Tuesday, June 3, 2014

trading notes


dividend reminders:

fjp
scc
dmc
ubp
mega

01 feb 2014
Ayala, MPIC clinch ticket deal
http://manilastandardtoday.com/2014/02/01/ayala-mpic-clinch-ticket-deal/
URC, Calbee eye joint venture

DoubleDragon readies P1-b IPO

http://manilastandardtoday.com/2014/02/01/doubledragon-readies-p1-b-ipo/
2 ALI affiliates given stakes in joint venture with AboitizLand
http://www.mb.com.ph/2-ali-affiliates-given-stakes-in-joint-venture-with-aboitizland/
Ayala buys stake in power firm
http://business.inquirer.net/162641/ayala-buys-stake-in-power-firm
27 jan 2014
Alphaland chalks record profit, plans Mountain Homes Project near Baguio

Union Bank income up



11 nov 2013

ALI pursues acquisition of IRC’s Binangonan lot

http://www.philstar.com/business/2013/11/11/1255220/ali-pursues-acquisition-ircs-binangonan-lot

Sy to consolidate mining, energy assets

http://www.philstar.com/business/2013/11/11/1255217/sy-consolidate-mining-energy-assets

13 oct 2013

PhilPlans acquires Rosehills Memorial

http://www.philstar.com/business/2013/10/13/1244548/philplans-acquires-rosehills-memorial
8990 board okays P7.2-b share sale
http://manilastandardtoday.com/2013/10/12/8990-board-okays-p7-2-b-share-sale/

Del Monte acquires US firm

http://manilastandardtoday.com/2013/10/12/del-monte-acquires-us-firm/
Security Bank gets nod to raise capital to P10b
http://manilastandardtoday.com/2013/10/12/security-bank-gets-nod-to-raise-capital-to-p10b/

Merger of 2 SM affiliates cleared

http://manilastandardtoday.com/2013/10/12/merger-of-2-sm-affiliates-cleared/

ERC gives Maibarara Geothermal clearance to start operating power plant

http://www.interaksyon.com/business/72560/erc-gives-maibarara-geothermal-clearance-to-start-operating-power-plant
02 oct 2013

After Meralco, Gokongwei eyes more power assets

http://www.abs-cbnnews.com/business/10/01/13/after-meralco-gokongwei-eyes-more-power-assets

SM offers to reclaim 300-hectare property along Manila Bay

http://www.abs-cbnnews.com/business/10/01/13/sm-offers-reclaim-300-hectare-property-along-manila-bay
01 oct 2013
Gokongwei firm focuses on Asean expansion plan
http://business.inquirer.net/145357/gokongwei-firm-focuses-on-asean-expansion-plan

Gokongwei buys 27% stake in Meralco

http://business.inquirer.net/145369/gokongwei-buys-27-stake-in-meralco

24 sept 2013

CA sides with SM in property row with PEA

http://www.abs-cbnnews.com/business/09/23/13/ca-sides-sm-property-row-pea
19 sept 2013
SMC to invest $500M in plane leasing firm
http://business.inquirer.net/143361/smc-to-invest-500m-in-plane-leasing-firm

China Bank acquires Plantersbank

http://www.abs-cbnnews.com/business/09/18/13/china-bank-buy-majority-stake-plantersbank
Robinsons Retail to go into coffee business
http://www.gmanetwork.com/news/story/327078/economy/companies/robinsons-retail-to-go-into-coffee-business
18 sept 2013

Semirara forms 2 units for Batangas projects

http://www.philstar.com/business/2013/09/18/1221791/semirara-forms-2-units-batangas-projects

ALI affiliate secures majority in jv with Gaisanos

http://www.philstar.com/business/2013/09/18/1221711/ali-affiliate-secures-majority-jv-gaisanos

Biz Buzz: Solaire goes solo

http://business.inquirer.net/143317/biz-buzz-solaire-goes-solo

Emperador to sell shares worth P16B to P21B

http://www.abs-cbnnews.com/business/09/17/13/emperador-sell-shares-worth-p16b-p21b

Travellers group may cut size of P42-B IPO

http://www.abs-cbnnews.com/business/09/17/13/travellers-group-may-cut-size-p42-b-ipo

06 sept 2013

Nickel Asia opens in Surigao del Norte
http://www.rappler.com/video/reports/38223-nickel-asia-opens-in-surigao-del-norte

Philodrill, Pitkin joint venture cleared to start oil exploration off coast of Palawan

http://www.interaksyon.com/business/70118/philodrill-pitkin-joint-venture-cleared-to-start-oil-exploration-off-coast-of-palawan

STI Education to acquire 40% of Attenborough

http://www.philstar.com/business/2013/09/06/1176311/sti-education-acquire-40-attenborough

STI Holdings declares P150-million cash dividends

http://www.businessmirror.com.ph/index.php/en/business/companies/18956-sti-holdings-declares-p150-million-cash-dividends

Megaworld raises investment in Iloilo project to P35-billion

http://www.abs-cbnnews.com/business/09/05/13/megaworld-raises-investment-iloilo-project-p35-billion

Vista Land eyes P80-B sales from Lakefront

http://www.abs-cbnnews.com/business/09/05/13/vista-land-eyes-p80-b-sales-lakefront

02 sept 2013

SEC approves Robinsons Retail IPO

http://www.abs-cbnnews.com/business/09/02/13/sec-approves-robinsons-retail-ipo

Jollibee aims to become Asia's largest homegrown chain

http://www.abs-cbnnews.com/business/09/01/13/jollibee-aims-become-asias-largest-homegrown-chain

SM eyes power-generation venture

http://www.abs-cbnnews.com/business/09/01/13/sm-eyes-power-generation-venture

26 aug 2013

Two SM Prime malls eyed for Mindanao

http://www.manilatimes.net/two-sm-prime-malls-eyed-for-mindanao/33038/

Benguet gets P250 M capital infusion

http://www.philstar.com/business/2013/08/26/1134061/benguet-gets-p250-m-capital-infusion

Alliance Global raises dividends payout to nearly P4 B

http://www.philstar.com/business/2013/08/26/1134051/alliance-global-raises-dividends-payout-nearly-p4-b

ALI declares H2 cash dividend

http://businessmirror.com.ph/index.php/en/business/companies/18445-ali-declares-h2-cash-dividend

Biz Buzz

http://business.inquirer.net/140257/biz-buzz-15

SM group capitalizes on BPO boom in Davao

http://www.abs-cbnnews.com/business/08/25/13/sm-group-capitalizes-bpo-boom-davao

25 aug 2013

Park Inn Davao posts high occupancy rate

http://www.philstar.com/business/2013/08/25/1130971/park-inn-davao-posts-high-occupancy-rate

24 aug 2013
Cement makers enjoy higher demand
http://www.rappler.com/business/37153-cement-makers-enjoy-higher-demand

Lepanto close to securing license

http://manilastandardtoday.com/2013/08/24/lepanto-close-to-securing-license/

Vivant to bid for 4 power barges in PSALM auction

http://business.inquirer.net/139821/vivant-to-bid-for-4-power-barges-in-psalm-auction

ALI injects P1.1B into affordable housing unit

http://business.inquirer.net/139935/ali-injects-p1-1b-into-affordable-housing-unit

Megaworld bets on strong BPO industry growth in Cebu

http://www.abs-cbnnews.com/business/08/23/13/megaworld-bets-strong-bpo-industry-growth-cebu

Frontier Oil names Salazar, Habito as independent directors

http://www.abs-cbnnews.com/business/08/23/13/frontier-oil-names-salazar-habito-independent-directors

14 aug 2013

Puregold hikes capex, after expansion, acquisitions lift earnings in 2Q

http://www.interaksyon.com/business/68517/puregold-hikes-capex-after-expansion-acquisitions-lift-earnings-in-2q

Ayala net income climbs 20% to P7.3B

http://www.philstar.com/business/2013/08/14/1086841/ayala-net-income-climbs-20-p7.3b

ABS-CBN net income surges 44% to P1.34B

http://www.philstar.com/business/2013/08/14/1086911/abs-cbn-net-income-surges-44-p1.34b

Improved construction sector prop up Holcim Q2 income

http://businessmirror.com.ph/index.php/en/business/companies/17845-improved-construction-sector-prop-up-holcim-q2-income

GT Capital reports P6.1-billion profit

http://businessmirror.com.ph/index.php/en/business/companies/17916-gt-capital-reports-p6-1-billion-profit

Alliance Global profit in H1 surged 44% to P8.3B

http://business.inquirer.net/138295/alliance-global-profit-in-h1-surged-44-to-p8-3b

13 aug 2013

George Ty holding firm profit jumps on surge in revenues

http://www.interaksyon.com/business/68500/george-ty-holding-firm-profit-jumps-on-surge-in-revenues

ALI eyes more projects in Pampanga, Bulacan

http://www.philstar.com/business/2013/08/05/1052291/ali-eyes-more-projects-pampanga-bulacan

Megaworld profit up 15%

http://www.philstar.com/business/2013/08/13/1082991/megaworld-profit-15

Improved construction sector prop up Holcim Q2 income

http://businessmirror.com.ph/index.php/en/business/companies/17845-improved-construction-sector-prop-up-holcim-q2-income

in the news:

08 aug 2013

Emperador invests P5.8 B in Spain

http://www.philstar.com/business/2013/08/08/1063531/emperador-invests-p5.8-b-spain

Globe eyes initial 57% stake in Bayantel for $90M

http://www.philstar.com/business/2013/08/08/1063721/globe-eyes-initial-57-stake-bayantel-90m

Meralco eyes P3.6-B add’l revenues

http://www.philstar.com/business/2013/08/08/1063681/meralco-eyes-p3.6-b-addl-revenues

BDO Private Bank managed funds hit $5.1B

http://www.philstar.com/business/2013/08/08/1063581/bdo-private-bank-managed-funds-hit-5.1b

PLDT looks to raise P5 billion from sale of idle properties

http://www.interaksyon.com/business/68148/pldt-looks-to-raise-p5-billion-from-sale-of-idle-properties

07 aug 2013

Tiu buys into Coal Asia



04 aug 2013

PhilPlans posts 12% hike in 1st payments


China Bank Savings expands

http://manilastandardtoday.com/2013/08/03/china-bank-savings-expands/

Toyota’s global sales likely to hit 10m units


Toyota opens Philippine school to train technicians



02 aug 2013

RP’s oldest bank is going regional


BPI’s net income jumps 27% to P12b


Paxys sells stake in Stellar Global Solutions






01 aug 2013

DMCI expects lower 2013 core earnings after reduction in Maynilad stake


Consunji group expanding power generation business

http://business.inquirer.net/135911/consunji-group-expanding-power-generation-business

Global amasses P22.6B in property inventory

http://business.inquirer.net/135457/global-amasses-p22-6b-in-property-inventory

Fee-based income drives BPI's profit up 27 pct at end-June

http://www.interaksyon.com/business/67650/fee-based-income-drives-bpis-profit-up-27-pct-at-end-june

Meralco unveils first commercial e-vehicle charging station in the Philippines




31 jul 2013

MVP, Ty power units in tie-up talks


Global-Estate sets P3-B capex this yr



First Metro may increase capital for overwhelming ETF demand

http://www.manilatimes.net/first-metro-may-increase-capital-for-overwhelming-etf-demand/24851/


30 jul 2013

FMIC to offer, list P1B exchange traded funds
http://business.inquirer.net/135259/fmic-to-offer-list-p1b-exchange-traded-funds

Lepanto shares up 25%


SM Prime posts 15% growth in 1H income


BDO’s profit jumps to P14b


DRILLING UPDATE ONTHE DUHAT OIL PROSPECT IN SC51
http://www.ottoenergy.com/irm/Company/ShowPage.aspx/PDFs/1959-35769716/OttoUpdatesDuhat2DrillinginSC51


28 jul 2013

Shang Place: Mixed-used community gets a new name

http://business.inquirer.net/134991/shang-place-mixed-used-community-gets-a-new-name

PLDT dividend policy gets mixed reviews from credit watchers

http://www.philstar.com/business/2013/07/28/1021131/pldt-dividend-policy-gets-mixed-reviews-credit-watchers

PRCI acquiring Paco lot for new headquarters 


http://www.philstar.com/business/2013/07/28/1021151/prci-acquiring-paco-lot-new-headquarters

Puregold on track of target store additions

http://www.philstar.com/business/2013/07/28/1021171/puregold-track-target-store-additions

Enderun Colleges has new president

http://manilastandardtoday.com/2013/07/28/enderun-colleges-has-new-president/




27 jul 2013

Elders to decide fate of FSGRI project on July 27
http://baguiomidlandcourier.com.ph/business.asp?mode=archives/2013/july/7-21-2013/bus3.txt

Metrobank's FMIC posts 258% increase in net consolidated income

http://www.gmanetwork.com/news/story/319300/economy/companies/metrobank-s-fmic-posts-258-increase-in-net-consolidated-income


PSE OKs Discovery World listing in August


 http://business.inquirer.net/134683/pse-oks-discovery-world-listing-in-august



26 jul 2013

Anchor Land sees double-digit growth in profits this year


Otto partners see Leyte drilling to end in August


Pepsi reports 25% surge in sales


Global Estate doubling capital to P20 B



25 jul 2013

PSE oks microfinancing firm's IPO



24 jul 2013:

MAILBOX: TIHGI not entering cruise line business


Pagcor says land prices in casino areas up 100%


23 jul 2013:

ta: 31 jul 2013 - ex-prop divs -  2.55 tap shares for every 100 ta shares held
ta: 31 jul 2013 - .013 cents divs ex-cash
http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-6011_TA.pdf

20 jul 2013

GSIS, MPIC buy part of San Miguel's shares in Meralco


Cement firms to increase output

http://manilastandardtoday.com/2013/07/20/cement-firms-to-increase-output/

Remember the oyster


Eton Properties looks to expand leasing business


China Bank Savings to merge with Pampanga-based bank

http://www.philstar.com/business/2013/07/20/989541/china-bank-savings-merge-pampanga-based-bank

Megaworld expects P15-B revenues in next 3 years

Ayala Land gains edge over SM for Ortigas firm


Transaction fee waived as perk for ETF ‘market makers’

19 jul 2013

Megaworld not following same path as SM


Travellers to spend $600M for Resorts World expansion



PSBank more than doubles income


Otto Energy strikes oil off Palawan


7-Eleven to open more stores in Luzon, Visayas


San Miguel unit starts work on 600-MW plant


Luxury UK car dealer HR Owen rejects Filipino takeover bid

http://www.ft.com/intl/cms/s/0/cbbe8eca-efa2-11e2-a237-00144feabdc0.html#axzz2ZRRTjM7R

Megaworld sees P70B in sales



16 jul 2013:

Federal Land gets P1.1-B fresh equity from GT Capital

http://www.abs-cbnnews.com/business/07/15/13/federal-land-gets-p11-b-fresh-equity-gt-capital


Ongpin, Ashmore group part ways

http://business.inquirer.net/132425/ongpin-ashmore-group-part-ways




15 jul 2013:

SM Prime Builds Xiamen’s First Solar-Powered Mall
http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-5822_SMPH.pdf

13 jul 2013:

in the news:

Discovery World secures SEC nod for IPO


SMIC, ALI expect strong H1 results

http://www.abs-cbnnews.com/business/07/13/13/smic-ali-expect-strong-h1-results

Metrobank to double capital to P100 B

http://www.abs-cbnnews.com/business/07/13/13/metrobank-double-capital-p100-b

PLDT completes P1-b expansion


First Gen declares P1.68-b dividends

http://manilastandardtoday.com/2013/07/13/first-gen-declares-p1-68-b-dividends/


Security Bank dividends

http://manilastandardtoday.com/2013/07/13/security-bank-dividends/



12 jul 2013

in the news:

Sy brothers join forces for SM Prime

http://www.abs-cbnnews.com/video/business/07/11/13/sy-brothers-join-forces-sm-prime

SM Prime building four malls in China


Roles Henry Sy sons play

McDonald's franchise-holder to build more stores in 2H


San Miguel eyeing majority stake in Cojuangco's cement firm


11 jul 2013

in the news:

SM Prime set to become Asia’s largest property firm

http://business.inquirer.net/131541/sm-prime-set-to-become-asias-largest-property-firm

SM Prime target: To become largest property firm in SEA


PBB merely investing, not engaging in mining


Empire East rolls out P25-B five-year capex


Rockwell starts San Juan project


Lotte raises Pepsi stake


Ayala Group expanding to other growth sectors



----------------------------------------------------------------------------------------------------
notes:

abs - the Parent Company’s loan agreement with its creditors limits the declaration of dividends
up to 50% of the net income after tax for the immediately preceding financial year. This limitation
has been in effect since 2004 resulting to an accumulation of unappropriated retained earnings
http://www.pse.com.ph/resource/corpt/2013/ABS_D20IS_04012013.pdf

agi - (12 may 2013) proxy play for travellers international IPO
http://1kagemusha.blogspot.com/2013/05/stok-tots-travellers-internationalti-11.html

alhi - (15 may 2013) the 1Q2013 financial statement of alhi indicates that the eps for the quarter is 42 centavos ... 5 centavos (13.51%) higher than 1Q2012 eps of 37 centavos .. as of 31 mar 2013, about 947.75 million pesos of the 2.678 billion pesos in retained earnings are available for dividend declaration ..
http://www.pse.com.ph/resource/corpt/2013/ALHI_17Q_Mar2013.pdf

(27 jun 2013) asm on 25 jul 2013 ... agenda includes the approval of the 50% stock divs .. once approved .. count at least 45 days for sec approval .. thats around sept 10 2013 .
http://www.pse.com.ph/resource/corpt/2013/ALHI_D20IS_06272013.pdf

bel - (18 may 2013) stok tots
http://1kagemusha.blogspot.com/2013/05/stok-tots-bel-18-may-2013.html

ca - (10 jun 2013) stok tots
http://1kagemusha.blogspot.com/2013/06/stok-tots-caconcrete-aggregates-10-jun.html

ever - i heard there's this rumour that ever will be a bakdoor vehicle of some food company? just remember .. as of end of 2012, ever is still in a 2.9 BILLION peso deficit .. with liabilities amounting to 2.5 BILLION, 2 BIllion of which is CURRENT ... things need to be done first before ever gets to be a bakdoor candidate of some other company ...
http://www.pse.com.ph/resource/corpt/2013/EVER_17A_Dec2012.pdf

fjp - (22 may 2013)

1Q 2013 eps:  .036
1Q 2012 eps: .048
% change: -25.00%
last traded price: (22 may 2013 lunch break): 3.90 pesos
forward p/e: 27.08 x
book value per share (net of treasuries): 4.42 pesos
capital stock 481,827,653
retained earnings 1,170,280,622
http://www.pse.com.ph/resource/corpt/2013/FJP_17Q_Mar2013.pdf

note:
an fjp subsidiary has acquired a 985 m2 lot in Fort Bonifacio which it may develop into an office and/or
residential building. fjp or its subsidiary may acquire additional property in the next twelve (12 months) as it is actively looking to acquire income producing properties.
http://www.pse.com.ph/resource/corpt/2013/FJP_P20IS_05212013.pdf

glo - glo has been establishing new trading ranges lately ... monitor closely ..
http://1kagemusha.blogspot.com/2013/05/just-charts-gloglobe-telecom-inc-03-may.html

gtcap - (14 may 2013) in a press release, gtcap reported that their core net income (which excludes extraordinary items) for the 1Q 2013 reached 2.7 billion pesos or a 1Q 2013 eps of 15.5 pesos per share or an annualized eps of 61.96. at the closing price of 880 pesos this afternoon, gtcap has a forward p/e of 14.20 x .. still quite cheap compared to its peers ..
http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-3892_GTCAP.pdf

h2o - it went up 48.33% on 06 may 2013 to 8.90 ... i read somewhere that its being wooed by the ayalas .. @8.90 .. h20 is trading @4.5 x book and 42.4x 2012 trailing p/e ... fantastic! wehehe
http://www.pse.com.ph/resource/corpt/2013/H2O_17A_Dec2012.pdf
http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-3702_H2O.pdf
yung latest ... its maynilad na naman daw this time around

hlcm - (20 may 2013)
1Q 2013 eps:  .222
1Q 2012 eps: .125
% change: 77.60%
last traded price: (17 may 2013): 15.30
forward p/e: 17.23 x
capital stock 6,452,099
retained earnings 7,118,388
http://www.pse.com.ph/resource/corpt/2013/HLCM_17Q_Mar2013.pdf

ictv - (20 may 2013)
http://mmda.nowplanet.tv/

This traffic channel is 100% produced by NowPlanet.TV, a digital media brand of the publicly listed Information Capital Technology Ventures, Inc. (ICTV)


ism - (12 may 2013) 2012 eps: .1354
http://www.pse.com.ph/resource/corpt/2013/ISM_D20IS_05062013.pdf
http://1kagemusha.blogspot.com/2013/05/a-readers-question-via-ym-anyways.html

jfc - (12 may 2013) like glo .. new trading range .... continue monitoring

ltg - (22 may2013)

1Q 2013 eps:  .42
1Q 2012 eps: .32
% change: 31.25%
last traded price: (22 may 2013): 25.75 pesos
forward p/e: 15.33 x
capital stock 8,981,389,000
retained earnings 48,664,115,000
http://www.pse.com.ph/resource/corpt/2013/LTG_17Q_Mar2013.pdf

med - The company hopes to complete a private placement transaction by the third quarter of the year. It expects to complete the recapitalization plan by the last quarter of the year.
http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-3472_MED.pdf

mpi - (12 may 2013) 1Q2013 eps is 7.57 cents per share ... making it 30.28 cents for 2013 or a forward p/e of 20.40 x (@6.18 as of 10 may 2013) .. id say still quite cheap compared to other holding companies
http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-3762_MPI.pdf
http://www.pse.com.ph/resource/corpt/2013/MPI_D20IS_04242013.pdf

pbc - 8.7B deficit (2012 report) .. at current profit rate ... it will take 8 years max for pbc to wipe out its deficit and start giving divs; 2012 eps 5.61
http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-2658_PBC.pdf

pckh - (28 jun 2013): 2013 net income is forcasted to be 50% more than 2012 net income
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

(14 may 2013) 1Q 2013 income for pckh reached 40.554 million pesos or a diluted eps of 17 centavos, up 23.53% over 1Q 2012 diluted eps of 13 centavos ...
http://www.pse.com.ph/resource/corpt/2013/PCKH_17Q_Mar2013.pdf

 (12 may 2013) in 2012, pckh retained earnings (unappropriated) reached 350.1 million pesos while paid-up capital is only 237.8 million pesos and cash and cash equivalents is 372.5 million pesos; asm 28 june 2013
http://www.pse.com.ph/resource/corpt/2013/PCKH_17A_Dec2012.pdf

pnb - the Bank is considering a public offering to support the increase in capital proposed at the forthcoming annual stockholders meeting.
http://www.pse.com.ph/resource/corpt/2013/PNB_D20IS_05032013.pdf

rock - (19 may 2013)
1Q 2013 eps:  .04
1Q 2012 eps: .03
% change: 25.03%
last traded price: (17 may 2013): 3.00
forward p/e: 18.75 x
capital stock 6,256 million
retained earnings 4,081 million

secb - (13 may 2013) secb reported a net income of P1.2 billion in the first quarter of 2013, an 11 percent increase from year-ago level. The figure translates to a return on equity of 13 percent. roe is lower than previous 20+% levels ...
http://www.tribune.net.ph/index.php/business/item/14046-security-bank-net-income-rises-11-to-p12b-in-q1

sino - (17 may 2013) sino disclosed to the pse additional info on its bored's decision to reduce the par value of its shares from 1 peso to 25 centavos ...
http://1kagemusha.blogspot.com/2013/05/stok-tots-sino-17-may-2013.html
http://1kagemusha.blogspot.com/2013/05/stok-tots-sino-10-may-2013.html
http://1kagemusha.blogspot.com/2013/04/my-stock-picks-for-coming-2014-27-apr.html

sm - (16 may 2013) per 1Q2013 financial report, sm had an eps of 11.85 pesos compared to 1Q2012 eps of 9.86 pesos ... or an increase of 20.18% yoy ... at today's closing price of 1188, sm has a forward p/e of 25x ... as of 31 mar 2013, sm has unrestricted retained earnings amounting to 102.2 billion pesos with a capitalization of 6.26 billion pesos (@par value 10 pesos)
http://www.pse.com.ph/resource/corpt/2013/SM_17Q_Mar2013.pdf

smph - (02 jun 2013)

# of new SMPH common shares to be issued to SM Land shareholders: 14,390,923,857 (page 84 of the smdc pdf)
# of new SMPH shares to be issued to SMIC and the SY family for the unlisted real estate companies and real property assets: 1,545,722,178 (page 86 of the smdc pdf)
= total new shares to be swapped: 15,936,646,035
# of existing smph shares: 17,392,534,760 (see pse website)
# of shares of the "new" SMPH: 33,329,180,795 shares (page 102 of the smdc pdf 

2012 eps of "new" SMPH: .589
2012 eps of "old" SMPH: .606
at 19.50 (last closing price of smph) .. "new" smph trailing p/e (2012): 33.11

vs. ali 2012 eps: .68
at 32.75 (last closing price of ali) .. ali trailing p/e (2012): 48.16
price of smph using ali 2012 trailing p/e of 48.16: 28.37
http://www.pse.com.ph/resource/corpt/20 ... 312013.pdf
http://www.pse.com.ph/resource/corpt/20 ... ec2012.pdf

ti - (15 may 2013) TI's net income contribution to AGI for 1Q2013 went up from 391 million pesos in 1Q2012 to 461 million pesos or an increase of 17.9% year on year ... considering that these are 1Q 2013 figures .. we still cant see the impact of the opening of bloom to resorts world ... i guess by 2Q2013 .. we will know by then how the competition has affected resort's worlds bottom line ..
http://www.pse.com.ph/resource/corpt/2013/AGI_17Q_Mar2013.pdf
http://1kagemusha.blogspot.com/2013/05/stok-tots-travellers-internationalti-11.html

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