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PSEI in Gold Oz > "Normal level is about 10% of Gold price"


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PSEI in GOLD oz. : back near a Low.  Learn The Rules...

"Expected level of PSEI is Decent Value at about 10% of the Gold price"
… Calculated like this...
PSEI ( 7,947) / Gold ( $1507 x 51.14= Php 77.07k)= 0.103 Oz.

Simple Rule of thumb for Recent Range may be: Expect  approx.10% of an Gold Oz to buy you the PSEI.

(Rule-1: One Ounces buys very approx. 10x the PSEI. Using Gold price in PHP.) :
(Rule-2: Aim to BUY CHEAPER, than the "Rule-1 Price", like half that, even 5% of an Oz, or less.) :
(Rule-3: HOLD a cheap core position for LT, but be willing to trade around it. Improve it as you go.) :
(Rule-4: Long term SELL level might be 1o%-15% of a Gold Oz. 1997 Peak was over 30% on an Oz.)

GOLD PSEI,  Monthly prices since 2000

 Oct.2019. $1507 x 51.14= P77,070;  Apr.2024. $2273 x 56.42= P128,243 = P12,800 "expected" PSEI

PSEI / Phil. Stock Index, since 1988: 10yr.: 5yr.: 1yr. / LAST: 6,745 - chart w/o Labels

vJP7n1N.gif

Oct.2019 version

zOGkUB5.gif

SIMPLE RULE?  worked well since about 2000...

Buy PSEI below 0.050 oz. / Sell PSEI above 0.130 - or something like that

YrEnd: PHP/$ : Gold : PHgold: +1yr % :  PSEI : +1yr % : PS/oz.
1990 : 28.00 : $392.8 : 10.99k:  ==== : 0,651.:  ==== :  0.059:
1991 : 26.67 : $353.2 : P9420: - 14.3%: 1,152.:  +77.0%: 0.122:
1992 : 25.32 : $332.9: P8429: - 10.5%: 1,256.: +9.03%: 0.149:
1993 : 27.79 : $391.8 : 10.89k: +29.2%: 3,196.: +155.%: 0.293:
1994 : 24.15 : $383.3 : P9257:  -15.0%: 2,786.:  -12.8%: 0.301: 
1995 : 26.21 :  $387.0 : 10.14k: +9.54%: 2,594: -6.90%: 0.256:
1996 : 26.29 : $369.3 : P9709: -4.25%: 3,171.: +22.2%: 0.327

           > End of Millennium "HIGH" for stocks??

1997 : 37.17  :  $290.2 : 10.79k: +11.1%: 1,869.:  - 41.1%:  0.173:
1998 : 39.07 :  $287.8 : 11.24k: +4.17%: 1,969.: +5.35%: 0.175:
1999 : 40.62 : $290.3 : 11.79k: +4.91%: 2,143.: +8.84%: 0.182:
2000 : 49.90 : $272.7 : 13.61k: +16.6%: 1,495.: - 30.2%: 0.110:
2001 : 51.79 : $276.5 : 14.32k: +5.22%:  1,168.: - 21.9%: 0.082:
2002 : 53.52 : $347.2 : 18.58k: +29.7%: 1,018.: - 12.8%: 0.055:
2003 : 55.45 : $416.3 : 23.08k: +24.2%: N/A- :  ==== : ====:
2004 : 56.18 : $435.6 : 24.57k: +6.46%: N/A- :  ==== : ====:
2005 : 53.61 : $513.0 : 27.50k:  +11.9%: 2,096.:  ==== : 0.076:
2006 : 49.47: $632.0 : 31.27k: +13.7%: 2,983.: +42.3% 0.095:
2007 : 41.74 : $833.8 : 34.80k: +11.3%: 3,622.: +21.4%: 0.104:
2008 : 48.09: $869.8 : 41.83k: +20.2%: 1,873.: -48.3%: 0.045:

            > LOW: only 0.045 Oz will buy the PSEI index
2009 : 46.42 : 1087.5 : 50.48k: +20.7%: 3,053: +63.0%: 0.060:
2010 : 43.95 : 1405.5 : 61.77k:  +22.4%: 4,201.: +37.6%: 0.068:
2011 :  43.65 : 1531.0 : 66.83k:  +8.19%: 4,372: +4.07%: 0.065:
2012 :  41.01 : 1657.5 :  67.97k:  +1.71%: 5,813.: +33.0%: 0.086:
2013 : 44.10 : 1204.5 :  53.12k:  -11.9%:  5,890.: +1.32%:  0.111:
2014 : 44.69: 1206.0 : 53.90k:  +1.47%: 7,231.:  +22.8%: 0.134:
2015 : 47.23 : 1069.0 : 50.59k: - 6.15%:  6,984.: -3.42%: 0.138:
2016 : 49.82 : 1145.9 : 57.09k:  +12.8%: 6,841.:  -2.05%:  0.120:
2017 : 50.39 : 1291.0 : 65.05k:  +13.9%: 8,558: +25.1%:  0.132:
2018 : 52.77 : 1279.0 : 67.49k:  +3.75%: 7,466.: - 12.8%:  0.111:
9/’19 :  52.11 : 1485.3 : 77.40k:  +14.7%:  7,779.: +4.19%:  0.101: 

            > 0.101: = 10.1% of a Gold Oz req'd to buy PSEI

2019 :  50.71 : 1519.5:  77.05k:  +14.1%:   7,815.:  +4.67%: 0.101:
2020 : 48.01 : 1877.3:  90.13k:  +17.0%:   7,140.:  -8.64%: 0.079
2021 :  51.00 : 1827.5:  93.20k: +3.14%:  7,335.: +2.73%: 0.079
2022 :  55.68: 1823.9:  101.6k: +9.01%:  6,556.:  -10.6%: 0.065
2023 :  55.40: 2062.9: 114.3k: +12.5%:  6,450.:  -1.62%: 0.056
04/’24  56.42: 2273.0: 128.2k: +12.1%:   6,864.: +6.42%: 0.054

0.054 = Near LOW? only 5.4% of a Gold Oz req'd to buy PSEI

=====
Sources: bigcharts /PesoCross.XL > www.bsp.gov.ph/statistics/excel/pesocross.xls
Gold London pm, Kitco : https://www.kitco.com/scripts/hist_charts/yearly_graphs.plx

> See TIMELINE thread

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  • webmaster changed the title to PSEI in Gold Oz > it is back near a Low (<0.05 oz)

GOLD PSEI,  Monthly prices since 2000

          : Phl.Gold: Oct.'19 $1507 x 51.14= P77,070; 

          : Apr.'24 : $2273 x 56.42= P128,243

YrEnd: PHP/$: Gold : PHgold: +1yr % : PSEI : +1yr %: PS/oz.
1990 : 28.00 : $392.8: 10.99k : ==== : 0,651.: ==== :  0.059:
1991 : 26.67 : $353.2 : P9420: - 14.3%: 1,152.: +77.0%: 0.122:
1992 : 25.32 : $332.9: P8429: - 10.5%: 1,256: +9.03%: 0.149:
1993 : 27.79 : $391.8 : 10.89k: +29.2%: 3,196: +155.%: 0.293:
1994 : 24.15 : $383.3 : P9257: -15.0%: 2,786.: -12.8%: 0.301:
1995 : 26.21 : $387.0 : 10.14k: +9.54%: 2,594: -6.90%: 0.256:
1996 : 26.29 : $369.3: P9709: -4.25%: 3,171.: +22.2%: 0.327

         > End of Millennium "HIGH" for stocks??

1997 : 37.17 : $290.2 : 10.79k:  +11.1% : 1,869.: - 41.1% : 0.173:
1998 : 39.07 : $287.8 : 11.24k: +4.17%:  1,969: +5.35%: 0.175:
1999 : 40.62 : $290.3 : 11.79k: +4.91%: 2,143: +8.84%: 0.182:
2000 : 49.90: $272.7 : 13.61k: +16.6%:  1,495.: -30.2%: 0.110:
2001 : 51.79 : $276.5 : 14.32k: +5.22%:  1,168.:  -21.9%: 0.082:
2002 : 53.52 : $347.2 : 18.58k: +29.7%: 1,018.: -12.8%: 0.055:
2003 : 55.45 : $416.3 : 23.08k: +24.2%:  N/A- : ==== : ====:
2004 : 56.18 : $435.6 : 24.57k: +6.46%:  N/A- : ==== : ====:
2005 : 53.61 : $513.0 : 27.50k: +11.9%: 2,096.:  ==== : 0.076:
2006 : 49.47: $632.0 : 31.27k: +13.7%: 2,983: +42.3% 0.095:
2007 : 41.74 : $833.8 : 34.80k: +11.3%: 3,622: +21.4%: 0.104:
2008 : 48.09: $869.8 : 41.83k: +20.2%: 1,873: -48.3% :0.045:

           > LOW: only 0.045 Oz will buy the PSEI index
2009 : 46.42 : 1087.5 : 50.48k: +20.7%: 3,053: +63.0%: 0.060:
2010 : 43.95 : 1405.5 : 61.77k: +22.4%: 4,201.: +37.6%: 0.068:
2011 : 43.65 : 1531.0 : 66.83k: +8.19%: 4,372: +4.07%: 0.065:
2012 : 41.01 :  1657.5 : 67.97k:  +1.71%: 5,813.: +33.0%: 0.086:
2013 : 44.10 : 1204.5 : 53.12k:  -11.9%:  5,890: +1.32%:  0.111:
2014 : 44.69: 1206.0 : 53.90k: +1.47%: 7,231.: +22.8%: 0.134:
2015 : 47.23 : 1069.0 : 50.59k: - 6.15%: 6,984.: -3.42%: 0.138:
2016 : 49.82 : 1145.9 : 57.09k: +12.8%: 6,841.: -2.05%:  0.120:
2017 : 50.39 : 1291.0 : 65.05k: +13.9%: 8,558:: +25.1%: 0.132:
2018 : 52.77 : 1279.0 : 67.49k: +3.75%: 7,466.: - 12.8%: 0.111:
9/’19 : 52.11 : 1485.3 : 77.40k:  +14.7%: 7,779.:  +4.19%: 0.101: 

         > 0.101: = 10.1% of a Gold Oz req'd to buy PSEI

2019 : 50.71 : 1519.5: 77.05k: +14.1%: 7,815.:  +4.67%: 0.101:
2020 : 48.01 : 1877.3: 90.13k: +17.0%: 7,140.:  -8.64%: 0.079
2021 : 51.00 : 1827.5: 93.20k: +3.14%: 7,335.: +2.73%: 0.079
2022 : 55.68: 1823.9:  101.6k: +9.01%: 6,556.:  -10.6%: 0.065
2023 : 55.40: 2062.9: 114.3k: +12.5%: 6,450.:  -1.62%: 0.056
04/’24 56.42: 2273.0: 128.2k: +12.1%:  6,864.: +6.42%: 0.054

> 0.054 = Near LOW? 5.4% of a Gold Oz req'd to buy PSEI

====

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  • webmaster changed the title to PSEI in Gold Oz > "Normal level is about 10% of Gold price"

TALKING LONG CYCLES of "about 20 years"

Major PSEI PEAKS were 1997 and 2018 (9,100 in Jan.'18)

u45BALP.gif

Followed by a "famine period" of up to 7 years... 

x04sAjC.gif

My Current Guess is the "C" Low in PSEI will come in at roughly 5,000 +/- 1,000 in Oct.2024, or Oct.2025.

azCcz0g.gif

An exact 7-year correction, from the Jan.2018 Peak, would end in Q1.2025.  

I am using Wilson Sy's Seasonal Cycle of "Halloween to Valentine's Day" being a period of SEASONAL Strength, :
we can expect a Cycle Low possibly in either Oct.2024 or Oct.2025, if the Famine period lasts 7 years this time. :
I bet on the seasonal cycle this past year, and now see signs in April 2024 that PSEI may be rolling over. :
And so we could get some real weakness into one of those "sweet spot" seasonal low points.

( BTW,  these are merely intelligent guesses, using Cyclical building blocks. Time with tell how accurate this is. 
It is also possible that the LOW is already in place - see "c?" above.  We may have seen a premature Low in 
Oct.2022 when PSEI touched 5,700 (actual 5,700 close on xx.xx.22.)  If so, then the recent uptrend will continue 
and the PSEI may soon find new highs at 7,500 and higher, exceeding the Q1.2022 highs.  I give this premature 
Low scenario, maybe a 20% probability. That will shift to a higher probability if PSEI makes new highs for 2024.)

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If Looking for a possible LOW in terms of GOLD Oz - PSEI is already cheap...

PSEI: 6,745 / Phl. Gold (Kitco: $2,329 x56.59) = Php.131,800 /oz. = 5.12% of a Gold Oz.

1KDo0zv.gif

From Table, above:  PSEI has been sliding into a Low...

Yr.End $/Php: GOLD:  PhpAU   yr.Chg:     PSEI:  yr.Chg:  In Oz.:
2017 :  50.39 : 1291.0 : 65.05k: +13.9%: 8,558:: +25.1%: 0.132: > Peak: 9,100, Jan.2018
2018 :  52.77 : 1279.0 : 67.49k: +3.75%: 7,466.:  -12.8%: 0.111 :
2019 :  50.71 : 1519.5:  77.05k:  +14.1%:   7,815.:  +4.67%: 0.101:
2020 : 48.01 : 1877.3:  90.13k:  +17.0%:   7,140.:  -8.64%: 0.079
2021 :  51.00 : 1827.5:  93.20k: +3.14%:  7,335.: +2.73%: 0.079
2022 :  55.68: 1823.9:  101.6k: +9.01%:  6,556.:  -10.6%: 0.065
2023 :  55.40: 2062.9: 114.3k: +12.5%:  6,450.:  -1.62%: 0.056
04/’24  56.42: 2273.0: 128.2k: +12.1%:  6,864.: +6.42%: 0.054

0.054 = Near LOW? only 5.4% of a Gold Oz req'd to buy PSEI

In last two days, the ratio fell to 5.11%, as Gold went on rising.

If PSEI slides to 5,000 and gold stays at $2,300, the ratio will be just 3.85% at Php.56.50

PSEI: 5,000 / Phl. Gold (Kitco: $2,300 x56.5) = Php.130,000 /oz:
    . = 3.85% of a Gold Oz. :
Somehow, it seems possible that PSEI will not get so cheap. :
If it doesn’t, then maybe a global correction in Stocks will drag :
down PSEI, global indices and the GOLD price also.

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The INFLATION CYCLE has turned UP, & Rates are higher too.

Copper vs TNX: xx: 2023: $4.44 /$89= xx, DBA: xx, USO: xx

gIaOgWG.gif

Longer Cycles turned UP in 2020, after the initial Covid deflation Shock.

DBA (Agri.Commodities) chart shows this clearly. And the price rise now has a "second wind", as Food price push up again.

aKuhc8w.jpeg

XOI / NYSE ARCA Oil Index : quote

Ch2h32q.png

XOI: NYSE ARCO OIL Index  :
Low:   Mar.  2003: $417 :
Peak: May  2008: 1,670 +300% :
Low:   Nov. 2008:  $751   - 46% :
Peak: Jun.  2014:  1,738 +131% :
Low:   Mar, 2020:  $443   - 75% :
Last:  Apr.  2024:  2,260 +410%

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  • 2 weeks later...

BEATING the PSEI using an investment in IFN, the Indian Fund, as a proxy for PSEI.

IFN is denominated in USD and pays a Quarterly dividend of approximately 10% per annum

 IFN-vs-PSEI: 10d: IFN (17.55) / PSEI (6,450)= r-0.27% of PSEI. And 0.74% of Gold Oz. / disc to NAV

DR1NL0O.gif

sNU3Mpa.gif

Table: Historical Ratios

YrEnd PSEI :  IFN  :  Disc:  PSEI:  Ratio:  TLT  :  Gold :  IF/Au  
2015: 6984: 22.74: 0.33% 6984: .33% 120.60: 1069: 2.13%  
2016: 6841: 21.39:  0.31%: 6841: .31%  119.10:  1146:  1.87%  
2017: 8558: 26.12:  0.31%: 8558: .31%  126.90: 1291: 2.02%  
2018: 7466: 20.24: 0.27%: 7466: .27%  121.50: 1486: 1.36%  
2019: 7815:  20.13: 0.26%: 7815: .26%  135.50: 1520: 1.32%  
2020: 7140: 19.96: 0.28%: 7140: .28%  157.70:  1877: 1.06%  
2021: 7335:  21.10: 0.29%: 7335: .29%  148.20: 1828: 1.15%  
2022: 6556: 14.81: 0.23%: 6556: .23%  $99.56 1824: 0.81%  
2023: 6450: 18.82 0.28%: 6450: .29%  $98.88 2063: 0.91%  
Ave.:  7238: 20.59 0.28% 7238: .28% 125.33  1567: 1.41%  
/4.17> 6450: 17.55: 0.27%: 6450: .27% $89.28 2360: 0.74%

IFN to Gold: Cheapest yet at 0.74% of Gold Oz

====

IFN-vs-PSEI: 2019

CzQN9Jj.gif

Source: CEF Connect

EicaT8I.jpeg

Called: "The Only Investment You Need for the Next 30 Years? "  

Per:  David Skarica, at AddictToProfits

> Source:   https://addictedtoprofits.net/the-only-investment-you-need-for-the-next-30-years-the-result-will-surprise-you-scotday-april-17th-2024/

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  • 7 months later...

=== :  PSEI  : FTSE  = Pt.gap:  Pct. :  SPY :  GLD :  Gold :  PHP : PhAu: oz/PS oz/SP >GldR
1999: 2,143: 6,930 = +4787: 30.9%: 146.9: 29.0e: 290.3: 37.17: 10.79k: 0.173. .506  
2000: 1,495: 6,222 = +4727: 24.0%: 131.2: 27.3e:  272.7: 49.90 13.61 : 0.182  .481  
2005: 2,096: 5,619 = +3523: 37.3%: 124.5: 51.58:  513.0: 53.61 27.50k  0.076  .243  
2009 3,053: 5,413  = +2360: 56.4%  111.4: 107.3:  1,088: 46.42 50.58k 0.060  .102  >10.14    
2010: 4,201 : 5,900 = +1699: 71.2%: 125.8:  138.7: 1,406: 43.95 61.77k 0.068  .089  >10.14   
2011: 4,337 : 5,572 = +1235:  77.8%: 125.5: 152.0:  1,531: 43.65 66.83k 0.065 .082  >10.07
2012: 5,813 : 5,898 = +   85:  98.6%: 142.4: 162.0: 1,658: 41.01  67.97k 0.086  .086  >10.23  
2013: 5,890: 6,749 = + 859:  87.3%:  184.7:  116.1: 1,205: 44.10  53.12k   0.111    .153  >10.38  
2014: 7,230: 6,566 =  - 664: 110.0%: 205.5: 113.6: 1,206: 44.69 53.90k 0.134   .191  >10.62 
2015: 6,952: 6,242 =  -  710: 111.4%: 203.9: 101.5:  1,069: 47.23 50.59k 0.138  .195  >10.53   
2016: 6,841 : 7,143 =   - 302: 95.8%:  223.5: 109.6: 1,146: 49.82 57.09k  0.120  .195  >10.46   
2017: 8,558 : 7,688 =  - 870: 111.3%:  266.9: 123.7: 1,291: 52.11  77.40k:  0.101  .206  >10.44   
2018: 7,466 : 6,728 =  - 738:  111.0%: 249.9: 121.3: 1,279: 52.77 67.49k: 0.111    .195  >10.54   
2019: 7,815 :  7,542 =  -1355: 103.6% 321.9: 142.9: 1,523 50.72  77.25k: 0.101   .211   >10.66   
2020: 7,140 : 6,460 =  - 680: 110.5%  373.9: 178.4  1,895 48.01  90.98k 0.078  .197   >10.62   
2021:  7,335 : 7,385 =  +  50:  99.3%: 475.0: 171.0:  1,829 51.00  93.28k 0.079  .260  >10.70  
2022: 6,566 : 7,452 =  + 886: 88.1%: 382.4: 169.6: 1,824 55.68  101.6k: 0.065  .210   >10.75  
2023: 6,450 : 7,733 = +1283: 83.4%: 475.3: 191.2 : 2,063 55.40 114.3k: 0.056  .230  >10.79   
11’24: 6,614 : 8,287 = +1673: 79.8%: 602.6: 245.6: 2,681: 58.64 157.2k: 0.042  225  >10.94   
vs.’00: :  
=== :  PSEI  : FTSE  = Pt.gap:  Pct. :  SPY :  GLD :  Gold :  PHP : PhAu: oz/PS: oz/SP >GldR

Acceleration into 2015... WHY?

 

Seven percent inflation in the Philippines could be around the corner.

620x-1.png

  • Rice loss at 558,441 metric tons as storm came during harvest
  • Central bank has pledged strong action at meeting next week
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=== MAKATI CONDO, priced in Gold Ounces

Year    1BR    / 60sq  Gold    Peso   Gold    Oz /    
==== + 7%:   PSM   $yrE   /USD   /PHP    1BR    
==== *inM’s   
2000 0000k 00.00k    
2005 0000k 00.00k    
2010 5721k  95.36k 1,406 43.95 61.77k  93.6    
. . .
2014 7500k  125.0k  1,206 44.69 53.90k 139.    
2015 8025k  133.8k  1,069 47.23 50.59k 159.    
2016 8887k  143.1k   1.146 49.82 57.09k  156.    
2017 9509k  158.5k  1,291  52.11  77.40k  123.    
2018 10.175  169.6k  1,279 52.77  67.49k  151.   
2019 10.887 181.1 k   1,523 50.72  77.25k  140.    
2020 11.649 194.2k  1,895 48.01  90.98k 128.    
2021 12.464 207.7k  1.829  51.00 93.28k 133.    
2022 13.336 222.0k 1,824  55.68 101.6k  131.    
2023 14.270 237.8k  2,063 55.40 114.3k  125.    
2024 15.269 254.5k  2,681 58.64 157.2k  97.1     
2025 16.338 272.3k  2,800e 60.e 168ke  97.3   
 . . . 
2030 22.915  381.9k 4,000e 65.e 260ke 88oz est

===

Next Step - I want help to RANK these..
Starting with most important > Least
How would property buyers rank them?
REASONS to BUY - v.1
+ Want more space, better location
+ Have windfall to invest (inheritance)
+ Want to upgrade my living standard
+ Seeking particular amenities, or view
+ Lock in Property price; I fear inflation
+ Source of Passive Rental income
+ Good Investment (Target Rent? CapGains?)
+ Store of Wealth. Property safe, goes up
===

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Philippines inflation easing > Rates may come down (if trend persists)

3 months in a row of declines. Lower than 4.5% median estimate.

Core inflation, stripping out food and energy was 4.4%, vs. Dec.'s 4.7%, and Jan.2018's 2.6%

Monthly Headline inflation:

Mo. : 2016: 2017: 2018: 2019:
J'18 : 1.3%: 2.7%: 3.4%: 4.4% :
Feb : 0.9%: 3.3%: 3.8%:
Mar : 1.1%: 3.4%: 4.3%:
Apr. : 1.1%: 3.4%: 4.5%:
May : 1.6%: 3.1%: 4.6%:
Jun. : 1.9%: 2.7%: 5.2%:
July : 1.9%: 2.8%: 5.7%:
Aug : 1.8%: 3.1%: 6.4%:
Sep : 2.3%: 3.4%: 6.7%:
Oct : 2.3%: 3.5%: 6.7%:
Nov : 2.5%: 3.5%: 6.0%:
Dec : 2.6%: 3.6%: 5.1%:
Ave.: 2.3%: 3.2%: 5.2%:
Index <-- OLD —> <--- NEW --->
=== 2016 : 2017 : 2018 : 2019 :
/Qtr
q1: 0.28%: 1.11% : 0.96%:
q2: 0.52%: 0.49%: 1.19%:
q3: 0.68%: 0.68%: 1.57%:
q4: 0.82%: 0.88%: 1.48%:

Yr: 2.30%: 3.16%: 5.20%

/pa
q1: 1.01%: 3.13%: 3.83%:
q2: 1.53%: 3.10%: 4.77%:
q3: 2.03%: 3.10%: 6.27%:
q4: 2.47%: 3.16%: 5.93%:%:
=======

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SLIDES : PRICE Comparisons, 2014
======

Global Property prices - in US Dollars per Square Foot - cheap for a quality CBD ... PB :

http://i.imgur.com/6GAOFyi.jpg

Phil.-Mak. = Philippines, Makati : average prices = PHP 128,730/sm = HKD 2,091 psf, Net

................. : Q4-2014: PHP 144,500/sm / (10.73 X 44) = US$306 = HKD 2,372 psf

4 / Price Levels - USD/per SM : HKD/per SF /
=============
+ H.K. /Midlevels- : US $27,771* HKD$15,000 /.75= HKD$20,000, Net
+ H.K. /Average--- : US $20,660* HKD$11,159 /.75= HKD$14,879
+ H.K. /NT areas - : US $13,885* HKD$ 7,500 /.75= HKD$10,000
==============
+ Phil. /Makati--- : US $ 2,903 : HKD $ 2,090
: HK-ave/ Makati : Ratio : 7.12
+ London, PrimeC: US $32,745 : HKD$23,576
+ London ------------ : US $20,660 : HKD$14,875
+ US / Manhattan : US $22,927 : HKD$16,507
+ US / NY-Metro-- : US $15,284 : HKD$11,004
+ US / Average---- : US $07,033 : HKD$ 5,064
+ Singapore--------- : US $17,709 : HKD$12,750
+ Malaysia / K.L.  : US $  3,980 : HKD $ 2,866
+ Malaysia---------- : US $  2,629 : HKD $ 1,893
==============

> main source : http://www.globalpropertyguide.com/Asia/Singapore/square-meter-prices

5 / Comparative Price growth
 
PROPERTY Appreciation Over 10 Years
+ Hong Kong : +160.3%
+ Taiwan----- : + 87.8%
+ Singapore- : + 77.7%
+ Philippines : + 75.4%
+ Malaysia--- : + 54.0%
+ SouthKorea: + 53.4%
+ Thailand--- : + 24.2%
====

6 / DETAIL

Comparative prices and yields : Manila vs Hong Kong and Malaysia

Location---- : Date-- : Price per SM : Exch. : US$/ SM : HKD/ SFt (x.72)
==========
Makati, Phil. : Q2-13 : PHP 128,730 : 43.82 : $ 2,938 : $ 2,115 : 3-BR condo. : 7-8% yield?
Malaysia--- : Q3-12 : RM---- 7,939 : 3.029 : $ 2,621 : $ 1,887 : Ave.property : 4.87% yield (22.42% i-tax)
Midlvls. HK : Q2-13 : HKD- 160,115 : 7.750 : $20,660 :$14,875 : 120sm MdLv : 3.00% yield (XX % i-tax)
==========

7 /
Where to live and invest : Four Newer CBD's in Manila
+ Makati
+ Bonifacio Global City, "the Fort"
+ Circuit city : maybe for the future ? (on Ayala Dr. extension, N. of Makati)
+ Rockwell Center : a small CBD
==
/ Ermita - the old CBD in Manila has been superceded
 
BONIFACIO Global City : "the Newest CBD" : 20 minutes drive (in little traffic) to the West of Makati
Photo showing Bonifacio Global City - more spacial and traffic planning than Makati (all utilities underground, etc.)
 
3 BR Condos Prices

--------------------- : - 4Q-2012 - : - 4Q-2013 - : %chg.'14 : -4Q-2014-: -USD- / HKDpsf /vs. Mak.
Location ------ : PHP / SQm : PHP / SQm : Yr-on-yr : PHP / SQm
MAKATI CBD : p- 117,950 : p- 134,908 : + 7.11% : p- 144,500 : $ 3,284 / $2,364 :: 100.0%
ROCKWELL--- : p- 125,720 : p- 138,768 : + 7.01% : p- 148,500 : $ 3,375 / $2,430 :: 102.8%
BGC/The Fort: p- 118,690 : p- 131,760 : + 7.20% : p- 141,250 : $ 3,210 / $2,311 :: 097.8%
(USD=PHP44, HKDpsf x $7.75/10.76 = x72%)
===========

Average Bonifacio prices are 98% of Makati's CBD

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SLIDES : PRICE Comparisons, 2014
======

Global Property prices - in US Dollars per Square Foot - cheap for a quality CBD ... PB :

http://i.imgur.com/6GAOFyi.jpg

Phil.-Mak. = Philippines, Makati : average prices = PHP 128,730/sm = HKD 2,091 psf, Net

................. : Q4-2014: PHP 144,500/sm / (10.73 X 44) = US$306 = HKD 2,372 psf

4 / Price Levels - USD/per SM : HKD/per SF /
=============
+ H.K. /Midlevels- : US $27,771* HKD$15,000 /.75= HKD$20,000, Net
+ H.K. /Average--- : US $20,660* HKD$11,159 /.75= HKD$14,879
+ H.K. /NT areas - : US $13,885* HKD$ 7,500 /.75= HKD$10,000
==============
+ Phil. /Makati--- : US $ 2,903 : HKD $ 2,090
: HK-ave/ Makati : Ratio : 7.12
+ London, PrimeC: US $32,745 : HKD$23,576
+ London ------------ : US $20,660 : HKD$14,875
+ US / Manhattan : US $22,927 : HKD$16,507
+ US / NY-Metro-- : US $15,284 : HKD$11,004
+ US / Average---- : US $07,033 : HKD$ 5,064
+ Singapore--------- : US $17,709 : HKD$12,750
+ Malaysia / K.L.  : US $  3,980 : HKD $ 2,866
+ Malaysia---------- : US $  2,629 : HKD $ 1,893
==============

> main source : http://www.globalpropertyguide.com/Asia/Singapore/square-meter-prices

5 / Comparative Price growth
 
PROPERTY Appreciation Over 10 Years
+ Hong Kong : +160.3%
+ Taiwan----- : + 87.8%
+ Singapore- : + 77.7%
+ Philippines : + 75.4%
+ Malaysia--- : + 54.0%
+ SouthKorea: + 53.4%
+ Thailand--- : + 24.2%
====

6 / DETAIL

Comparative prices and yields : Manila vs Hong Kong and Malaysia

Location---- : Date-- : Price per SM : Exch. : US$/ SM : HKD/ SFt (x.72)
==========
Makati, Phil. : Q2-13 : PHP 128,730 : 43.82 : $ 2,938 : $ 2,115 : 3-BR condo. : 7-8% yield?
Malaysia--- : Q3-12 : RM---- 7,939 : 3.029 : $ 2,621 : $ 1,887 : Ave.property : 4.87% yield (22.42% i-tax)
Midlvls. HK : Q2-13 : HKD- 160,115 : 7.750 : $20,660 :$14,875 : 120sm MdLv : 3.00% yield (XX % i-tax)
==========

7 /
Where to live and invest : Four Newer CBD's in Manila
+ Makati
+ Bonifacio Global City, "the Fort"
+ Circuit city : maybe for the future ? (on Ayala Dr. extension, N. of Makati)
+ Rockwell Center : a small CBD
==
/ Ermita - the old CBD in Manila has been superceded
 
BONIFACIO Global City : "the Newest CBD" : 20 minutes drive (in little traffic) to the West of Makati
Photo showing Bonifacio Global City - more spacial and traffic planning than Makati (all utilities underground, etc.)
 
3 BR Condos Prices

--------------------- : - 4Q-2012 - : - 4Q-2013 - : %chg.'14 : -4Q-2014-: -USD- / HKDpsf /vs. Mak.
Location ------ : PHP / SQm : PHP / SQm : Yr-on-yr : PHP / SQm
MAKATI CBD : p- 117,950 : p- 134,908 : + 7.11% : p- 144,500 : $ 3,284 / $2,364 :: 100.0%
ROCKWELL--- : p- 125,720 : p- 138,768 : + 7.01% : p- 148,500 : $ 3,375 / $2,430 :: 102.8%
BGC/The Fort: p- 118,690 : p- 131,760 : + 7.20% : p- 141,250 : $ 3,210 / $2,311 :: 097.8%
(USD=PHP44, HKDpsf x $7.75/10.76 = x72%)
===========

Average Bonifacio prices are 98% of Makati's CBD

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