finance 12 assignment

8/9/2019 Finance 12 Assignment

1/15

Salcedo, Kevin Raphael D.

July 2, 2014

BSBA - FIN III FIN 12A !"

10#$0 - 12#00

1.%&o' (any )*oc+) ae ein *aded in *he /S- In *o*ali*y, 296)*oc+) ae ein *aded in *he /S, a) )ho'n y *he )i*e)

3i)*in Diec*oy

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2.% "ha* )*oc+) ae u)ed *o co(pu*e *he /S inde5- 6hee ae 30 )*oc+) *ha* ae u)ed *o co(pu*e *he /S inde5.

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[email protected] =R;/ IN. 836=%

1.!6R/3I6AN BANK C 6R;S6

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$1./S.!./&

$2.


4/15

$$.

$4.

$.%hoo)e > )*oc+) *ha* you li+epeGe and indica*e#a. o(pany ac+ound. !aHoi*y 'ne)c. lo)in pice and >2-'ee+ hih and lo'

$>.

$?.

$@. 1)*o(pany /hilippine 3on Di)*ance 6elephone

o(pany

$.


5/15

a.) Company Background39.40. Company Description

41./hilippine 3on Di)*ance 6elephone o(pany 863% 'a) incopoa*ed on

Nove(e 2, 12 Gollo'in *he (ee oG Gou *elephone co(panie)unde ;S o'ne)hip, na(ely, /hilippine 6elephone and 6eleaph o(pany,

eu 6elephone and 6eleaph o(pany, /anay 6elephone and 6eleaph

o(pany, and Neo) 6elephone and 6eleaph o(pany. In 1?@, eec*ive

con*ol oG 63 'a) )old y =eneal 6elephone and lec*onic) opoa*ion *o

a oup oG Filipino u)ine))(en.

63 i) a *eleco((unica*ion) )evice povide in *he /hilippine). 6houh i*)

*hee pincipal u)ine)) oup) - 'iele)), 5ed line, and u)ine)) poce))

ou*)oucin 8B/%. 63 oe) a 'ide and dive)ied ane oG

*eleco((unica*ion) )evice) aco)) *he /hilippine)L (o)* e5*en)ive e

op*ic ac+one and 'iele)), 5ed line and )a*elli*e ne*'o+).

A) oG Dece(e $1, 201$, *he o(pany povide) 5ed line and cellula

)evice *o appo5i(a*ely ?M and ??M oG *he *o*al epo*ed 5ed line

)u)cie) and cellula )u)cie), e)pec*ively, na*ion'ide. 63 ha)

in*ee)*) in *he B/ )ec*o, includin *he opea*ion oG cu)*o(e ela*ion)hip

(anae(en* and +no'lede poce))in )olu*ion) u)ine)).

63L) )u)idiaie) include S(a* o((unica*ion), Inc., AeS /hilippine)

ellula Sa*elli*e opoa*ion, AB! =loal Solu*ion), Inc., BoniGacio

o((unica*ion) opoa*ion, Dii*al 6eleco((unica*ion) /hilippine), Inc.

8D!/I%, /3D6 la+ 6eleco(, Inc., !auhay Inve)*(en*) opoa*ion, /3D6-!aa*el, Inc., /hilippine =loal Ne*'o+ 3i(i*ed, S(a* o((unica*ion),

Inc., /3D6 Suic 6eleco(, Inc., /3D6 =loal opoa*ion, /3D6-/hilo(, Inc.,

all ae *eleco((unica*ion )evice povide), and e/3D6, Inc., an in*ea*ed

inGo(a*ion and co((unica*ion) *echnoloy povide.b.) Majority !ners


6/15

42.

4$.

44.

4>.

4?.

4@.

4.

4.

>0.

>1.

>2.

>$.

>4.

>>.

c.) C"osing price and #2$!eek %ig% and "o!#6.

>@. A) oG Auu)* 1, 2014 0$#4? /!

>.lo)in /ice# $,2>0.00

>.>2-"ee+ &ih# $,2.00

?0.>2-"ee+ 3o'# 2,>@2.00

?1.

?2.

?$.

?4.

?>. 2ndo(pany Ayala 3and, Inc.


7/15

??.

a.) Company Background6&.6'. Company Description

?.Ayala 3and, Inc. 8A3I% 'a) oanied in 1 'hen Ayala opoa*ion

decided *o )pin o i*) eal e)*a*e divi)ion in*o an independen* )u)idiay *o

enhance (anae(en* Gocu) on i*) eal e)*a*e u)ine)). A3I 'en* pulic in

July 11 'hen i*) cla)) EBE co((on )hae) 'ee li)*ed o*h in *he !anila

and !a+a*i S*oc+ 5chane). n Sep*e(e 12, 1@, *he Secui*ie) and

5chane o((i))ion appoved *he decla))ica*ion oG A3IL) co((on cla))

EAE and co((on cla)) EBE )hae) in*o co((on )hae).

A3I ha) oanied i*) opea*ion) in*o )eveal u)ine)) line) na(ely, pope*y

develop(en*, co((ecial lea)in, and )evice). 6he o(pany ha) (oe

*han >0 )u)idiaie) aco)) *he)e u)ine))e), oG 'hich *he no*ale one)

include# Alveo 3and opoa*ionO Avida 3and opoa*ionO A(aia 3and

opoa*ionO 3auna 6echnopa+, IncO and Ayala /ope*y !anae(en*

opoa*ion. In 201$, *he o(pany co((enced opea*ion) oG &oliday Inn C

Sui*e) !a+a*i a) 'ell a) i*) Seda &o*el) in BoniGacio =loal i*y, aayan de

o and Davao. Seda &o*el Nuvali 'a) opened in !ach 2014.

A3I ven*ued in*o (aiden u)ine))e) *o Gu*he co(ple(en* *he value

popo)i*ion oG i*) (i5ed-u)e co((uni*ie). In July 201$, A3I en*eed in*o a)*a*eic pa*ne)hip 'i*h *he !ecado =oup *o e)*ali)h ho)pi*al) and

clinic) loca*ed in *he o(panyL) in*ea*ed (i5ed-u)e develop(en*). 6he

o(pany 'ill enhance i*) co((uni*ie) 'i*h *he in*oduc*ion oG *he heal*h

cae Gacili*ie) unde *he :uali!ed Band. 6he )* :uali!ed clinic opened in

Feuay 2014 a* 6ino(a in :ueon i*y.&0.&(.&2.&3.&4..

&6.&&.&'.&9.'0.'(.'2.'3.


8/15

'4.'#.

b.) Majority !ners'6.

'&.''.'9.90.

c.) C"osing price and #2$!eek %ig% and "o!9(.

2. A) oG Auu)* 1, 2014 0$#4? /!

$.lo)in /ice# $$.1>

4.>2-"ee+ &ih# $$.@0

>.>2-"ee+ 3o'# 2$.00

?.

@.

.

.

100.

101.

102.


9/15

10$.

104. $do(pany /e*on opoa*ion

10>.

a.) Company Background(06.(0&. Company Description

10. /e*on opoa*ion 8/R% 'a) incopoa*ed in 1?? a) ))o

/hilippine), Inc. and la*e ena(ed *o /e*ophil opoa*ion 'hen *he/hilippine Na*ional il o(pany 8/N% acPuied ))o. In 1>, /e*ophil

opoa*ion and Ba*aan Reney opoa*ion 8Go(ely S*andad


10/15

A) oG Dece(e $1, 201$, /R ha) *en diec* )u)idiaie), na(ely, Ne'

2-"ee+ &ih# 14.4


11/15

120. >2-"ee+ 3o'# 11.42

121.

122.

12$.

124.

12>. 4*h o(pany /ueold /ice lu, Inc.

12?.

a.) Company Background

(2&.(2'. Company Description

12. /ueold /ice lu, Inc. 8/=3D% 'a) incopoa*ed on Sep*e(e ,

1, a) a co(pany enaed in *he u)ine)) oG uyin, )ellin, di)*iu*in,

and (a+e*in 'hole)ale o e*ail ood) and co((odi*ie).

6he o(pany conduc*) i*) opea*ion) *houh *hee e*ail Go(a*) and )*oe

and). &ype(a+e*), *houh E/ueold /ice luE, oe) a 'ide vaie*y

oG eneal (echandi)e and a Gull-)evice )upe(a+e* 'i*h 'hole)ale.

Supe(a+e*), *houh E/ueold JunioE, opea*e) a) a neihohood )*oe

'hich oe) *ae*ed con)u(e i*e() and a li(i*ed vaie*y oG eneal

(echandi)e. 3a)*ly, di)coun*e) ae opea*ed *houh E/ueold 5*aE,

'hich oe) a li(i*ed nu(e oG ood), co(pi)in oG *he o(panyL) *op-

)ellin )*oc+-+eepin uni*) *ha* ae in*ended *o e )old Puic+ly a* pice)

lo'e *han /ueold /ice lu o /ueold Junio.

2011 )a' *he hihe)* nu(e oG )*oe openin) in /ueold hi)*oy 'i*h *he

launch oG $ ne' )*oe) (a+in i*) nu(e oG )*oe) *o a *o*al oG 100. In *he

)ucceedin yea, /ueold acPuied a ela*ed e*ail co(pany, Kaeila, Inc.,

'hich opea*e) SCR !e(e)hip Shoppin "aehou)e). I* i) *he only(e(e)hip )*oe opea*in in *he coun*y. I* al)o acPuied =an* =oup oG

o(panie) opea*in in 1 /aco Supe(a+e*). By *he end oG 201$,

/ueold i) aleady opea*in a *o*al oG 210 ou*le*) includin ? ne'

/ueold )*oe) i* opened duin *he yea.

/=3D and i*) )u)idiaie) ae pincipally involved in *he u)ine)) oG *adin


12/15

ood) )uch a) con)u(e poduc*) on a 'hole)ale and e*ail a)i). Kaeila

!anae(en* opoa*ion, /I Suic Inc., o(pany opoa*ion, n*en)o

Pui*ie) Incopoa*ed, Inc., /ueold Junio Supe(a+e*, Inc., and =an*

=oup oG o(panie) Incopoa*ed ae *he )aid )u)idiaie) oG /=3D a) oG201$.

Souce# S Fo( 1@-A 8201$%(30.

(3(.(32.(33.(34.(3#.(36.(3&.(3'.

b.) Majority !ners(39.

(40.(4(.(42.(43.

c.) C"osing price and #2$!eek %ig% and "o!(44.

14>. A) oG Auu)* 1, 2014 0$#4? /!

14?. lo)in /ice# $4.20

14@. >2-"ee+ &ih# 4.>0

14. >2-"ee+ 3o'# $$.$>

14.

1>0.


13/15

1>1.

1>2.

1>$.

1>4.

1>>.

1>?.

1>@.

1>.

1>. >*h o(pany !e*opoli*an Ban+ C 6u)* o(pany

1?0.

a.) Company Background

(6(.(62. Company Description

1?$. !e*opoli*an Ban+ C 6u)* o(pany 8!B6% 'a) incopoa*ed on Apil

?, 1?2 y a oup oG Filipino u)ine))(en pincipally *o povide nancial

)evice) *o *he Filipino-hine)e co((uni*y. !B6 even*ually dive)ied i*)u)ine)) *o povide a oad ane oG an+in and colla*eal )evice) *o all

)ec*o) oG *he /hilippine econo(y. n Auu)* 21, 11, !B6 'a) an*ed a

unive)al an+in licen)e y *he Ban+o Sen*al n /ilipina) 8BS/%.

!B6L) pincipal u)ine)) ac*ivi*ie) involve oo'in and lendin, *ade

nance, e(i**ance), *ea)uy, inve)*(en* an+in, and *hiG* an+in. 6he

o(panyL) cu)*o(e a)e cove) a co)) )ec*ion oG *he *op /hilippine

copoa*e (a+e*, u* ha) al'ay) een pa*iculaly )*on in *he (iddle

(a+e* copoa*e )ec*o oG *he econo(y. !B6 i) al)o a (aHo pa*icipan* in

*he Goein e5chane (a+e* in *he /hilippine), and i) accedi*ed y *he BS/

a) a oven(en* )ecui*ie) deale.

!B6L) )inican* )u)idiaie) include Fi)* !e*o Inve)*(en* opoa*ionO

!e*opoli*an Ban+ 8hina% 3*d.O /hilippine Savin) Ban+O !e*oan+ ad

opoa*ionO RI !6R 3ea)in and Finance opoa*ionO !e*opoli*an

Ban+ 8Baha(a)% 3i(i*edO Fi)* !e*o In*ena*ional Inve)*(en* o(pany

3i(i*edO !e*o Re(i**ance 8&on Kon% 3i(i*edO !e*o Re(i**ance


14/15

8Sinapoe% /*e. 3*d.O !e*o Re(i**ance 8;SA%, Inc.O !e*o Re(i**ance

8Japan% o. 3*d.O !e*o Re(i**ance 8;K% 3i(i*edO and !e*o Re(i**ance

en*e Inc.

!B6 ended 201$ 'i*h ?$2 anche) 'i*h )elec*ed anche) in !e*o !anila

and *he coun*y)ide eloca*ed *o (a5i(ie vi)iili*y and ea*e each *o i*)

clien*). 6he o(pany al)o deployed a *o*al oG 1,$> au*o(a*ed *elle

(achine) in )*a*eic loca*ion) na*ion'ide. Re(i**ance cen*e),

!e*ophone, !oile Ban+in, !e*oan+diec*, and 6a5 diec* Gacili*y 'ee

al)o con*inuou)ly upaded *o help !B e(ain in a )*on po)i*ion a) 'ell a)

*o e*ain i*) leade)hip.

Souce# S Fo( 1@-A 8201$%(64.

(6#.

(66.(6&.(6'.(69.(&0.(&(.(&2.(&3.

b.) Majority !ners(&4.

(.


15/15

(&6.(&&.(&'.

c.) C"osing price and #2$!eek %ig% and "o!

(&9.10. A) oG Auu)* 1, 2014 0$#4? /!

11. lo)in /ice# @.@0

12. >2-"ee+ &ih# 10?.0

1$. >2-"ee+ 3o'# ?.$>

14.

finance 12 assignment

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