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Cebu Pacific: Fleet expansion meets resilient tourism demand

Cebu Pacific's fleet expansion and resilient tourism demand could support passenger growth, although earnings depend on fares, utilization and fuel costs.

Stock Commentary

MGEN eyes Meralco baseload contract for Atimonan revival

MGEN plans to bid for Meralco's 900MW baseload contract, potentially reviving its long-delayed Atimonan coal plant.

Stock Commentary

DOE targets P27bn microgrid rollout

DOE expects its microgrid auction to attract up to P27 billion and electrify 101,500 households across 369 remote areas.

Stock Commentary

Agri output likely contracted in 3Q

The DA expects agricultural output to have contracted in 3Q26 after expanding in 2Q26, with weakness potentially extending through 1Q27 as El Niño intensifies.

Stock Commentary

ICT: Hapag-Lloyd suspends Philippine bookings amid port congestion

Hapag-Lloyd has reportedly suspended new bookings to Manila, Batangas and Subic until December 31, citing port congestion and constraints on empty-container returns.

Stock Commentary

Meralco: MVP group closes in on 50%

Condo absorption improves as incentives unlock demand

Labor market weakness points to softer household demand

Pag-IBIG tie-up supports RLC residential conversion

VITRO REIT IPO pushed to 2027

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