Tuesday, October 17, 2017

stok tots: should i sell na my AC? (17 OCT 2017)

i was asked just a few minutes ago in facebook if  pwede pa ba daw humabol sa AC for somebody who is a mid- to long-term holder ...

hahaha ... samantalang iniisip ko na now is if pwede na i sell ang AC ...

pwede na nga ba?

before i think about it ... ill check muna about AC 2016 ... how much ba kinita ng AC nung 2016?  based sa summary figures ng PSE ... AC earned 39.31 pesos per share nung 2016 ...

now ... magkano naman kinita ni AC nitong 1st half of 2017? kumita ang AC ng 22.82  pesos ... assuming same den ang kikita nya sa 2nd half ng 2017 ... 2017 will earn AC 45.64 pesos ...

or 16.1% higher than in 2016 ...

at the closing price ni AC kanina of 1092 ... AC is trading at 27.78 times 2016 earnings ...

at an assumed 2017 earnings per share of 45.64 pesos and a PE of 27.78 ... AC should be trading at 1268 ...

assuming a PE of 30 times earnings ... AC should be trading at 1369 ...

so pwede na ba i sell ang AC?

of course pwede na ... i bought AC nung 916 sya ... at 1092 ... up na sya ng 19.21% ...

pero ...  assuming a 16.1% growth rate for 2017 and PE of 27.78 and 30 times earnings ... i can wait muna siguro ... until my stops are hit or .. have a higher 38.43% or 49.45% gain ...