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How to Invest in the Philippine Stock Market - Bro Bo Sanchez tut IIšŸ¤˜

SAM UPDATES
We are updating our SAM Table of Recommended Stocks to reflect the 2022 Fair Value or Target Price estimates of research analysts.
They forecast that in 2022 the Earnings-per-share (EPS) of the Philippine Stock Market Indext (PSEi) will go up by 22%.
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Thank you TS!
You're welcome. Good luck!
Right of the bat, let me say already that ALLDY is not part of our SAM Stocks (at least for now), but since many are asking about it, let me share with you some info on the IPO. Reason why we're not yet including in SAM: We believe there are other proven giant stocks that are already in the our SAM Table that will also grow, though perhaps in a slower and steadier way, with less volatility.



AllDay Marts, Inc. or ALLDY is in the business of operating mid-ʤremĢ‹Ä±Ģ£ź­Žm supermarkets that provides an elevated, modern grocery shopping experiences to consumers. It is a subsidiary of the retail holding company of the Villar Group, AllValue Holdings Corp. From 2018 up to the first half of this year, ALLDY has grown to 33 stores, with an aggregate net selling space of around 58,0000 square meters, in 25 locations around the country.



According to analysts, the company is positioned for growth through its aggressive store network expansion as well as its initiatives to increase margins. They believe that their edge against competition is their elevated customer experience with its ʤremĢ‹Ä±Ģ£ź­Žm products and services.



Investment Highlights:

Wide offering of local and international brands.

Enhanced grocery shopping experience with modern store design, self-checkout stations, in-store dinning hubs, and various delivery services.

Strategic store locations ā€“ ALLDY stores are located in Vista Land & Lifescapes (VLL) developments, providing AllDay with a captive market.

Aggressive store network rollout ā€“ They plan to open 45 stores by 2022 and 100 stores by 2026.

Shift to e-commerce business with its Personal Shopper Service.

Resiliency despite the pandemic.



Some Possible Risks:

Compared to competition, AllDay has a very short track record of operations since its beginnings in 2016.

Increasing competition in both the modern and traditional supermarket retailers in terms of location and product range.

Possible lesser demand in the provinces compared to its Mega Manila stores.



Analysts believe that the company has the potential to grow exponentially and gain a bigger market share. This is due to the growth of the mid-ʤremĢ‹Ä±Ģ£ź­Žm category with the higher disposable income of the middle class (which is also expanding). Another factor for its growth would be the recovery of consumer confidence that comes along with the easing-up of quarantine restrictions.



For those of you who are interested to pick it up after the IPO, do expect the possibility of some volatility in its price.



For more info on the IPO, check out this video of COL Financial:
May you be guided and informed in your investing.
 
STOCK ALERT! Top Slice GLO
We love GLO. We believe in its long-term growth.
But many TRC members have been with us for many years now, and because of that, their investments have grown so much that itā€™s important to take profits off the table and switch to stocks that have not yet risen as much.
So weā€™re recommending ā€œtop-slicingā€ GLO again and switching to TEL.
You may sell half of your GLO position and from the proceeds buy TEL. You can keep the remaining half in GLO.
Or for those who are more aggressive, sell all and switch everything to TEL. (Weā€™ll tell you when to buy back GLO if thereā€™s an opportunity.)
As mentioned, GLO has recently risen and it would be good to lock in profits. We are choosing to allocate the proceeds coming from the sale of GLO to TEL as it hasnā€™t gone up as much as GLO has. We believe it has still room to grow.
Happy Investing!šŸ˜Š
 
We at TRC are recommending SELLING HALF of your investment in MONDE.
With the MONDE going up recently because of its inclusion in MSCI and FTSE indices, we believe that it is a good time to lighten our position and lock-in profits. This is also due to the slowdown globally of the alternative meat business. Then whatever gains you get, it would be best to reinvest them in other SAM Stocks below their Buy Below Price or in Bro. Bo's Stock Picks for this month of November (AEV and MEG). This will allow you to compound your investment overtime as a long-term investor.



Happy selling!
 

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