Welcome to the top twenty something index issues of the PSEi that have big market capitalization, plus some banks and financial big caps as well
sorry but i dont get it quite though PLDT will be buying DGTL andyan parin naman ang SUN un nga lang under PLDT still the same consumers,still congrats to the holders. .
PLDT buying DGTL will further strengthen both brands that they are carrying at the expense of the Globe brand. Synergies in terms of lesser expenditures because of shared facilities will be seen on the merger between PLdt and DGTL. Brand focusing on their products will be clearer that could result in lesser product cannibalism. the higher margin and lesser expenditures could overcome the dilution that will result on the additional shares that will be offered to GOKs. With yesterdays announcement that PLDT will retain DGTL unlimited call and text even after the merger, Globe situation will be dire and difficult. I am recommending a sell on GLO.
San Miguel entry in telecommunication will become harder to be successful. Just like in meralco, MVP have outmaneuver Ramon Ang again. A brilliant move again for MVP!
I think the 'rumor' that SMC was buying GLO was bought about by the seeming rivalry of Ramon Ang and MVP in other sectors.
With all these SMC acquisitions, does it have enough of anything to acquire GLO?
Gurus care to chip in?
PD: I would agree with Boss Caleb to sell on this. But I am waiting for a spike up first.
Dazed, SMC has the money to buy Globe. But the question is will the Ayalas be willing to part with them together with its partner, Singtel? Just like in the power sector, the late entrance of SMC on this sector, particularly on the generation sector, despite its financial clout, makes them a third- rate player and lower ROI, way below Aboitiz Power and the Lopez Group. Likewise, in the telecommunication sector, even if they acquire Globe, SMC will remain a second-rate telecommunication player with a lower ROI than the dominant MVP. This will be the same in the mining sector, as well as in the infrastructure sector, Ramon Ang will be behind MVP. In Meralco, Ramon Ang is still behind MVP.
At present we hear a very fantastic vision of SMC leadership in all the industry it will enter in its diversification. Will this bear good fruit in the future? or upon reckoning, will this collapse?
Whether justified or not, RSA does not have the same "will pay as much as you want" reputation as Manay. He also doesn't have the same palpak reputation as manay. (Fort Boni, Nenaco, steniel etc.)
Will He be able to buy Globe, I dont think he is even really thinking about it as the Ayalas dont sell anything cheap. Will SMC collapse? i doubt it unless like Manay he goes chasing after companies, buying them at a premium
If Ramon Ang vision of leadership will be hampered by his being what you called not paying a premium or being barat then he is no leader at all.
Despite the what you called palpak decision of Mvp, he is now above the heap. To be a leader in the industry requires risk-taking and creativity. The fort bonifacio is worth the gamble without the Asian crisis. Despite this failures, he was able to rise from them. The tv5 is another testament of his leadership trait. His boss, the Salims, despite what you called. his failures is still standing with him because MVP have given them big profits and glory.
The what-you-called no risk-taking Ramon Ang will still head SMC. Then it will bound SMC to oblivion!
Maybe RSA doesn't need to gobble up GLO, or DGTL, to make a success of Vega Telecoms/LIB.
Ace up his sleeve is his alliance with Pareng Henry "Bigboy" Sy, Jr., who controls NGCP and its nationwide transmission lines. Diba there's this chismis about Coyiuto and the real ownership of Calaca Power Holdings which has 30 percent of NGCP I believe Tatang's APC still has that Philcom business which could be merged or partner with LIB to create a serious third telco player that can really challenge GLO and even PLDT...
Imagine that: a telco formed from a combination of the might of both San Miguel (RSA) and Shoemart conglomerate with its SMPH malls and its SMDC residential condos and villages and NGCP (Bigboy Sy)....Pwede? Pwedeh!!!
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