Friday, May 31, 2013

The Ninja Stock Monitor: JFC/Jollibee Foods Corp. (31 may 2013)

legacy's 52-week highs (31 may 2013)

legacy (leg for short) ... finance manila occasional poster and desert storm (DS) chatroom member daily shares stock tidbits in DS's chatroom ... among those bits of info are the stocks with the highest and lowest closes for the past 52-weeks ... with his permission .. id like to post here the stocks on their 52-week highs based on their closing prices as of friday, 31 may 2013 ...:

Wednesday, May 29, 2013

in the news: Del Monte plans to list shares on PSE (29 may 2013)

Del Monte plans to list shares on PSE

Posted at 05/28/2013 6:01 PM | Updated as of 05/28/2013 6:01 PM

MANILA, Philippines - Del Monte Pacific Ltd. is planning to list its shares on the Philippine Stock Exchange next month.

In a disclosure to the Singapore Stock Exchange, Del Monte said the PSE has given its approval in principle for the listing of the company's shares, pending submission of permits from the Securities and Exchange Commission and introductory documents, as well as compliance with the 10% minimum public ownership requirement.

"Subject to the fulfillment by the company of the conditions to the SEC approval in principle, and the approval by the PSE of the PSE listing, the company expects to post the introductory document for the PSE Listing on the website of the PSE on or before Wednesday, 29 May 2013, and for trading of the shares to commence on the PSE on Monday, 10 June 2013," the fruit grower said.

Sunday, May 26, 2013

how do i pick which stocks to trade: a redux (26 may 2013)

i was at a dinner hosted by a trader friend and his wife last thursday ... with another trader and two byutyus broker-analysts/traders  (i was asked by the host not to blog about the dinner .. ok cge then ... im not blogging about the dinner .. ill just write something short about that was briefly discussed .. hehe .. ) ..

you see, i was sitting across one of the byutyus broker-analysts/traders (byutyus na .. brainy pa) .. i forget now what we were discussing .. just that i somehow remarked that ... as a rule i only buy stocks that have ongoing stories attached to them ... especially those with clear dates by which certain things are supposed to happen .. these filters out most of the stocks and just limits my choices to less that five stocks at a time ...

as i was having coffee this morning .. i recalled that i blogged before something about how i pick stocks ... how do i pick which stocks to trade (07 sept 2012) .. and i guess id like to revise that list a little bit now based on last thursday night's chit chat  :

how do i pick stocks to trade (revised):

1. the company must be fundamentally sound
2. the chart must be showing my ideal set-up (the ostrich pattern) using my trading indicators (macd, rsi/sts)
3. the stock must have a current story i could ride on
4. the story must have a specific date by which time it will come into fruition

what i read today: If You've Been Rejected, Read This (26 may 2013)

If You've Been Rejected, Read This

Friday, May 24, 2013

“I am Daenerys Stormborn of the House Targaryen!"

Nyke Daenerys Jelmāzmo
 hen Targārio Lentrot,
 hen Valyrio Uēpo ānogār iksan.
 Valyrio muño ēngos ñuhys issa.

Āeksia ossēnātās, 
menti ossēnātās, 
qilōni pilos lue vale tolvie ossēnātās,
 yn riñe dōre ōdrikātās.
 Urnet luo buzdaro tolvio belma pryjātās!

(“I am Daenerys Stormborn
 of the House Targaryen,
 of the blood of Old Valyria.
 Valyrian is my mother tongue.”)

 Slay the masters,
 slay the soldiers,
 slay every man who holds a whip,
 but harm no child.
 Strike the chains off every slave you see!”)

Game of Thrones
Season 3, Episode 4

just charts: smph/sm prime holdings (24 may 2013)

sm prime chart as of 23 may 2013 
(click on the chart to enlarge)

previous smph posts:

my stok picks for the coming weeks: on the rumoured smdc-smph merger (16 mar 2013)

today's log: agi, sm,smph (24 may 2013)

23 may 2013 trades ...

sold all agi

sold all sm

added a few more smph ... possibly buy more smph in the coming days ...


Wednesday, May 22, 2013

just charts: sino/sinophil corporation (22 may 2013)

sino chart as of 22 may 2013 
(click on the chart to enlarge)

note: sino asm - 18 june 2013

related posts on sino:

stok quikie: 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

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.

stok quikie: ltg 1Q2013 (22 may 2013)

1Q 2013 eps:  .42
1Q 2012 eps: .32
% change: 31.25%
last traded price: (21 may 2013): 25.75 pesos
forward p/e: 15.33 x
capital stock 8,981,389,000
retained earnings 48,664,115,000

Monday, May 20, 2013

stok tots: ictv (20 may 2013)

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

stok tots: solar news channel (20 may 2013)

solar news channel is a partnership between southern broadcasting network (sbn) and solar entertainment. sbn is owned by cosco bos lucio co

stok quikie: hlcm 1Q2013 (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 6,452,099,000
retained earnings 7,118,388,000

Sunday, May 19, 2013

stok quikie: rock 1Q2013 (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

Saturday, May 18, 2013

stok tots: bel (18 may 2013)

sino .. bel's affiiliate, just disclosed to the pse that it is restructuring its capital .. changing its par value from 1 peso to 25 centavos ....

pls refer to the following disclosures:

this follows a similar restructuring being undergone also by apc .. another bel affiliate .. which is reducing its par value from 1 peso to 35 centavos ...

i have posted already a few weeks ago my speculation on these 2 bel affiliates .. 

now it is just only a matter of time if we will be seeing any of these things come to pass ...

stok tots: secb (18 may 2013)

1Q 2013 eps: 2.42
1Q 2012 eps: 2.18
% change: 11.01%

price as of 17 may 2013: 181
forward p/e: 18.70 x

Capital Stock 5,023,585,130
Surplus 29,435,575,794

Friday, May 17, 2013

stok tots: 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 ... as follows:

the proposed Par Value Reduction will transfer Seventy-Five Centavos (P0.75) out of every One Peso (P1.00) in paid capital from the Capital Stock account to Additional Paid-In Capital. The resulting increased Additional PaidIn Capital balance may then be subsequently applied towards the reduction or elimination of the Corporation’s Deficit via a quasi-reorganization.
it is estimated that the approval of the sec will be given around 5 august 2013 ... what sino will do after that .. is quite interesting to follow ...

the plot thickens ....

previous posts on sino:

-  stok tots: sino (10 may 2013)
a stock pick for 2014 (27 apr 2013)

Thursday, May 16, 2013

stok tots: 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)

just charts: smph/sm prime holdings (16 may 013)

smph chart as of 15 may 2013 
(click on the chart to enlarge)

Wednesday, May 15, 2013

stok tots: TI (15 may 2013)

3hTravellers files IPO application: up to 1.49B common shares with an overallotment option of up to 223.56M shares at max price P23.38/sh

well .. i guess thats the reason for today's AGI price action ... im speculating that agi will be the proxy play for TI up to the actual listing of TI ...

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 ..

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 ..

today's log: agi, apm/cosco, gtcap, mpi, sm (15 may 2013)

trades yesterday (14 may 2013) and today ...

sold all my apm/cosco and mpi ... my stops were hit

added some agi, gtcap and sm

what i read today: The Irrationality Of The Markets (15 may 2013)


Tuesday, May 14, 2013

stok tots: pckh (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 ...

stok tots: gtcap (14 may 2013)

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 ..

The Ninja Stock Monitor: COSCO/APM (14 may 2013)

Sunday, May 12, 2013

a ym question: my tots on ism, bhi and apm (12 may 2013)

a reader's question via ym:
anyways, hingin ko lang tots mo sa ism, bhi and apm kung pwede:) 
sa blog mo na lang, para meron ding iba makabasa hehehe

my reply:

ism - it's essentially a banking stock at the moment ... with its 21.44% investment in pbcom ... price is entirely dependent on tired traders just waiting for a sell into strength price action .. this is a buy and hold stock for me ... altho i already sold my ism 4Q last year ... but will reenter should i have spare cash for a buy and forget investment ..

bhi - this is a genius stock ... im no fucking genius .. i stay away from this stock

apm - this is a buy and hold stock for me .. i have a few shares .. i guess i wont be selling until next year pa (but op kors ready to sell anytime should my stops get hit) ... im no chupaero genius .. will just wait for what happens when it becomes cosco chooochoo ..

food: Food is it, along Maginhawa St. (12 may 2013)

Food is it, along Maginhawa St.

what i read today: Take a bet on the rise of online gambling (12 may 2013)

Saturday, May 11, 2013

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

stok tots: travellers' international/TI (11 may 2013)

travellers international  (TI) has already filed a registration statement with the PSE for a possible ipo to be conducted within the next 3 months ..

Travellers International Hotel Group, as the Genting and Alliance venture is called, filed to sell 1.49 billion shares at a maximum price of 23.38 pesos, putting the total deal at 34.8 billion pesos ($854 million), added IFR, a Thomson Reuters publication.
The IPO is expected within the next three months and the final size of the deal might change, IFR said.

per AGI's 2012 anual report, travellers had a net income of 6.73 billion pesos

hmmm ...  

travellers 2012 net income = 6.73 billion pesos
1.49 billion shares to be offered
assume the 1.49 B shares for IPO is just 30% of total outstanding shares
so .. total shares is 1.49B shares / .30 = 4.97B shares .. lets make it 5B shares
eps = 6.73 B pesos / 5B shares = 1.346 pesos per share?
ipo max price per share: 23.38 pesos
TI p/e =  23.38 pesos / 1.346 pesos = 17.37 x

the p/e now all depends in how much is the total outstanding shares of TI 

hmmm ...

my tnx to blog reader legacy for some clarification ...

what i read today: 24 Dates To Take Yourself On (11 may 2013)

in between relationships .. or even within an ongoing relationship ... one can give oneself these:

24 Dates To Take Yourself On

Thursday, May 9, 2013

today's log: stock xxx (09 may 2013)

just added a few shares to an existing position today .. otherwise i just watched the tiker tik the entire trading session ...

im full of bull right now ... so im keeping my mouth shut for the meantime ... life sucks

blog stats (09 may 2013)

wow .. a lone reader from gabon!!

tnx sir/ma'am for visiting this blog! :)

tnx also to the readers these past 2 hours from:


United States


Hong Kong





Monday, May 6, 2013

in the news: PLDT media business remains insignificant contributor to profit (06 may 2013)

question: blog photo (06 may 2013)

somebody from the finance manila stock market forum sent me this comment last week:
"The Great Wave off Kanagawa by Hokusai ... intriguing why you chose this to be your photo for your blog .."

legacy's 52-week highs (06 may 2013)

legacy (leg for short) ... finance manila occasional poster and desert storm (DS) chatroom member daily shares stock tidbits in DS's chatroom ... among those bits of info are the stocks with the highest and lowest closes for the past 52-weeks ... with his permission .. id like to post here the stocks on their 52-week highs based on their closing prices as of friday, 03 may 2013 ...:

whatever: shoyu-ramen (06 may 2013)

shinjuku .. where my love affair with shoyu-ramen first started years ago ... where the yakuza hang-out ;)

choto stop ... meron din shoyu-ramen .. oks den .. pero sa loob ng isang japanese grocery

little tokyo is just across makati cinema square .. also near don bosco makati

Insider guide: Best of Manila

Little Tokyo

Little Tokyo, ManilaRamen? Sushi? Manga? Hai, it's all here.Some of the best Japanese restaurants in the country are no-frills affairs found in a compound called Little Tokyo. Zen gardens, red lanterns and Japanese signs almost give the impression that you're in Japan.

Restaurants here are generally owned by Japanese who have moved to the country to start families with Filipina wives. You'll find fresh sushi, sashimi and bento meals at Izakaya Kikufuji (+63 2 893 7319) and Seryna (+63 2 894 3855), ramen at Shinjuku (+63 2 819 1242), okonomiyaki at Kagura (+63 2 894 3656) and takoyaki at Ha Na (+63 2 828 8471). There's a small grocery and snack bar called Choto Stop, which sells soba and ramen amid a display of manga comics and Japanese TV.

2277 Chino Roces Ave., Makati City

Sunday, May 5, 2013