COL Financial

#COLadvisory: Please be advised that the Philippine Stock Exchange (PSE) will go back to its full-day trading schedule starting March 1, 2022 (Tues). #COLFinancial

Daily Notes: News Highlights: - $PLUS: Clarifies potential Diamond Hotel acquisition - $MER: ERC clears Php16.37B capex plan filed nine years ago - $ACEN: Extends Php3B loan to subsidiary for Quezon wind farm #COLFinancial

Daily Notes: Top Stories: - Economy: Inflation spikes to 7.2% in April as food and transport costs soar - $WLCON: Margin drag keeps 1Q26 results below forecasts #COLFinancial

Daily Notes: News Highlights: - Economy: Oil prices jump after Iran attacks UAE as U.S. tries to open Strait of Hormuz #COLFinancial

Daily Notes: News Highlights: - $FGEN: First Gen finalizes structure of controversial Php62B hydro deal - Economy: Philippine manufacturing PMI shrinks for the first time in 5 months #COLFinancial

Daily Notes: Top Stories: - $ICT: 1Q26 profits up 22.6% y/y, in line with estimates - $MER: 1Q26 core income misses forecast on weaker DU earnings - $SCC: 1Q26 net income in line with forecasts - $MEG: 1Q26 profit in line with estimates #COLFinancial

Daily Notes: News Highlights: - $DHI: Considering potential strategic investments; no approved plans yet - Economy: Oil firms cut diesel, kerosene prices for third straight week #COLFinancial

Daily Notes: News Highlights: - $CEB: Fuel price volatility to persist; hopeful for easing prices in 3Q - $AEV: AEV earmarks Php8.8B capex for 2026 #COLFinancial

Daily Notes: Top Stories: - $AP: 1Q26 core earnings in line with COL forecast - $UBP: 1Q26 earnings rebound on revenue growth and lower provisions, above estimates - $RCB: 1Q26 earnings up 12.0% y/y to Php2.7B #COLFinancial

Daily Notes: News Highlights: - $PXP, $OV, $OPM: PXP unit consortium secures approval for new Palawan service contract - $DD: Hotel101 to raise US$300Mil via preferred share offering #COLFinancial

Daily Notes: News Highlights: - $SCC: 5 firms join pre-bid conference for Semirara COC - $GLO: Board of Directors elect Cezar Consing as new Chairman #COLFinancial

Daily Notes: Top Story: - $EMI: 4Q25 results swing to a loss amid aggressive promotional campaigns #COLFinancial

Daily Notes: - Economy: Approved construction permits fall 2.2% in February on weak residential demand - Economy: BSP expected to raise interest rates in April meeting #COLFinancial

Daily Notes: - $BDO, $FGEN: BDO ties Php25Bil funding to Lopez leadership continuity - $JFC: JFC secures FTC approval for Shabu All Day acquisition - Economy: Oil prices jump after Iran and U.S. attack commercial ships as tensions escalate over Strait of Hormuz #COLFinancial

News Highlights: - Economy: Business confidence improves in February survey prior to Middle East conflict - Economy: Trade gap widens to US$3.68Bil in February #COLFinancial

News Highlights: - $PCOR: Maharlika open to energy partnerships as Ang’s PCOR pitch brings back state role question - Economy: Brent crude prices set for record monthly gains, re-tests early-war highs on Monday - Economy: ING cuts PHL growth forecast cut to 4.5% #COLFinancial

Daily Notes: Top Stories: - $RRHI: Gokongwei-owned JE Holdings gives tender offer notice with plans to delist RRHI #COLFinancial

Daily Notes: News Highlights: - $ICT: ICT sells stake in YICT for Php6.8Bil - $TOP: TOP pursues Php1.5Bil follow-on offering, fueling vertical integration strategy - Economy: Trump lifts Iran threat after ‘very good’ talks on ending war #COLFinancial

Daily Notes: Top Story: - $CEB: Geopolitical tensions to constrain near- to medium-term outlook; 4Q25 results in line with estimates #COLFinancial

Daily Notes: - $WEB: Okada Manila and PhilWeb partner for online gaming platform - Economy: Oil prices stabilize as investors weigh U.S., Iran threats, sanctions lift - Economy: Peso hits new low of Php60.10/dollar #COLFinancial