COL Financial

Follow us for COL research, news, and updates

For concerns, contact [email protected]
COL is regulated by the SEC, [email protected]

[COL Financial @colfinancial]

#COLadvisory: Please be advised that the Philippine Stock Exchange (PSE) will go back to its full-day trading schedule starting March 1, 2022 (Tues).

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- $PLUS: Clarifies potential Diamond Hotel acquisition
- $MER: ERC clears Php16.37B capex plan filed nine years ago
- $ACEN: Extends Php3B loan to subsidiary for Quezon wind farm

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

Top Stories:
- Economy: Inflation spikes to 7.2% in April as food and transport costs soar
- $WLCON: Margin drag keeps 1Q26 results below forecasts

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- Economy: Oil prices jump after Iran attacks UAE as U.S. tries to open Strait of Hormuz

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

Top Stories:
- $ICT: 1Q26 profits up 22.6% y/y, in line with estimates
- $MER: 1Q26 core income misses forecast on weaker DU earnings
- $SCC: 1Q26 net income in line with forecasts
- $MEG: 1Q26 profit in line with estimates

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- $FGEN: First Gen finalizes structure of controversial Php62B hydro deal
- Economy: Philippine manufacturing PMI shrinks for the first time in 5 months

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- $DHI: Considering potential strategic investments; no approved plans yet
- Economy: Oil firms cut diesel, kerosene prices for third straight week

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

Top Stories:
- $AP: 1Q26 core earnings in line with COL forecast
- $UBP: 1Q26 earnings rebound on revenue growth and lower provisions, above estimates
- $RCB: 1Q26 earnings up 12.0% y/y to Php2.7B

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- $CEB: Fuel price volatility to persist; hopeful for easing prices in 3Q
- $AEV: AEV earmarks Php8.8B capex for 2026

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- $PXP, $OV, $OPM: PXP unit consortium secures approval for new Palawan service contract
- $DD: Hotel101 to raise US$300Mil via preferred share offering

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

Top Story:
- $EMI: 4Q25 results swing to a loss amid aggressive promotional campaigns

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- $SCC: 5 firms join pre-bid conference for Semirara COC
- $GLO: Board of Directors elect Cezar Consing as new Chairman

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

- Economy: Approved construction permits fall 2.2% in February on weak residential demand
- Economy: BSP expected to raise interest rates in April meeting

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

- $BDO, $FGEN: BDO ties Php25Bil funding to Lopez leadership continuity
- $JFC: JFC secures FTC approval for Shabu All Day acquisition
- Economy: Oil prices jump after Iran and U.S. attack commercial ships as tensions escalate over Strait of Hormuz

#COLFinancial

[COL Financial @colfinancial]

News Highlights:

- Economy: Business confidence improves in February survey prior to Middle East conflict
- Economy: Trade gap widens to US$3.68Bil in February

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

Top Stories:
- $RRHI: Gokongwei-owned JE Holdings gives tender offer notice with plans to delist RRHI

#COLFinancial

[COL Financial @colfinancial]

News Highlights:

- $PCOR: Maharlika open to energy partnerships as Ang’s PCOR pitch brings back state role question
- Economy: Brent crude prices set for record monthly gains, re-tests early-war highs on Monday
- Economy: ING cuts PHL growth forecast cut to 4.5%

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

News Highlights:
- $ICT: ICT sells stake in YICT for Php6.8Bil
- $TOP: TOP pursues Php1.5Bil follow-on offering, fueling vertical integration strategy
- Economy: Trump lifts Iran threat after ‘very good’ talks on ending war

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

Top Story:
- $CEB: Geopolitical tensions to constrain near- to medium-term outlook; 4Q25 results in line with estimates

#COLFinancial

[COL Financial @colfinancial]

Daily Notes:

- $WEB: Okada Manila and PhilWeb partner for online gaming platform
- Economy: Oil prices stabilize as investors weigh U.S., Iran threats, sanctions lift
- Economy: Peso hits new low of Php60.10/dollar

#COLFinancial