Investing in the Philippine Stock Market

[Crimson]

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May I know Sir unsay participation sa moapil sa meet-up? Thanks

Wa kaayo ko ka gets sa imo question. Participation? you mean payment? free rani. Mu teach siya about value investing and what metrics to look out for as well as identify which businesses have a durable competitive advantage for companies listed in PSE. Also, if you have any questions, mu ask lang mo. its very informal. we plan for it to be at a coffee place.

[arclops]

Wa kaayo ko ka gets sa imo question. Participation? you mean payment? free rani. Mu teach siya about value investing and what metrics to look out for as well as identify which businesses have a durable competitive advantage for companies listed in PSE. Also, if you have any questions, mu ask lang mo. its very informal. we plan for it to be at a coffee place.

By participation, I mean unsay ikatampo(role) sa motambong aning panagtapok But natubag man Sir ang akong tuyo. My follow-up question Sir is that, unsa may tumong ug tinguha sa pag-organize aning panagtapok? Btw, I'm interested but I would appreciate it more when there is a specific goal at hand before organizing such a group. Sir, murag off-topic nata diring dapita so I think mas maayo cguro if mag create ug laing thread about ani.

[makie29]

Here's a big boost for the PSE. With these fund inflows (hopefully), this could protect the local market against very frequent foreign fund flow (inflow and outflow). This would also increase more local exposure in the market.

Pag-IBIG plans P5B stock market investment

MANILA, Philippines—Who says only the private sector should diversify?

Government-run Home Development Mutual Fund, also known as Pag-IBIG Fund, is seeking to spread out its investment portfolio to include the stock market for the first time through a “maximum” P5-billion investment, its top official said.

Pag-IBIG is currently seeking out fund managers for its initial foray at the stock market, which the board of the fund had just approved, Pag-IBIG CEO Darlene Marie Berberabe told reporters in an interview.

“We are now accrediting fund managers. This is a first for us,” Berberabe said.

She said the decision was to “principally diversify [the fund’s] investment.”

“We are also a savings program and we hope to invest the cash that is not part of the housing investment in equities. The ultimate objective is to give good yield for our Pag-IBIG savers,” she added.

Like most institutional portfolios, a large part of Pag-IBIG’s investment is parked in fixed-income securities and government securities, regarded as safer but lower yielding investments.

Pag-IBIG’s investment portfolio amounts to about P35 billion, of which 85 percent are placed in government securities, Berberabe said. That is just a part of the total assets of Pag-IBIG, which she said amounted to P330 billion, with 70 percent invested in housing.

The decision comes as the country’s main Philippine Stock Exchange Index continues to suffer from volatile trading amid concerns that the United States Federal Reserve would slow down the monetary stimulus program.
The PSEi is still up about 7.8 percent so far this year, but this has come down from a gain of about 27 percent recorded in the first half of the year.

Brokers like Joseph Roxas, president of Eagle Equities Inc., welcomed the move by Pag-IBIG, noting that any liquidity bump would be good for the domestic market.

Fund managers are likewise keen on bagging managing rights to a relatively large sum of money.
Berberabe noted that Pag-IBIG would evaluate mainly local fund managers and would look at typical measures, such as management fees and track records.

Other concerns, such as whether Pag-IBIG would invest only in local equities or include foreign stocks as part of its basket, have yet to be finalized, Berberabe said.

Source: Pag-IBIG plans P5B stock market investment | Inquirer Business

GSIS allots P2B for local stocks

MANILA, Philippines—The Government Service Insurance System (GSIS) has earmarked P2 billion for additional investments in the domestic capital market, projecting that the local stock market would post a double-digit gain in 2014.

Robert Vergara, president and general manager of the GSIS, said Wednesday that the state-run firm would like to take advantage of the income opportunity projected for next year from the local market.

He said the GSIS was in the process of selecting two to three local fund managers to formulate and execute an income strategy for the additional P2-billion investment that the pension fund intends to make.

Although the fund managers to be selected would be given flexibility in decision-making, Vergara said that the GSIS preferred higher-yielding stocks over fixed-income instruments.

He noted that for the GSIS to maintain the actuarial life of its fund, it has to generate at least 8.5 percent in investment yields every year.

Asked for his projection on the movement of the Philippine Stock Exchange index (PSEi)—which fell and broke into the 6,100 level on Wednesday—Vergara said the lowest it could hit was 5,600 before closing the year at the range of 6,000 to 6,500.

In 2014, he projected PSEi could post a gain of anywhere between 10 and 15 percent to hit the 7,400 level.
“If the economy keeps on growing by the robust rate seen recently, that gives room for corporate profits to increase and the [stock] market to grow,” Vergara told reporters at the sidelines of the CFO of the Year Award organized by the Financial Executives Institute of the Philippines (Finex).

Vergara said the GSIS has about P725 billion in investible funds, of which nearly 17 percent are in equities and 45 percent in fixed-income instruments, mostly government securities. The rest are in cash and other assets.

Vergara said the GSIS could use P2 billion of its cash for additional investments. If market opportunity dictated it, he said, the GSIS could also pull out some funds from existing portfolio investments and add to the one being prepared.

He said an industry that the GSIS was interested in investing in was banking. “Banks will be long-term beneficiaries of a growing economy,” he said.

Vergara said the GSIS was looking forward to the recently announced equity issuance before the end of the year by a few banks, including Bank of the Philippine Islands and Philippine National Bank.

Source: GSIS allots P2B for local stocks | Inquirer Business

[Crimson]

By participation, I mean unsay ikatampo(role) sa motambong aning panagtapok But natubag man Sir ang akong tuyo. My follow-up question Sir is that, unsa may tumong ug tinguha sa pag-organize aning panagtapok? Btw, I'm interested but I would appreciate it more when there is a specific goal at hand before organizing such a group. Sir, murag off-topic nata diring dapita so I think mas maayo cguro if mag create ug laing thread about ani.

The goal sa pag organize ani is to teach and share what value investing is. Naa man daghan methods of investing. You have you're CANSLIM, Technical Analysis, Bollinger Bands method, and General Fundamental analysis. Im sure naka dungog naka anang book by Ben Graham "The Intelligent Investor" and "Security Analysis" diba? By reading these books, you get the theory, but now comes application. How do you actually identify companies with an economic moat? What are the durable competitive advantages that we can find in Philippine companies? Does it even exist for Philippine Companies?

Ang mu tapok ani, dili mani organization, but rather a place where maka ask ta ug questions and bounce off ideas.

[janvier]

mga sir, naunsa man si MBT nganong ning dive man?...any news?..one more thing , unsay tan.aw ninyo ni EEI?..

[guilly]

unsay inyong tan-aw sa BLOOM mga boss? dugay2x na nako g-gunitan akoa unya alkanse pa gamay. paet.

[sidlydon]

mga sir, naunsa man si MBT nganong ning dive man?...any news?..one more thing , unsay tan.aw ninyo ni EEI?..

There's nothing wrong with MBT. It is still undervalued. Accumulate lang while it is plunging.

[quantuminplus]

opportunity na...... yummy...... hahahha...... good pick na for mid term to lpng term investors

[poloi123]

mga boss mangutana lang ko.. kung mu invest kog stock market ba..

kanus.a na mu hatag ang mga companies sa ilang dividends?? monthly o yearly??

[sidlydon]

mga boss mangutana lang ko.. kung mu invest kog stock market ba..

kanus.a na mu hatag ang mga companies sa ilang dividends?? monthly o yearly??

Kasagaran bro quarterly or yearly mura wa ko kadungog ug monthly. Research lang atong mga blue chips nga company if you're after the dividends.