Opinion Archives — Financial Adviser

Who Really Bought KKR’s First Gen Stake at ₱36?

FinancialAdviser.ph — Tue, 15 Sep 2026 00:49:45 +0000

KKR’s exit has not resolved the First Gen story. It has created a new puzzle: why would another investor pay a substantial premium for a strategic stake in a company with complicated ownership and an uncertain corporate end game? The First Gen Corp. saga has taken another unexpected turn. Only weeks ago, KKR was trying [...]

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AI Can Now Do PhD-Level Work and That’s Not the Scary Part

Doc Ligot — Mon, 14 Sep 2026 07:18:53 +0000

Looking back at the progress of AI just this year, I’m still surprised at the misconceptions people have about how AI works. For years, we thought of AI as a machine built for one task. One system could read handwriting. Another could understand speech. Another could play chess. Each improved until it reached human skill, [...]

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What the DHI Merger Could Mean for Shareholders

FinancialAdviser.ph — Mon, 14 Sep 2026 00:32:12 +0000

The proposed merger will dramatically increase Dominion Holdings’ share count, but each share will also represent ownership in a much larger pool of assets. Dominion Holdings Inc. is about to become a much bigger company. DHI currently has about 2.16 billion outstanding shares. But its proposed merger with Indophil Resources Phils. Inc. and Sonar Holdings [...]

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Antonio Luna on the Politics of Smear Campaigns: A Lesson for the Social Media Age

FinancialAdviser.ph — Fri, 11 Sep 2026 01:49:25 +0000

In April 30, 1890, Antonio Luna published an essay in La Solidaridad titled “The Lady Teacher of My Town (Philippine Sketch).” At first glance, the piece reads like a simple story about a teacher named Jacinta. But beneath the narrative lies a sharp critique of a tactic that remains familiar even today: character assassination. Luna [...]

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Can ₱6 Billion Save ABS-CBN?

FinancialAdviser.ph — Fri, 11 Sep 2026 00:59:34 +0000

The fresh capital can repair ABS-CBN’s balance sheet and buy time for its turnaround, but profitability will still depend on whether the company can restore its core operating business. ABS-CBN Corporation is about to receive something it badly needs: fresh capital. The media company is raising ₱6 billion through the issuance of new shares to [...]

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The Strange Theory About José Rizal and Jack the Ripper—And Why It Fails

FinancialAdviser.ph — Thu, 10 Sep 2026 02:25:09 +0000

Every few years, a strange historical rumor resurfaces: that José Rizal might have been the infamous killer known as Jack the Ripper. The theory usually rests on a few coincidences. Rizal lived in London around the time the murders occurred. He was a trained physician familiar with anatomy. And both names share the initials “J.R.” [...]

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Paxys Has Been Sitting on Billions for Years. Could a Dividend Finally Unlock Its Cash?

FinancialAdviser.ph — Thu, 20 Aug 2026 02:21:53 +0000

There are two ways a company can create value from cash. It can invest the cash in businesses that earn more than its cost of capital, or it can return the excess cash to shareholders. There is also a third possibility, though it is not particularly attractive for shareholders: management can simply continue to hold [...]

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Can Bloomberry’s Earnings Recovery Push the Stock Back Above ₱4?

FinancialAdviser.ph — Thu, 20 Aug 2026 01:50:41 +0000

Investing in a turnaround requires a willingness to look past ugly historical numbers, but it also carries a danger. Investors can become so captivated by the possibility of recovery that they start paying today for profits that may never arrive. Bloomberry Resorts Corporation (PSE: BLOOM) presents precisely this challenge. On trailing numbers, there is little [...]

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Rizal on “Nanlaban”- A Story From 1890 That Sounds Familiar Today

FinancialAdviser.ph — Wed, 19 Aug 2026 01:05:00 +0000

In the April 30, 1890 issue of La Solidaridad, José Rizal wrote a striking commentary about an incident in Negros. The story he described is unsettling not because it is unfamiliar—but because it sounds eerily similar to explanations often heard today when suspects are killed during police operations. Rizal recounts the case of a tenant [...]

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What Jose Rizal Might Think About Taglish Today

FinancialAdviser.ph — Wed, 19 Aug 2026 00:32:08 +0000

On April 15, 1890, José Rizal published an essay in La Solidaridad titled “On the New Orthography of the Tagalog Language (A Letter to My Fellow-Countrymen).” The newspaper at the time was edited by Marcelo H. del Pilar. The essay is usually remembered as a technical discussion about spelling reform. But beneath the linguistic debate [...]

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