Stock Thoughts: TSI, OM, POPI, VITA, IS

TSI

Luckily I did not buy any TSI. Partly due to istifen’s heads up with regards to TSI’s lock-up period:

http://www.pse.com.ph/resource/disclosures/2012/pdf/dc2012-9068_TSI.pdf

But largely because the Mercury drug backdoor was not confirmed by the company yet. It would be nice if it’s true though.

And this afternoon, the TSI disclosed that there is no basis for such rumor:

http://www.pse.com.ph/resource/disclosures/2012/pdf/dc2012-9099_TSI.pdf

 

OM

Speaking of backdoor….

I was looking at OM. Not in commercial operations. No long term debt. But current market cap and legal proceedings would surely put anyone off.

Anybody have thoughts on backdoor candidates?

POPI

I think POPI is to recognize substantial increase in revenues in the future due to its hotel operations. However, the fire incident that can cause POPI a nonrecurring loss of P25 M affected their promising business development.

http://newsinfo.inquirer.net/265854/tutuban-mall-blaze-put-out-but-25-firefighters-injured

POPI is currently trading at P0.56 but with a BV of 0.87. Will be watching this.

VITA

I didn’t see VITA touching .90 last Friday. 😦

Next time.

IS

What a volatile stock.

http://www.pse.com.ph/resource/disclosures/2012/pdf/dc2012-8934_IS.pdf

I don’t think that the Company’s plans to restructure its capital will do any good for the company.

http://www.pse.com.ph/resource/disclosures/2012/pdf/dc2012-8495_IS.pdf

The best way, IMHO, is for them to make good business.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s