rontan2014 Posted September 7, 2018 Share Posted September 7, 2018 Bagsak nanaman. Kala ko pataas na ang trend. Bwisit na TRAIN kasi Problema sa Argentina at Turkey. Halos buong Emerging Markets versus US, divergence.Trillanes news.Inflation dahil sa TRAIN.Mag TRAIN 2 pa daw.Federalism daw Presidential or Parliamentary, ang gulo! Quote Link to comment
watashiwasexonolibognichan Posted September 10, 2018 Share Posted September 10, 2018 Just to share without sounding too presumptuous, I know times are rather bad for the stock market with the threat of a global trade war and the persistent inflation along with other economic woes like higher interest rates we are experiencing locally which had led to a sluggish movement we have been seeing for quite sometime. But I think the most powerful tool and probably the best tool the gov't has right now in its arsenal is the massive Build Build Build program which it needs to roll out more expeditiously in order to jolt new new and added vigor into our economy. Putting that into perspective, it might be opportune for everybody to take another look at POPI whose company has the leasehold rights over Manila's Tutuban Center complex. Ayala Land took over the company two years ago and many changes have taken place since then with POPI recording a financial turnaround after the Ayalas installed a new management team and implemented many new physical improvements aside from the infusion of new capital real estate assets into POPI such as the pioneering Laguna Techno Park and its new sister hub, the Cavite Techno Park and the redevelopment of POPI's existing real estate portfolio consisting of a 15 hectare warehouse complex in Calamba, Laguna and of course its crown jewel, the Tutuban Center in Downtown Manila measuring 20 hectares in its totality. The government extended POPI's lease contract over Tutuban up to the year 2039 while Ayala Land intends to redevelop the complex by reconfiguring it and increasing its current leasable floor area of 60,000 sqm by a factor of 4 within the next 5 years or so. Pedestrian visitor traffic is expected to reach 500,000 people per day by that time since Ayala's long term plan is to turn Tutuban into the country's premier land based passenger and cargo railway logistics hub with its integration into the national government's North Rail and South Rail project together with the westward expansion of LRT 2 from its current endpoint at CM Recto-Isetann station all the way to R -10 opposite the gate of Pier 4 in North Harbor which will feature additional stations located right in front of Tutuban Center-CM Recto Ave. along the way and another one at the corner of CM Recto Ave. and Asuncion St. in Downtown Manila. The financing for the North Rail segment running from Tutuban to Malolos and eventually Clark will be financed by the Japanese government through official development assistance loans and is slated for completion by the time the current President steps down from office in the year 2022 and beyond with the South Rail segment featuring lines running initially from Tutuban to Batangas City and Calamba / Los Banos in Laguna financed by the Chinese government using the same fund sourcing mode following almost the same time line with an eventual extension all the way to Legazpi, Albay in the Bicol region. Overall, the aim for POPI is to become the country's leading industrial park and real estate logistics provider with a nationwide network stretching from Luzon all the way to Mindanao specially after the company launches a new and similar 100 plus hectare industrial park in Northern Mindanao in the town of Laguindingan near the existing international airport located about 1 hour's travel time from Cagayan de Oro City in addition to another one of similar size planned for both Central Luzon and the Visayas. Having said all these, it might be important to note that Ayala purchased a controlling stake in POPI through 2 separate block sales executed at P2.25 and P2.45 per share with the stock reaching a peak of P4.10 per share recently this year and it has never returned again to the previous P2.25 / P2.45 levels mentioned since that time given the net positive recurring income flows registered from the time the new controlling entity took over the company. The current market weakness may be viewed as an advantage to pick up more POPI shares with the projected increase in recurring lease income that is likely to happen as additional floor areas are added in the months and years ahead specially with the ongoing redevelopment of Tutuban Center and the addition of new income streams from other planned sites in different areas of the country. One anecdotal tale I can share is that there is now a P10 service fee being charged by the new management of Tutuban for each and every single instance people use the comfort rooms located at their food courts as a way of minimizing the entry of freeloaders given the demographic makeup of its surrounding locality and this I believe only goes to show and highlight how conscious they are about maximizing every single peso and centavo of revenue stream they can get from their valuable real estate assets. With a mentality like this, I have no doubt that the company is in the goods hands of its able stewards who can do wonders for both existing and prospective stockholders. Another development I foresee is the decline of long distance trucking and bus companies here in Luzon as both businesses and individuals find it more cost efficient and convenient to ship goods and travel to and from areas serviced by the new and revitalized railway network the government envisions with their timely and regular schedules resulting in a corresponding and drastic reduction in the road vehicle volume and accompanying perennial traffic which we all very dearly desire and whose presence is so often the bane of modern urban living and existence. what does popi mean Quote Link to comment
watashiwasexonolibognichan Posted September 10, 2018 Share Posted September 10, 2018 Just to share without sounding too presumptuous, I know times are rather bad for the stock market with the threat of a global trade war and the persistent inflation along with other economic woes like higher interest rates we are experiencing locally which had led to a sluggish movement we have been seeing for quite sometime. But I think the most powerful tool and probably the best tool the gov't has right now in its arsenal is the massive Build Build Build program which it needs to roll out more expeditiously in order to jolt new new and added vigor into our economy. Putting that into perspective, it might be opportune for everybody to take another look at POPI whose company has the leasehold rights over Manila's Tutuban Center complex. Ayala Land took over the company two years ago and many changes have taken place since then with POPI recording a financial turnaround after the Ayalas installed a new management team and implemented many new physical improvements aside from the infusion of new capital real estate assets into POPI such as the pioneering Laguna Techno Park and its new sister hub, the Cavite Techno Park and the redevelopment of POPI's existing real estate portfolio consisting of a 15 hectare warehouse complex in Calamba, Laguna and of course its crown jewel, the Tutuban Center in Downtown Manila measuring 20 hectares in its totality. The government extended POPI's lease contract over Tutuban up to the year 2039 while Ayala Land intends to redevelop the complex by reconfiguring it and increasing its current leasable floor area of 60,000 sqm by a factor of 4 within the next 5 years or so. Pedestrian visitor traffic is expected to reach 500,000 people per day by that time since Ayala's long term plan is to turn Tutuban into the country's premier land based passenger and cargo railway logistics hub with its integration into the national government's North Rail and South Rail project together with the westward expansion of LRT 2 from its current endpoint at CM Recto-Isetann station all the way to R -10 opposite the gate of Pier 4 in North Harbor which will feature additional stations located right in front of Tutuban Center-CM Recto Ave. along the way and another one at the corner of CM Recto Ave. and Asuncion St. in Downtown Manila. The financing for the North Rail segment running from Tutuban to Malolos and eventually Clark will be financed by the Japanese government through official development assistance loans and is slated for completion by the time the current President steps down from office in the year 2022 and beyond with the South Rail segment featuring lines running initially from Tutuban to Batangas City and Calamba / Los Banos in Laguna financed by the Chinese government using the same fund sourcing mode following almost the same time line with an eventual extension all the way to Legazpi, Albay in the Bicol region. Overall, the aim for POPI is to become the country's leading industrial park and real estate logistics provider with a nationwide network stretching from Luzon all the way to Mindanao specially after the company launches a new and similar 100 plus hectare industrial park in Northern Mindanao in the town of Laguindingan near the existing international airport located about 1 hour's travel time from Cagayan de Oro City in addition to another one of similar size planned for both Central Luzon and the Visayas. Having said all these, it might be important to note that Ayala purchased a controlling stake in POPI through 2 separate block sales executed at P2.25 and P2.45 per share with the stock reaching a peak of P4.10 per share recently this year and it has never returned again to the previous P2.25 / P2.45 levels mentioned since that time given the net positive recurring income flows registered from the time the new controlling entity took over the company. The current market weakness may be viewed as an advantage to pick up more POPI shares with the projected increase in recurring lease income that is likely to happen as additional floor areas are added in the months and years ahead specially with the ongoing redevelopment of Tutuban Center and the addition of new income streams from other planned sites in different areas of the country. One anecdotal tale I can share is that there is now a P10 service fee being charged by the new management of Tutuban for each and every single instance people use the comfort rooms located at their food courts as a way of minimizing the entry of freeloaders given the demographic makeup of its surrounding locality and this I believe only goes to show and highlight how conscious they are about maximizing every single peso and centavo of revenue stream they can get from their valuable real estate assets. With a mentality like this, I have no doubt that the company is in the goods hands of its able stewards who can do wonders for both existing and prospective stockholders. Another development I foresee is the decline of long distance trucking and bus companies here in Luzon as both businesses and individuals find it more cost efficient and convenient to ship goods and travel to and from areas serviced by the new and revitalized railway network the government envisions with their timely and regular schedules resulting in a corresponding and drastic reduction in the road vehicle volume and accompanying perennial traffic which we all very dearly desire and whose presence is so often the bane of modern urban living and existence. what does popi mean Quote Link to comment
watashiwasexonolibognichan Posted September 10, 2018 Share Posted September 10, 2018 PSEI as of Monday Quote Link to comment
cs1234 Posted September 11, 2018 Share Posted September 11, 2018 sali k lng sir sa mga grups... matututo k n.. or nood k ng youtube Quote Link to comment
combatjames Posted September 11, 2018 Share Posted September 11, 2018 How do you get the intrinsic value? Any suggestions? Quote Link to comment
rontan2014 Posted September 12, 2018 Share Posted September 12, 2018 How do you get the intrinsic value? Any suggestions? This is the focus of fundamental analysis to insight on the company. There are plenty of books on valuation out there. It all began with Benjamin Graham. Quote Link to comment
iamgawwy Posted September 18, 2018 Share Posted September 18, 2018 psei support broken.. see you at 6900. find the best outlier. Quote Link to comment
tombone Posted September 20, 2018 Share Posted September 20, 2018 i just wait for a clear sign of reversal before going into the market . cash is a good position also Quote Link to comment
HehexD Posted September 20, 2018 Share Posted September 20, 2018 may idea kayo ano kaya magiging effect ng paglabas ng TRAIN law part 2? as of now kasi isa na tayo sa highest tax in Asia sa trading e. Quote Link to comment
flatwall Posted September 25, 2018 Share Posted September 25, 2018 Anung mgndang stock market ngyn Quote Link to comment
Narada Posted September 26, 2018 Share Posted September 26, 2018 Anung mgndang stock market ngynbullish daw ang US markets though i dunno for sure since hindi ko naman mino-monitor talaga Index now hitting resistence better to take profits muna. That is if your in blue chips nuks!May maganda ba kayo online resources to learn how to trade/manage stocks?the trading code - jason camokay nga din yung kay minervini Quote Link to comment
JohannBeckham Posted October 11, 2018 Share Posted October 11, 2018 Ang baba ng market, anyone of you buying shares today? Quote Link to comment
zener Posted October 11, 2018 Share Posted October 11, 2018 hirap ngayon. pababa ang market. Quote Link to comment
JohannBeckham Posted October 12, 2018 Share Posted October 12, 2018 If your investing for the long term, this is a great buying opportunity Quote Link to comment
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