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    Cebu Pacific lost ₱24.9-B in 2021

    @thesavvy The dividends the fund receives are used in the various expenses related to the fund. It also helps add some additional value to the Net Assets of the fund, reflecting in the NAVPU. If you were to look at a 5 year chart, it's actually for a slightly higher return than the index it...
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    PAL shareholders to vote on Lucio's $505 million lifeline (Th:Oct28)

    @ignissus PAL is a dumpster fire and all we can do is watch. (Also, you're posting early today)
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    Deep Dive: Pryce Corp (PPC)

    @palmtreelife Thanks for the subscribe! My personal is already part. hehe. To add, This is what I like, it's extremely stable and doesn't needlessly borrow. Like it's growth that's organic and stable. I agree it's got good ROIC and ROE, but I wasn't comfy saying it had a moat. There's...
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    Deep Dive: Pryce Corp (PPC)

    @nimmyarts95 Yeahp. Philippine Small Caps are tricky. You don’t see the big boys buy into them, so i feel it’s the best opportunity for people who want to actively invest and beat the market(vs index names) but there’s a lot of trash to filer through and other issues (like liquidity and the...
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    Deep Dive: Pryce Corp (PPC)

    @kuregee But a vast majority did collapse and fall under receivership or conservator ship. Once again, only 4 companies with active sales remain. It's a industry that's been on a steady decline since the early 2000's (except St. Peter). Like if a company doesn't have enough assets to pay of...
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    Deep Dive: Pryce Corp (PPC)

    @kuregee I mean historically, yeah. I mean: https://business.inquirer.net/143337/list-of-distressed-preneed-firms. That's 2013. In 2022 the of companies who currently exist are 12. Only 4 have sold policies in 2022...
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    Deep Dive: Pryce Corp (PPC)

    @kuregee This was referring the American Stock market; there's so much more participants that give it volumes and liquidity. It worked for me, so maybe it's your browser? I mean here's a video taken on my phone. https://we.tl/t-1h29Dnotgt Regardless, a lot of their functions, especially for...
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    Deep Dive: Pryce Corp (PPC)

    @kuregee On Waste Management, different market? Like the local equivalent of that ,IPM, trades a similar volumes. As to the IR on the website, eh? https://www.pryce.com.ph/investor-relations-2/ It works..? The the company doesn’t have to any analysts covering it, nor large funds so it...
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    Deep Dive: Pryce Corp (PPC)

    @kuregee Yeahp. Like it took me a week to accumulate. That’s the story with a lot of the small caps. Thing is I doing think it’s as pumpable as the other local meme stocks because it’s so boring. You can’t sell the exciting growth story that is LPG retail. It’s a good business, but this one of...
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    Deep Dive: Pryce Corp (PPC)

    DISCLAIMER: I HOLD THIS IN MY PORTFOLIO. THIS IS ALSO NOT INVESTMENT ADVICE If you want a version with charts and pictures, please check out my substack. Link is here: https://riverhorsedigest.substack.com/p/deep-dive-pryce-corp?sd=pf After quite a while, I am back. Delays were due to me...
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