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Guidance for Stock Market Investing Exclusively for TrulyRichClub Members Note: To understand the Stocks Update, first read Bos Ebook, My Maid Invests in the Stock Market. Click here www.TrulyRichClub.com to download now.
Volume 4, No. 5
March 2013
Bo Sanchez
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Volume 4, No. 4
February 2013
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BDO Banco de Oro Unibank (BDO) is a universal bank that provides a wide range of corporate, commercial, and retail services. BDO is a member of the SM Group of Companies, one of the Philippines largest conglomerates with business interests in commercial centers, retail and merchandising, financial services, and real estate development and tourism. As of the end of the 1st quarter of 2011, BDO is the largest bank in terms of assets, loans, and deposits; while second in trust assets and capital. It had a total of 731 branches and offices as well as 1,436 ATMs. Our Target Price for this is P112, while our Buy Below Price is P89.60. As of market closing March 27, 2013 it is doing P89.75. Therefore, we have to wait for it to go below P89.60 to start buying again. MWC Manila Water Company, Inc. is the company that provides water delivery and sewage and sanitation services under the terms of a 25-year concession agreement with MWSS. It caters to approximately five million people in the East Zone of Manila, comprised of residential, commercial, and industrial customers. Under the concession agreement, MWSS granted the company the use of MWSSs land and operational fixed assets and to produce and treat raw water, distribute and market water, and collect, transport, treat dispose, and eventually re-utilize wastewater. The East Zone encompasses 23 cities and municipalities and spans approximately 1,400 square kilometers. The company is confident that billed volume still has room to grow. Management is targeting to add one million customers every five years. It is also seen that the economic growth in the Philippines will boost water consumption from existing customers. Furthermore, Manila Water boasts of an excellent track record, wherein it has consistently surpassed key performance indicators, and managed costs. Aside from its East Zone operations, MWC already has operations in Clark, Laguna, Boracay, and Vietnam. As a result, revenue contribution of operations outside of the East Zone has grown rapidly, reaching P734 million in 2012, double what it made in 2011. Our Target Price for MWC is P44. Buy Below Price is P38.26. Market Price went high quickly last trading day. Thus, we have to WAIT until it goes back below P38.26 to buy MWC.
Volume 4, No. 4
February 2013
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DATE BOUGHT Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Feb-13 Mar-13 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Aug-12 Sep-12 Oct-12 Nov-12
PRICE BOUGHT 63.18 61.25 59.55 56.35 55.25 54.25 62.10 62.10 60.50 63.25 63.00 64.90 68.80 78.20 77.50 76.85 80.00 90.30 89.85 93.70 109.00 108.50 6.45 6.71 25.75 26.55 34.00 31.40 32.00 32.50 32.95 33.20 34.10
PRICE TODAY 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 105.00 6.99 6.99 42.50 42.50 42.50 42.50 42.50 42.50 42.50 42.50 42.50
YOUR RETURN 66.19% 71.43% 76.32% 86.34% 90.05% 93.55% 69.08% 69.08% 73.55% 66.01% 66.67% 61.79% 52.62% 34.27% 35.48% 36.63% 31.25% 16.28% 16.86% 12.06% -3.67% -3.23% 50.85% 8.37% 4.17% 6.27% 65.05% 60.08% 25.00% 35.35% 32.81% 30.77% 28.98% 28.01% 24.63% 36.74%
BUY BELOW PRICE 72.42 72.42 72.42 72.42 72.42 72.42 72.42 77.00 77.00 93.18 93.18 94.09 100.80 102.43 102.43 102.43 96.19 99.74 99.74 108.70 120.87 120.87 8.48 8.48 28.83 30.43 34.78 34.78 34.78 34.78 34.78 34.78 37.39
TARGET PRICE 90.90 90.90 90.90 90.90 90.90 90.90 90.90 106.81 106.81 107.16 107.16 108.20 115.92 117.80 117.80 117.80 110.62 114.70 114.70 125.00 139.00 139.00 9.75 9.75 35.00 35.00 40.00 40.00 40.00 40.00 40.00 40.00 43.00
EXPECTED GROWTH 43.87% 48.41% 52.64% 61.31% 64.52% 67.56% 46.38% 72.00% 76.55% 69.42% 70.10% 66.72% 68.49% 50.64% 52.00% 53.29% 38.28% 27.02% 27.66% 33.40% 27.52% 28.11% 52.09% 51.16% 45.31% 51.16% 35.92% 31.83% 17.65% 27.39% 25.00% 23.08% 21.40% 20.48% 26.10% 25.43%
Volume 4, No. 4
February 2013
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STOCK SYMBOL MBT TOTAL MER TOTAL MPI TOTAL SMPH TOTAL
DATE BOUGHT Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Sep-12 Oct-12 Nov-12 Jan-13 Feb-13 Mar-13 Jan-13 Feb-13 Mar-13 Dec-12 Jan-13 Feb-13 Mar-13 Feb-13
PRICE BOUGHT 71.52 79.55 75.50 72.00 69.05 71.90 68.00 70.60 78.90 88.00 86.00 88.75 86.50 93.40 93.00 96.05 103.40 112.50 117.00 268.00 300.00 320.00 4.58 4.90 5.16 5.70 18.88
PRICE TODAY 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 117.00 326.60 326.60 326.60 5.58 5.58 5.58 5.58 19.10
YOUR RETURN 63.59% 47.08% 54.97% 62.50% 69.44% 62.73% 72.06% 65.72% 48.29% 32.95% 36.05% 31.83% 35.26% 25.27% 25.81% 21.81% 13.15% 4.00% 0.00% 40.66% 21.87% 8.87% 2.06% 10.93% 21.83% 13.88% 8.14% -2.11% 10.44% 1.17% 1.17%
BUY BELOW PRICE 78.88 78.88 78.88 78.88 78.88 78.88 78.88 83.07 83.07 93.91 93.91 93.91 93.91 93.91 104.35 104.35 113.04 129.57 129.57 284.35 330.43 330.43 5.08 5.70 5.70 5.70 22.91
TARGET PRICE 93.60 93.60 93.60 93.60 93.60 93.60 93.60 108.00 108.00 108.00 108.00 108.00 108.00 108.00 120.00 120.00 130.00 149.00 149.00 327.00 380.00 380.00 6.35 6.55 6.55 6.55 26.35
EXPECTED GROWTH 30.87% 17.66% 23.97% 30.00% 35.55% 30.18% 37.65% 52.97% 36.88% 22.73% 25.58% 21.69% 24.86% 15.63% 29.03% 24.93% 25.73% 32.44% 27.35% 28.80% 22.01% 26.67% 18.75% 22.48% 38.65% 33.67% 26.94% 14.91% 36.16% 39.57% 39.57%
Volume 4, No. 4
February 2013
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NIKL
2 Months
P23.75 to P26.20
10.32%
BPI
10 Months
P68.45 to P91.00
34.29%
AC SMPH
2 Months 10 Months
17.65% 27.75%
(Disclaimer: Past performance doesnt guarantee that youll have the exact same results in the future. After all, your earnings all depend on the markets performance.)
Mike Vias is a Corporate Accounts Officer and Relationship Manager at CitisecOnline. He is a Certified Securities Representative and a Certified Investment Solicitor.
Volume 4, No. 4
February 2013
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