Business - Stock Commentary | Philstar.com

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Tax relief raises the fiscal credibility test

Tax relief could support consumption, but weak revenue offsets may pressure yields, the peso and valuations.

Stock Commentary

BSP set to tighten this week, tone matters next

A 25bp BSP hike looks priced in, making Governor Remolona's forward guidance the bigger market driver.

Stock Commentary

Habagat rains and flooding reopen food inflation risk

Vegetable price spikes from floods could add to August inflation and keep policy risks elevated.

Stock Commentary

First Gen: P35-per-share bid rejected

FPH rejected KKR's FGEN proposal, removing the immediate tender catalyst while signaling higher perceived value.

Stock Commentary

Remittance growth slows, household buffer thins

Remittance growth stayed positive but slowed, weakening support for household spending amid high inflation.

Stock Commentary

ACEN Q2: Waiting for the build-out to payoff

Higher costs drag Converge Q2 earnings

Jollibee Foods Corp. adjust 2026 guidance, H1 profit drops

SM Prime Q2: Malls stay resilient, but residential trends remain weak

Globe Q2: Core telco strength tempered by Mynt softness

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