San Miguel Corporation - $2 Billion Loan Daw

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  • เผยแพร่เมื่อ 21 ต.ค. 2023
  • San Miguel Corporation, renowned as the Philippines' most heavily indebted entity, is actively engaged in discussions with over 10 major financial institutions. Their aim is to secure a substantial $2 billion loan, a move primarily driven by the necessity to refinance a similarly sized facility set to mature in December next year. This inside scoop comes courtesy of three insiders with knowledge of the situation.
    The colossal conglomerate, spanning industries from food to power, is strategically seeking a five-year debt arrangement. The plan on the horizon involves the initiation of bank mandates and the commencement of promotional activities for this significant financial transaction before the year draws to a close. The individuals privy to these developments have chosen to remain anonymous, citing their lack of authorization to make public statements. At this juncture, San Miguel Corporation's official representatives have refrained from offering any immediate comments on the matter.
    These loan negotiations unfold against the backdrop of a proactive initiative by the Philippine central bank. This initiative is aimed at urging the nation's largest business conglomerates to openly disclose their levels of foreign debt. This transparency drive is a proactive measure to mitigate potential economic vulnerabilities associated with such borrowing practices.
    As of the end of June, San Miguel Corporation had amassed a considerable total outstanding debt amounting to P1.4 trillion, which is approximately $24.7 billion when converted to the US currency. Of notable significance is the fact that the company is poised to confront its most substantial debt redemptions in the year 2024, with a staggering sum of over $3 billion scheduled for repayment in the coming year.
    The illustrious lineup of banks engaged in discussions with San Miguel Corporation includes prominent names such as Australia & New Zealand Banking Group Ltd., Bank of China Ltd.'s Hong Kong branch, CTBC Bank Co., DBS Bank Ltd., ING Groep, Maybank Kim Eng Securities Pte, Mitsubishi UFJ Financial Group Inc., Mizuho Bank Ltd., Rabobank Group, and Sumitomo Mitsui Banking Corp. These details are shared by those who are closely familiar with the negotiations.
    To provide a broader context, it's worth noting that earlier this year, the group successfully secured a significant $1.33 billion loan. This five-year loan was obtained at an interest rate that stood at 198.5 basis points over the benchmark Secured Overnight Financing Rate.
    ⚠️ Strong Disclaimer: Individual Opinion, Not Professional Financial Advice ⚠️
    Before we proceed, it's essential to emphasize that the information provided in this video is solely based on personal opinion and analysis. I am not a certified financial advisor or a financial professional. Therefore, it is crucial that you understand and acknowledge the following points:
    1️⃣ Personal Opinion: The content of this video reflects my individual opinion and interpretation of the market conditions, economic trends, and financial news discussed. It should not be considered as professional financial advice or a recommendation to make any specific investment decisions.
    2️⃣ Conduct Due Diligence: It is your responsibility as a viewer to conduct thorough research and exercise your own judgment when making financial decisions. Consider consulting with licensed financial advisors or professionals who can provide tailored guidance based on your specific circumstances.
    3️⃣ Dynamic Financial Landscape: The financial landscape is highly dynamic and subject to rapid changes. Market conditions, regulations, and economic factors can evolve, potentially altering the implications of the information provided. Therefore, it is crucial to stay updated and perform your due diligence regularly.
    4️⃣ Risk and Loss: Investing in stocks or any financial instruments carries inherent risks. It is possible to incur losses or experience adverse outcomes. Please be aware of the risks associated with investing and carefully evaluate your risk tolerance before making any investment decisions.
    5️⃣ Independent Decision-Making: The ultimate responsibility for any investment decisions rests with you, the viewer. Consider your personal financial goals, risk appetite, and seek advice from professionals as needed, ensuring that any decisions made align with your individual circumstances and financial objectives.
    Remember, the information shared in this video is for educational and informational purposes only. It should not be construed as a substitute for professional financial advice. Always exercise caution, diligence, and independent judgment when managing your investments.
    ⚠️ It is strongly recommended that you do your own due diligence and consult with qualified professionals before making any financial decisions. ⚠️

ความคิดเห็น • 28

  • @emilbriones5799
    @emilbriones5799 8 หลายเดือนก่อน +2

    Advantage ng retail investors sa institutional investors and pag invest s midcap and smallcap. Ty kuya Jon

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน

      Hai hai thz po

  • @oscarraymond9476
    @oscarraymond9476 8 หลายเดือนก่อน +1

    Thanks for the info and insights

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน

      thank God

  • @wellykho414
    @wellykho414 8 หลายเดือนก่อน +1

    kuya jon bkit laki n kita ni GSMI? wala ba sila connection?

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน

      undervalued pa din sya kahit tumaas price

  • @cebuaquaphonicsph6669
    @cebuaquaphonicsph6669 8 หลายเดือนก่อน +3

    Nung nag open ako ng account sa COL 2013 SMB at SMPH ang starting stocks na pinili ko hehehe ilang years din walang gana mag invest feeling ko na scam ako hahaha 😅

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน +1

      sabay pala tayo 2013 col din ako, first time ko

    • @cebuaquaphonicsph6669
      @cebuaquaphonicsph6669 8 หลายเดือนก่อน +1

      @@kuyajon ayus Sir sana yung knowledge na na aquire natin ngayon na aaply dati sarap cguro ng mga gains ngayon..

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน +1

      @@cebuaquaphonicsph6669 kaya ntn to

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน +1

      pero laki ng grow ng smph since 2013

    • @cebuaquaphonicsph6669
      @cebuaquaphonicsph6669 8 หลายเดือนก่อน +1

      @@kuyajon matagal ko na po binitawan yan Sir hehehe 32 ko yata si SMPH na benta. wala na po sa portfolio ko yung starting stocks ko 😀

  • @markedwardrepani8993
    @markedwardrepani8993 7 หลายเดือนก่อน +1

    May connection ba sila ni FB (San Miguel Food and Beverage?) May shares p nman ako

    • @kuyajon
      @kuyajon  7 หลายเดือนก่อน +1

      Alam ko spin off si fb ni smc

  • @winbar966
    @winbar966 8 หลายเดือนก่อน +1

    Cguro nman iba ang balnce sheet ni GSMI kuya .. hehehe kc may konting position tayo jan eh.😊

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน

      Iba spin off na sya

  • @user-qc1ir4jg7u
    @user-qc1ir4jg7u 8 หลายเดือนก่อน +1

    Kulang pa yan Hanggang matapos Yung international airport at mga expressway na connected sa airport

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน +1

      Oh no utamg pa tlga more

    • @user-qc1ir4jg7u
      @user-qc1ir4jg7u 8 หลายเดือนก่อน +1

      Pero sulit din naman kung maka pasyal ka sa Caloocan patungo Bulacan world class ang mga skyway at ongoing pa connection mula sa SLeX to navotas interconnection sa C3 patungo din airport grabe parang nasa china ka

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน

      @@user-qc1ir4jg7u good for us yan panalo mamamayan

  • @edgardovillacorte7012
    @edgardovillacorte7012 8 หลายเดือนก่อน +1

    Baka kulang pa ang kinikita sa pagbayad ng loan interests

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน

      dami na talaga

  • @ice9web
    @ice9web 8 หลายเดือนก่อน +1

    hindi ko rin ma carry ^_^ kaya pass din po ako

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน +1

      apir

    • @ice9web
      @ice9web 8 หลายเดือนก่อน +1

      🖐@@kuyajon

  • @marqkamamerg9019
    @marqkamamerg9019 8 หลายเดือนก่อน +1

    Goods lang yan hindi naman GSMI hahahahaha efas

    • @kuyajon
      @kuyajon  8 หลายเดือนก่อน

      hahahaha uu tama