1 hr 3 min
30. An Introduction to the Philippine stock market w/ William Cabangon The Seafarer Investor
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- Investing
Ahoy! Welcome to episode 30! In today's show, I will be having my first ever repeat guest and its none other than William Cabangon, CEO of AAA Equities! He was my guest in episode 19, "Macroeconomics in Ph, personal finance and investing" and I highly suggest you listen to it first to know how good of a speaker he is and why I have him back on the show. In this episode, we will be talking about the Philippine stock market in general- what composes it, drives its returns and more. And William is the best man to discuss about this with his usual contrarian view that is a gem to listen to. By the way, this episode was recorded last August 2022 but I believe the insights he gave are still timely regardless. Listen on!
Timestamps of the episode:
-William’s general thoughts on the Philippine stock market. [05:31]
-Having a home country bias and why he thinks it’s not a problem. [07:30]
-The Philippines’ long runway of growth and its economic identity crisis. [09:04]
-What will attract foreign investors in investing in the PH stock market? William gives a surprising yet practical answer. [12:38]
-On the other side of the coin, what will repel investors in the Ph stock market? William follows through on his contrarian take which leans on him running a stock brokerage business. [18:12]
-What drives the returns in the Ph stock market and a run through of the conglomerates consisting the Ph index. [23:41]
-Why as an individual investor you have a fighting chance against big equity research houses. [27:00]
-The inefficiency of the Ph stock market. [29:40]
-The key in unlocking liquidity in the local market. [31:12]
-Talking about the dangers of leverage. [32:39]
-How the PSE index encompasses the local economy and the underrepresentation of SME’s (Small and medium enterprises) [34:40]
-Areas the PSE index can improve and be better for all. [37:53]
-Industries that has the most upside in the Ph stock market. [41:36]
-William gives his thoughts about family owned public conglomerates in the Philippines. [49:42]
-Discussing about AC Energy $ACEN, it’s growth and valuation. [51:39]
-Where to reach out to William Cabangon and know more about his works/thoughts. [58:50]
-What worries and excites William about the future. [01:00:28]
William's twitter account- https://twitter.com/wmcabangon?s=20
Reach out to me through my twitter account- https://twitter.com/TSFInvestor
and my email- seoshininvestor@gmail.com
Ahoy! Welcome to episode 30! In today's show, I will be having my first ever repeat guest and its none other than William Cabangon, CEO of AAA Equities! He was my guest in episode 19, "Macroeconomics in Ph, personal finance and investing" and I highly suggest you listen to it first to know how good of a speaker he is and why I have him back on the show. In this episode, we will be talking about the Philippine stock market in general- what composes it, drives its returns and more. And William is the best man to discuss about this with his usual contrarian view that is a gem to listen to. By the way, this episode was recorded last August 2022 but I believe the insights he gave are still timely regardless. Listen on!
Timestamps of the episode:
-William’s general thoughts on the Philippine stock market. [05:31]
-Having a home country bias and why he thinks it’s not a problem. [07:30]
-The Philippines’ long runway of growth and its economic identity crisis. [09:04]
-What will attract foreign investors in investing in the PH stock market? William gives a surprising yet practical answer. [12:38]
-On the other side of the coin, what will repel investors in the Ph stock market? William follows through on his contrarian take which leans on him running a stock brokerage business. [18:12]
-What drives the returns in the Ph stock market and a run through of the conglomerates consisting the Ph index. [23:41]
-Why as an individual investor you have a fighting chance against big equity research houses. [27:00]
-The inefficiency of the Ph stock market. [29:40]
-The key in unlocking liquidity in the local market. [31:12]
-Talking about the dangers of leverage. [32:39]
-How the PSE index encompasses the local economy and the underrepresentation of SME’s (Small and medium enterprises) [34:40]
-Areas the PSE index can improve and be better for all. [37:53]
-Industries that has the most upside in the Ph stock market. [41:36]
-William gives his thoughts about family owned public conglomerates in the Philippines. [49:42]
-Discussing about AC Energy $ACEN, it’s growth and valuation. [51:39]
-Where to reach out to William Cabangon and know more about his works/thoughts. [58:50]
-What worries and excites William about the future. [01:00:28]
William's twitter account- https://twitter.com/wmcabangon?s=20
Reach out to me through my twitter account- https://twitter.com/TSFInvestor
and my email- seoshininvestor@gmail.com
1 hr 3 min