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    PLDT whiffs as Q1 net income down 12% y/y, capex on chopping block (Friday, May 8)

    @modechristina Telco should. But it looks like Globe is expecting Q2 to suck in part because people will have less discretionary income to spend on data
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    PLDT whiffs as Q1 net income down 12% y/y, capex on chopping block (Friday, May 8)

    @minnie19 That's my thinking; it's like... some of the companies are trying hard to make it look like they aren't suffering, so apply accounting tricks, and then others are making moves that cause drops now because how much worse can it hurt?
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    ALI and RLC profits drop 77% y/y; q/q recovery the real story (Monday, Nov 9)

    @svitlana78 People can like different things about it, but I'm a fan of the IDEA of KPPI's "asset management" program, where KPPI acts as the property manager for buildings that are owned by other entities. That said, I'm not necessarily sold on KPPI's ability to bring that idea to full...
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    PLDT whiffs as Q1 net income down 12% y/y, capex on chopping block (Friday, May 8)

    Happy Friday, Barkada -- The PSE closed up 14 points to 5654 [▲0.25%]. Daily meme COVID Update WW: 3903965 ▲1% PH: 10343 ▲3% Top 3 MB indices: #COVID-19 ▲2.63% POGO Prop. ▲1.93% D30 Targets ▲1.64% Bottom 3 MB indices: Telco ▼3.10% 2019 IPOs ▼2.64% POGO Gaming...
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    ALI and RLC profits drop 77% y/y; q/q recovery the real story (Monday, Nov 9)

    @pentecostal1ness Thanks for that! Yeah, my Reddit posts don't have the links (even if the sentence refers to a link) because it takes me too long to manually put all the links in. I'm in the process of automating that, but little fires keep coming up that keep me away from that.
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    ALI and RLC profits drop 77% y/y; q/q recovery the real story (Monday, Nov 9)

    Happy Monday, Barkada -- The PSE closed up 41 points to 6686 ▲0.6%. Apologies to anyone who sent messages or commented on Reddit in the past few days: my account was accidentally disabled. Shout-out to /@ky_gal, who had to manually approve everything that I tried to do while Reddit fixed the...
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    GLOBE reports fantastic 2019 earnings, promises record amount of spending in 2020... also, 1000 subs! Thanks PHinvest! (Feb5)

    @ky_gal Added! Just curious. I am only starting to learn about the companies that have foreign ownership of casinos/etc. Generally, the foreign ownership of anything (like Ayalas' big purchases in Myanmar) are under-reported in our financial news coverage. Probably for a good reason, but still.
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    GLOBE reports fantastic 2019 earnings, promises record amount of spending in 2020... also, 1000 subs! Thanks PHinvest! (Feb5)

    @ky_gal Thanks for reading! I think LR is automatic, but I'm not familiar with WPI. Are they invested in anything foreign in Macau, or are they domestic PAGCOR stuff?
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    GLOBE reports fantastic 2019 earnings, promises record amount of spending in 2020... also, 1000 subs! Thanks PHinvest! (Feb5)

    @rob84 Agree! Dito was a great kick in the ass for GLO and TEL, though it's hard to tell what TEL is planning to do with it. Maybe the bigger kick in the ass was the common cell tower initiative... that might be even more applicable to you in Bataan.
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    GLOBE reports fantastic 2019 earnings, promises record amount of spending in 2020... also, 1000 subs! Thanks PHinvest! (Feb5)

    @pentecostal1ness I'm just thinking that GLO/TEL/DITO probably rely on the international hype machine to drive interest in new handsets, which are dangled to get subscribers to lock in to multi-year plans. If the phones are not available, or there's a substantial delay, that might make FY20...
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    GLOBE reports fantastic 2019 earnings, promises record amount of spending in 2020... also, 1000 subs! Thanks PHinvest! (Feb5)

    @pentecostal1ness Thanks /@pentecostal1ness. I agree that as the story changes for some companies as the length of the lockdown increases. At some point, do potential iPhone/smartphone supply chain disruptions start to hurt the subsidized handset subscriber model that GLO and TEL have been...
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    GLOBE reports fantastic 2019 earnings, promises record amount of spending in 2020... also, 1000 subs! Thanks PHinvest! (Feb5)

    GLOBE reports fantastic 2019 earnings, promises record amount of spending in 2020 The PSE closed up 90 points to 7,227 [▲1.24%]. Shout out to meme-lover, /@josephjohn, for showing some love for the MWC doge meme that I made for yesterday's MB. It put a smile on my face because I make 90% of...
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    MB turns 1! ABS resumes trading; MPI profit tanks (Monday, May 18)

    @jonathanedwards Thanks, /@jonathanedwards! I never thought I'd make it this far, so... more years is just gravy. I've talked about gravy enough today to need to have some, I think.
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    MB turns 1! ABS resumes trading; MPI profit tanks (Monday, May 18)

    @pentecostal1ness That's my main concern, since I've always been REALLY militant about not doing a single thing with the email addresses that isn't directly related to sending out daily update emails.
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    MerryMart IPO day... on first day of trading since DOW drop (Monday, June 15)

    @iacob36 OOOOOOF that's a big mistake right there. Thank for pointing that out. Full email
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    MB turns 1! ABS resumes trading; MPI profit tanks (Monday, May 18)

    @esther_goldworth Is there a way to make it more transparent?
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    MB turns 1! ABS resumes trading; MPI profit tanks (Monday, May 18)

    I was going to hold like a random draw for something cool as an anniversary event, but completely locked up on what "something cool" would be. Then, how to even do that? So I gave up. Anyone know how to do raffles or whatever through a mailing list? It seems more complicated than it should be.
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