BURGERS Concept & Pizza in PHL; Conven. Stores

[webmaster]

BURGERS Concept & Pizza in PHL; + Convenience Stores

Burger etc: /mcd-$277: JFC: P232, 83.8%, AGI: P9.69, 3.50%, MAXS: P3.09, 1.11% at 4.24; '24: 10d:

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%  
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"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%

[webmaster]

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

[webmaster]

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%

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[webmaster]

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:

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[webmaster]

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: 

[webmaster]

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.

[webmaster]

"People are pulling back on buying cheap Fast food"  

MCD ($273) - 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.