Uploaded October 2025 | Updated September 2026, 2 hours ago
COL Investor Summit 2025 | CREIT
Recorded on September 27, 2025 at SMX Convention Center Manila
Moderated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity Strategist
Featuring Oliver Tan, CREIT President and CEO
Introduction [0:00]
Brief overview of CREIT and its current asset portfolio [1:54]
CREIT's guaranteed base lease vs. the variable lease component [4:09]
CREIT's additional 1GW comparison to current capacity and yield [7:00]
CREIT's three-year seasoning period coverage [8:55]
CREIT's long-term goals after the 1GW addition [10:49]
CREIT on asset injections [12:04]
Is SM a public shareholder for CREIT? [14:11]
CREIT's current public float and benefits from SM's entry [15:06]
CREIT on protecting their retail shareholders' interests in asset injections [16:29]
CREIT on transactions with sponsors impact on current yield [18:15]
CREIT's vulnerability to volatility and other risks [22:15]
CREIT on dividend payouts [25:10]
CREIT's allowable debt level [27:22]
Why you should consider CREIT? [30:38]
Risks to look out for when investing in CREIT [33:55]
COL Moderators Key Takeaways [36:44]
Get the full insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC) from this video: youtu.be/U_JiAyYYMU8
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
COL Investor Summit 2025 | CREIT
Recorded on September 27, 2025 at SMX Convention Center Manila
Moderated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity Strategist
Featuring Oliver Tan, CREIT President and CEO
Introduction [0:00]
Brief overview of CREIT and its current asset portfolio [1:54]
CREIT's guaranteed base lease vs. the variable lease component [4:09]
CREIT's additional 1GW comparison to current capacity and yield [7:00]
CREIT's three-year seasoning period coverage [8:55]
CREIT's long-term goals after the 1GW addition [10:49]
CREIT on asset injections [12:04]
Is SM a public shareholder for CREIT? [14:11]
CREIT's current public float and benefits from SM's entry [15:06]
CREIT on protecting their retail shareholders' interests in asset injections [16:29]
CREIT on transactions with sponsors impact on current yield [18:15]
CREIT's vulnerability to volatility and other risks [22:15]
CREIT on dividend payouts [25:10]
CREIT's allowable debt level [27:22]
Why you should consider CREIT? [30:38]
Risks to look out for when investing in CREIT [33:55]
COL Moderators Key Takeaways [36:44]
Get the full insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC) from this video: youtu.be/U_JiAyYYMU8
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
