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Tonypet Cmfa

The document outlines a stock portfolio analysis for a student in a BSBA MM 2 course, detailing various stocks, their prices, and the student's buy/sell decisions. The student expresses insights gained from the activity, emphasizing the importance of research and analysis in stock market investments. Additionally, the student identifies the energy sector and Jollibee Foods Corporation as promising investment opportunities due to their growth potential and market performance.

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Jp Calvara
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0% found this document useful (0 votes)
7 views2 pages

Tonypet Cmfa

The document outlines a stock portfolio analysis for a student in a BSBA MM 2 course, detailing various stocks, their prices, and the student's buy/sell decisions. The student expresses insights gained from the activity, emphasizing the importance of research and analysis in stock market investments. Additionally, the student identifies the energy sector and Jollibee Foods Corporation as promising investment opportunities due to their growth potential and market performance.

Uploaded by

Jp Calvara
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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A B C D E F G H I J K L M N

1 3 Tonypet L. Calvara Jr. Name Tonypet L. Calvara Jr.


2 Course BSBA MM 2 Course BSBA MM 2
3 Section Section B Section Section B
4 Capital ₱1,000,000.00 Capital ₱1,000,000.00
Name of Price Number of
5 Symbol Board Lot Total (DNC) Reason
Corporation (01-27-2025) Shares
A well-established bank with strong financial performance and
6 CHINABANK CBC 10 ₱70.10 1,450 ₱101,645.00
consistent dividend payouts.
Jollibee Foods A dominant fast-food chain with international expansion and strong
7 JFC 10 ₱238.20 451 ₱107,428.20
Corporation brand loyalty.
Robinsons Land A major real estate developer with a diversified portfolio in commercial,
8 RLC 100 ₱13.08 450 ₱5,886.00
Corporation residential, and mixed-use properties.
A leading telecom provider benefiting from increasing demand for
9 Globe Telecom, Inc. GLO 5 ₱2,290.00 71 ₱162,590.00
digital services and mobile data.
A growing banking institution with a focus on digital transformation and
10 RCBC RCB 100 ₱24.90 25 ₱620.01
expanding financial services.
Manila Electric A stable utility company with a monopoly in power distribution in Metro
11 MER 10 ₱475.00 904 ₱429,400.00
Company Manila, ensuring steady revenue.
A premier property developer with a strong track record in residential,
12 Ayala Land, Inc. ALI 100 ₱24.65 6,100 ₱150,365.00
commercial, and industrial projects.
A key player in the Philippine energy sector, benefiting from the growing
13 SHELL PILIPINAS SHLPH 100 ₱6.70 100 ₱670.00
demand for fuel and sustainable energy initiatives.
Century Pacific A leading food manufacturer with strong consumer demand and a
14 CNPF 100 ₱40.50 100 ₱4,050.00
Food, Inc. growing export market.
The largest budget airline in the Philippines, poised for growth as air
15 Cebu Air, Inc. CEB 100 ₱27.85 908 ₱25,287.80
travel demand recovers.
16 Total Amount ₱987,942.01
17 DNC = DO NOT CHANGE
18
Increase / Initial Buy / Current Buy /
Number of Initial Price Net Profit / Stock Balance Unused Balance
19 Action History Symbol Date Date Price Decrease (%) Reason Sell Price Sell Price Networth DNC!
Shares DNC! Loss DNC! DNC! DNC!
DNC! DNC! DNC!

I will hold CBC stocks because they show strong potential, and the
20 Hold CBC 02-14-2025 ₱86.80 1,450 ₱70.10 23.82% ₱101,645.00 ₱125,860.00 ₱24,215.00 ₱1,012,157.01 ₱12,057.99 ₱1,024,215.00
candlestick chart indicates stability and growth prospects.

I will hold JFC stocks due to its global expansion, strong customer
21 Hold JFC 02-14-2025 ₱259.20 451 ₱238.20 63.00% ₱107,428.20 ₱116,899.20 ₱9,471.00 ₱1,021,628.01 ₱12,057.99 ₱1,033,686.00
loyalty, and stable upward trend based on the charts.

I will sell my RLC stocks as they are in a downtrend, and selling now
22 Sell RLC 02-14-2025 ₱12.38 450 ₱13.08 -5.35% ₱5,886.00 ₱5,571.00 -₱315.00 ₱1,015,742.01 ₱17,628.99 ₱1,033,371.00
helps minimize my losses.

I will hold my Globe stocks as they remain stable, and the chart
23 Hold GLO 02-14-2025 ₱2,270.00 71 ₱2,290.00 -0.87% ₱162,590.00 ₱161,170.00 -₱1,420.00 ₱1,014,322.01 ₱17,628.99 ₱1,031,951.00
suggests an upward trend, indicating a strong chance of future growth.

I will hold these stocks as the sector’s uptrend suggests continued


24 Hold RCB 02-14-2025 ₱25.00 100 ₱24.90 0.40% ₱2,490.00 ₱2,500.00 ₱10.00 ₱1,014,332.01 ₱17,628.99 ₱1,031,961.00
growth.
I will hold this stock as it continues to show an upward trend, similar to
25 Hold MER 02-14-2025 ₱488.40 904 ₱475.00 2.82% ₱429,400.00 ₱441,513.60 ₱12,113.60 ₱1,026,445.61 ₱17,628.99 ₱1,044,074.60
AP, based on chart patterns since 2022.
I will instruct my broker to set a stop-loss order at 6% to limit my losses,
26 Sell ALI 02-14-2025 ₱23.25 6,100 ₱24.65 -5.68% ₱150,365.00 ₱141,825.00 -₱8,540.00 ₱876,080.61 ₱159,453.99 ₱1,035,534.60
as the stock is showing a downward trend.
27 Sell SHLPH 02-14-2025 ₱6.50 100 ₱6.70 -2.99% I will sell my SHLPH stocks due to their high volatility and risk. ₱670.00 ₱650.00 -₱20.00 ₱875,410.61 ₱160,103.99 ₱1,035,514.60
I will instruct my broker to sell my stocks, as I anticipate a decline in
28 Sell CNPF 02-14-2025 ₱38.80 100 ₱40.50 -4.20% ₱4,050.00 ₱3,880.00 -₱170.00 ₱871,360.61 ₱163,983.99 ₱1,035,344.60
price and want to minimize my losses.

I will sell my Cebu Pacific stocks at this price, as I predict a future


29 Hold CEB 02-14-2025 ₱29.70 908 ₱27.85 6.64% ₱25,287.80 ₱26,967.60 ₱1,679.80 ₱873,040.41 ₱163,983.99 ₱1,037,024.40
decline in value.

30
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32
Through this activity, I have learned how to forecast and analyze the stock market, making it a valuable experience for
What have you
me. As someone who has tried forex trading, this has broadened my understanding of the stock market and how to
learned from the
make informed investment decisions. I also realized the importance of researching stocks before investing because
activity?
investing without proper knowledge can lead to financial losses.
Through this activity, I have learned how to forecast and analyze the stock market, making it a valuable experience for
What have you
me. As someone who has tried forex trading, this has broadened my understanding of the stock market and how to
learned from the
A B C D E make informed
F investment
G decisions. I also realized the importanceHof researching stocks before investing because
I J K L M N
activity?
investing without proper knowledge can lead to financial losses.

33

34

At the moment, I believe the energy sector offers the highest potential return on investment due to its consistent
If you are to invest
uptrend. Even if prices decline, the sector remains essential as energy demand continues to grow. Companies in this
into the stock
sector are actively working toward sustainability and renewable energy, making them strong long-term investments.
market right now,
Additionally, I will invest in Jollibee Foods Corporation due to its global expansion and the strong performance of its
what are your major
brand both in the Philippines and internationally.
considerations?

35

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