Saturday, June 29, 2013

just charts: jfc/jollibee foods corporation (29 jun 2013)


jfc chart as of 28 jun 2013 
(click on the chart to enlarge)

remarks: 

what i read today: What Is Warren Buffett's Investing Style? (29 jun 2013)

http://www.investopedia.com/articles/05/012705.asp?partner=forbes-pf

just charts: phisix (29 jun 2013)



phisix chart as of 28 jun 2013 
(click on the chart to enlarge)

remarks:

in the news: alco (29 jun 2013)

Arthaland sees Arya Residences sustaining strong profit growth


in the news: jfc (29 jun 2013)

Jollibee to reach critical mass next year in China market


Friday, June 28, 2013

in the news: pckh (28 jun 2013)

Pancake House revs up expansion to stay ahead


June 28, 2013 3:39pm
To keep its leadership in the casual dining market intact, restaurant operator Pancake House Inc. is expanding both in the domestic and regional markets that include UAE, Brunei, Kuwait, Hawaii and Singapore.

Pancake House is opening 30 new stores in the Philippines, setting aside P150 million for that, president Martin Lorenzo told reporters at the sidelines of the company’s annual stockholders meeting on Friday. 
... 
        
In the first quarter of the year, Pancake House said net income grew 22 percent to P40.6 million from P33.2 million a year earlier. Revenues improved by 6.5 percent to P884.19 million from P829.94 million in the same comparable period.
The company expects net income to grow between 45 to 50 percent this year due to store expansion and strong same-store sales, Lorenzo said. — VS, GMA News


http://www.gmanetwork.com/news/story/314999/economy/companies/pancake-house-revs-up-expansion-to-stay-ahead

*2012 net income = 150.8 million pesos
forecasted 2013 income = 2012y + 50%(2012y)
forecasted 2013 income = 150.8 million pesos + 75.4 million pesos =  226.2 million pesos
forecasted 2013 eps = 95.12 centavos
@12 pesos ... 2013 p/e = 12.62 x

what i read today: 5 Signs You Might Be at Risk for Diabetes (28 jun 2013)

http://www.caring.com/articles/5-early-warning-signs-of-diabetes

in the news: sm (28 jun 2013)

SM Group unveils expansion projects

By Jenniffer B. Austria | Posted on Jun. 28, 2013 at 12:02am | 287 views

SM Investments Corp., the holding company of retail tycoon Henry Sy, is looking at investment opportunities in the group’s core businesses and the infrastructure and energy sectors.

Thursday, June 27, 2013

what i read today: Three Things I’ve Learned From Warren Buffett (27 jun 2013)

http://www.linkedin.com/today/post/article/20130612065727-251749025-three-things-i-ve-learned-from-warren-buffett?trk=mp-reader-card

pse disclosures: gtcap (27 jun 2013)

 "First Metro Concludes Agreement with ORIX  Corporation on Sale and Purchase of Global Business Power Shares"

http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-5282_GTCAP.pdf


*gtcap owns 50.89% of global business power ... the share sale indicates that global power is worth 35.75 billion pesos

in the news: smdc (27 jun 2013)

SMDC launches new condo in front of Manila Bay

Posted at 06/26/2013 5:42 PM | Updated as of 06/26/2013 5:42 PM

 MANILA, Philippines - Property firm SM Development Corp. on Wednesday launched a new condominium tower along Roxas Boulevard in Manila. 

Jan Chavez, SMDC assistant vice president and program director, said Breeze Residences is 38-storey structure with a total of 2,133 residential units. This is the company's first project launch this year.

The company expects to raise as much as P6 billion in sales from Breeze Residences, which is located on a 6,028 square meter lot facing the famous Manila Bay.

read more here:

http://www.abs-cbnnews.com/business/06/26/13/smdc-launches-new-condo-front-manila-bay

Tuesday, June 25, 2013

what i read today: 12 Simple Rules for Stock Market Success (25 jun 2013)

http://info.redhotpennyshares.co.uk/penny_shares_information/top-tips-for-stock-market-success/?display=taboola-top-tips-1

recap for today: the phisix (25 jun 2013)

24 jun 2013 saw 6k broken ... and i think the p6 still has some more depth to go down to .. agi, ali, glo and tel are still there up high ... my thinking is that they still have a lot to give to the profit takers ... yep .. this is just plain profit taking folks .. quite a long time coming .. and the patient ones are just starting to pocket their profits now ...

im still on waiter mode ... some are already looking at 5300 .. wehehe .. madami pa den optimistic ha .... im no genius ... im not looking at anything .. except the macd histogram .. it gave the sell signal last month  .. and it too will give the buy signal in the coming months ...

to my readers ...  let me just leave you tonight with something about ms. market ...

hold on tight,
you know she's a little bit dangerous.
she's got what it takes to make ends meet
the eyes of a lover that hit like heat.
you know she's a little bit dangerous.
 - roxette

p.s.: isnt it nice that from time to time .. your byutyus muse chats with you just before she goes to sleep ;) 

Monday, June 24, 2013

just charts: phisix (24 jun 2013)



phisix chart as of 21 jun 2013 
(click on the chart to enlarge)

remarks:

1. the index is testing the 13 jun 2013 bottom ... again manifesting the ostrich pattern on the macd ... while the sts is just above the 20 border ..

2. im still just on waiter mode ... maximum: sell into strength ... no buying except on selected "long term accumulate" issues ...

3. the 6k psychological support is just around the corner ... 


previous phisic posts:

just charts: phisix (04 jun 2013)


for an explanation of the indicators ... click: here 
for reference .. you may also want to read: my trading rules

p.s. readers are encouraged to check out the stocks' charts themselves .. using the values for each of the indicators (the values for the indicators are the default values used in citiseconline.com's charts) ... in the absence of any personal charting program, the pse website's charts are enough for the purpose

Sunday, June 23, 2013

the rains of castamere (23 jun 2013)

i tot that episode 4 season 3 of GOT was already the most stunning that ive seen so far ... until i watched episode 9 season 3 last night ... i dont think id lower my guard from now on ever ... mushin-no-shin always!

tot for the day: only the moment (23 jun 2013)

“There is surely nothing other than the single purpose of the present moment. A man's whole life is a succession of moment after moment. There will be nothing else to do, and nothing else to pursue. Live being true to the single purpose of the moment.” 

 Yamamoto Tsunetomo, Hagakure: The Book of the Samurai

what i read today: There is no script. Be in this moment. Trading is Improvising (23 jun 2013)

http://www.chicagosean.com/2013/05/05/there-is-no-script-be-in-this-moment-trading-is-improvising/

Thursday, June 20, 2013

in the news: jgs, robinsons retail (20 jun 2013)

Gokongwei listing retail business

By Jenniffer B. Austria | Posted on Jun. 20, 2013 at 12:01am | 183 views

Business tycoon John Gokongwei plans to raise as much as P40 billion ($924 million) from the listing of his retail business, that includes supermarket, hardware and department stores under Robinson Retail Group.
IFR, a Thomson Reuters publication, said the company plans to sell up to 461.9 million shares at a maximum price of P86.64 per share.

read more here:

in the news: ltg, mac, vmc (20 jun 2013)

take note:
quote: "Other non-core businesses are aviation-related services firm Macroasia Corp. and Victorias Milling Co. Inc."

read more here:

http://www.philstar.com/business/2013/06/20/955892/lt-group-banks-tobacco-liquor-drive-growth

Wednesday, June 19, 2013

just charts: mbt/metropolitan bank and trust company (19 jun 2013)




mbt chart as of 19 jun 2013 
(click on the chart to enlarge)


remarks:

1. mbt again closed above 120 ... the macd is still below 0 .. the histogram also below 0 but is inching its way up towards it daily (no buy signal yet) ... the sts just gave a buy signal today ... 
2. the next resistances are: 
- 126.20
- the psychological resistances at 130 and 135
- and the breakout resistance @ 139.50/140 levels
3. a close above 121 for me will merit my ever vigilant monitoring this time around (i missed the breakdown last 11 june 2013 ... stubbornly decided to hold on to my mbt's instead of just taking whatever profits were left on the table .. and even stupidly foregoing my cutloss point just below my entry - im not proud of myself :( .. readers .. wag nyo ako gayahin .. always: cut and cut cleanly)
4. the 30% stock divs i think is supplying whatever buoyancy mbt is experiencing right now .. i estimate that the sec approval of the stock divs will be coming earliest at around 08 july 2013 ..

for an explanation of the indicators ... click: here 
for reference .. you may also want to read: my trading rules

p.s. readers are encouraged to check out the stocks' charts themselves .. using the values for each of the indicators (the values for the indicators are the default values used in citiseconline.com's charts) ... in the absence of any personal charting program, the pse website's charts are enough for the purpose

in the news: bel, apc, sino (19 jun 2013)

Belle Corp. subsidiaries move to trim down losses


Shareholders of Sinophil Corp. and APC Group Inc.—both subsidiaries of Belle Corp.—on Tuesday approved their capital restructuring measure by reducing the par value of their common shares to trim down their ballooning deficits.
Shareholders of APC, a company that has power generation and cement-manufacturing ventures, approved the par value reduction from P1 to P0.35 per share, while Sinophil will implement a cut from P1 to P0.25.
The said reduction will trim down the deficit of APC to just P2 billion from about P7.74 billion, according to Bernardo Lim, the company’s chief finance officer.
On the other hand, Sinophil’s deficit of P3 billion will be wiped out.
Belle owns 46.59 percent of APC and 44.06 percent in Sinophil.



read more here:

Tuesday, June 18, 2013

broker monitor: jfc (18 jun 2013)

tony tancaktiong, jfc ceo uses broker 209 (deutche regis) and broker 217 (rcbc securities) in trading jfc shares

the recent stock option purchases (11 june 2013) of mr. tancaktiong was priced at 27.50 .. and he sold them @141, @142 and @143 ... sheeesh ...  and jfc is now just doing 137 .. smooth operator si bos chief :)

Monday, June 17, 2013

in the news: cybr (17 jun 2013)

*buy cybr?? :D

caveat emptor always


Sangley reclamation plan for airport will destroy livelihood of 26,000 Cavite fishing families
The Cavite coastline as seen from CavitEX shows some bamboo poles where mussels are cultivated and gathered. VERONICA UY/InterAksyon.com



InterAksyon.com means BUSINESSMANILA, Philippines - The planned large-scale reclamation project in Sangley Point that would pave the way for the construction of international airport and seaport at the former US naval station would destroy the livelihood of 26,000 Cavite fishing families, a fisherfolk alliance said Sunday.
Salvador France, Pamalakaya vice chairperson and convener of Koalisyon Kontra Kumbersyon ng Manila Bay (KKK-Manila Bay), said 26,000 fishing families from Bacoor to Cavite City will be displaced from their main source of livelihood once Malacanang agrees with foreign investors and financiers of the Sangley Pt. Reclamation Project at the Cavite Peninsula. 
"Twenty six thousand fishing families or roughly 156,000 people will be immediately dislodged from their livelihood and communities and what the government will offer for survival of a lifetime is P 15,000 for each of the displaced family. People of the Philippines, we have a looming massacre of people, livelihood and environment here rolled into one courtesy of this great Sangley Point robbery by foreign monopolies," the Pamalakaya official said. 

read more here:

http://www.interaksyon.com/business/64171/sangley-reclamation-plan-for-airport-will-destroy-livelihood-of-26000-cavite-fishing-families

in the news: gtcap (17 jun 2013)

* first... it was federal land .. now global power ... two IPOs ... well? e di tama ako? 2 IPOs from gtcap sana this year? ;)  no worries ... i can wait :)


Ty power firm shelves IPO plan this year
 (The Philippine Star)  3  1 googleplus0  0 MANILA, Philippines - The power generation arm of conglomerate GT Capital Holdings Inc. is temporarily shelving its plans for an initial public offering (IPO) this year.
New power generation projects are already adequately funded but Global Business Power Corp. (GBPC) is not ruling out a debut in the local bourse next year if there are new expansion, a company executive said.
“Not yet, not this year,” said GBPC director Alfred V. Ty when asked if the power producer would pursue its listing plan this year.
“There are a lot factors like taking into account the use of proceeds [and] new projects,” Ty said, adding that the company has to prepare new expansion plans.
In 2012, GBPC president Arthur Aguilar said the company might conduct an IPO as early as this year if new expansion plans are already finalized.

Sunday, June 16, 2013

just charts: sm/sm investments corp (16 jun 2013)


sm chart as of 14 jun 2013 
(click on the chart to enlarge)


remarks: 

1. 950 currectly serves as the psych support
2. the macd histogram changed direction last friday, 14 jun 2013 ... the sts is @oversold levels and is still pointing down ...
3. it is always my view that it is better to err on the side of caution ... so in this regard .. i prefer to remain in the sidelines at the moment ... waiting for more convincing signs that a short term bottom has already been reached ...   


for an explanation of the indicators ... click: here 
for reference .. you may also want to read: my trading rules


p.s. readers are encouraged to check out the stocks' charts themselves .. using the values for each of the indicators (the values for the indicators are the default values used in citiseconline.com's charts) ... in the absence of any personal charting program, the pse website's charts are enough for the purpose



Saturday, June 15, 2013

just charts: jfc/jollibee foods corporation (15 jun 2013)



jfc chart as of 14 jun 2013 
(click on the chart to enlarge)


remarks: 

1. 130 is currently acting as the psychological support ...
2. both the macd histogram and the sts are still pointing down 
3. ill just let the daytraders and bottom fishers feast on jfc ... im more inclined to wait things out before even thinking of reentering jfc with a small position .. ill let the macd histogram tell me when ...


for an explanation of the indicators ... click: here 
for reference .. you may also want to read: my trading rules


p.s. readers are encouraged to check out the stocks' charts themselves .. using the values for each of the indicators (the values for the indicators are the default values used in citiseconline.com's charts) ... in the absence of any personal charting program, the pse website's charts are enough for the purpose



in the news: alpha/alphaland (15 jun 2013)


A bold step in the future of building design

By 


 0 9 0

ALPHALAND Tower on Ayala Avenue
It may seem that all the new property developments are happening in Bonifacio Global City. But let’s not forget that as of now, just like Wall Street in New York City, Ayala Avenue is still the prime address for top businesses.
The newest premium-grade office building on the street is Alphaland Tower, with a very memorable address, 6789 Ayala Avenue. The new Tower just opened its doors to the public last week. Right in the heart of the central business district, this building is now the only precertified, Grade-A tower of its kind on our main street.
Designed by internationally renowned, Hong Kong-based architects Wong & Ouyang, Alphaland Tower is an expression of Alphaland Corp.’s forward-thinking design sensibilities and a testament to its unique vision. The glass-cladded building is divided into three zones—a low zone starting from the fifth to 18th floor, a high zone continuing from the 19th to 31st floor and a three-story penthouse comprising the 32nd to 34th floors.

read more: