Philippine Economy Talk

[dr. d]

Tama decision.

Kags versus all of Jollibee's financial managers. Tinalo lahat ni Kags yun?

Dapat alisin na lahat ng managers ng Jollibee tapos hire na lanf nila si Kags laki ng matitilid nila.

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kags is Da King.
but only in his true QC...
sabi nga ni clint, "you're a legend in your own mind."
heh heh.

[uls]

wait lang... hindi ba binili ng Jollibee ang buong CBTL company?

di naman Pinas operations lang binili nila

it's the whole company with 1200 stores in 30 countries diba?

ang view ni kagalingan masyado domestic

ung smashburger din

JFC bought the whole company

that's 300+ stores in the US and other countries

kung hindi mabenta sa Pinas ang CBTL and Smashburger it doesn't necessarily mean di rin mabenta sa ibang bansa

[uls]

Cannot go to gym -- buy treadmill / stationary bike for home



future of physical stores will depend on mall owners

[boybi]

Cannot go to gym -- buy treadmill / stationary bike for home



future of physical stores will depend on mall owners

SM Malls have extended their rent relief until Dec. 31, 2020.

[shadow]

SM Malls have extended their rent relief until Dec. 31, 2020.

Libre pa rin rental fee pero CUSA tuloy bayad?

Baka sa provinces na branches not in Manila?


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[boybi]

Libre pa rin rental fee pero CUSA tuloy bayad?

Baka sa provinces na branches not in Manila?


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Tenants of SM Malls (at least sa mga resto, which I'm familiar with) pays only 5% of gross sales plus 50% of CUSA, and syempre mga utilities consumed.

[Ry_Tower]

Cannot go to gym -- buy treadmill / stationary bike for home



future of physical stores will depend on mall owners

Bike manufacturers and sellers are raking it as well.



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[Little Missy]

Pilipinas Shell is shutting down their Tabangao refinery, converting it to an import terminal.

Shell shuts down refining to convert into world-class import terminal - Manila Bulletin

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[uls]

good morning PH

how's your economy doing?

[shadow]

Extend pa daw MECQ. [emoji23]


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[uls]

Pilipinas Shell losing money

cancels dividend to conserve cash

[shadow]

Pilipinas Shell losing money

cancels dividend to conserve cash

Pero yan refinery ng Shell diba matagal na talaga nilang plano isara yan? Baka napabilis lang dahil sa covid.


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[jut703]

Pero yan refinery ng Shell diba matagal na talaga nilang plano isara yan? Baka napabilis lang dahil sa covid.


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Luma na kasi Tabangao. Has been due for an upgrade for a long time to match Petron's Limay refinery. Eh wala nang perang pang-capex si Shell so might as well just turn it into an import terminal.

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[Flipo]

At yung iilang napuntahan mo naman ang general rule. Hehehe

Kaya nga uber generalization ka eh.

Jollibee profit down 14.4% in 219 | Inquirer Business

If china virus didn't happen, trajectory for CBTL is upward naman after acquisition of Jollibee. They turned things around na sana in 2019.


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Unemployment | Philstar.com

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[uls]

Pilipinas Shell

no longer viable to operate a refinery

[uls]

everyday i see companies report "net loss"

every single day

[kagalingan]

Palpak sa tingin ng ilan, tama sa palagay ng iba.

Tama decision.

Kags versus all of Jollibee's financial managers. Tinalo lahat ni Kags yun?

Dapat alisin na lahat ng managers ng Jollibee tapos hire na lanf nila si Kags laki ng matitilid nila.

kags is Da King.
but only in his true QC...
sabi nga ni clint, "you're a legend in your own mind."
heh heh.

wait lang... hindi ba binili ng Jollibee ang buong CBTL company?

di naman Pinas operations lang binili nila

it's the whole company with 1200 stores in 30 countries diba?

ang view ni kagalingan masyado domestic

ung smashburger din

JFC bought the whole company

that's 300+ stores in the US and other countries

kung hindi mabenta sa Pinas ang CBTL and Smashburger it doesn't necessarily mean di rin mabenta sa ibang bansa

tsikoteers,

Tandaan nyo nung panahon na ako ang lone wolf na dumedebate sa desel clean air kuno ng euro desel ng bmw audi. I dont care kahit german technology kasi sakit talaga sa ilong ko muntik na kaya ako maging NASA CERTIFIED NOSE.

ito mga financial managers ni jollibee are banking sa starbucks crowd. Ito yung crowd na pasosy, paprojek, mga rehearse kind of crowd, alam nyo yung crowd na gusto magpakasal dalawa tatlo beses. Ganyan.

but the problem eh umaariba si milkteh pearls. Eh hindi matanggap ng coffee crowd na meron masarap na hiindi kailangan ng tambay.

[boybi]

tsikoteers,

Tandaan nyo nung panahon na ako ang lone wolf na dumedebate sa desel clean air kuno ng euro desel ng bmw audi. I dont care kahit german technology kasi sakit talaga sa ilong ko muntik na kaya ako maging NASA CERTIFIED NOSE.

ito mga financial managers ni jollibee are banking sa starbucks crowd. Ito yung crowd na pasosy, paprojek, mga rehearse kind of crowd, alam nyo yung crowd na gusto magpakasal dalawa tatlo beses. Ganyan.

but the problem eh umaariba si milkteh pearls. Eh hindi matanggap ng coffee crowd na meron masarap na hiindi kailangan ng tambay.

May data ka ba to prove na lumalakas ang milk tea and humihina ang sales ng coffee?

If not, then you’re generalizing again base sa nakikita mo lang dyan sa true QC mo.

[kagalingan]

^
data hard copy eh i cannot post ganyan.

but i can show you behavioral surroundings.

Si starbucks coffee eh big coffee player

chatime gongcha coco = mid teh player

powdered milk tea = new teh player ito yung mga nasa eskinita na cheapipay milkteh. Maoobvious nyo naman sa itsura ng pwesto

Sa usapang kape eh sino na lang natitira = starbucks, tim hortons, coffee bean&tea leaf eh puro big players. Nawala yung mga kapeng kabute.

Pero sa milkteh yung mid oil player buhay na buhay,

Tapos parang kabuteh yun mga cheapipay milk teh sa isang eskinita lima!!!! Ano yan sobrang gayahan.

So ang kalaban ni top coffee shops eh mga kioks type milkteh. Sa upa, puhunan, expenses sobrang tubong lugaw ni millteh

[tarzegetakizerd]

May data ka ba to prove na lumalakas ang milk tea and humihina ang sales ng coffee?

If not, then you’re generalizing again base sa nakikita mo lang dyan sa true QC mo.

Buti nalang pala naka-ignore na siya sakin. sakit sa ulo ng mga post