webmaster Posted March 19 Report Share Posted March 19 BURGERS Concept & Pizza in PHL; + Convenience Stores Will MCD rise continue thru Pizza? (Last: $289, yrH: $302) 8.30.24; (JFC: P260, yrH: P276); 10d AGI poised? If MCD rise continues Food & RR's vs. MEG (1.92) / AGI (9.00)= 21.3%; AllDy (.153), JFC (260), Maxs (2.96) Burger etc: mcd-$278: JFC: P252, 90.6%, AGI: P8.90, 3.20%, MAXS: P3.01, 1.08% at 8.16; '24: 10d: 6.18.2024: mcd-$251: JFC: P223, 88.8%, AGI: P9.05, 3.60%, MAXS: P3.15, 1.25% at 6.18; 4.24.2024: mcd-$277: JFC: P232, 83.8%, AGI: P9.69, 3.50%, MAXS: P3.09, 1.11% at 4.24; Conven.Str: /MM-P0.85: AllDy: 0.130, 15.3%, AGI: P9.69, 11.4x, MAXS: P3.09, 3.64x, Mrsgi; 1.25: Jul23: '24: 10d: Sym: Last : BkVal: %-BV : PER : EPS : Div.: d-Yield Alldy: .130 : 0.300: 43.3%: 6.500: 0.01 0.00: N /A : MM : .830 : 0.300: 277.%: 20.49: 0.04 0.00: N /A : Mrsgi 1.25 : 2.870: 43.6%: 6.579: 0.24 0.06: 4.80% Maxs 3.15 : 6.870: 45.9%: 5.051: 0.62 0.17: 5.36% AGI : 9.60 : 28.27: 34.0%: 5.067: 1.80 0.15: 1.56% JFC : 232. : 66.55: 349%: 31.23: 7.44 2.30: 0.99%\ MCD $277 : (6.51): NEG%: 23.93 11.58 6.68: 2.41% ==== "BURGERS-pizza" concept. Compare MAXS (chick) & PIZZA (shakeys) MAXS-etc (3.45) / JFC (264)= 1.31%, AGI (9.82), 3.72%; @ 3.19.24 AGI (9.82) vs.JFC (264): =3.72%, MCD (279), MAXS (3.45), PIZZA (10.02) %BV: a-25.45, 39%, j-55.61, 475%, m-(6.51), neg.; mx-4.97, 69%, pz-4.18, 240% Link to comment Share on other sites More sharing options...
webmaster Posted March 19 Author Report Share Posted March 19 AGI (9.70) & MAXS (3.09, 31.9%) ... from 2021 - are Low (& cheap vs. BV) JFC: 231. 3.19.24: AGI (9.60) & MAXS (3.43, 35.7%) AGI to-MEG: AGI (9.69) /MEG (1.80)= 5.38x; AGI-to-JFC (232)= 4.18%. MReit: 13.06, 135%, at 4.24 3.17.24: AGI (9.80) / MEG (1.92)= 5.10x; AGI-to-JFC (264)= 3.71%. MReit: 13.50, 138% AGI C00830: Alliance Global share buy-back transactions - 1 Type of Securities: Common Details of Share Buy-Back Transaction(s): Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 10,000 Price Per Share: 11.30 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.28 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.26 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.24 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.22 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.20 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 3,000 Price Per Share: 11.08 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 4,000 Price Per Share: 11.06 Date of Transaction: Feb 19, 2024 Number of Shares Purchased: 5,000 Price Per Share: 11.04 Link to comment Share on other sites More sharing options...
webmaster Posted March 19 Author Report Share Posted March 19 Is BELOW BOOK VALUE, always good? Is MCD Stock a Buy? - Negative Book Value and Big Mac Index Explained McD's "Secret Sauce"... Do you guys want to talk about Negative Book Value? 4mo Ago: Is McDonald's (MCD) Stock Undervalued? Buy Now? OZ- weight-loss Drugs may have impact on Calorie intact, & demand for fast foods Neg, BV is misleading. because the Depreciate their Properties to Zero over 20 years MCD: since 2000 JFC : since 2000 PIZZA : since Oct, 2016 - Peaking near Php 11.00? AGI : since 2000: Last 9.70 / BV: xx, xx%, PER: xx, EPS: xx, Div.: xx, Yield: xx% == Link to comment Share on other sites More sharing options...
webmaster Posted April 24 Author Report Share Posted April 24 PHL Convenience Stores etc. (JP:3382 owns Seven-Eleven) MM-ALLDY : 2021: '23: '24: MM:0.83, ALLDY: 0.130, MAXS: 3.05, MRSGI: 1.23, JP:3382: 2,046 MM-ALLDY : 2021: === Link to comment Share on other sites More sharing options...
webmaster Posted April 24 Author Report Share Posted April 24 What Is the Most Successful Franchise in the Philippines? 1. Jollibee (JFC) It is the largest fast-food chain in the Philippines and one of the fastest-growing Asian restaurant chains in the world with over 1,400 stores worldwide. Jollibee is a well-known fast food chain in the Philippines that specializes in burgers, fried chicken, and various Filipino dishes. It has gained immense popularity among Filipinos of all ages and has become a symbol of Filipino culture and pride. With its catchy jingle, friendly bee mascot, and delicious menu offerings, Jollibee has captured the hearts of millions. Founded: January 28, 1978 / Headquarters: Pasig City, Philippines 2. Mang Inasal / Edgar Sia II ( Acq'd by JFC, 2010, 70%; 2016, 30% ) It is a popular fast-food chain known for its grilled chicken and rice meals. It has over 500 branches in the Philippines and has expanded to other countries like the USA, Qatar, and Kuwait. Mang Inasal is a popular fast-food chain in the Philippines, specializing in serving traditional Filipino grilled chicken. It started as a small restaurant in Iloilo City in 2003 and quickly gained nationwide popularity. Mang Inasal is known for its unique dining experience, where customers are encouraged to eat with their bare hands using banana leaves as plates. ( Reasonable Prices: Mang Inasal offers affordable meals, making it accessible to a wide range of customers.) 3. Greenwich Pizza / Cresida Tueres ( 80%, JFC, 1994 ) It is a pizza and pasta chain that has been operating in the Philippines for over 40 years. It has more than 300 stores nationwide and is known for its affordable prices and delicious food. Greenwich Pizza is a popular pizza franchise in the Philippines known for its distinct taste and unique flavor combinations. It was created by businessman Cresida Tueres in 1971 and has since become one of the most successful pizza chains in the country 4. Chowking (acq'd by JFC, 2020) It is a Chinese fast-food chain that serves a variety of dishes such as noodles, dim sum, and rice meals. It has more than 600 stores in the Philippines and has expanded to other countries like the USA, UAE, and Qatar. 5. Goldilocks (74% owned by SM Retail ) It is a popular bakeshop chain that offers a wide range of cakes, pastries, and Filipino delicacies. It has over 400 stores in the Philippines and has expanded to other countries like the USA, Canada, and Singapore. 6. Max's Restaurant / Maximo Gimenez (MAXS) It is a Filipino restaurant chain that is best known for its fried chicken and Filipino-style dishes. It has more than 200 stores in the Philippines and has expanded to other countries like the USA, Canada, and Qatar. 7. Shakey's Pizza (PIZZA, and Po family) It is a pizza chain that has been operating in the Philippines for over 40 years. It is known for its thin-crust pizza, chicken, and mojos. It has more than 200 stores nationwide and has expanded to other countries like the USA, Kuwait, and Saudi Arabia. 8. 7-Eleven (Japan: JP:3382 ) It is a convenience store chain that has over 2,800 stores in the Philippines. It offers a wide range of products such as snacks, drinks, and groceries. 9. Uncle Johns (was Ministop, acq'd by Robinsons, 2022) It is a convenience store chain that has over 2,000 stores in the Philippines. It offers a wide range of products such as snacks, drinks, and groceries. It is known for its fried chicken and other food items. 10. Dunkin' Donuts / William Rosenberg (Prieto family + Pernod Ricard ) It is a popular donut and coffee chain that has been operating in the Philippines for over 30 years. It has over 1,400 stores nationwide and is known for its delicious donuts and coffee. > source: Link to comment Share on other sites More sharing options...
webmaster Posted May 2 Author Report Share Posted May 2 MAXS may be in a Buying Window... MAXS: since xx: Ytd: 10d. : P 3.17 +0.01 MAXS Group is cheap enough to BUY imho. < P3.20. Look at these metrics... P3.17, BV: 6.87, PER: 5.083, EPS: 0.624, Div: 0.169, Yield: 5.33%. I own it now. My average cost is near P3.50. So you can get it cheaper than me now. Haha. Again, no gtee you will make money. Link to comment Share on other sites More sharing options...
webmaster Posted May 2 Author Report Share Posted May 2 "People are pulling back on buying cheap Fast food" MCD ($250) - does not look so cheap vs. these PHL. Restaurant chains./ (R: 245.73 to 302.39 ) It is the WAGE costs, which are rising faster (in the US) than menu prices, so higher sales don't mean higher prices FAST FOOD TROUBLE! Even McDonalds IS SUFFERING! You know the economy is not great when even McDonald's is starting to complain that business is not up to par. They released a statement on Tuesday this week about how the economy is weaker than anticipated and sales are dropping. Link to comment Share on other sites More sharing options...
webmaster Posted May 9 Author Report Share Posted May 9 "Psei Proxies" on Parade 8.01.24 /PSEI-6694: AGI ( 9.14, .13%), LTG (10.04, .15%), GTcap (600, 8.96%), JGS (28.05, .42%), AC (592, 8.84%) AEV (35.55, .53%) ... > YTD : Jun'24: YrE '24 /PSEI-6450: AGI (11.28, .17%), LTG (P8.98, .14%), GTcap (590, 9.14%), JGS (38.15, .59%), AC (681, 10.6%) AEV (44.60, .69%) weaker ones: / PSEI-6620, AC (590, 8.91%), AEV (35.60, .54%), JGS (27.35, .41%) RFM, since 2016: 2023: P 3.55. BV: xx, PER: 8.98, EPS: .395, Div: .40, Yield: 11.29% Old MAXS, since 2016: 2023: P 3.13. BV: xx, PER: x. EPS: xx, Div: xx, Yield: xx% 2016: Update : MAXS: 3.25 + 0.05 Link to comment Share on other sites More sharing options...
webmaster Posted May 28 Author Report Share Posted May 28 McDonald's May be near Key support >$250, & that might help JFC and AGI AGI (P 9.00) / MCD ($258) = 3.49% \MCD: $258 Ratio : $258 / SPY- $529 = 48.7% ] MCD ($258) vs. SPY ($529) xx === Link to comment Share on other sites More sharing options...
webmaster Posted May 29 Author Report Share Posted May 29 Frank inflation: Americans are now prepared to spend nearly $6 for a hot dog MarketWatch The summertime classic has climbed in price by 7.1% during the past year, according to the latest government figure Americans love their hot dogs, spending billions of dollars on them annually at supermarkets, restaurants and, of course, baseball stadiums. In fact, the sporting venues alone account for sales of nearly 20 million franks each year, according to the National Hot Dog and Sausage Council. And apparently, hot-dog devotees don’t mind paying what might be considered a pretty penny for them outside the home — or, more accurately, $5.88 per frank. That’s... > https://www.marketwatch.com/story/frank-inflation-americans-are-now-prepared-to-spend-nearly-6-for-a-hot-dog-e08d86c7 Link to comment Share on other sites More sharing options...
webmaster Posted May 29 Author Report Share Posted May 29 MCD / McDonalds Corp.: $249.37 BV: Neg, PER: 21.18, EPS: 11.77, Div. 6.68, Yield: 2.68%, vol.: xx% PAIRS trading: JFC vs. MCD, since Mar.2020: P223 +5 / $258 = 86.4% MCD Earnings - Q1 MCD : Q1-24 : Q4-23: yr2023: /41,800 /Day Revs : $6.17B: $6.41B: $25.5B: $610K $1.67K NetOP $11.6B: NPAT : $1.93B: 2.04B: $8.47B: $203K >$555 NP/Rv: 31.3% 31.8% 33.2% E.P.S : $2.66*: $2.80: $11.56: BV/sh. (6.43) shOS: 727.7M Price : $250 : $297: > > $5.4M ($1M capex, Phl) MkCp $182B $216B . *missed by -0.95%, Dec’23 Q: Beat by 4.39% > https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/Exhibit 99.1 - Q4-23.pdf\ According to Franchise Direct, some of the most profitable franchises models include McDonald's, 7-Eleven, and Dunkin' Donuts.Apr 22, 2024 Link to comment Share on other sites More sharing options...
webmaster Posted June 26 Author Report Share Posted June 26 PAIRS trading: JFC vs. MCD, since Mar.2020: P223 +5 / $258 = 86.4% > yet MCD is hit be some very "American Problems", like "excessive" minimum wages, in places like CA... San Francisco McDonald’s shutters after 30 years in latest casualty of $20 minimum wage… xxx Link to comment Share on other sites More sharing options...
webmaster Posted July 2 Author Report Share Posted July 2 AGI (P8.72) / MCD ($250) =3.49% / JFC (P226) = 3.86%; / MEG (1.77) =4.93x == Metrics == Symbol :Company Name: Last: PER : Yield : B.V. : Pr/BV: Range : AGI.ph : Alliance Global.: P8.59: 4.01: 1.75%: 29.98: 28.7%: 8.3 - 13: JFC.ph : Jollibee Foods : P230.: 29.1: 1.03%: 66.55: 346.%: 204-276: MCD : McDonaldsCorp: $248.: 21.0: 2.70%: (6.74): NMF. : 246-302: MEG.ph: Megaworld Cp. : P1.83 : 3.23: 3.61%: P7.30: 25.1%: 1.72-2.14: PSEI : PSE Index. : 6,555: 11.6x 3.0 %: === : 5,920. to 7,071.: ==== w/MEG (1.83), Psei (6,555) Sym: Last: PER : Yield : B.V. : Pr/BV : AGI : P8.59 : 4.01: 1.75%: 29.98: 28.7%: JFC : P230.: 29.1: 1.03%: 66.55: 346% : MCD: $248. : 21.0: 2.70%: (6.74): NMF. : MEG : P1.83 : 3.23: 3.61%: P7.30: 25.1%: PSEI : 6,555: 11.6x 3.0 %: === === Link to comment Share on other sites More sharing options...
webmaster Posted August 1 Author Report Share Posted August 1 Why Americans are snubbing McDonald’s and Starbucks On the surface, it looks like Americans are laying off the Big Macs, booze and even — gasp! — Starbucks. Earnings season for major food and beverage companies began just this week, but already we’re seeing how American spending habits are evolving in this era of strong employment, steady wages and cooling inflation. The upshot: Americans are still happy to spend. It’s what we do, after all. If there were an Olympics for buying stuff while staring down political upheaval and wars and pandemics, the United States would take home gold, silver and bronze 100% of the time. But lately, we’re a little more discerning. See here: Starbucks on Tuesday reported its second quarter in a row of dismal sales. On Monday, McDonald’s reported sales fell 0.7% in the US from the same period in 2023. Diageo, the maker of Johnny Walker and a smattering of other popular booze brands, saw its first sales decline since the pandemic began, led by a pullback in North America. It’s not as if Americans have suddenly given up fast food or joined a cult of teetotalers. But after several years of rising prices, we’re seeking out deals where we can find them and splurging on the stuff we really want. “Consumers are willing to spend, it’s just that they’re not willing to spend on the same old thing,” said RJ Hottovy, head of analytical research at Placer.ai. And they are “definitely being more selective with their food purchases.” The trend is especially visible among chain restaurants, as Jonathan Maze, editor-in-chief at Restaurant Business Magazine, noted on X. Sales at Chipotle locations open at least a year? Up 11% from a year ago. Texas Roadhouse? Up 9.3%. McDonald’s? Down 0.7%. Starbucks? Down 2%. People are essentially saying “look, if I’m already going to be overpaying for food, I may as well sit down and get some service out of it.” > More: https://edition.cnn.com/2024/07/31/economy/mcdonalds-starbucks-sales/index.html Link to comment Share on other sites More sharing options...
webmaster Posted August 17 Author Report Share Posted August 17 BURGERS Concept & Pizza in PHL; + Convenience Stores AGI poised? If MCD rise continues Burger etc: mcd-$278: JFC: P252, 90.6%, AGI: P8.90, 3.20%, MAXS: P3.01, 1.08% at 8.16; '24: 10d: Sym: Last : BkVal: %-BV : PER : EPS : Div.: d-Yield Alldy: .130 : 0.300: 43.3%: 6.500: 0.01 0.00: N /A : MM : .830 : 0.300: 277.%: 20.49: 0.04 0.00: N /A : Mrsgi 1.25 : 2.870: 43.6%: 6.579: 0.24 0.06: 4.80% Maxs 3.15 : 6.870: 45.9%: 5.051: 0.62 0.17: 5.36% AGI : 9.60 : 28.27: 34.0%: 5.067: 1.80 0.15: 1.56% JFC : 232. : 66.55: 349%: 31.23: 7.44 2.30: 0.99%\ MCD $277 : (6.51): NEG%: 23.93 11.58 6.68: 2.41% ==== "BURGERS-pizza" concept. Compare MAXS (chick) & PIZZA (shakeys) AGI (9.82) vs.JFC (264): =3.72%, MCD (279), MAXS (3.45), PIZZA (10.02) %BV: a-25.45, 39%, j-55.61, 475%, m-(6.51), neg.; mx-4.97, 69%, pz-4.18, 240% Link to comment Share on other sites More sharing options...
webmaster Posted September 2 Author Report Share Posted September 2 AGI (9.00) /JFC (260) =3.46%*, and lagging, With MRSGI (1.24), MM (0.71) , *4.49% at YE'23: 11.28/251 MAXS (3.04) / AGI (9.00) = xx %, MRSGI (1.24), MM (0.73) Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now