Opinion Archives — Financial Adviser

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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Why KKR’s ₱35 Offer for First Gen Is Not Enough

FinancialAdviser.ph — Tue, 18 Aug 2026 02:23:33 +0000

When KKR offered to buy more of First Gen Corporation at ₱35 per share, the proposal looked generous by one obvious measure. First Gen had spent much of the previous year trading in the high teens and low ₱20s. A ₱35 offer therefore represented a substantial premium to the market price and an unusually attractive [...]

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How Renewable Energy Is Becoming Nickel Asia’s Next Growth Engine

FinancialAdviser.ph — Mon, 17 Aug 2026 08:50:22 +0000

Nickel Asia Corporation (PSE: NIKL) has traditionally been viewed as a mining stock whose earnings rise and fall with nickel prices. That remains largely true today, but the company’s latest financial results show that another business is beginning to become large enough to matter. In the first half of 2026, Nickel Asia’s power business generated [...]

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Semirara’s Coal Profits Are Falling. Can Its Power Business Take Over?

FinancialAdviser.ph — Mon, 17 Aug 2026 01:15:26 +0000

Semirara Mining and Power Corporation (PSE: SCC) has long been viewed primarily as a coal company. It operates the country’s largest coal mine and supplies fuel to power plants, industrial companies and customers across Asia. Its ownership of power plants in Calaca has traditionally provided another source of earnings, but coal has remained central to [...]

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Vista Land Has Billions in Debt Coming Due. Where Will the Money Come From?

FinancialAdviser.ph — Wed, 12 Aug 2026 05:27:42 +0000

Large property developers rarely pay every maturing loan from the cash sitting on their balance sheets. They typically refinance part of their debt because real estate projects require years before investments are fully converted into cash. For Vista Land & Lifescapes Inc. (PSE: VLL), however, the size of recent debt maturities makes its funding strategy [...]

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Did Rockwell Overpay for Alabang Town Center?

FinancialAdviser.ph — Tue, 11 Aug 2026 08:12:27 +0000

Rockwell Properties (PSE: ROCK) recently increased its ownership of Alabang Commercial Corporation, the company that owns Alabang Town Center, to almost 100%. The latest purchase of a 22.96% stake for ₱6.2 billion implied an equity value of approximately ₱27 billion for the entire company. This valuation is remarkably consistent with the transaction completed months earlier [...]

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Antonio Luna’s Warning About the Dream of Living Abroad—Still True for Filipinos Today

FinancialAdviser.ph — Tue, 11 Aug 2026 06:23:49 +0000

In March 1890, the reformist newspaper La Solidaridad published an essay titled “A Letter of Recommendation.” The piece was written by Antonio Luna, one of the sharpest and most uncompromising voices of the Filipino reform movement in Spain. At first glance, the essay reads like a simple story. A young Filipino arrives in Madrid carrying [...]

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