Equities Beyond Measure
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Equities Beyond Measure
@JLEquities
not a financial advice!




@k119850225 selling it back to the govt? naka pending yata sa energy committee since 2019 pa. yun house bill 244(18th congress) & hb3003 (19th congress) ng gabriela et al (re nationalizing petron). pnx will benefit if matuloy yun.

$RRHI 🗓 Mar 27, 2026 📌 Material Information/Transactions 🧾 Notice Letter From JE Holdings, Inc. ℹ️ Please be advised that Robinsons Retail Holdings, Inc. (“RRHI”) was informed today, March 27, 2026, by JE Holdings, Inc. (“JE Holdings”) of JE Holdings’ intention to make a tender offer with a view to voluntarily delist RRHI from the Philippine Stock Exchange (“PSE”) (the “Voluntary Delisting”). The tender offer shall be made to shareholders of record of RRHI for all issued and outstanding common shares of RRHI that are not beneficially owned by the proponents for the delisting. The tender offer price shall be at ₱48.30 per share which is supported by a fairness opinion rendered by an independent fairness opinion provider, FTI Consulting Philippines, Inc. JE Holdings has further advised us that its conduct of the tender offer shall be subject to the following conditions: (i) Receipt of the Philippine Competition Commission’s approval, deemed approval, no-objection, or no-further action ruling or other similar action pertaining to the transaction; (ii) Valid tender of such number of common shares that would result to the proponents for delisting collectively owning at least 95% of RRHI’s issued and outstanding capital stock after the completion of the tender offer, in compliance with the PSE’s Amended Voluntary Delisting Rules; (iii) Obtaining all corporate approvals required for the Voluntary Delisting, in accordance with the PSE’s Amended Voluntary Delisting Rules and other applicable PSE rules and regulations, including: (i) the approval of at least 2/3 of the entire membership of the Board of Directors of RRHI, which shall include the affirmative vote of at least a majority of RRHI’s independent directors; and (ii) the approval of RRHI’s stockholders owning at least 2/3 of the total outstanding and listed shares of RRHI, provided that the votes cast against the delisting shall not exceed ten percent (10%) of such total outstanding and listed shares; and (iv) Such other terms and conditions to be determined by JE Holdings. Given JE Holding’s intention to conduct the Tender Offer, and subject to satisfaction of certain requirements, the Company intends to evaluate the feasibility and potential advantages of pursuing a Voluntary Delisting during its special Board Meeting scheduled today, March 27, 2026. 🔗 Link: edge.pse.com.ph/openDiscViewer…


SA PETRON ANG PUNTA The Russian crude oil shipment that arrived in Limay, Bataan earlier this week was consigned to Petron Corp., according to shipping documents cited by Agence France-Presse. The Sierra Leone-flagged tanker Sara Sky delivered about 700,000 barrels of high-quality crude from Russia's ESPO pipleline, with Petron — operator of the country’s only refinery — listed as consignee, the report said. Read: philstar.com/business/2026/…












LOOK: The Department of Energy says the country’s oil supply is expected to last for 45 days. Total available days of supply: Gasoline – 53.14 Diesel – 45.82 Kerosene – 97.93 Jet fuel – 38.62 Fuel oil – 61.49 LPG – 23.51
















