Next Estimated Ex-Dividend Date" as the name implies, is the estimated next dividend ex-date of the company based on their historical trend of dividend releases.

If you want additional items to be added on this table hit the comment button below and we'll try to get them included next month.

Data as of 09-Nov-15.

Enjoy!

TickerShort NameMarket Cap (PhP)Last Price (PhP)Dividend Ex-DateNext Estimated Ex-Dividend DateDividend Yield
EEI PM EquityEEI CORP6,217,689,088611/27/20158/26/20156.67
REG PM EquityREPUBLIC GLASS1,841,577,2162.711/9/20155.56
GLO PM EquityGLOBE TELECOM288,051,003,392217011/18/20158/12/20153.82
PF PM EquitySAN MIGUEL PUR22,416,723,968134.511/17/20153.57
SLF PM EquitySUN LIFE FINANCI949,805,252,60815542/22/20163.48
MWC PM EquityMANILA WATER49,294,700,544242/29/20168/20/20153.40
MFC PM EquityMANULIFE FIN1,517,885,194,24077011/13/20158/13/20153.12
WEB PM EquityPHILWEB CORP29,097,715,71220.311/9/20152.96
FPH PM EquityFIRST PHILIP HLD38,212,186,1126911/13/20152.90
SMC PM EquitySAN MIGUEL118,212,689,92049.712/28/201510/6/20152.82
BDO PM EquityBDO UNIBANK INC371,828,260,8641023/14/201612/7/20151.18
BPI PM EquityBANK PHILIPPINE333,972,668,4168512/24/20158/5/20151.06
JFC PM EquityJOLLIBEE FOODS221,200,891,904206.811/24/20155/4/20150.94
AC PM EquityAYALA CORP475,861,352,44876812/14/20157/6/20150.75
PSB PM EquityPHILIPP SAVINGS24,025,249,79210011/11/20150.75
URC PM EquityUNIVERSAL ROBINA449,825,701,888206.22/19/20162/23/20150.73


DISCLAIMER: 
This is not an investment advice and the author shall not be responsible or liable for any trading or investment decisions made based on this information.
The author hereby expressly disclaims any responsibility for any error or inaccuracy in the information.

Thursday, November 5, 2015

Top Twenty Five (25) Cheapest Stocks in the Philippines as of 05-Nov-15

The "Top 25 Cheapest Stocks in the Philippines" is a monthly publication by The Filipino Investor to give investors in the PSE a sense on what are the cheapest stocks at the current market prices. This will be particularly useful to value investors a.k.a. those investors who like to buy companies whose current market price is selling cheap relative to quantifiable metrics such as earnings, sales, book value, dividend etc.

We would like to remind the readers of this website to do due diligence before investing specially on the more iliquid names. Cheers and enjoy!




Note:
1. P/E, EV/EBITDA, P/B, P/S were arranged from lowest to highest (lower the numbers means they are cheaper)

2. DY was arranged from highest to lowest (higher numbers are better/cheaper)

3. Data as of 05-Nov-15

Thursday, October 8, 2015

Investment and Life Lessons - Part 4

Here's the part 4 of my previous posts regarding the lessons/quotes I've encountered in my various readings on business, stocks, economy, money, war and life. My list is getting too long again hence I'm sharing it with the Filipino Investors out there for them to learn a thing or two. Cheers!


  1. There's more to see than can ever be seen. More to do than can ever be done. More to find than can ever be found. - The Lion King
  2. Look out for yourself - Jerome Montino
  3. Give love away - WB
  4. Sometimes one pays most for the things one gets for nothing. - Albert Einstein
  5. A stock does not become attractive simply because it has come to your attention
  6. These findings reveal an axiomatic truth about investing: investors aren’t rewarded for picking winners; they’re rewarded for uncovering mispricings— divergences between the price of a security and its intrinsic value. It is mispricings that create market-beating opportunities. And the place to look for mispricings is in a disaster, among the unloved, the ignored, the neglected, the shunned, and the feared— the losers
  7. Though it is ubiquitous, we don’t intuitively recognize the conditions for mean reversion . Time and again investors, including value investors , ignore it and consequently reduce returns. We can show that a portfolio of deeply undervalued stocks will, on average, generate better returns, and suffer fewer down years, than the market. But rather than focus on the experience of the class of deeply undervalued stocks, we are distracted by the headlines. We overreact . We’re focus on the short-term impact of the crisis. We fixate on the fact that any individual stock appears more likely to suffer a permanent loss of capital. The reason is that even those of us who identify as value investors suffer from cognitive biases, and make behavioral errors. They are easy to make because the incorrect decision— rejecting the undervalued stock— feels right, while the correct decision— buying stocks with anemic, declining earnings— feels wrong
  8. Stockholders seemed to have forgotten that they are owners of a business and not merely owners of a quotation on the stock ticker - Ben Graham
  9. In a difficult business, no sooner is one problem solved than another surfaces— never is there just one cockroach in the kitchen - Warren Buffet
  10. Are stocks pieces of paper to be endlessly traded back and forth, or are they proportional interests in underlying businesses? A liquidation settles this debate, distributing to owners of pieces of paper the actual cash proceeds resulting from the sale of corporate assets to the highest bidder. A liquidation thereby acts as a tether to reality for the stock market, forcing either undervalued or overvalued share prices to move into line with actual underlying value - Ben Graham