Philippine Tourism, Stock Thoughts: MPI, SCC, TA

Philippine Tourism

Growing tourism industry:




MPI should liquidate more of its assets to raise cash and one of it is this:

More coming perhaps?



Bad news for SCC:

Temporary disruption in SCC’s operations would bear no long-term damage to a company that has a 90% market share in the Philippine’s coal industry.



In my opinion, the Market failed to value TA properly. The market thought that TA’s value is only its power plant. I believe it’s more than that. TA has high probability of declaring property dividend that can be roughly valued at .47 per share. I do not think the market can hold TA’s price down if TA’s value will be unlocked to its shareholders through property dividends.

More here:



No post tomorrow.


Happy Valentine’s Day! 🙂


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