Philippine Economy Talk

[shadow]

nyak wala dapat bro dahil gcq naman.
dapat maging klaro govt dyan. as long as nakasuot face shield and face mask dapat ok lang.

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Hybrid na, wala na sa quarantine level yan.

Depende na sa LGU which I Agree, kailangan pa rin minimize labas ng tao.

For example 4 tao sa bahay, isa lang nag work so pwede lumabas basta melrn ID or certificate tapos yun isa member meron QP, pag inalis mo QP 4 pwede na lumabas ngayon 2 lang makakalabas


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[uls]

stores inside malls = dead

Daez, Fully Booked: stand-alone stored are doing much better than stores inside malls; 29 out of 30 branches now open; we are Building up our online stores- Sales there have grown in multiples; even before Covid, globally - Book business has been flat in last decade

this pandemic is very good at accelerating things

Daez, Fully Booked: pandemic has forced us to accelerate digital shift - we’ve shifted in last 5 months, what would we Had planned to do in next 5 years; i worry about physical retail; like big blockbusters, many released also delayed to Sept/ Oct

cook books and gardening books... no surprise there

Daez, Fully Booked: cook books and gardening books big hit these days; E-Book Had been flat too in last 10 years, early adopters have adopted, those who havent yet are loyal to physical books; physical books are hard to replace

[shadow]

Kumusta na kaya Vikings and kamayan. Sila ang malalaki space sa malls


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[toast]

Dito sa Angeles, Yakimix, Buffet 101,TGIF saka Italianni's sarado pa rin.

[tigerdoods]

Kumusta na kaya Vikings and kamayan. Sila ang malalaki space sa malls


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All close along MoA seaside


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[boybi]

Kumusta na kaya Vikings and kamayan. Sila ang malalaki space sa malls


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Vikings just announced indefinite closure of their MOA branch.

[shadow]

Vikings just announced indefinite closure of their MOA branch.

Wow! Sila kasi malaki masyado yun space na kailangan. Grabe na talaga itong covid.


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[uls]

pandemic destroyed restaurant business model -- large spaces with tables and chairs

restaurant business reduced to kitchen (take out, deliver)

many square meters of space cost money but not earning

domino effect on commercial real estate (do you have a tenant that's a restaurant?)

domino effect on suppliers to restaurants

[uls]

also commercial real estate -- office buildings

companies don't need as much space as pre-pandemic

wfh/remote work, skeletal

tenants will renegotiate with landlords

[uls]

things that were supposed to happen 5 years in the future are happening now

e-commerce and mobile payment adoption would be slower if it weren't for the pandemic

the pandemic accelerated things

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pansin ko dami na gumagamit ng gcash / paymaya

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don't build more malls

what we need are more warehouses and fulfillment centers