Uploaded March 2022 | Updated September 2026, 13 minutes ago
COL Conversations with Bank of Commerce
Reshaping the Future of BNCOM
Michelangelo Aguilar, Manuel Castañeda III, Antonio Laquindanum and Marvin Fausto
Recorded on March 16, 2022
🔗 To join our future COL Conversations webinars, register at bit.ly/COLconversationsevents
- Introduction [0:00]
- What is the reason why investors should consider BNCOM? [0:27]
- How have you taken advantage of your relationship with SMC? [3:00]
- How do you plan to compete with the larger banks? [8:07]
- What are your strategies to improve your ROE of 4.2% as of Sept. 2021? [13:34]
- How did you come up with the Php12.00/sh IPO price? [16:21]
- Will the global oil crisis and Russia-Ukraine war affect our banks? [20:11]
- What are the competitive advantages of BNCOM and where are the revenues coming from? [21:34]
- What are the growth prospects of BNCOM and how different are you from other banks? [23:00]
- What are BNCOM's plans on digital banking? [24:01]
- Do you have plans of acquiring other small banks? [26:10]
- Does this IPO have a stabilization fund? [29:26]
- What makes BNCOM worth investing? [30:04]
- What is BNCOM's current rank in the Philippines? [32:18]
- Given SM also owns BDO, why would SM choose BNCOM over BDO to direct their business to? [33:26]
- What is the long-term strategy to expand infrastructures such as ATMs and OTC transactions? [35:20]
- How do you plan to compete with the rise of eWallets and Digital Banks? [36:56]
- Michelangelo Aguilar's Closing Remarks [39:10]
- Marvin Fausto's Key Takeaways [39:48]
#philippinestockmarket #BNCOM #COLconversations #COLFinancial
COL Conversations with Bank of Commerce
Reshaping the Future of BNCOM
Michelangelo Aguilar, Manuel Castañeda III, Antonio Laquindanum and Marvin Fausto
Recorded on March 16, 2022
🔗 To join our future COL Conversations webinars, register at bit.ly/COLconversationsevents
- Introduction [0:00]
- What is the reason why investors should consider BNCOM? [0:27]
- How have you taken advantage of your relationship with SMC? [3:00]
- How do you plan to compete with the larger banks? [8:07]
- What are your strategies to improve your ROE of 4.2% as of Sept. 2021? [13:34]
- How did you come up with the Php12.00/sh IPO price? [16:21]
- Will the global oil crisis and Russia-Ukraine war affect our banks? [20:11]
- What are the competitive advantages of BNCOM and where are the revenues coming from? [21:34]
- What are the growth prospects of BNCOM and how different are you from other banks? [23:00]
- What are BNCOM's plans on digital banking? [24:01]
- Do you have plans of acquiring other small banks? [26:10]
- Does this IPO have a stabilization fund? [29:26]
- What makes BNCOM worth investing? [30:04]
- What is BNCOM's current rank in the Philippines? [32:18]
- Given SM also owns BDO, why would SM choose BNCOM over BDO to direct their business to? [33:26]
- What is the long-term strategy to expand infrastructures such as ATMs and OTC transactions? [35:20]
- How do you plan to compete with the rise of eWallets and Digital Banks? [36:56]
- Michelangelo Aguilar's Closing Remarks [39:10]
- Marvin Fausto's Key Takeaways [39:48]
#philippinestockmarket #BNCOM #COLconversations #COLFinancial
![Is the worst over? | COL Quick Takes
COL Quick Takes: Is the worst over?
Edward Lee, April Tan, Juanis Barredo, Charles Ang
Recorded on Sept. 27, 2022
With the market breaching 6,000 levels on Sept. 27, 2022, we gathered our experts to give our clients an update on the market, and some guidance on maneuvering the current market conditions.
- Update on the recent market drop [3:26]
- How does this sell-off compare to historical sell-offs? [6:09]
- Technical update: What are the charts telling us, globally and locally? [14:05]
Audience Q&A:
- How do you differentiate peso-cost averaging from catching falling lives, if were going to buy the dip? [21:23]
- What high dividend yielding stocks are good to invest in right now? [31:21]
- Why are bonds also down? [34:20]
- Given the volatile market conditions, would you recommend buying individual stocks that pay high dividends or the PSE index fund for a regular investor? [38:36]
- My REIT holdings (CREIT, AREIT, FILRT, MREIT) are badly hit. What strategy do you recommend to manage my position? [41:59]
- For Edward, how do your CTS traders trade in this type of environment? [45:15]
- How should we adjust our portfolios ratio between stocks and bonds? [52:11]
- What will be the worst/lowest support level that you can see for PSEi? [54:45]
- What are the ways to manage risk at this point? [1:05:16]
- For an aggressive investor, how would you divide your exposure in equity markets today between global and local given current situation? [1:11:17]
- Which sectors do you recommend investing in? [1:23:17]
- Is the worst over? [1:27:23]
- Final advice to investors & traders [1:33:35] Is the worst over? | COL Quick Takes](https://i.ytimg.com/vi/a17JJnLFWn4/mqdefault.jpg)
![Technical Outlook by Juanis Barredo | COL Mid-Year Market Outlook 2022
COL Mid-Year Market Outlook: Riding Through A Difficult 2nd Half
Technical Outlook by Juanis Barredo
Recorded on July 29, 2022
Chief Technical Analyst Juanis Barredo shares his insights and expectations on the local market for the 1st half of 2022.
- Introduction [0:00]
- What happened to the market since the start of the year? [0:57]
- Recap of Technical Outlook last June 2022 (PSEi reached 6,054) [2:55]
- US: S&P 500 overview [5:30]
- US & China - Short-term Elliott review [7:08]
- Schwabs perspective on US S&P 500 [9:35]
- S&P 500: 2000 vs. 2022 [12:41]
- 10-Yr bond yields overview [15:48]
- US interest rate vs 10-yr yield and inflation [18:25]
- US Dollar index and Peso-Dollar are near or at support [20:03]
- PSEi overview [22:37]
- PH market short-term Elliott review [24:33]
- PH challenged by persistent outflows [27:06]
- Juanis Barredos Summary [28:23]
- PSE Sub-Indices: Reviving and Tentative sectors [33:00]
- PSE Stocks Index members performance relative to the PSEi [34:37]
- Short-term view of PSEi Stocks [35:58]
- Juanis Barredos Tactical Guide on how to trade in a bearish market [37:58]
#COLoutlook #philippinestockmarket #COLFinancial Technical Outlook by Juanis Barredo | COL Mid-Year Market Outlook 2022](https://i.ytimg.com/vi/a7GpAQrZm7o/mqdefault.jpg)

![Market Outlook | COL Market Outlook 2024
COL Market Outlook 2024: Could this time be different?
Market Outlook by April Lynn Tan, CFA
Recorded on January 26, 2024
- Introduction [0:00]
- Great narrative for PH stocks [0:19]
- Risks to the Philippines positive outlook [7:25]
- Biggest risk: Possible US recession and bear market [12:48]
- PSEi targets [21:06]
- Recommended strategy [21:50]
- April Tans stock picks [23:44]
- Stock picks according to themes [25:00]
- Risk to April Tans call [26:03]
- Summary [26:55]
- What will prop up the market in 2024? [28:39]
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 Market Outlook | COL Market Outlook 2024](https://i.ytimg.com/vi/aPs70HmWzO4/mqdefault.jpg)
![Q&A Session | COL Expert Huddle 2022
COL Expert Huddle 2022: Will Markets Continue to Fall?
Q&A session by Juanis Barredo
Recorded on June 13, 2022
COL Chief Technical Analyst Juanis Barredo answers COL clients advanced and live questions.
- Introduction [0:00]
- Will PSEi have a new low? [0:11]
- What industries will remain resilient? [3:13]
- What is the best strategy to do during a market decline? [4:48]
- How much cash position should we have during this time? [7:20]
- Do you recommend stocks that show relative strength compared to the index? [8:51]
- Do you have a recommendation for REITs? [10:47]
- Should we buy blue chips over PSE ETF? [12:48]
- Is accumulating a good idea as of now? [14:28]
- What should long term investors do? [16:43]
- What technical indicators can determine a start of a market capitulation? [18:45]
- How far do you see Wave 5 taking its course? [20:28]
- Do you lighten your investments or stay invested? [21:50]
- What is the year-end target for 2022-2023? [24:31]
- Recommended books for investors [25:55]
- Summary [28:33]
#COLexperthuddle #philippinestockmarket #COLFinancial Q&A Session | COL Expert Huddle 2022](https://i.ytimg.com/vi/ahzPf9GTQY4/mqdefault.jpg)
![Day 2: PH Economic Outlook | COL Multi-Asset Investing Summit 4Q2022
COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
Local Outlook
Marvin Fausto and Nicholas Mapa
Recorded on November 23, 2022
- Introduction [0:00]
- Global outlook recap [1:00]
- US money supply is sharply lower leading to potentially lower inflation [1:10]
- Inflation is already peaking and will probably come down [2:08]
- Bloomberg dollar index [2:53]
- Dollar (Inverted) and MSCI World Index [3:14]
- Julius Baers forecast on 2023 FED Funds Rate [3:55]
- Historical performance of S&P 500 Index [4:33]
- Local outlook by Nicholas Mapa [7:20]
- Assessment of the Philippine Economy: Glass half-empty, glass half-full [8:15]
- Philippine economic growth prospects [9:04]
- Philippine economic headwinds: The triple threat [12:54]
- USD/PHP and local rates [20:45]
- ING expects FED rate cuts in the 3rd quarter of 2023 [26:00]
- Summary of the Philippine economic outlook [27:06 ]
- Q&A Session with Nicholas Mapa [28:51]
- What are the top problems that will hinder the economic growth of the Philippines? [29:09]
- Which industries will be able to recover faster in 2023? [32:50]
- Will the P60 hard-line defense of BSP work? [34:41]
- How to balance fiscal pump priming in infra vs debt controls? [35:47]
- What sectors will be most affected due to the slowdown in govt spending? [37:32]
- Will PPP work given past delays in rate hikes for previous private investments? [39:03]
- Nicholas Mapas closing remarks [40:00]
#COLFinancial #philippinestockmarket #COLfundsource Day 2: PH Economic Outlook | COL Multi-Asset Investing Summit 4Q2022](https://i.ytimg.com/vi/bf3TvlK1Nm0/mqdefault.jpg)
![Most Requested Stocks | COL Market Outlook 2022
COL Market Outlook: Investing Trends in 2022
Most Requested Stocks by April Lynn Tan, CFA, Juanis Barredo, and Marvin Fausto
Recorded on January 28, 2022
Our experts discuss their fundamental and technical views on the most requested stocks by COL clients.
- Introduction [0:00]
- Success rate of Juanis and Aprils views on the stocks [1:04]
- Top-requested stocks [4:17]
- AP [5:12]
- BDO [7:23]
- MBT [8:24]
- MEG [10:06]
- ACEN [12:35]
- ALI [14:40]
- MONDE [16:14]
- DITO [19:52]
- SPNEC [22:50]
- CNVRG [25:29]
- JFC [27:48]
- MPI [29:54]
- TEL [32:48]
- MREIT [34:31]
- AREIT [37:48]
Please note that the views and opinions of our experts are for the short term (3-6 months)
#COLoutlook #philippinestockmarket #COLFinancial Most Requested Stocks | COL Market Outlook 2022](https://i.ytimg.com/vi/buv_d0tuWxk/mqdefault.jpg)
![Panel Discussion | COL Premium Event 2025
Local or Global: Opportunities and Threats in Todays Market | 02 Panel Discussion
Recorded on April 5, 2025
Moderated by Charles Ang, CFA, COL Head of Research; with Melvin Esteban, Wealth Management Specialist and April Lynn Tan, CFA, COL Chief Equity Strategist
- Introduction [0:00]
- Current views on the global market [1:38]
- Current views on the local market [5:02]
- What actions to take in the global market? [8:05]
- Why is the Philippines going to be unaffected by the tariffs? [15:51]
- With inflation and interest rates going down in the Philippines, does recent events change that? [19:42]
- What events are currently closely monitoring forward? [24:55]
- Are you expecting Trump to do even bigger cuts? [27:01]
- What catalyst could potentially be impacted in the Philippines? [28:16]
- How would other countries react from the tariffs? [30:43]
- Would there be a structural change from the broad based implementation of tariffs? [32:35]
- Wont the Philippines be also dragged down when the US market enters a recession? [35:35]
- How can we mitigate risks in the global market with further escalations of the trade war and a potential slowdown in the US? [42:32]
- Global: How should investors position themselves? [43:50]
- Local: How should investors position themselves? [49:14]
- Is it more for diversification or is it the opportunities on gaining more returns? [52:02]
- Current views on AI [55:07]
- COL Picks [58:43]
#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. Panel Discussion | COL Premium Event 2025](https://i.ytimg.com/vi/dwCqVVLMqjU/mqdefault.jpg)
![Is the bear market over? | COL Expert Huddle Q&A Session
COL Expert Huddle: Is the bear market over?
Edward Lee, April Tan, Juanis Barredo, Charles Ang
Recorded on December 5, 2022
We gathered our experts to give our clients an update about the recent rally experienced by the markets due to the FED showing signs of a likely slowdown in rate hikes, and some guidance on maneuvering the current market conditions.
Q&A Session:
- Introduction [0:00]
- What is COLs take on when the FED will pivot rate hikes? [1:11]
- Based on your experience, what is the usual market reaction when the FED pivots? [2:52]
- Is the fear of a possible recession now priced in on the market? [6:54]
- How will the current lockdowns and unrest in China impact global markets? [11:47]
- Is the Philippine banking system strong enough to weather any potential collapse of a major US bank? [15:34]
- With compounded external global events on top of the pandemic, is the PSE still relevant?
[16:52]
- Whats your outlook on the Philippine peso? [20:31]
- How can we tell that the bear market is already over? Is it the right time to top up? [22:43]
- What are the indicators that we are really out of the bear market? [24:39]
- What is your short term market outlook? [30:54]
- What is your outlook and projected PSEi level by 2023? [35:24]
- What are the best industries or stocks to invest to? [38:43]
- On a technical basis, which sectors are strong or weak? [44:16]
- Is it advisable to invest in REITs today? What are your top REIT picks for 2023? [45:14]
- What should investors with losing positions do? [47:49]
- What are the ways to spot the market leaders? [54:13]
- For Edward Lee, how do you screen stocks and what are the indicators you use to accumulate position? [56:19]
- What are the best dividend stocks to buy this 2023? [1:02:09]
- What are the expectations on the higher lows or lower lows with regard to the inflation number? [1:03:40]
- Given the expected global economic slowdown next year, how will it affect OFW remittances and consequently, the earnings of companies? [1:05:05]
- Will it be good for the market if we there will be a global recession and potential interest rate cut next year? [1:06:40]
- Final advice to investors & traders [1:08:34]
#COLexperthuddle #philippinestockmarket #COLFinancial Is the bear market over? | COL Expert Huddle Q&A Session](https://i.ytimg.com/vi/dy3VriRqqec/mqdefault.jpg)

