't'is the end of the year once again and people are in the mood to place their fearless forcasts for the coming year ... well .. i dont have any dark horse bets for the coming year like i did last year .. see: my dark horse bets for 2012 (23 jan 2012) ... what i have for 2013 is my list of "long shot" bets ... pwedeng ma-shoot ... pwede din hindi ... long shot e ... hehe .. here goes ... :
1. ca (concrete aggregates): ... maybe by 2013 ...the ortigas family will be able to address already the issue of what to do with their ortigas and co. holding company ... either: a. have the ayalas or the sys form joint venture projects with them ... b. sell ortigas and co. to either the ayalas or sys lock stock and barrel ... c. mount an IPO .. or d .. use ca (a majority-owned subsidiary of ortigas and co) as their bakdoor veihicle ...
2. prim (prime media holdings): prim's restructuring has been previously postponed from 2012 to the 1st quarter 2013 ... im awaiting what mr. pangilinan's plans are for prim this coming year ...
3. alhi (anchor land holdings): im speculating another generous cash and stock div will again be given in 2013 ..
4. vul (vulcan industrial and mining corp): maybe mr. ramos of national bookstore will be able to decide already what to do with vul ...
5. mmi (mariwasa siam holdings) ... the anggala group has not yet disclosed what they will do with the empty mmi after buying it from the cosetengs ... a backdoor for the gaisano group perhaps?
i guess ill stop at these 5 bets for the mean time ....
a more profitable year to all you blog readers for 2013!!!
