Business - Stock Commentary | Philstar.com

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RCR mall infusion lifts income base

RCR's mall infusion could modestly lift distributions while giving Robinsons Land more REIT dividend upside.

Stock Commentary

MSCI defers Indo review; no changes for now to Korea and Vietnam

MSCI's delay eases immediate Indonesia selling risk, but keeps governance scrutiny and possible Philippine flow benefits alive.

Stock Commentary

ERC lets non-NGCP firms build transmission projects

New ERC rules could ease grid bottlenecks by letting third parties finance and build select transmission projects.

Stock Commentary

MTM relief cushions bank capital

BSP relief protects bank capital ratios from yield-driven securities losses, but does not remove underlying duration risk.

Stock Commentary

Construction pipeline softens as building permits decline in April

Building permits fell in April as developers faced high borrowing costs, sticky material prices and softer residential demand.

Stock Commentary

MSCI Indonesia scrutiny lifts Philippines relevance

Digital payments pricing reset begins

DoE moves to de-risk nuclear development

MPTC-SMC tollway merger advances to price discovery

Semirara auction enters final consultation phase

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