Despite many hurdles, the Philippine real estate industry has remained one of the most resilient industries...
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June 27, 2022
Even though COVID-19 cases were significantly higher in 2021 than in 2020, restrictions were looser and the economy began to slowly open up. Demand was climbing and businesses were able to operate to a certain capacity...
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June 24, 2022
Late 2021, the Monetary Board of the Bangko Sentral ng Pilipinas (BSP) upgraded Bank of Commerce (BankCom) from a commercial banking license to a universal banking license....
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June 22, 2022
This real estate company was able to combat pandemic-related issues through continued growth and diversification strategies. Despite that, its as-reported metrics showed it delivered little to no shareholder value....
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June 20, 2022
OFW Remittances have been a growth driver for the Philippine economy for decades by increasing consumer spending and overall GDP....
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June 15, 2022
This holding company was able to manage profit declines and continue finding means to raise capital to expand its various businesses amid the pandemic. Although its as-reported metrics showed little to no added shareholder value, this conglomerate’s diversity allowed it to generate a more profitable Uniform return on assets (ROA)....
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June 13, 2022
Since 2016, the Philippines’ public infrastructure spending makes up 4% to 6% of the country’s gross domestic product (GDP). This is a credit to the outgoing administration’s Build, Build, Build, (BBB) program....
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June 8, 2022
This food company has continually shown its commitment to profitably grow in the industry through its strategic initiatives. However, as-reported metrics say otherwise...
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June 6, 2022
National government debt isn’t necessarily a bad thing—in fact, governments normally borrow to revitalize or speed up domestic economic activity. However, the Philippines’ outstanding national debt almost hit the PHP 13 trillion mark in April 2022, which has some investors spooked...
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June 1, 2022
This company is an example of how even having a near-monopoly in a niche market does not always translate to great profitability. Although its as-reported data show higher returns in recent years...
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May 30, 2022
After multiple stages of lockdowns over the last two years, a majority of the Philippines has finally been placed under Alert Level 1...
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May 27, 2022
Even with 170 years of existence, Bank of the Philippine Islands (BPI) continues to find ways to grow. Bolstering its position as one of the biggest banks in the country, it has partnered with GCash to broaden its retail offerings and investment options....
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May 25, 2022
This food and beverage company capitalized on its initiatives to continue to grow amid the pandemic. However, looking at its as-reported data, it looks like these plans aren’t earnings accretive....
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May 23, 2022
On November 20, 2020, the Bangko Sentral ng Pilipinas (BSP) decided to cut the interest rates by 25 basis points (bps) from 2.25% to 2% to stimulate economic activity during the pandemic. Eighteen months later, on May 20, 2022, the BSP did the opposite by increasing the interest rates from 2% to 2.25%....
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May 18, 2022
Flour is an essential ingredient for everyday food… from bread, pasta, cookies, and donuts. When people were forced to stay at home during the pandemic, we saw home bakers and aspiring entrepreneurs turn to baked goods to make the most out of a bad situation...
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May 16, 2022
Major macroeconomic headwinds such as unemployment and lower overall demand brought by the pandemic meant that consumers and businesses had lower overall cash flows. This meant that borrowers, especially the smaller ones, have had a difficult time repaying their loans on time...
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May 11, 2022
As one of the most popular food manufacturers in the Philippines, this company executed its growth strategy by building its portfolio one brand at a time....
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May 4, 2022
In the decade before the pandemic, the Philippine real estate market enjoyed robust growth rates and opportunities—home prices more than doubled in areas like the Makati CBD (central business district). Yet, this real estate developer with properties in key cities appears to have not been able to take advantage of its prime locations....
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May 2, 2022
In March 2020, the capacity utilization rate dropped to 49.9% from 70.5% in the month prior. Since then it has been steadily recovering. Is the annual increase in capacity utilization for February 2022 a signal of recovery for the industry?...
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April 29, 2022
UnionBank was founded in 1981 as a joint venture between the Aboitiz Group, Insular Life, and the Social Security System. Even recognized as the Best Digital Bank by major institutions such as The Asset, Asiamoney, and the Global Banking & Finance Review for multiple years, how would UnionBank’s acquisition of Citigroup’s consumer banking business affect the country’s banking industry?...
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