The Retail Fund Manager PH
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October 2024 Q&A Discussion
🕑 Added 2024-11-18 02:58:10 +0000 UTCAsk anything and I will try to answer! I may discuss the question in my YouTube if its too hard to explain in a text.
*DONT ASK for STOCK RECOMMENDATIONS or BUY AND SELL TIPS
*If you're concern or question is about financial statements and accounting, better hire your own accountant or a tutor to teach you how to do it. The Retail Fund Manager is NOT here to teach or mentor you. I have more important things to do with my free time.
Comments
TheCheap Gamer
Ok po
John
Pa valuate sir ng LFM
Michael
Stock analysis boss CLI thank you
Benjie Suan
hello po sir newbie lang po ako dito ask ko lang po sana saan makikita ang portfolio tracker?
John
Sir, may update ka for LTG ?
TheCheap Gamer
Speculation lang Yan na papasok sila.
Dru De Leon
Bro good morning, re Maharlika acquisition of stake from NGCP, ano price kaya nila acquire?
peacemaker25
reminder po. thank you
TheCheap Gamer
Ok po
peacemaker25
pa request po BALAI pls
Erly
kita ko na po yung 1 pager. Thank you po.
TheCheap Gamer
Okay po. After Ng bakasyon.
Erly
Hello po, updated analysis/one-pager for PIZZA please. Thank you!
Dru De Leon
i think ok lang siguro mag accumulate habang bumababa ang price ng ANS ngayon. Thanks bro!
TheCheap Gamer
Malaki pera Yung ginamit nila sa acquisition so yeah, could be the reason nagbawas sila Special Divs. Mukhang ayaw pa nila ibenta ICT position nila.
TheCheap Gamer
Maxs target is more on middle income to high income. Pero Hindi na nagiging competitive Yung food nila on that category kaya sobrang Hina nila Ngayon.
TheCheap Gamer
Malakas Yung mga ibang restaurant under bisto group sa iBang Bansa like Texas road house etc. Puro mayayaman or elites ulit target costumer niyan. It seems like mahilig Ang ANS mag target Ng elites or mayayaman tulad Ng kanilang Amanpulo. Malalaman Yan siguro next year. Iba Kasi gumastos Ang mayaman compared sa low and middle income.
Dru De Leon
bro, ano tingin mo sa acquisition ng ANS sa Bistro Group, ok kaya ito? mahina kasi earnings ng mga resto ngayon gaya ng max's e, pero sana ok ang income ng mga resto under Bistro. baka kaya binawasan ang special divs dahil ginamit dito sa binili nilang shares.
TheCheap Gamer
Okay
Alecs
idol. updated analysis for CROWN. maraming salamat!
TheCheap Gamer
BUGOK Wake-Up call. Inactive sa Ngayon, medyo na busy.
TheCheap Gamer
Okay
I am Jersey D
Idol request naman sa STI stock analysis
Erly
Sir ano nga ulit second channel mo? Re: Phil politics. Thank you!
TheCheap Gamer
Okay
Earleo Goco
Stock analysis po kay ACR thanks!
