fbpx

JFC (Jollibee) surge after tech announcement tells ABS (ABS-CBN) about what drives value

Jollibee Food Corporation (JFC) surged to a high of 177.80 high after it announced the launching of its Jollibee app. Before that JFC was just trading at around 140 level. The launching of the Jollibee app signifies that its Business Transformation program announced a quarter ago is taking shape.  The business transformation program of JFCContinue reading “JFC (Jollibee) surge after tech announcement tells ABS (ABS-CBN) about what drives value”

Federico “Piki” Lopez takes control of the diminished Lopez Group, what now?

The resignation of Eugenio Lopez III (EL3) from the Lopez Holdings Corporation (LPZ), the Lopezes flagship company,  allowed the younger Lopezes to take the helm of the much diminished Lopez Group. The Lopezes were once a force to reckon with in Philippine business but a series of missteps have slowly shrank the group to irrelevance. Continue reading “Federico “Piki” Lopez takes control of the diminished Lopez Group, what now?”

ABS should be a buy if it sells Sky Cable stake for >16 Billion Pesos

The loss of the right to operate a broadcasting network for failure to secure a congressional franchise should not have been an issue for ABS-CBN Corporation (ABS). Broadcasting and linear tv are declining industries and the future is curated digital content distribution and monetization, think of Netflix, Youtube, and TikTok. With its dominant and worldContinue reading “ABS should be a buy if it sells Sky Cable stake for >16 Billion Pesos”

PLDT (TEL) after shedding assets, buying Sky Cable from ABS?

Someone has said that in deal making, if you are a buyer pretend to be a seller and if you are a seller pretend to be a buyer. After Business World has reported that the Philippine Competition Commission (PCC) green-lit DMC Urban Property Developers, Inc.’s acquisition of Smart Towers, the Makati-based office building assets ofContinue reading “PLDT (TEL) after shedding assets, buying Sky Cable from ABS?”