Stock Thoughts: SECB, TA, MMI

SECB

SECB following the footsteps of MBT:

http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-2325_SECB.pdf

20% stock div. 🙂

 

TA

New disclosure on TA:

http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-2328_TA.pdf

Possible delays on the drilling due to the regulatory issues.

A good article simplifying the disclosure:

http://www.interaksyon.com/business/57474/philippines-next-malampaya-stalls-on-delays-in-govt-permits

 

MMI

According to my memory, a privileged few have insider information on anything about Lucio Co. That said, rumors circulating about this stock should be true(?).

http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-2276_MMI.pdf

However, MMI is already standing at 6 billion market capitalization. It doesn’t make sense for lucio co to buy the company at that level.

Waiting for more disclosure. 🙂

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