Business - Stock Commentary | Philstar.com

Rising material costs could squeeze contractor and developer margins, especially where weak demand limits pricing power.

ERC approval would let Meralco recover Cagbalete subsidies and support replication of its regulated microgrid model.

Tampakan and potential Atlas consolidation could transform DHI's mining scale, but valuation, dilution and funding remain unresolved.

A weaker peso and expensive oil favor energy and dollar earners while increasing pressure on property, consumption and valuations.

MTerra's commercial start adds contracted generation growth for Meralco while strengthening SPNEC's renewables investment case.