ADVFN PLC 02/11/2019 01:53:01 Free Membership Login
  • Monitor
  • Quote
  • Charts
  • Trades
  • News
  • Financials
  • Toplists
  • Alerts
  • Portfolio
  • Level 2
  • Stock Forum
  • Most Popular
  • Sitemap
  • Forex & Futures
  • World Exchanges
  • DMNUCC Services
  • Board index ‹ Forum ‹ Traders Lounge
  • Change font size
  • News
  • Market Watch
  • Big Caps Forum
  • Trader's Lounge
  • Blog

BDO

The room that started it all. Where the veterans hang out. Discuss Stocks, Charts, Fundamentals, Rumors, Politics, Technological Gadgets, Computers, Cars, Oil and Forex in the mother of all forums!
Post a reply
1308 posts • Page 6 of 77 • 1 ... 3, 4, 5, 6, 7, 8, 9 ... 77

kilala ko 'yan...

Postby camel » Wed Sep 06, 2006 2:57 pm

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

Late show of strength by neighbors in Wilson St. indicates fundies are loading up yet again 8)
User avatar
camel
+Finance Manila
 
Posts: 2919
Joined: Tue Nov 02, 2004 2:52 pm
Top

Postby Philinvestor » Wed Sep 06, 2006 9:25 pm

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.
User avatar
Philinvestor
+Finance Manila
 
Posts: 3225
Joined: Sat Nov 06, 2004 11:26 am
Top

Postby PepeSmith » Fri Sep 08, 2006 11:22 am

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.
PepeSmith
 
Posts: 15
Joined: Tue Aug 22, 2006 11:23 am
Top

locked in gains...

Postby camel » Fri Sep 08, 2006 6:12 pm

pt some@39 8)

posted some more selling gtc@40.50 :)

still holding the motherload but this blue chick has risen almost 20% in a month :roll:
User avatar
camel
+Finance Manila
 
Posts: 2919
Joined: Tue Nov 02, 2004 2:52 pm
Top

Postby Philinvestor » Sat Sep 09, 2006 2:34 pm

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.
User avatar
Philinvestor
+Finance Manila
 
Posts: 3225
Joined: Sat Nov 06, 2004 11:26 am
Top

Postby PepeSmith » Tue Sep 12, 2006 11:04 am

Well sabi sa news di daw nila sasali sa merge yun chinabank.
PepeSmith
 
Posts: 15
Joined: Tue Aug 22, 2006 11:23 am
Top

Postby Philinvestor » Wed Sep 27, 2006 10:32 pm

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.
User avatar
Philinvestor
+Finance Manila
 
Posts: 3225
Joined: Sat Nov 06, 2004 11:26 am
Top

consolidation

Postby compounder » Thu Sep 28, 2006 12:38 pm

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? :)
compounder
 
Posts: 481
Joined: Mon Apr 03, 2006 3:28 pm
Location: visayas :)
  • YIM
Top

heavy hitters only...

Postby camel » Mon Oct 02, 2006 12:16 pm

parang for adults only :lol:

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

parang V sa dami ng MAy pera 8)
User avatar
camel
+Finance Manila
 
Posts: 2919
Joined: Tue Nov 02, 2004 2:52 pm
Top

Postby piolo » Mon Oct 02, 2006 1:15 pm

Mga gurus, Whats the valuation price for BDO if it succeed to merge w/ EPCI? :?:
piolo
 
Posts: 3587
Joined: Fri Nov 05, 2004 8:30 am
Location: pasig
Top

Postby Philinvestor » Mon Oct 02, 2006 10:46 pm

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?
User avatar
Philinvestor
+Finance Manila
 
Posts: 3225
Joined: Sat Nov 06, 2004 11:26 am
Top

BDO and EPCI...

Postby camel » Tue Oct 03, 2006 12:00 am

given the price action :roll:

they MAy soon meet :P

MidwAy :lol:
User avatar
camel
+Finance Manila
 
Posts: 2919
Joined: Tue Nov 02, 2004 2:52 pm
Top

Postby piolo » Tue Oct 03, 2006 8:48 am

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

Bot some BDO @40
piolo
 
Posts: 3587
Joined: Fri Nov 05, 2004 8:30 am
Location: pasig
Top

Postby jmonster » Tue Oct 03, 2006 10:18 am

Citisec added today BDO in its Top Pick List with TP P51 ...
jmonster
 
Posts: 39
Joined: Mon Apr 17, 2006 3:06 pm
Top

House of Deutsche...

Postby camel » Tue Oct 03, 2006 3:05 pm

House 209 seems to have the MAndate to cap the price :P

different from the usual multi-fluct sell down or buy up style :roll:
User avatar
camel
+Finance Manila
 
Posts: 2919
Joined: Tue Nov 02, 2004 2:52 pm
Top

Postby Philinvestor » Tue Oct 03, 2006 7:15 pm

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.
Last edited by Philinvestor on Sat Oct 07, 2006 5:11 pm, edited 1 time in total.
User avatar
Philinvestor
+Finance Manila
 
Posts: 3225
Joined: Sat Nov 06, 2004 11:26 am
Top

mr philinvestor, ok yang analogy mo

Postby rainman » Wed Oct 04, 2006 2:05 am

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 :D
rainman
+Finance Manila
 
Posts: 4144
Joined: Tue Sep 05, 2006 5:32 pm
Location: Makati Central Fire Station, Ayala Avenue Extension corner Malugay Street, Makati CBD
Top

PreviousNext

Post a reply
1308 posts • Page 6 of 77 • 1 ... 3, 4, 5, 6, 7, 8, 9 ... 77

Return to Traders Lounge

Who is online

Users browsing this forum: 08Matz, 2dodidoo, analysisparalysis, badgeit, bigbro, blackbaloon, bladedfeather, booknat, bullishbear, caleb, cowboy, Coyang, dalisay, davidhayter, doy, dyted, edbiya, Google [Bot], Google Feedfetcher, gosutech, hirojiro, Infin8, james2525, jamesknava, jonsia, jonvaljon, jove, juanvictorio, kawaguchi, kilatkyut, kluc, Labuyo, MagicSchool, Malvar, Micron, migzlim, minime123, mumbaki, newb, o_trader, oderfla, ONEROCKSTAR, Painkiller, passyon1, Pendragon, php, piolo, pooping, Prov, quantum_riches, rainman, Research Reader, retire@50, roodboy, sevenstar, sharksfin, shoyu_ramen, sobrangclass, somar, StephCu, Stock Investor, Titanic, tracer, whammy! and 224 guests

  • Board index
  • All times are UTC + 8 hours
Powered by phpBB ©
Advertisements by Advertisement Management
  • Stock Search
  • Forum Search
  • FAQ
  • Partners
  • Financemanila on Facebook
  • Technistock
  • Tsupitero.com
  • ADVERTISE HERE
  • Partners