Uploaded October 2025 | Updated September 2026, 1 hour ago
COL Investor Summit | SMIC
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 Erwin G. Pato, Treasurer and EVP for Treasury, Finance and Planning, SM Investments Corp. and Jonathan H. Ng, President, SM Retail Inc.
Introduction [0:00]
SM's overarching strategy [3:25]
SM's main growth drivers [6:32]
SM focusing on stores outside Metro Manila [8:57]
How SM Retail does retail differently? [11:06]
The impact of digital platforms to SM [13:15]
Which core investment is SM most excited about? [16:56]
SM's updates on reclamation projects [19:46]
SM's funding on CAPEX (SM5) [21:49]
Is the SM REIT still happening? [23:40]
SM on tariffs and consumption spending [25:38]
SM on their share buyback program [28:50]
Foreign funds' concerns for SM [30:35]
Impact of lower interest rates on SM [32:44]
Why invest in SM? [36:03]
COL Moderators' key takeaways [39:07]
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 | SMIC
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 Erwin G. Pato, Treasurer and EVP for Treasury, Finance and Planning, SM Investments Corp. and Jonathan H. Ng, President, SM Retail Inc.
Introduction [0:00]
SM's overarching strategy [3:25]
SM's main growth drivers [6:32]
SM focusing on stores outside Metro Manila [8:57]
How SM Retail does retail differently? [11:06]
The impact of digital platforms to SM [13:15]
Which core investment is SM most excited about? [16:56]
SM's updates on reclamation projects [19:46]
SM's funding on CAPEX (SM5) [21:49]
Is the SM REIT still happening? [23:40]
SM on tariffs and consumption spending [25:38]
SM on their share buyback program [28:50]
Foreign funds' concerns for SM [30:35]
Impact of lower interest rates on SM [32:44]
Why invest in SM? [36:03]
COL Moderators' key takeaways [39:07]
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.
