Uploaded September 2026 | Updated September 2026, 3 hours ago
Is the IPO priced fairly—or are you paying too much? 👀
Learn how simple valuation metrics can help you assess whether a company’s offer price looks cheap or expensive compared with its earnings, assets, growth, and industry peers.
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Interested to invest in an upcoming IPO?
Get started with a COL account at bit.ly/COLsignup-sm, and we’ll guide you through the IPO subscription process via your COL account and PSE EASy.
#COLFinancial #BeIPOReadywithCOL #IPOInvesting
Is the IPO priced fairly—or are you paying too much? 👀
Learn how simple valuation metrics can help you assess whether a company’s offer price looks cheap or expensive compared with its earnings, assets, growth, and industry peers.
=====
Interested to invest in an upcoming IPO?
Get started with a COL account at bit.ly/COLsignup-sm, and we’ll guide you through the IPO subscription process via your COL account and PSE EASy.
#COLFinancial #BeIPOReadywithCOL #IPOInvesting

![Day 2: Discussion and Q&A on Local Equities | COL Multi-Asset Investing Summit 2022
COL Multi-Asset Investing Summit: Investing during difficult markets (Day 2)
Panel Discussion and Q&A on Local Equities
Marvin Fausto, Miguel Agarao, and Edser Trinidad
Recorded on July 1, 2022
- Introduction [00:00]
- Is the worst over for local equities? [01:33]
- When will markets possibly bottom? [02:52]
- Is it possible for the PSEi to advance even if US enters a recession? [19:35]
- Picking high-dividend stocks [20:54]
- Diversifying across bonds, stocks, and mutual funds [24:19]
- Views on Oil and Energy sector [26:19]
- Are REITs still a good investment? [29:43]
- Investor questions on managing their portfolios [31:25]
#COLFinancial #philippinestockmarket #COLfundsource Day 2: Discussion and Q&A on Local Equities | COL Multi-Asset Investing Summit 2022](https://i.ytimg.com/vi/gvuZo98_J9s/mqdefault.jpg)


![A Slice of Quality and Value | COL Conversations with Figaro
COL Conversations with Figaro Coffee Group
A Slice of Quality and Value
Justin Liu, Pet Español, and Marvin Fausto
Recorded on January 11, 2022
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLconversationsevents
- Introduction [0:00]
- Overview of Figaro Coffee Group (FCG) [2:56]
- Background of Figaro Coffee [5:30]
- Angels Pizza Overview [6:34]
- Tien Mas Overview [8:38]
- FCGs Investment Highlights [10:05]
- FCGs store count [13:59]
- FCGs Financial Highlights [14:44]
- FCGs business strategies [15:47]
- Use of IPO proceeds [16:50]
- Summary [17:45]
#philippinestockmarket #FCG #COLconversations #COLFinancial A Slice of Quality and Value | COL Conversations with Figaro](https://i.ytimg.com/vi/hLc4pmnHIsI/mqdefault.jpg)
![COL Investor Summit | BPI
COL Investor Summit 2025 | BPI
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 Hermenegildo Narvaez, VP, Head of Corporate Planning, Investor
Relations, and Sustainability, and May Taco, VP, Head of Capital Management and Investor Relations
Introduction [0:00]
What differentiates BPI from all other banks? [2:43]
What fueled BPIs customer bases growth? [5:16]
Growing exposure in consumer loans—how were you able to achieve this, and do you see more growth ahead? [12:30]
What is the outlook for margins for BPI? [18:50]
With consumer lending rapid growth, how do you identify new quality borrowers? [23:58]
With higher provisions lately, how would you describe BPI’s asset quality? [31:09]
BPIs Closing Thoughts [38:00]
COL Moderators Key Takeaways [40:50]
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 | BPI](https://i.ytimg.com/vi/hOR-ccz9CZo/mqdefault.jpg)
![Tactical Allocation & Event Takeaways | COL Multi-Asset Investing Summit 2023
COL Multi-Asset Investing Summit: Embracing Uncertainty
Tactical Allocation & Event Takeaways
Zerge Zandueta (COL Investment Management)
Recorded on June 22, 2023
- Introduction [0:00]
- Event takeaways [0:14]
- Tactical Asset Allocation Guide [5:06]
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 #COLfundsource Tactical Allocation & Event Takeaways | COL Multi-Asset Investing Summit 2023](https://i.ytimg.com/vi/iMF_j429tKw/mqdefault.jpg)
![Investor Sentiment Survey Highlights | COL Mid-Year Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Investor Sentiment Survey Highlights by Marvin Fausto
Recorded on July 29, 2022
COL Chief Investment Strategist Marvin Fausto talks about the different views that investors have from our recent client survey.
- Introduction [0:00]
- Do you expect Philippine inflation to continue to rise until the end of 2022? [0:35]
- What is the greatest risk for the market over the next 6 months? [0:53]
- At what level do you think the PSEi will be at in 6 months? [1:24]
- What is your current equity positioning? [2:11]
- In the next 3-6 months, are you more likely to increase or decrease your exposure in stocks? [2:40]
- In the next 6 months, what other investment instruments will you consider aside from local stocks?[3:00]
#COLoutlook #philippinestockmarket #COLFinancial Investor Sentiment Survey Highlights | COL Mid-Year Market Outlook 2022](https://i.ytimg.com/vi/iZ9yMYM5JDw/mqdefault.jpg)
![Q&A Session | COL Conversations with Manulife Investments
Q&A Session | COL Conversations with Manulife Investments
Recorded on May 22, 2025
Moderated by Marvin Fausto, President of COL Investment Management, Inc. with Paul Kalogirou, Managing Director & Head of Client Portfolio Management Manulife Investment Management
- Introduction [0:00]
- Difference of GMADI fund vs. other funds that you have [1:08]
- How would you compare this fund with other investments? [2:42]
- Can I switch my Manulife insurance to the GMADI fund? [3:58]
- Is the GMADI funds payout monthly? [4:52]
- What is the current payout ratio and how is it expected to change in the coming years? [5:21]
- What factors affect the amount of dividends? [6:24]
- What is your outlook on emerging markets like China, India, and the Philippines? [8:29]
- With the funds large allocation in the US and tariff issues in the US, how does this affect the fund? [11:09]
- How often do fund managers change the funds asset allocation? [13:26]
- How do you manage the risks of the fund? [15:33]
- Whats your view for the year for this asset class? [17:45]
- Can I exchange my Manulife VUL with this GMADI fund? [19:41]
- Are there any fees when we invest? [20:25]
- Despite the current funds projection of 6%, why is it currently at -3%? [20:54]
- What are the other potential risks of investing in this fund? [22:45]
- How is the investors dividend yield income computed? [24:00]
- What are the deciding factors when considering switching funds? [26:11]
- How can I invest in the GMADI fund if Im abroad? [26:52]
- Whats your advice for those with small capital when investing in the GMADI fund? [27:09]
- By having management fees, will the funds value diminish? [29:01]
- Will there be a time when the dividend payouts wont be monthly? [30:20]
- What is option writing? [31:36]
- What kind of strategy should we use when investing in the GMADI fund, and what volatility to expect? [34:16]
#COLFinancial #COLFundSource #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. Q&A Session | COL Conversations with Manulife Investments](https://i.ytimg.com/vi/j6Z7n8l8kyA/mqdefault.jpg)
![Investor Sentiment Survey Highlights | COL Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Investor Sentiment Survey Highlights by Marvin Fausto
Recorded on January 28, 2022
COL Chief Investment Strategist Marvin Fausto talks about the different views that investors have from our recent client survey.
- Introduction [0:00]
- Do you expect the pandemic to end after the Omicron wave? [1:15]
- What is the greatest risk for the market over the next 6 months? [1:41]
- What do you think is the PSEi level in the next 6 months? [2:11]
- What is your current equity positioning? [2:29]
- In the next 6 months, are you more likely to increase or decrease your exposure in stocks? [2:40]
#COLoutlook #philippinestockmarket #COLFinancial Investor Sentiment Survey Highlights | COL Market Outlook 2022](https://i.ytimg.com/vi/jCa7IuGxXJk/mqdefault.jpg)
![CSG Recap and 1Q25 Outlook
CSG Recap and 1Q25 Outlook
Zerge Zandueta, COL Portfolio Manager
Recorded on January 30, 2025
- Introduction [0:00]
- 4Q24 Quarterly Update [0:30]
- CSG Recap of Returns [0:40]
- Trumps re-election [1:21]
- Impact of strong dollar [1:38]
- US markets surged, emerging markets lagged [1:56]
- Trumps policies inflationary effects [2:18]
- Positives: Highly attractive valuations and potential upside recovery [2:40]
- How does CSG navigate this environment? [3:21]
- CSG Portfolio Allocation Breakdown [3:46]
- Recovery opportunities in 2025 [4:04]
- Potential risks in 2025 [4:26]
- Summary [4:46]
#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. CSG Recap and 1Q25 Outlook](https://i.ytimg.com/vi/jISGidmg_ag/mqdefault.jpg)