in the news: ALHI/ANCHOR LAND HOLDINGS

stok notes: alhi 2013 projects (28 jul 2013)

The five projects that are set to be launched this year are:

• 39-story Oxford Parksuites luxury condominium in Binondo, Manila;

• 17-story Monarch Parksuites luxury residential development in Parañaque City near Manila Bay;

• Princeview Parksuites residential development in Binondo, Manila;

• 12-story One Logistics commercial center in Baclaran,Pasay City; and

• 10-story One Soler in Sta. Cruz, Manila.

in the news: alhi (04 jul 2013)

Anchor Land expects record profit in 2013

http://www.manilatimes.net/anchor-land-expects-record-profit-in-2013/15403/

just charts: alhi/anchor land holdings (06 jun 2013)

alhi chart as of 06 jun 2013 

(click on the chart to enlarge)

remarks:

1. alhi closed today @26.40 .. its highest close ever since its listing in the pse

2. it is very illiquid

3. the alhi board just approved a 50% stock div and a 15 centavos cash div ..

4. asm is on 25 july 2013

previous alhi chart: just charts: alhi (11 may 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

stok tots: 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

just charts: alhi/anchor land holdings (11 may 2013)

ALHI 2012 (01 may 2013)

today's log: alhi, mpi, mbt, gtcap, meg

bot some alhi last week

sold all my mpi last monday

sold some mbt last monday

bot some meg last monday

bot bak half of my mpi position last tuesday

bot bak some gtcap

in the news: sm, agi, alhi, imi (15 apr 2013)

Popular weekend getaway in Nasugbu

By Tessa Prieto-Valdes
Philippine Daily Inquirer
11:38 pm | Friday, April 12th, 2013

http://business.inquirer.net/116585/popular-weekend-getaway-in-nasugbu

Tycoon’s vineyard community to rise soon

By Theresa S. Samaniego
Philippine Daily Inquirer
10:55 pm | Saturday, April 13th, 2013

http://business.inquirer.net/116705/tycoons-vineyard-community-to-rise-soon

SMIC OKs Waltermart investment

By Neil Jerome C. Morales (The Philippine Star) | Updated April 15, 2013 - 12:00am

http://www.philstar.com/business/2013/04/15/930710/smic-oks-waltermart-investment

IMI expanding global presence

By Jenniffer B. Austria | Posted on Apr. 13, 2013 at 12:01am

http://manilastandardtoday.com/2013/04/13/imi-expanding-global-presence/

Theaters, SM money maker

• 
• 

Details

 

Published on Sunday, 14 April 2013 23:00

Written by ALBERT CASTRO

http://www.malaya.com.ph/index.php/business/business-news/28736-theaters-sm-money-maker

Anchor Land surpasses P1-billion profit mark, ups capex to P5 billion

By: Krista Angela M. Montealegre, InterAksyon.com
April 15, 2013 10:29 AMhttp://www.interaksyon.com/business/59449/anchor-land-surpasses-p1-billion-profit-mark-ups-capex-to-p5-billion

today's log: alhi, mb, yyy (08 feb 2013)

bot bak some alhi today ... but the price ran away from me .. i still have a few more alhi's to buy bak ..

daytraded mb ...

sold a few more mb from my portfolio for some profit taking ...

bot a few more stock yyy ...

my long shot bets for 2013 (30 dec 2012)

'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!!!

today's log: alhi, gtcap, pnb (04 dec 2012)

sold gtcap and pnb position ... will just buy bak laterwards ...

seems tatang is adding to his alhi position again ...

ALHI Q3 2012

Anchor Land Holdings Inc. (ALHI) Q3 2012


assets: 12.494 billion pesos
liabilities: 8.751 billion pesos
equity attributable to parent company: 3.743 billion pesos
paid-up capital: 693.3 million pesos
cash and cash equivalent: 506.4 million pesos
retained earnings: 2.071 billion pesos

revenue 9 months 2012: 3.027 billion pesos
revenue 9 months 2011: 2.139 billion pesos
% change: 41.51%

net income 9 months 2012 attributable to parent company: 707.3 million pesos
net income 9 months 2011 attributable to parent company: 560.8 million pesos
% change: 26.12%

last closing price (26 nov 2012): 17.02 pesos
earnings per share (annualized): 1.36 pesos
trailing price-earnings ratio: 12.51 x
book value per share: 5.40 pesos
price/book value: 3.15
return on equity: 25.19%
return on assets: 7.55%
net income margin: 23.37%

current ratio: 1.49
debt-to-equity: 2.34


source of basic data: Q3 2012 Financial Report 2012

http://www.pse.com.ph/resource/corpt/2012/ALHI_17Q_Sep2012.pdf

my stock picks for the coming weeks (04 june 2012)

im keeping my two picks from my last stock picks post of 12 may 2012, namely loto and alhi (see: my stock picks for the coming weeks (12 may 2012) ... loto for its 50% stock dividend which was recently approved in the asm altho no ex-date yet .. while alhi for its 100% stock dividend. alhi management declared a 48 centavo cash div (ex-cash: 13 june 2012) to alhi shareholders ... but could be just 24 centavos if the 100% stock divs gets ex-dated ahead of the cash divs. alhi asm will be on 28 june 2012. alhi trailing p/e @40 pesos is 16.60x

im adding mwide to the list ... mwide has been advancing the last few weeks ... altho trailing p/e now @17.70 is 26.03x .. im having a strange feeling in my gut about it (possible generous stock divs altho last year the 30% stock divs of mwide was ex-dated towards the end of the year still)) ... asm is on 26 june 2012 ...

to recap ... my stock picks ..

1. loto
2. alhi
3. mwide

incidentally all are tatang stocks ;)


p.s. to my one and only faithful reader ... as my former comrades in the underground say in times of temporary retreat: active defense!

in the news: pckh, alhi (20 may 2012)

Pancake House triples income on strong sales

remarks: pckh is become interesting ... check most recent FS and chart ... monitor ... possible initial position in the coming months?


Anchor Land earnings rise 23% to P262M

remarks:

1Q 2012 eps = 74 centavos
projected 2012 eps = 74 centavos x 4 = 2.96 pesos
alhi@40; p/e =  13.51x; alhi@45; p/e = 15.2; alhi@50; p/e = 16.89; alhi@60; p/e = 20.3
unrestricted retained earnings = 1.75 Billion pesos or 4.37 times capitalization!

im getting more excited with alhi's numbers as each quarter goes by!

my stock picks for the coming weeks (12 may 2012)

rockwell land has been successfully listed yesterday (i already sold all my tradeable rock divs from my tradeable mer .. which i likewise sold already (on ex-div day) .. will just keep some rock divs in certificate form from the my certificated mer shares). in this regard, im taking fph from my stock picks list (see: my stock picks for the coming weeks (03 may 2012) since my reason for holding it has already come to pass. i sold all my tradeable fph with commission loss .. it was not a successful speculative operation on my part.

im also dropping smph from the list ... the ex-stock, ex-cash date is nearing and i dont see much price appreciation anymore in the coming days for a trade to be profitable in my view ... liit na lang siguro profit if ever. not another trade im proud of.

that leaves only loto and alhi on the list for the moment. both issues exhibiting strange movements the past weeks ... both are illiquid .. the exceptions to all the tatang stocks listed in the pse (well  ... reg and feu are also illiquid but they are not on my list presently).

btw ... my "stock picks for the coming weeks" are basically for position trading (medium term: weeks to months gestation) ... the ninja stock monitor on the other hand contains my picks for possible technical (short term: days to weeks gestation) trading. if by any chance a stock is on both lists, then it means i have a core position and i have a trading position on the stock.

p.s. an excellent short read on technical trading: John Murphy's Ten Laws of Technical Trading altho i dont use murphy's nos. 4,5 and 10.

my stock picks for the coming weeks (03 may 2012)

with the recent disclosure of a 12 pesos cash dividend by scc (ex-date: 24 may 2012), and its recent price run-up, i'm now taking scc off my list of "stock picks for the coming weeks" (see: http://1kagemusha.blogspot.com/2012/04/my-stock-picks-for-coming-weeks-26-apr.html )


this does not mean i'm selling the stock or that i already sold it.  nor am i saying that scc wont appreciate in price anymore. im just saying that my reason for buying it has already materialized.


here is my updated "stock picks for the coming weeks" :


1. smph - 25% stock div, 29 centavos cash div; ex-stock/ex-cash: 21 may 2012
2. loto - 50% stock div, ex-stock: after 23 may 2012 asm 
3. fph - rockwell land listing
4. alhi - 100% stock divs ... no exdate until now

note:  these are my trading notes for my reference only ... by no means are these to be taken by the reader as recommendations to buy or sell.

my stock picks for the coming weeks (26 apr 2012)

its been a month since my last "my stock picks for the coming weeks" post and a lot has already happened since then. to review .. below is the list and my reasons for holding them:

1. web - 20% stock divs ex-date: 30 april 2012
2. fdc - east west bank listing: 7 may 2012
3. fph - rockwell land listing: by 14 may 2012
4. alhi - 100% stock divs ... no ex-date until now
5. scc - expectations of a more than 10 pesos cash divs by may 2012.

see: my stock picks for the coming weeks (29 mar 2012)

both web and fdc have since made some price appreciation and my reasons for holding them are about to come to pass. in this regard, im now dropping them from the list and im replacing them with new ones. here is my list as of 26 apr 2012 and my reasons for picking them:

1. fph - rockwell land listing: by 14 may 2012
2. smph - 25% stock div, 29 centavos cash div; ex-stock/ex-cash: 21 may 2012
3. loto - 50% stock div, ex-stock: after 23 may 2012 asm 
4. alhi - 100% stock divs ... no exdate until now
5. scc - expectations of a cash div

note:  these are my trading notes for my reference only ... by no means are these to be taken by the reader as recommendations to buy or sell

my stock picks for the coming weeks (29 mar 2012)

a member of the finance manila stock market forum who claims to be new to stock trading sent me a pm just tonite asking about the stocks im looking at for the short term (the coming several weeks) ...

if there is anybody reading this blog for the past months, the reader would have noticed a few recurrent favorites ... to cut the bs short, here they are and my reasons for holding them:

1. web - 20% stock divs exdate: 30 april 2012
2. fdc - east west bank listing: 7 may 2012
3. fph - rockwell land listing: by 14 may 2012
4. alhi - 100% stock divs ... no exdate until now
5. scc - expectations of a more than 10 pesos cash divs by may 2012.

if in life, the only things sure are death and taxes ... in stock trading ... the only things guaranteed are trading fees and losses. but in the 5 listed above ... im betting 1 peso they will reward me my 1 peso back and a few centavos more for my effort.

as always ... trader beware!

now let's make some money :)

p.s.: these are my stock picks and my money ... not stock recommendations to anybody. ;)

today's log (24 feb 2012)

sold cmt
sold mab
bot a few more clouds
added a few more alhi

irc had a fantastic ride closing limit up @ 1.80. several times the ceiling was sold off .. but buyers came bak in ... my broker called several times trying to persuade me to sell all my irc already due to the sell offs in order to lock in profits ... but i held on .. trying to extend my luck until monday .. hopefully im right

mhc .. largest shareholder of irc also was quite active