philippine stock market authority - Finance Manila: • View topic

by **camel** » Wed Sep 06, 2006 2:57 pm

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

by **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.

by **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.

by **camel** » Fri Sep 08, 2006 6:12 pm

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 :roll:

by **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.

by **PepeSmith** » Tue Sep 12, 2006 11:04 am

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

by **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.

by **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?

by **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

by **piolo** » Mon Oct 02, 2006 1:15 pm

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

by **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?

by **camel** » Tue Oct 03, 2006 12:00 am

given the price action :roll:

they MAy soon meet

MidwAy

by **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

by **jmonster** » Tue Oct 03, 2006 10:18 am

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

by **camel** » Tue Oct 03, 2006 3:05 pm

House 209 seems to have the MAndate to cap the price

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

by **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.

by **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

BDO

kilala ko 'yan...

locked in gains...

consolidation

heavy hitters only...

BDO and EPCI...

House of Deutsche...

mr philinvestor, ok yang analogy mo

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