CNPF (Century Pacific Food, Inc.)
Yes, this is the popular tuna brand. Aside from the Century brand, they also carry 555, Blue Bay, Argentina, Swift, Angel and Birch Tree. It is worth noting that their products are being sold in the US as well as in the middle east. To add, there's still a lot of areas where they can explore for sales internationally. They just need to market their tuna and make the health benefits known to the public to gain more following. Their new TV ad was also shown, encouraging the public to replace one meal with tuna, for a healthier you. :P
Although the growth potential and plan is good, I might pass on this one.
HOUSE (8990 Holdings, Inc.)
I needed this roadshow to know more about HOUSE. In fact, their CEO, JJ Atencio, also thought of the same thing. :P Their company is involved in developing affordable homes. I learned that they have 2 foreign investors, one coming from Malaysia and one from the US, each owning 8% of the company. They're also teaming up with PAG-IBIG to hasten the processing of loans. JJ mentioned that their partners have been convincing them to bring their act to other countries also that might need their expertise in affordable housing. However, at the moment, it is not yet in their plans since there are still a lot of areas in the Philippines that can be developed.
I am still partial on investing on this stock.
IMI (Integrated Micro-Electronics, Inc.)
Whenever I read about IMI, the first thing that goes to my mind is semiconductors. Yes, that's true, but aside from semiconductors, they're also involved in research and development, with the aim of becoming a part of people's daily lives. Although it's a Filipino company, it already has offices in many countries (USA, Singapore, Japan, to name a few). They also handle the 4G network in China.
An interesting video they showed demonstrates their share in the smart car of the future (which according to them, will be available in a not so distant future). The video ended by showing a car parking by itself (similar to that in the new Ford Focus).
IMI has a lot promise and potential. I'll include this in my stocks watchlist.
SSI (SSI Group, Inc.)
Most probably, you're familiar with brands such as Marks and Spencer, Hermes, Kate Spade, Michael Kors, Lacoste, Aeropostale and Old Navy. Well, these are only a few of the Store Specialists Inc.'s brand portfolio. They also own Family Mart. SSI is the first company from the Rustan's group to go public. For the past few years, sales have been rising and store footprint has been increasing. Whenever you see a new mall being developed, most likely, SSI already has a spot there. According to their President, Anthony Huang, new stores are still on the way, some of which will be opened in 2016. There are also 5 international brands that they are talking to currently, so that's something to look forward to.
With more Filipinos having more disposable income, sales of their brands continue to grow. The arrival of competition such as Uniqlo and H&M didn't have much effect on SSI, in fact, it appears that they have driven up SSI's sales too.
I currently have SSI on my portfolio and what I heard was reassuring. I'll hold on to my shares at the moment. :P
Xurpas (Xurpas, Inc.)
Last but not the least is Xurpas, the stock that gave me almost 100% gain during its IPO. Ever heard of pinoyexchange? It was founded by Xurpas' President and CEO, Nix Nolledo. Nix started his talk by showing their makeshift office when they were still starting. He also boasted that they never needed to make a loan for their business (except until the IPO). He showed mobile contents/products that are being utilized by Globe Telecoms. He also introduced Storm, a company that they acquired recently.
In the age of internet and mobile computing, companies such as Xurpas offer unlimited possibilities. According to Nix, you don't look at 10% or 20% gain. Instead, you should look at 100% or 200% gain. Juanis Barredo also asked if there's a possiblity that Xurpas will acquire another company in the next 1 to 2 years. Nix's reply was, "1 to 2 years is too long". It appears that Xurpas is aggressive in acquiring more companies, which will help drive its growth further.
Again, it was a reassuring talk. I'll hold on to Gav's Xurpas shares then. I have so much faith in Xurpas that Gav Fund only has Xurpas shares at the moment. :p Stocks Notes
No comments:
Post a Comment