Stock thoughts: VMC, APC, TA

VMC

Prepays debt:

http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-3262_VMC.pdf

More on VMC:

https://fundamentalenthusiast.wordpress.com/2013/01/17/victorias-milling-company-inc-pse-vmc/

 

APC

Sy group to consolidate power assets to APC:

http://www.philstar.com/business/2013/04/22/933301/sy-group-consolidate-energy-units-one-firm

But the Company (as usual) claim to have no knowledge about it:

http://www.pse.com.ph/resource/disclosures/2013/pdf/dc2013-3268_APC.pdf

To those who are interested in the company:

https://fundamentalenthusiast.wordpress.com/2013/04/22/profiling-apc-group-inc-pse-apc/

 

TA

Phinma President and Vice-Chairman prepares for the property dividend of petroleum subsidiary:

http://www.philstar.com/business/2013/04/22/933311/ta-oil-finalizes-pepc-listing

The catch is its only for SC 55.

My complete rationale of buying TA:

https://fundamentalenthusiast.wordpress.com/2013/04/22/trans-asia-purchase-rationale/

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