Uploaded July 2026 | Updated September 2026, 1 hour ago
Fundamental Outlook | COL Mid-Year Market Outlook 2026
Moderated by Charles Ang, COL's Head of Research
Featuring April Lee-Tan, COL's Chief Equity Strategist
Recorded on July 11, 2026
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Are you prepared to invest in the stock market this 2nd half of 2026?
💡 Turn investing insights into action. No account yet? Open a COL account and start investing today: signup.colfinancial.com/partnership?code=SM
🔴 Subscribe to our YouTube channel for more market guidance and investing tips!
🔴 Subscribe to COL Equity Strategist April Lee Tan’s YouTube channel for weekly stock market updates: youtube.com/@UC_dN9w5gslo5RdFYiDk_j6w
====
#COLFinancial #COLoutlook #philippinestockmarket
Disclaimers: 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.
Fundamental Outlook | COL Mid-Year Market Outlook 2026
Moderated by Charles Ang, COL's Head of Research
Featuring April Lee-Tan, COL's Chief Equity Strategist
Recorded on July 11, 2026
====
Are you prepared to invest in the stock market this 2nd half of 2026?
💡 Turn investing insights into action. No account yet? Open a COL account and start investing today: signup.colfinancial.com/partnership?code=SM
🔴 Subscribe to our YouTube channel for more market guidance and investing tips!
🔴 Subscribe to COL Equity Strategist April Lee Tan’s YouTube channel for weekly stock market updates: youtube.com/@UC_dN9w5gslo5RdFYiDk_j6w
====
#COLFinancial #COLoutlook #philippinestockmarket
Disclaimers: 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.
![How to Pick the Best Stocks When Everything is Cheap | COL Investor Summit 2023
COL Investor Summit 2023: Investing Strategies for the Smart Investor
How to Pick the Best Stocks When Everything is Cheap
Charles Ang, CFA | COL Head of Research
Recorded on June 10, 2023
- Introduction [0:00]
- Investing Decisions [1:00]
- How do you know if something is cheap? [3:50]
- Why is a stock price cheap or affordable? [7:18]
- Will a stocks price remain cheap or will it rise eventually? [11:44]
- Four common mistakes investors make [12:33]
- Where to find information that you can use as a guide [31:28]
- Summary of Charles segment [32:26]
- Is it okay to make mistakes when you are beginning to invest? [34:15]
- What is the best course of action to take when faced with an unexpected situation? [34:58]
- Are there any second tier or market leading companies that are affordable? [37:26]
- How often do opportunities to buy assets at affordable values come along? [42:20]
- Which sectors are resilient or considered defensive in todays market environment? [45:05]
- How should I allocate my investments in different sectors that would benefit the most when the market recovers? [46:08]
- When at a loss, when do you wait under the principle of cost averaging, and when do you pull the plug on a stock? [47:08]
- How do you know when sentiment or the market is about to turn, or when the cycle is about to end? [49:25]
- Would you suggest to avoid global stocks/feeder funds for now and focus more on local stocks/funds given the current situations? [51:14]
- What is the best consumer company? [52:15]
- What do you mean by no interest? [52:55]
- How do I identify if a stock is recession-proof? [54:10]
- Can you share which industries, as of this year, is experiencing the so-called end game or declining stage? [55:03]
- In a lack of interest environment, what would attract liquidity in the stock market? [55:50]
- May I know your thoughts on MPI? Do you expect the new valuation company to make the tender offer higher? [57:12]
Check out COLing the Shots for a list of recommended companies and their values!
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.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket How to Pick the Best Stocks When Everything is Cheap | COL Investor Summit 2023](https://i.ytimg.com/vi/naEgSOPo-Ig/mqdefault.jpg)
![Dividend Investing: Finding the Best Income Options in Today’s Market | COL Investor Summit 2023
COL Investor Summit 2023: Investing Strategies for the Smart Investor
Dividend Investing: Finding the Best Income Options in Today’s Market
Joyce Chan, CSR, CIS, CUSP | COL Head of Customer Support
Recorded on June 10, 2023
- Introduction [0:00]
- Strategies on how to invest and profit from the stock market [2:30]
- What is Dividend Investing? [2:58]
- Dividend Investing Strategy [4:31]
- Who makes use of Dividend Investing? [6:02]
- What are the risks that come along with Dividend Investing? [6:38]
- Options for Dividend Investing [7:21]
- How REITs are made [7:54]
- How REITs work [8:36]
- COL Top Picks for REITs [9:06]
- What to consider with REITs [11:42]
- Why should we consider REITs? [13:35]
- How Preferred Shares work [14:25]
- Preferred Share Picks to Consider [16:13]
- What to consider with Preferred Shares [18:26]
- Why should we consider Preferred Shares? [19:44]
- Summary of Joyces segment [20:59]
- Joyces Own Investing Journey [21:45]
- In a high interest rate environment, the property sector is challenged. How does that affect our view on REITs? [30:03]
- How do you distinguish between REITs and Preferred Shares? Is it a one or the other type of investment? Can you have both? [32:32]
- What is a more dependable source of dividends? REITs or Common Stocks? [35:42]
- If I am right in my understanding, preferred shares seems to have similarity with bonds. If not, what are the differences? [36:35]
- How easy is it to buy/sell preferred shares compared to a common stock? [38:23]
- If the interest rates start to go down, it seems the expected price of REITs will start to rise. What can we expect then of its dividend yield? [40:21]
- What percentage of my investments should I allocate for REITs in my portfolio? [41:50]
- What are the red flags of a REIT that make it to be a Dividend Trap? [43:25]
- What is your view on FILRT? Why is it heavily down compared to other REITs? [45:35]
- Is it better to buy the REIT or the mother company? [47:30]
- Aside from liquidity, what would be the advantage of REITs and Preferred Shares against Pag-Ibig MP2? [49:20]
- What is your view on DDPR? [52:48]
- Is dividend stock investing a more appropriate approach to compound wealth? [54:05]
- Do perpetual preferreds share indicate that you can buy it anytime and hold for as long as you want with your capital preserved and fixed dividends? Are these readily available on the market? [56:42]
- MREIT and FILRT are not among your top REIT picks. Do you see any weaknesses for these 2 REITs compared to your top picks? [57:55]
- On REITs, is it not better to buy when the price is lower so as to be able to have a higher yield?[59:15]
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.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket Dividend Investing: Finding the Best Income Options in Today’s Market | COL Investor Summit 2023](https://i.ytimg.com/vi/o1bfmfVSPjU/mqdefault.jpg)

![COL Investor Summit | SMIC
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]
SMs overarching strategy [3:25]
SMs 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]
SMs updates on reclamation projects [19:46]
SMs 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: https://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](https://i.ytimg.com/vi/oLGtTP_gUBk/mqdefault.jpg)
![Unlocking Growth: Why RCR is the REIT to Watch | COL Conversations with RL Commercial REIT
Unlocking Growth: Why RCR is the REIT to Watch | COL Conversations with RL Commercial REIT
Recorded on June 20, 2025
Moderated by April Lynn-Tan, CFA, with Kerwin Tan, Director and Treasurer of RL Commercial REIT
- Introduction [0:00]
- RCRs Introduction and Key Milestones since IPO [2:28]
- RCRs Mission & Vision [4:29]
- RCRs Consecutive Quarters of Increasing Dividends [5:21]
- RCRs Current Portfolio [6:07]
- RCRs Wide Geographical Reach [7:49]
- Outro [9:25]
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.#COLFinancial #philippinestockmarket Unlocking Growth: Why RCR is the REIT to Watch | COL Conversations with RL Commercial REIT](https://i.ytimg.com/vi/oma44yACZ1Y/mqdefault.jpg)
![Q&A Session | COL Expert Huddle 2022
COL Expert Huddle 2022: Trading Through Wartime Volatility
Q&A Session with Charles Ang and Juanis Barredo
Recorded on March 4, 2022
Head of COL Research Charles Ang moderates the Q&A session with COL Chief Technical Analyst Juanis Barredo as they answer COL clients advanced and live questions.
- Introduction [0:00]
- What do the charts tell us about wartime volatility? [00:13]
- What potential scenarios should we anticipate during this crisis? [2:51]
- How should traders manage their portfolios? [5:12]
- What sectors do you see to stay resilient amidst the foreign war? [10:20]
- How much downside risk should we consider if the crisis escalates to a full-blown war? [11:46]
- Are we entering a long-term bullish trend for mining stocks? [13:11]
- Should we shift the focus of our portfolio to technically strong index issues first while we wait for those high fliers to base out? [14:25]
- What is your view on REITs? [15:44]
- Is it better to buy at support than a breakout from resistance? [18:05]
- What should I consider before participating in any of the upcoming IPOs? [18:38]
- Which stock/s best mirror the movement of the PSEi? [20:26]
- How should we determine whether the stock is for trading or for long-term investment? [21:42]
- How long should we stay in cash while waiting for entry opportunities? [23:40]
- By being nimble, do you mean keep a bigger cash position or just ride out bigger issues despite of losses? [25:17]
- Juanis Barredos Closing Remarks [28:18]
- Head of COL Research Charles Angs Key Takeaways [30:18]
#COLexperthuddle #philippinestockmarket #COLFinancial Q&A Session | COL Expert Huddle 2022](https://i.ytimg.com/vi/opXxUSrNUys/mqdefault.jpg)



![Global Portfolio: Strategies & Fund Picks
Global Portfolio: Strategies & Fund Picks | Beyond Borders: Positioning Your Portfolio for Global Growth
Recorded on August 29, 2025
Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management
- Introduction [0:00]
- Globalizing Your Portfolios [0:28]
- COL Global Funds Universe [3:12]
- Global Double Digit Earnings growth for 2026 [4:25]
- Fund Pick: Sunlife World Equity Index Fund [7:14]
- Ride AI growth story cheaper in China [8:25]
- Fund Pick: Manulife Dragon Growth Equity Fund [10:53]
- Undervalued Philippine equities [12:28]
- Fund Pick: COL Strategic Growth Fund [13:49]
- BSP cutting rates Bond funds in play! [15:04]
- Fund Pick: BPI ABF Phil Bond Fund [16:49]
- Investment Opportunities: Fund picks returns and thesis [17:53]
#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. Global Portfolio: Strategies & Fund Picks](https://i.ytimg.com/vi/r2v6nIUk1vg/mqdefault.jpg)
