BDO

[camel]

MAtibay pala kasaMA ko dito tulad ni ka Philinvestor nag pa-kodak pa sa diyaryo

Late show of strength by neighbors in Wilson St. indicates fundies are loading up yet again

[Philinvestor]

Sir Camel, saMA tayo sa MAtibay na BDO at iba pa. Ambush interview lang yun lumabas sa Philippine Star kahapon. Kaya lang resourceful talaga ang writer so he was able to cut and paste a very old photo. I will be accumulating some more BDO and MA in the next few days to add to existing positions.

[PepeSmith]

I will be accumulating some more BDO and MA in the next few days to add to existing positions.

What's your buyin price? Kasi 39 na siya ngayon eh. Want to buy some more din sana.

[camel]

pt some@39

posted some more selling gtc@40.50

still holding the motherload but this blue chick has risen almost 20% in a month

[Philinvestor]

My full valuation for this stock is close to P50. I agree with Master Camel that the recent price run-up was a bit too fast too soon. Profit taking at today's level is not a bad idea - easpecially where this issue has gone up more than 20% in recent weeks. I am taking the view that I will buy back on correction - if I will sell. I may also hold na lang until closer to my target price.

BDO is poised to crowd the big banks for the top 2 positions within the next couple of years through M&A with likely candidates EPCIB and possibly ChinaBank.

[PepeSmith]

Well sabi sa news di daw nila sasali sa merge yun chinabank.

[Philinvestor]

China is with Hans and EPCI and BDO with Tessie. Tama ba? So merger may not happen soon. But, who knows, anything can happen should the consolidation in the banking industry continue.

[compounder]

i heard they wont merge the 3 banks.... well but hu knows only epci and bdo for the meantime lets wait and SY hehehehe bdo finally breaks 39 after a longtime trying! sign of good things to come kaya?

[camel]

parang for adults only

BDO and BPI are the foreign payborits lately w/MBT a poor 3rd choice

parang V sa dami ng MAy pera

[piolo]

Mga gurus, Whats the valuation price for BDO if it succeed to merge w/ EPCI?

[Philinvestor]

Parang di na nalalayo ang BDO valuation from its current trading price? Maybe another 20% maximum is a good price target. This issue may however be rerated as we may expect increased liquidity given the much larger market capitalization after the expected merger with EPCI is concluded. Any views?

[camel]

given the price action

they MAy soon meet

MidwAy

[piolo]

My assumption is share price of EPCI will fall n BDO will rise...Meet halfway maybe at 50s

Bot some BDO @40

[jmonster]

Citisec added today BDO in its Top Pick List with TP P51 ...

[camel]

House 209 seems to have the MAndate to cap the price

different from the usual multi-fluct sell down or buy up style

[Philinvestor]

Hmm, my target upside of around 20% is right smack to the Citisec target price. Anytime the stock price approaches mid 40s, I will probably sell this one already. This way, the buyer still has some return expectation.

[rainman]

mr philinvestor, ok yang analogy mo. sana may pera pa ako pambili ng BDO. lahat ng pera ko nasa GEI, APXB, PX, PLTL eh....Makasingil nga ng may mga may utang sa akin bukas or today Wensday na nga pala hehehe