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BDO: 3Q26 earnings +2% YoY, loan growth outperforms

BDO posted P63.6 billion in 9M26 earnings as loan growth accelerated to 16%, outperforming industry growth.

Stock Commentary

Inflation risks broaden as peso weakness compounds supply shocks

October inflation may accelerate to 7.6%, raising concerns over persistent price pressures and the possibility of another BSP rate hike.

Stock Commentary

Tighter bank lending shifts consumer credit toward fintechs

Stricter bank lending pushes younger borrowers toward digital lenders, raising concerns about repayment risks and sustainable fintech growth.

Stock Commentary

Maya's potential listing in 2027

Maya's planned 2027 stock market debut could unlock value for shareholder PLDT, which AB Capital rates OUTPERFORM.

Stock Commentary

Peso rebound leaves external pressures unresolved

The peso recovered after seven record lows, but persistent dollar demand and external pressures keep AB Capital cautious.

Stock Commentary

Sugar regulator keen on retaining lower taxes for sugary drinks

Converge capex target at risk amid rollout delays

MREIT's asset infusions drive growth, but DPS accretion matters

SMPH: ADB financing proposal strengthens Pasay 360 investment case

BPI 3Q26/9M26: In-line, loan growth recovery offset by still elevated provisions

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