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Despite the PSEi 30 FOMO, Q1 2024 PSEi 30 Financial Performance Unveiled a Two-Speed Economy
The financial performance of the PSEi 30 and its members and the economy have departed from the price actions of the PSEi 30. Why this is unsustainable.
12 hrs ago
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The Seen and Unseen by BJTe
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Despite the PSEi 30 FOMO, Q1 2024 PSEi 30 Financial Performance Unveiled a Two-Speed Economy
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Philippine Q1 2024 5.7% GDP: Net Exports as Key Driver, The Road to Financialization and Escalating Consumer Weakness
The 5.7% GDP growth in Q1 2024 highlights net exports as the primary driver, alongside the trend toward financialization and a significant deceleration…
May 12
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Philippine Q1 2024 5.7% GDP: Net Exports as Key Driver, The Road to Financialization and Escalating Consumer Weakness
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Analyzing the 2023 Performance of the Philippine PSEi 30 Constituent Firms
We review and assess both the aggregate and detailed financial performance of the PSEi 30, including their economic contribution or impact.
May 5
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Analyzing the 2023 Performance of the Philippine PSEi 30 Constituent Firms
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April 2024
Philippines’ Debt Amortization Skyrockets to a Record in March! Surging Fiscal Deficit Weakens the PSE and the Philippine Peso
The Philippine government’s public amortization rocketed by an unprecedented rate last March as Q1 2024 fiscal deficits swelled anew. We elaborate on…
Apr 28
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Philippines’ Debt Amortization Skyrockets to a Record in March! Surging Fiscal Deficit Weakens the PSE and the Philippine Peso
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PSEi 30: Global Asset Liquidations Sparked the Largest Weekly Decline in 2024; The Silent Transition to a Global War Economy!
The hope for the revival of the bull market has encountered stiff resistance, as the PSEi 30 erased year-to-date gains last week. We explore the…
Apr 22
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PSEi 30: Global Asset Liquidations Sparked the Largest Weekly Decline in 2024; The Silent Transition to a Global War Economy!
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The Philippines’ Top 5 Property Developers: 2023 and Q4 Performance: The Seen and Unseen
The Philippines' top 5 real estate developers showed an impressive headline performance in 2023 and Q4. Beyond that, there are rising risks from…
Apr 21
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The Philippines’ Top 5 Property Developers: 2023 and Q4 Performance: The Seen and Unseen
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Analyzing the Philippines’ February Merchandise Trade: Unveiling the Impact of Statistical Base Effects on a 'Growth' Rebound
Government and media pounced on the positive YoY sign on Philippine Merchandise Trade, interpreting it as "growth." However, filtering noise from signal…
Apr 15
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Analyzing the Philippines’ February Merchandise Trade: Unveiling the Impact of Statistical Base Effects on a 'Growth' Rebound
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The Jump in February’s Philippine Employment Rate was all about Part-Time Jobs! BSP’s Consumer Sentiment: Stagflation Ahoy!
The BSP's survey exposes the weakening of Filipino consumers from inflation, as part-time jobs constituted the 'strong' growth of the Philippine labor…
Apr 14
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The Jump in February’s Philippine Employment Rate was all about Part-Time Jobs! BSP’s Consumer Sentiment: Stagflation Ahoy!
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Navigating the Risks of the Record Philippines’ Savings-Investment Gap, February Public Debt Hits All-Time High and March CPI Reinforces the…
The widening and record Savings-Investment Gap exhibit the entrenched and deepening dependence on systemic leveraging. This, in turn, increases the…
Apr 8
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Navigating the Risks of the Record Philippines’ Savings-Investment Gap, February Public Debt Hits All-Time High and March CPI Reinforces the Deficit-CPI Cycle Tango
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Wilcon Depot’s Dismal 2023 Performance Exposes the Fragile State of the Philippine Consumers and the Real Estate Industry
Wilcon Depot's lethargic 2023 performance manifested the increasing fragility of the Philippines' consumers and the real estate sector.
Apr 7
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Wilcon Depot’s Dismal 2023 Performance Exposes the Fragile State of the Philippine Consumers and the Real Estate Industry
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Robinsons Retail and Robinsons Land 2023 Performance: Assessing the Health of the Philippine Consumer
Underneath the bullish headlines, the 2023 performances of Robinsons Retail and Robinsons Land unveil substantial signs of fragility.
Apr 1
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Robinsons Retail and Robinsons Land 2023 Performance: Assessing the Health of the Philippine Consumer
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March 2024
2023 Reinforced PLDT and Metro Pacific’s Financial Liquidity Challenges
Despite recording record sales and income growth, firms controlled by Tycoon Manny V. Pangilinan, such as PLDT and MPI, have faced sustained challenges…
Mar 31
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2023 Reinforced PLDT and Metro Pacific’s Financial Liquidity Challenges
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