[ANALYSIS] What’s driving the current Philippine stock market rally?
Curiously, foreign investors appear to have been favoring International Container Terminal Services Inc. and Century Pacific Food Inc.
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Buying into the Lopez empire: ABS-CBN or Lopez Inc?
A Lopez Inc.-level deal is more radical because it goes straight to the family battlefield. Here’s our exclusive take on the options at the table.
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What it took to save ABS-CBN
Gabby Lopez found a way around the family fight that had stalled fresh money for the network. But the P6-billion rescue also rewrites who owns ABS-CBN, and who gets a say in what it becomes.
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Gabby Lopez’s gamble to save ABS-CBN
The climb in ABS-CBN’s stock price is the market’s display of confidence in the P6-billion rescue plan
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[Vantage Point] Why I’m not panicking over Ayala Land
I still see an important distinction between a falling share price and a collapsing business
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[Vantage Point] PNB Holdings is going public without asking for public money
Most companies arriving on the exchange effectively say: give us your money and we will show you what we can build. PNB Holdings is saying, here is the balance sheet and tell us what we are worth.
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[Vantage Point] Villar Land: Follow the P1.3-trillion paper trail
The documents I have in possession establish the acquisition, revaluation, and recognition of enormous accounting gains. They also establish that Villar Land subsequently carried an extraordinary stock-market valuation.
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Reevaluating the latest re-rating upgrade of Megawide
Megawide offers investors a heavily de-risked, structurally protected entry into the most explosive infrastructure growth story in the market
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Making sense of US firm KKR’s offer on Lopez family’s First Gen
The Lopez family now has two separate reasons to be careful about how its internal fight ends
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[Vantage Point] The math behind Ramon Ang’s Lopez bet
Ramon Ang may not have bought the entire Lopez empire, but through Illumina, he bought a place near its summit—and an invitation from Piki Lopez to help shape what comes next
