Hi everyone. Just a disclaimer, I'm not posting this to gain some pity. I simply want to lay out my story before I break down. It's your prerogative to judge whether you will believe if any of this is true.
My story started about more than a year ago. I was an OFW and flew back to the Philippines for a quick Christmas and New Year's break (2019 - before covid). It was a surprise visit for my parents which I haven't seen in almost 2 years. Please take note that I've never been back to the Philippines for more than 10 years. I usually go on a trip with my folks every 2-3 years outside the Phils.
Being it as a surprise, I didn't went back to my hometown for a few days as I wanted to surprise them on Christmas eve. I booked a hotel in Manila near the casino and MOA for a few days.
Knowing that I'll probably spend some days by myself, boredom got to me and I tried out Tinder - just for fun (I was single then, fyi). Got a few good matches - weeding out some catfish, fakes, and "service providers" - and tried out meeting with some of them.
Then, I got matched with this one girl. We decided to meet just for a drink. When we met, she brought her own car to drive us around. Since I'm not really familiar about the watering holes in Manila, I let her decide where to go. I told her to "surprise" me. We actually had a great night. We bonded, laughed, got a few drinks, and ended up back to my hotel. Needless to say, I had a great time and for someone who I just met on a dating to turn out to be such a catch - and so I thought.
We kept in touch after that. Went out for dinner a couple of times after that and everything was great. Got to know her a bit more. She's a recruitment manager at one of the top call centres here in the Philippines. That info alone got me really excited. She has already achieved so much, independent, and acted very sophisticated around that time. I thought, on a very rare case, that I found the one by sheer luck - on a dating app of all places. Call me naive now. I'm thinking the same, too.
Christmas eve came. The time had come for me to check out and surprise my family. We both decided to meet again after NYE. I was over the moon during the holidays. After spending NYE in Boracay with my folks, I checked in to a hotel in Manila a few days before my flight. We met a couple of times during that time. I'm aware that LDR does not work - at all. Still, on my last night, we decided to give it a go.
Back abroad (I will not provide the actual country. Since she or her family might recognize that this is me), we kept in touch and everything was going well. I actually planned to surprise her by going back to the Philippines after a few months. Really looked forward to it. Then, covid happened. So, plans changed and I have to wait for a flight to be available back to the Phils. As I waited, I kept hope alive. I already have an apartment in Eastwood waiting for us. I've been working at home pre-covid and doing well for myself so I thought giving us a chance back in the Phils should be just fine. Besides, of she's actually the one then the gamble will pay off. I was ecstatic.
July 2020. Finally got a flight back home. Can't even sleep on my way back. Got quarantined for a few days. Once that's all done, I was counting the minutes while in a cab to meet her again. Our reunion was great and exceeded all of my expectations. We spent being on lockdown in our new place. Everything was perfect. When they eased the lockdown, I met some of her relatives. I immediately felt that I belonged. We shared drinks, got invited to their family gatherings, and even hosted their Christmas party last year. I really thought back then that everything was going as great as they can be. I wish I could've known what will happen next.
A few months after that, we found a better place in our neighborhood. It was amazing. We immediately got it and moved in. So, the usual routine. Weekdays, we work at home and got our dinner outside. Weekends, we meet her parents or some of their relatives for a casual drink. Everything went like this until a few days ago..
Don't get me wrong, we've been in a few fights during this. Nothing really serious but I should've seen some signs and ran away as fast as I can. There was an instance where the fight got really bad and she threatened me that she'll hurt herself if I will not stay. I tried stopping her and got my finger clipped by a kitchen scissor in the process. She was in shock (due to the blood all over our floor) and got back to her senses immediately. She apologized and I thought it was just ok as long as she understands that this type of accident wouldn't happen if she'll act more rationally.
I initially thought that her emotional blackmails would stop. They didn't. Only got worse. I tried calming her every single time. The end of our fights is usually the same: We fight, she'll blackmail me, hurt me physically in the process, then we'd make up. I know, I'm an idiot.
This went on. Then just a few days ago, the worst thing happened. We were in her parents house to grab a couple of drinks and chat. They have some guests which I've already met a couple of times before. Out of nowhere, she went to a corner. I asked everyone where she was and I approached her. Asked her what was the problem then she suddenly started a fight. Asking me why I haven't introduced her to my parents yet. So, I answered that we're still new and I want to make sure that we're both sure before that happens. I cared so much about my mum and would like to introduce her only if we're sure where we are going with this. She immediately yelled: "Well, fuck your mum!". I whispered and gave her a chance to revert whatever she just said. She might have seen how furious I was and then she yelled: "Dad, he's gonna hurt me!". I was stunned. It felt like being wrongly accused of rape. I'm not perfect but I've never hit a girl before. She knew that. How? Because I told her that I'd rather break up with a girl than get violent. I meant that no matter how much they would hit me. I have no qualms with you if you think that this is BS. I'd doubt myself, too. Considering the things I just told you.
Her dad immediately went to us. He asked what's wrong and she said that I was planning to hurt her. Being confused, stunned, and probably in shock - I kept quiet and just lowered my head. Clenching my hands, I was thinking nothing else. I just want to go. I just want to leave her. Then they ganged up on me, her dad, mum, and her. They actually made me feel that I was the bad guy. I can't even remember what they were telling me. I thought I got deaf for a while. All I can hear is white noise and my heartbeat. A few minutes after that, she insisted we go home. Her dad said that she should stay. When I heard that, I got a glimpse of hope to escape. I was thinking of packing my stuff immediately once I get back to our place and go somewhere else. Then, she shouted at her dad that she'd rather drive me home and get back. For some reason, they let her. I'm just done by then.
On our drive back, she kept talking to me but I never understood or heard anything. I was in a daze. All I remembered was that we were already in the underground parking lot. I told her that I want to break up - I'm done. I even begged her if we can deal with this as adults. She went ballistic. Not thinking, I ran out of the car. She got back in the car and chased me in the parking lot. I hid behind some of the parked cars. She kept on shouting like an unhinged person.
A few minutes later, the security guy came out of the elevator. Must have seen us in the cameras. As I don't want to create a scandal, I approached him and told him that she was just drunk. He radioed in that the person with her is there. I got confused. Was I the one they were after? A few seconds later, her dad got out of the elevator with another security guy. I just slumped there realizing what the actual fuck happened. They thought I was gonna hurt her. Her dad even came to her rescue and told me not to hurt her. I can only take so much for a night.
Helpless, I complied to get back to our condo. Her dad left. I never talked. I never moved once we got back. I know that I'm fucked. When they left, she immediately shouted at me. Forcing me to get back with her. Threatening me that she'll kill herself if I don't. A few slaps here and there. More crying. I guess I don't even know what's going on anymore.
At that point, I knew I was done. I gave up. But I'm not giving myself up to her whims. She told me again to watch her hang herself. I replied: "I don't care anymore. Go. My life is over anyway. Nobody would believe me.". She pretended to do it but didn't go ahead with it. After I saw that, I told myself that whatever happens next that I wouldn't care anymore.
She's still here at my place. I refuse to talk to her. I can't leave. Even if there's a small indication that I'm about to leave, she panics. Believe it or not, she actually slept in our door last night just to make sure that I can't leave.
I haven't eaten or taken a shower for a few days now. This is my form of protest. Not sure how long I'll last. Don't pity me, I beg you. I took a gamble. I held unto hope that things will get better. I thought that I can be with someone that I will grow to be with. I have no regrets either way
Despite this, I would like to thank you for reading my long post. I'm not asking you for anything. Reading this is more than enough.

Both my husband and I come from the same ethnicity. Although we're the same ethnicity, we were raised differently. His family grew up in enough financial security to be able to afford luxury cars. My family could barely make ends meet. Which meant in anything and everything I've done, I had to support myself. Including skipping college so I could work right away to afford the ridiculously high rent in my state. When I was dating my husband, I explicitly told him it was up to him to decide whether or not he wanted to move in with me. This enraged my Mil since she liked the free labor in the house when he used to live with them. (Installing windows, fixing computers, working on their cars, etc.)
Ever since the world turned upside down last year, my husband's medical facility hired anyone they could find. Mil saw this as an opportunity to work closely with him. Ever since then she's been making snide comments saying "you don't know what she's after" or "your father is hurting because you chose her over us." Mind you, this will be quite ironic since she had the nerve to tell him to message some random woman in the Philippines because "she's a nurse like us." It's ironic because she's questioning MY intentions when she'd rather have some stranger use her own son to gain access to this country and use him for a damn greencard. I know how this works. I'm not stupid. It happens all the time. They pimp their own children so they can get paid when they marry and bring the person to this country.
He's been telling her to f-off while I find it funny. We've joked about it. Saying if he ever does intend to be with some random chick he'll end up homeless. I'm the primary account holder for everything in our place. I take care of the bills. Yes, we split then 50/50 but every utility bill, rent bill, cable bill, home insurance, I. Take. Care. Of. Them. All. I've tried having him handle them before but due to his very exhausting line of work, it was best to just leave it to me. (I do have a whole list of my accounts on a piece of paper he can easily access but he insists on just sending me the money for them)
Today puts the cherry on top when husband tells me Mil told him how "dad is disappointed in you for not giving your old car to your younger sister." This was so wrong for so many reasons. Back in December, even with the whole pandemic, they chose to go to the casino. They won a LUXURY CAR but were so blinded with greed, they CHOSE TO CASH IT OUT. Meaning they cashed out about $40k. Husband and I didnt know about this. Christmas comes and I tell husband to drop off their presents. We got them some good stuff but never expected much since they're always "too busy" but I love his sister so I always make sure to give her something good.
They gave him nothing and of course I never expect anything so my hopes weren't high. They chose not to tell us about their casino winnings and my husband found out from a random coworker about this fact. Apparently mil and fil were so proud of their winnings even a long time friend who I no longer talked to, congratulated me. But never informed my husband and I. So pretty much they're blaming my husband for their daughter not having a "better car" when they turned down a car and cashed it out. Theyre blaming us for not giving a car, my husband paid off on his own, to his sister when they're the ones who turned down a car. (His sister does in fact already have a car and is actually 22 years old. Working 2 jobs and going through college. So no, she's not a young teenager Mil makes her seem to be.)
Makes damn sense to me how narcissistic they are.

Happy DAY_OF_THE_WEEK, Barkada --

The PSE closed up 52 points to 7154 ▲0.7%.

The out-of-office replies are starting to come in after every MB send, so it can only mean one thing: the Christmas slowdown has already begun! Emmanuel and Cecilia, I hope you both have outstanding vacations. Haha.

Daily meme | Join MB | Today's email

COVID Update

WW: 70020914 PH: 444157 

Top 3 MB indices:

 Logistics ▲2.43% D30 Targets ▲2.39% POGO Prop. ▲1.87% 

Bottom 3 MB indices:

 MiddleClass ▼1.94% POGO Gaming ▼1.38% Fast Food ▼1.12% 

Main stories covered:

• [UPDATE] PAGCOR introduces its own online casino called “Live Shots”... the virtual casino will be open to Philippine Inshore Gaming Operations (PIGOs) who are willing to pay 25% of gross gaming revenue to PAGCOR. According to PAGCOR, Solaire Resort and Casino, Okada Manila, City of Dreams, and another land-based casino in Subic have already been approved for PIGO licenses. The terms of the license dictate that access to Live Shots will only be in the Philippines, and that only PIGO “VIPs” will be able to play.
  
  • MB: PAGCOR’s revenues have dropped 97% because of COVID, so it is obviously desperate to find some way to passively get a cut of some other action. As I speculated when the news broke about DFNN’s [DFNN 5.50 ▼6.30%] “first ever” online casino license, the rest of The Gang would probably be quite interested to follow suit. Here we are. Bloomberry [BLOOM 8.40 ▼1.18%] (Solaire) and Belle Corp [BEL 1.66 ▼1.19%] are already lined up at the trough; could Dennis Uy and PH Resorts [PHR 3.00 ▲1.01%] be that far behind?
• [NEWS] MRC Allied [MRC 0.48 0.00%] halted until full consequences of Kerberus acquisition are disclosed... the deal between MRC and 5G Security Inc (5GS) calls for MRC to acquire 75% of Kerberus from 5GS, but that’s about all we can know from the relatively short disclosure. The PSE halted the stock before the open, saying that investors need to have access to “information [that] may reasonably be expected to materially affect the market activity and the price of its securities”. There was no lift date/time provided, so investors should assume that the halt will remain indefinitely until MRC is able to provide more info.
  
  • MB: Remember how MRC changed its articles of incorporation to change its primary purpose from “property developer” to “holding company”? Yeah, well that’s the only justification that MRC has provided for the purchase; “[the purchase of Kerberus] brings the Company closer to its aspirational goal of transforming from property business to a holding company.” Holding companies aren’t special, they’re just a company that owns other companies. Where is the strategy, here, if the goal is simply to own other companies?
• [NEWS] BHI Holdings [BH 901.00 0.00%] suspended from PSE for failure to maintain 10% public float... according to the PSE, the investment holding company’s public ownership level is just 9.86%, which is below the minimum 10% required. BHI has “not been very active in investing and is only receiving interest income”, is “still in the process of finalizing its business plans”, and BH has no principal products or services because “it has not decided as to what product or service it will introduce to the market”. It’s website is still “under construction.”
  
  • MB: Prior to the suspension, BH was listed as having a 10.02% public ownership level, which is basically the required minimum (it’s even still listed that way now on the PSE’s website). So, how did the public ownership level fall from 10.02% to 9.86%? When Ms. Jemie U. Tan, a director of BH, bought 850 shares of BH in late October and early November. Because Ms. Tan is a director of BH, as far as the PSE’s concerned, her shareholdings are considered “non-public” holdings. Shares held by directors, officers, and even principal/substantial stockholders are not counted towards the percentage of the company that is publicly-owned. Seems like a silly mistake to make for a company that, even though it basically does nothing and looks like a rough draft, still has a marketcap of over ₱450m.

MB is posted to /PHinvest every Monday and Wednesday, but my newsletter goes out daily. To stay in the loop for daily email delivery, please join the barkada by signing up for the newsletter, or follow me on Twitter.

Join our Barkada here

Read today's full email here

Happy Wednesday, Barkada --

The PSE closed up 69 points to 7204 ▲1%.

Greetings to all of the new subscribers that joined yesterday and this morning! I hope you enjoy what Merkado Barkada has to offer. If you do, please forward out to friends and family who might also enjoy it... and if not, please contact me at [email protected] to let me know why! I'm always interested in constructive feedback on how to make MB a better place for investors and traders alike.

Daily meme | Join MB | Today's email

COVID Update

WW: 67965859 PH: 441385 

Top 3 MB indices:

 POGO Gaming ▲13.40% Logistics ▲3.24% #COVID-19 ▲2.56% 

Bottom 3 MB indices:

 Telco ▼0.88% MiddleClass ▼0.39% 2020 IPOs ▼0.29% 

Main stories covered:

• [NEWS] DFNN [DFNN 6.35 ▲41.43%] granted PH’s first online casino license, stock soars 41%... the license allows the PAGCOR-approved company to develop and operate online casino games. DFNN said that the online casino would “only available to VIP players who must meet strict eligibility and registration procedures,” and would help in “regenerating revenues for the government”.
  
  • MB: PAGCOR has repeatedly tried to pitch “gaming” generally as the government’s cure to the cash crunch problem caused by its COVID-depressed tax income. I doubt it needed more than three slides in its pitch deck to government to get approval for the new license type. The government aches for income to replace what’s been lost. Investors and traders liked the news, in part because the complete surprise of the announcement allowed there to be a steep gap-up in the price (that’s always fun), but also because the license acts as something of a temporary monopoly for DFNN in terms of online gaming. There’s no word yet whether PAGCOR intends to license other gaming outfits to operate similar online casinos, but I’d bet that Dennis Uy and Enrique Razon are more than a little interested to join in on the fun, considering how poorly their profit puppies have performed through the pandemic. Especially if the license type will expand beyond the initial restriction to domestic bets only.
• [NEWS] PH Resorts [PHR 3.00 ▼0.99%] halted for an hour after issuance of shares to Udenna Corp disclosed... the Dennis Uy-owned integrated casino/resort developer disclosed that it sold 1,686,309,523 common shares from its unissued capital stock to Dennis Uy’s Udenna Corp for P2.8bn (P1.68/share). The PSE halted the stock for one hour under the “additional listing” rule. That lede was buried in a press release that was supposedly about PHR “topping off” the two towers at its Emerald Bay facility.
  
  • MB: The follow-on offering that PHR conducted a month ago sold 450m shares at the same price, but this transaction is significantly larger. When the FOO dropped, Dennis Uy said: “At the offer price, investors will be given a good opportunity to get in early at attractive valuation levels.” He was really talking about himself, and about the private placement sale to Udenna that was to come. This transaction dilutes everyone materially, including the FOO buyers that diluted the previous shareholders.
• [NEWS] Mergermarket reporting Indonesian coffee chain looking for JV partner in PH... Kopi Kenangan is Indonesia’s fastest growing coffee chain, and it’s fresh off of a Sequoia Capital India-led Series B investment round that netted it a US$109m warchest for expansion. The coffee chain reportedly prefers a Philippine “family-led conglomerate”, both for the conglomerate’s deep pockets but also its experience in the domestic retail sector. Kopi Kenangan is looking to co-locate its stores in buildings with a strong BPO presence.
  
  • MB: Looking for a family-led conglomerate with deep pockets is like shooting fish in a barrel in the Philippines. Kopi Kenangan is going to be able to run a beauty pageant to maximize the value of its potential JV. This store concept is not exactly like a convenience store (more like Luckin Coffee, actually), but it does serve some of the low-cost goodies (coffee, milk tea, snacks) that convenience stores like Seven-11 [SEVN 110.70 ▲4.43%], Ministop [RRHI 68.70 ▲0.51%], and Family Mart [PNX 12.74 ▼0.31%] use to lure customers in for repeated visits. That’s not exactly Kopi’s DNA, though, as it’s building its name and brand off of “coffee on demand” that is ordered by an app and either picked up in a small-footprint shop, or delivered direct to consumer. It’s not clear what Kopi Kenangan’s end-goal strategy is, whether it wants to be a stand-alone brand under the Kopi Kenangan flag here in the PH with its own locations, or whether it’s willing to be a branded component of a conglomerate’s overall offering, like “Ministop, with coffee by Kopi Kenangan”; either way, this is an indication that our convenience and coffee store market is heating up.
• [NEWS] Metro Pacific Investments [MPI 4.55 0.00%] buys 20% of Philippine Tank Storage International (PTSI)... the purchase was part of a larger deal that saw Keppel Infrastructure Trust (KIT) and MPI together acquire 100% of PTSI’s stock for US$333.8m. According to Mergermarket, PTSI owns the Philippine Coastal Storage & Pipeline Corporation (PCSPC), which is “the largest petroleum products import storage facility in the Philippines”. KIT and MPI purchased PTSI from the Philippine Investment Alliance for Infrastructure (PINAI). PTSI’s storage capacity includes three “tank farms” and one marine terminal area, all within the Subic Bay Freeport Zone.
  
  • MB: There are no comments from the MPI side of the deal yet, but KIT is on record saying that this is a “strategic” acquisition to strengthen its distributable cash flow (the money that the company uses to declare dividends). KIT says the investment will help it “capture the expected growth in demand for petroleum products in [the Philippines].” I assume MPI’s reasons for entering the deal are substantially similar.

MB is posted to /PHinvest every Monday and Wednesday, but my newsletter goes out daily. To stay in the loop for daily email delivery, please join the barkada by signing up for the newsletter, or follow me on Twitter.

Join our Barkada here

Read today's full email here

It could be the best in terms of anything
Paul Newman: The Hustler, Cool Hand Luke, Exodus, From the Terrace, Paris Blues, Hud, Hemingway's Adventures of a Young Man, Sweet Bird of Youth, Harper, Lady L, Hombre, Torn Curtain, Winning, Butch Cassidy and the Sundance Kid, The Secret War of Harry Frigg, The Prize, What a Way to Go!, The Outrage, and A New Kind of Love.
Gregory Peck: To Kill a Mockingbird, Mackenna's Gold, The Chairman, Cape Fear, Captain Newman, M.D., How the West Was Won, Behold a Pale Horse, Marooned, Mirage, Arabesque, The Stalking Moon, and The Guns of Navarone.
Steve McQueen: The Sand Pebbles, The Great Escape, Love with the Proper Stranger, The Magnificent Seven, The Thomas Crown Affair, The Cincinnati Kid, Bullitt, The Honeymoon Machine, The Honeymoon Machine, The War Lover, Soldier in the Rain, Nevada Smith, Baby the Rain Must Fall, and The Reivers.
Dustin Hoffman: The Graduate, Midnight Cowboy, The Tiger Makes Out, Madigan's Millions, and John and Mary.
Peter O Toole: Lawrence of Arabia, Becket, The Lion in Winter, Goodbye, Mr. Chips, Kidnapped, The Day They Robbed the Bank of England, The Savage Innocents, What's New Pussycat?, The Sandpiper, Lord Jim, How to Steal a Million, The Bible: In the Beginning..., Casino Royale, The Night of the Generals, and Great Catherine.
Henry Fonda: How the West Was Won, Firecreek, Once Upon a Time in the West, Madigan, The Boston Strangler, Fail Safe, Sex and the Single Girl, The Longest Day, Advise & Consent, Spencer's Mountain, The Dirty Game, In Harm's Way, A Big Hand for the Little Lady, Welcome to Hard Times, The Best Man, The Rounders, Battle of the Bulge, and Yours, Mine and Ours.
Toshiro Mifune: Shinsengumi, The Battle of the Japan Sea, Red Lion, Safari 5000, Hell in the Pacific, Samurai Banners, The Day the Sun Rose, Admiral Yamamoto, Japan's Longest Day, The Sands of Kurobe, Samurai Rebellion, Grand Prix, The Mad Atlantic, The Adventure of Kigan Castle, Rise Against the Sword, The Sword of Doom, Fort Graveyard, The Retreat from Kiska, Sanshiro Sugata, Samurai Assassin, Red Beard, Legacy of the 500,000, The Lost World of Sinbad, Whirlwind, Chūshingura: Hana no Maki, Yuki no Maki, Attack Squadron!, High and Low, Yojimbo, The Youth and his Amulet, Sanjuro, Tatsu, Three Gentlemen Return from Hong Kong, Salaryman Chushingura Part 1 & 2, The Story of Osaka Castle, The Youth and his Amulet, Ánimas Trujano, The Last Gunfight, The Gambling Samurai, The Bad Sleep Well, Man Against Man, and Storm Over the Pacific.
Montgomery Clift: Judgment at Nuremberg, The Misfits, Freud: The Secret Passion, The Defector, and Wild River.
Burt Lancaster: Judgment at Nuremberg, Birdman of Alcatraz, Elmer Gantry, Seven Days in May, The Leopard, The Professionals, The Unforgiven, The Young Savages, The List of Adrian Messenger, A Child Is Waiting, The Hallelujah Trail, The Train, The Swimmer, The Scalphunters, Castle Keep, and The Gypsy Moths.
Marlon Brando: Mutiny on the Bounty, The Fugitive Kind, One-Eyed Jacks, Morituri, The Chase, Bedtime Story, The Ugly American, Reflections in a Golden Eye, Candy, The Appaloosa, The Night of the Following Day, Burn!, and A Countess from Hong Kong.
Tony Curtis: Captain Newman, M.D., The Boston Strangler, Sex and the Single Girl, Spartacus, Pepe, The Rat Race, The Great Impostor, The List of Adrian Messenger, 40 Pounds of Trouble, Paris When It Sizzles, The Outsider, Taras Bulba, Goodbye Charlie, Not with My Wife, You Don't!, The Great Race, Wild and Wonderful, Boeing Boeing, Chamber of Horrors, On My Way to the Crusades, I Met a Girl Who..., Rosemary's Baby, Drop Dead Darling, Don't Make Waves, Monte Carlo or Bust!, and Who Was That Lady?.
Robert Redford: The Chase, Tall Story, Situation Hopeless... But Not Serious, War hunt, Inside Daisy Clover, Butch Cassidy and the Sundance Kid, Barefoot in the Park, This Property Is Condemned, Tell Them Willie Boy Is Here, and Downhill Racer.
Anthony Perkins: Tall Story, Psycho, The Trial, Phaedra, Pretty Poison, Five Miles to Midnight, Goodbye Again, The Fool Killer, Une ravissante idiote, Le glaive et la balance, The Champagne Murders, and Is Paris Burning?.
John Huston: Candy, The List of Adrian Messenger, The Cardinal, Casino Royale, and The Bible: In the Beginning
John Wayne: How the West Was Won, The Sons of Katie Elder, The Longest Day, True Grit, El Dorado, Cast a Giant Shadow, The War Wagon, The Green Berets, The Man Who Shot Liberty Valance, Hatari!, North to Alaska, The Alamo, The Comancheros, The Greatest Story Ever Told, Circus World, Hellfighters, and The Undefeated.
Jack Lemmon: The Great Race,Pepe, The Apartment, The Wackiest Ship in the Army, The Notorious Landlad, Days of Wine and Roses, Under the Yum Yum Tree, Irma la Douce, How to Murder Your Wife, Good Neighbor Sam, Luv, The Fortune Cookie, The Odd Couple, and The April Fools.
Marcello Mastroianni: 8 1/2, La Dolce Vita, La Notte, Yesterday, Today and Tomorrow, Divorce Italian Style, Marriage Italian Style, The 10th Victim, Adua and Her Friends, Il bell'Antonio, Ghosts of Rome, La Notte, Family Diary, Family Diary, The Organizer, Kiss the Other Sheik, Me, Me, Me... and the Others, Casanova 70, Shoot Loud, Louder... I Don't Understand, The Poppy Is Also a Flower, Ghosts – Italian Style, Amanti, Break Up, The Stranger, and Diamonds for Breakfast.
James Stewart: How the West Was Won, Firecreek, The Flight of the Phoenix, The Man Who Shot Liberty Valance, Cheyenne Autumn, The Mountain Road, Two Rode Together, Mr. Hobbs Takes a Vacation, Take Her, She's Mine, Shenandoah, Dear Brigitte, Bandolero!, and The Rare Breed.
Robert Mitchum: What a Way to Go!, Cape Fear, The Longest Day, El Dorado, Home from the Hill, The Sundowners, A Terrible Beauty, Two for the Seesaw, The Last Time I Saw Archie, The Grass Is Greener, The Way West, Mister Moses, Rampage, Man in the Middle, Anzio, 5 Card Stud, Villa Rides, The Good Guys and the Bad Guys, Secret Ceremony, and Young Billy Young.
Robert Duvall: Captain Newman, M.D., True Grit, To Kill a Mockingbird, Bullitt, The Chase, Nightmare in the Sun, Countdown, and The Detective.
Jean-Paul Belmondo: Breathless, That Man from Rio, Seven Days... Seven Nights, Trapped by Fear, Classe Tous Risques, The Lovemakers, Two Women, Lettere di una novizia, Love and the Frenchwoman, Le Doulos, Famous Love Affairs, Cartouche, A Man Named Rocca, Mare matto, The Winner, Sweet and Sour, Banana Peel, A Monkey in Winter, Backfire, Greed in the Sun, Weekend at Dunkirk, The Shortest Day, Magnet of Doom, Tender Scoundrel, Is Paris Burning?, Casino Royale, Male Hunt, Crime on a Summer Morning, Pierrot le Fou, Up to His Ears, Ho!, The Brain, Mississippi Mermaid, and Love Is a Funny Thing.
Kirk Douglas: Seven Days in May, The List of Adrian Messenger, Spartacus, Is Paris Burning?, The War Wagon, The Way West, Lonely Are the Brave, The Heroes of Telemark, Town Without Pity, The Last Sunset, For Love or Money, The Hook, The Arrangement, The Legend of Silent Night, The Brotherhood, A Lovely Way to Die, and Cast a Giant Shadow.
Charles Bronson: The Magnificent Seven, The Great Escape, Battle of the Bulge, Villa Rides, Guns of Diablo, X-15, The Bull of the West, 4 for Texas, Lola, Once Upon a Time in the West, Guns for San Sebastian, The Dirty Dozen, A Thunder of Drums, Kid Galahad, Master of the World, The Sandpiper, This Property Is Condemned, The Meanest Men in the West, and Adieu l'ami.
Orson Welles: Casino Royale, Is Paris Burning?, The Trial, Kampf um Rom, The Thirteen Chairs, The Merchant of Venice, Battle of Neretva, Tepepa, The Southern Star, I'll Never Forget What's'isname, A Man for All Seasons, David and Goliath, La Fayette, Austerlitz, Crack in the Mirror, The Tartars, The V.I.P.s, Chimes at Midnight, In the Land of Don Quixote, Marco the Magnificent, House of Cards, The Immortal Story, and Oedipus the King.
William Holden: Paris When It Sizzles, The Wild Bunch, The World of Suzie Wong, The Lion, Satan Never Sleeps, The Counterfeit Traitor, Casino Royale, The Devil's Brigade, The 7th Dawn, Alvarez Kelly, and The Christmas Tree.
Frank Sinatra: Cast a Giant Shadow, The Detective, 4 for Texas, The Manchurian Candidate, Tony Rome, Pepe, The Devil at 4 O'Clock, The Road to Hong Kong, Sergeants 3, Come Blow Your Horn, None but the Brave, Paris When It Sizzles, Lady in Cement, The Oscar, Assault on a Queen, The Naked Runner, Von Ryan's Express, Marriage on the Rocks, and Robin and the 7 Hoods.
Elvis Presley: G.I. Blues, Kid Galahad, Wild in the Country, Follow That Dream, Blue Hawaii, It Happened at the World's Fair, Girls! Girls! Girls!, Fun in Acapulco, Roustabout, Viva Las Vegas, Kissin' Cousins, Frankie and Johnny, Girl Happy, Harum Scarum, Tickle Me, Clambake, Easy Come, Easy Go, Double Trouble, Stay Away, Joe, Live a Little, Love a Little, Speedway, Change of Habit, The Trouble with Girls, Charro!, Spinout, and Paradise, Hawaiian Style.
Edmond O'Brien: The Wild Bunch, The Longest Day, The Man Who Shot Liberty Valance, Fantastic Voyage, The Great Impostor, The Last Voyage, The 3rd Voice, Birdman of Alcatraz, Man-Trap, Moon Pilot, Sylvia, Rio Conchos, The Hanged Man, The Outsider, Synanon, The Doomsday Flight, The Love God?, Flesh and Blood, The Viscount, and To Commit a Murder.
Ben Johnson: The Wild Bunch, The Rare Breed, The Undefeated, Hang 'Em High, Cheyenne Autumn, Will Penny, One-Eyed Jacks, Ten Who Dared, Tomboy and the Champ, and Major Dundee.
Warren Oates: The Wild Bunch, The Rise and Fall of Legs Diamond, The Rounders, Ride the High Country, Private Property, Mail Order Bride, Hero's Island, In the Heat of the Night, Welcome to Hard Times, The Shooting, Return of the Seven, Smith!, Crooks and Coronets, The Split, Something for a Lonely Man, and Lanton Mills.
Sidney Poitier: In the Heat of the Night, Lilies of the Field, A Patch of Blue, To Sir, With Love, A Raisin in the Sun, Guess Who's Coming to Dinner, Paris Blues, The Long Ships, Pressure Point,All the Young Men, The Bedford Incident, The Greatest Story Ever Told, The Slender Thread, Duel at Diablo, For Love of Ivy, and The Lost Man.
Rod Steiger: The Longest Day, In the Heat of the Night, The Pawn broker, Doctor Zhivago, No Way to Treat a Lady, Three into Two Won't Go, Seven Thieves, The Mark, 13 West Street, World in My Pocket, Convicts 4, Time of Indifference, Hands over the City, A Man Named John, The Loved One, The Girl and the General, The Sergeant, and The Illustrated Man.
Ernest Borgnine: The Dirty Dozen, The Wild Bunch, The Legend of Lylah Clare, Pay or Die, The Last Judgment, Barabbas, The Italian Brigands, McHale's Navy, The Flight of the Phoenix, The Oscar, The Split, A Bullet for Sandoval, Ice Station Zebra, Chuka, Go Naked in the World, Black City, and Man on a String.
George Kennedy: The Boston Strangler, Charade, Strait-Jacket, McHale's Navy, The Sons of Katie Elder, The Dirty Dozen, Shenandoah, The Flight of the Phoenix, Guns of the Magnificent Seven, The Good Guys and the Bad Guys, Cool Hand Luke, The Little Shepherd of Kingdom Come, The Man from the Diners' Club, The Silent Witness, McHale's Navy, Mirage, Hush...Hush, Sweet Charlotte, Island of the Blue Dolphins, In Harm's Way, Hurry Sundown, Bandolero!, The Ballad of Josie, Gaily, Gaily, and The Pink Jungle.
Strother Martin: McLintock!, The Man Who Shot Liberty Valance, Cool Hand Luke, Hurry Sundown, Sanctuary, Shenandoah, Harper, Nevada Smith, The Sons of Katie Elder, The Wild Bunch, Butch Cassidy and the Sundance Kid, True Grit, An Eye for an Eye, The Flim-Flam Man, Showdown, Invitation to a Gunfighter, and The Deadly Companions.
Clint Eastwood: The Dollars Trilogy, Hang 'Em High, Where Eagles Dare, The Witches, Coogan's Bluff, and Paint Your Wagon.
Eli Wallach: How the West Was Won, The Magnificent Seven, The Misfits, The Tiger Makes Out, Lord Jim, How to Steal a Million, A Lovely Way to Die, Seven Thieves, The Good, the Bad and the Ugly, Genghis Khan, The Poppy Is Also a Flower, How to Save a Marriage and Ruin Your Life, Ace High, Hemingway's Adventures of a Young Man, The Brain, Mackenna's Gold, Kisses for My President, Act One, The Moon-Spinners, and The Victors.
Lee Van Cleef: The Man Who Shot Liberty Valance, For a Few Dollars More, The Good, the Bad and the Ugly, Posse from Hell, The Big Gundown, Sabata, Death Rides a Horse, Commandos, Day of Anger, and Beyond the Law.
Richard Burton: The Sandpiper, Where Eagles Dare, Ice Palace, The Longest Day, The Bramble Bush, Zulu, Becket, Cleopatra, What's New Pussycat?, The Night of the Iguana, The Spy Who Came In from the Cold, Who's Afraid of Virginia Woolf?, The Taming of the Shrew, Candy, Boom!, The Comedians in Africa, The Comedians, Doctor Faustus, Staircase, and Anne of the Thousand Days.
Paul Scofield: A Man for all Seasons, The Train, and Tell Me Lies.
Warren Beatty: All Fall Down, Splendor in the Grass, Bonnie and Clyde, Lilith, The Roman Spring of Mrs. Stone, Mickey One, Promise Her Anything, and Kaleidoscope.
Albert Finney: Tom Jones, The Entertainer, Saturday Night and Sunday Morning, Two for the Road, The Victors, Night Must Fall, Charlie Bubbles, and The Picasso Summer.
Lee Marvin: Hell in the Pacific, The Professionals, The Man Who Shot Liberty Valance, The Comancheros, Paint Your Wagon, Point Blank, The Killers, Donovan's Reef, Cat Ballou, Ship of Fools, Sergeant Ryker, Hell in the Pacific, The Dirty Dozen, and Point Blank.
Anthony Quinn: Behold a Pale Horse, Barabbas, Zorba the Greek, Lawrence of Arabia, Guns for San Sebastian, The Rover, San Sebastian 1746 in 1968, The Secret of Santa Vittoria, A Dream of Kings, The 25th Hour, The Happening, Lost Command, Marco the Magnificent, The Visit, A High Wind in Jamaica, Heller in Pink Tights, The Savage Innocents, Portrait in Black, The Guns of Navarone, The Magus, and The Shoes of the Fisherman.
Michael Caine: Hurry Sundown, The Magus, Zulu, The Ipcress File, Alfie, The Italian Job, Deadfall, Funeral in Berlin, Billion Dollar Brain, Battle of Britain, Gambit, The Wrong Box, Woman Times Seven, Play Dirty, Foxhole in Cairo, Solo for Sparrow, The Wrong Arm of the Law, The Bulldog Breed, and The Day the Earth Caught Fire.
Rex Harrison: Cleopatra, My Fair Lady, Doctor Dolittle, The Happy Thieves, Midnight Lace, The Agony and the Ecstasy, The Yellow Rolls-Royce, Staircase, The Honey Pot, and A Flea in Her Ear.
Sean Connery: The Longest Day, Dr. No, Marnie, Goldfinger, From Russia with Love, Macbeth, The Frightened City, On the Fiddle, Anna Karenina, Shalako, The Red Tent, You Only Live Twice, Un monde nouveau, The Hill, A Fine Madness, Thunderball, Woman of Straw, and The Bowler and the Bunnet.
Spencer Tracy: Judgment at Nuremberg, Guess Who's Coming to Dinner, Inherit the Wind, The Devil at 4 O'Clock, and It's a Mad, Mad, Mad, Mad World.
Chishû Ryû: Late Autumn, Otoko wa Tsurai yo, The Human Bullet, Japan's Longest Day, The End of Summer, An Autumn Afternoon, The Human Condition 3, and The Last War.
Martin Balsam: Psycho, A Thousand Clowns, Trilogy, The Good Guys and the Bad Guys, Around the World of Mike Todd, Me, Natalie, Around the World of Mike Todd, Hombre, Among the Paths to Eden, After the Fox, Harlow, The Bedford Incident, Seven Days in May, Suspense, Youngblood Hawke, Everybody Go Home, Breakfast at Tiffany's, Ada, Cape Fear, Route 66, and Who's Been Sleeping in My Bed?.
Alan Bates: Zorba the Greek, Georgy Girl, Far from the Madding Crowd, Women in Love, King of Hearts, The Fixer, The Entertainer, Zorba the Greek, Nothing but the Best, Whistle Down the Wind, A Kind of Loving, The Caretaker, and The Running Man.
Alain Delon: Is Paris Burning?, Famous Love Affairs, Rocco and His Brothers, Purple Noon, The Leopard, Le Samouraï, The Yellow Rolls-Royce, Lost Command, L'Eclisse, The Joy of Living, The Devil and the Ten Commandments, Love at Sea, Carom Shots, Any Number Can Win, Joy House, The Unvanquished, Once a Thief, Texas Across the River, Adieu l'ami, Jeff, The Sicilian Clan, La Piscine, Spirits of the Dead, The Girl on a Motorcycle, The Last Adventure, and Diabolically Yours.
Peter Sellers: What's New Pussycat?, Casino Royale, Woman Times Seven, Dr. Strangelove, Lolita, The Millionairess, Never Let Go, Two-Way Stretch, The Wrong Arm of the Law, The Dock Brief, The Pink Panther, Only Two Can Play, Mr. Topaze, Waltz of the Toreadors, Heavens Above!, A Shot in the Dark, The World of Henry Orient, A Carol for Another Christmas, Casino Royale, Woman Times Seven, The bobo, The Party, The Magic Christian, and I Love You, Alice B. Toklas.
George C. Scott: The List of Adrian Messenger, The Hustler, Not with My Wife, You Don't!, The Flim-Flam Man, Dr. Strangelove, The Power and the Glory, The Crucible, The Yellow Rolls-Royce, The Bible: In the Beginning..., This Savage Land, and Petulia.
Walter Matthau: Charade, Fail Safe, The Fortune Cookie, The Odd Couple, Strangers When We Meet, Lonely Are the Brave, Mirage, Ensign Pulver, Island of Love, Who's Got the Action?, Candy, Cactus Flower, Hello, Dolly!, The Secret Life of an American Wife, and A Guide for the Married Man.
Jean-Louis Trintignant: Z, A Man and a Woman, The Great Silence, Austerlitz, Horace 62, Un homme à abattre, La Longue marche, Trans-Europ-Express, Le Combat dans l'île, So Sweet... So Perverse, L'Américain, Mata Hari, Agent H21, Journey Beneath the Desert, Il Sorpasso, Col cuore in gola, Death Laid an Egg, Les Biches, My Love, My Love, The Man Who Lies, Metti, una sera a cena, My Night at Maud's, The Libertine, The Sleeping Car Murders, Diamond Safari, Spotlight on a Murderer, Nutty, and Naughty Chateau.
Max von Sydow: The Greatest Story Ever Told, Shame, Hour of the Wolf, The Virgin Spring, Through a Glass Darkly, Bröllopsdagen, 4x4, Winter Light, Hawaii, Adventures of Nils Holgersson, The Mistress, Made in Sweden, The Passion of Anna, The Quiller Memorandum, Svarta palmkronor, The Reward, and Here Is Your Life.
Richard Attenborough: The Sand Pebbles, The Great Escape, Doctor Dolittle, The Angry Silence, Upgreen – And at 'Em, The Dock Brief, Only Two Can Play, The League of Gentlemen, All Night Long, Séance on a Wet Afternoon, The Third Secret, The Flight of the Phoenix, Only When I Larf, Guns at Batasi, The Magic Christian, Oh! What a Lovely War, and The Bliss of Mrs. Blossom.
Melvyn Douglas: Hud, Hotel, The Crucible, Companions in Nightmare, Rapture, Inherit the Wind, Lamp At Midnight, Advance to the Rear, A Very Close Family, The Americanization of Emily, and Billy Budd.
Woody Strode: Spartacus, The Man Who Shot Liberty Valance, Sergeant Rutledge, The Last Voyage, Two Rode Together, The Sins of Rachel Cade, Che!, Once Upon a Time in the West, Boot Hill, Genghis Khan, Shalako, Black Jesus, The Professionals, Tarzan's Three Challenges, and 7 Women.
Yûsuke Kawazu: The River Fuefuki, Ken, Manji, Kiri no Hata, Cruel Story of Youth, Genocide, Fighting Elegy, and Black Lizard.
John Cassavetes: The Dirty Dozen, Rosemary's Baby, A Child Is Waiting, The Killers, Devil's Angels, Roma come Chicago, If It's Tuesday, This Must Be Belgium, Machine Gun McCain, and The Webster Boy.
Laurence Harvey: The Outrage, Kampf um Rom, The Manchurian Candidate, The Ceremony, The Alamo, The Long and the Short and the Tall, BUtterfield 8, Walk on the Wild Side, The Wonderful World of the Brothers Grimm, The Running Man, A Girl Named Tamiko, Darling, Of Human Bondage, Summer and Smoke, Two Loves, The Doctor and the Devil, Rebus, The Spy with a Cold Nose, The Magic Christian, L'assoluto naturale, The Charge of the Light Brigade, A Dandy in Aspic, Life at the Top, The Outrage, and The Winter's Tale.
Omar Sharif: Mackenna's Gold, Behold a Pale Horse, Lawrence of Arabia, Doctor Zhivago, The Poppy Is Also a Flower, The Fall of the Roman Empire, Funny Girl, More Than a Miracle, Che!, Mayerling, Trois hommes sur un cheval, The Appointment, Genghis Khan, The Yellow Rolls-Royce, El mamalik, The Night of the Generals, Lawet El Hub, Nahna el talamiza, Gharam el assiad, Hobi al-Wahid, The Beginning and the End, The River of Love, A Rumor of Love, and There is a Man in our House.
George Peppard: How the West Was Won, Breakfast at Tiffany's, The Carpetbaggers, House of Cards, Home from the Hill, The Victors, The Subterraneans, P.J.,What's So Bad About Feeling Good?, Pendulum, Operation Crossbow, The Third Day, Tobruk, Rough Night in Jericho, and The Blue Max.
James Garner: The Great Escape, Grand Prix, Duel at Diablo, 36 Hours, The Pink Jungle, A High Wind in Jamaica,Hour of the Gun, The Americanization of Emily, Cash McCall, The Children's Hour, Boys' Night Out, Action on the Beach, The Art of Love, Grand Prix: Challenge of the Champions, The Thrill of It All, Move Over, Darling, The Wheeler Dealers, Marlowe, Support Your Local Sheriff!, The Man Who Makes the Difference, Once Upon a Wheel, The Racing Scene, A Man Could Get Killed, How Sweet It Is!, and Mister Buddwing.
Donald Pleasence: The Great Escape, The Night of the Generals, You Only Live Twice, Creature of Comfort, Will Penny, Fantastic Voyage, The Greatest Story Ever Told, The Hallelujah Trail, The Caretaker, Suspect, No Love for Johnnie, The Shakedown, The Flesh and the Fiends, The Hands of Orlac, Hell Is a City, The Wind of Change, Circus of Horrors, Sons and Lovers, The Big Day, Dr. Crippen, Cul-de-sac, The Inspector, What a Carve Up!, Eye of the Devil, Matchless, Arthur? Arthur!, The Other People, The Madwoman of Chaillot, A Story of David, and Spare the Rod.
James Coburn: Charade, The Americanization of Emily, The Magnificent Seven, Hell Is for Heroes, The Great Escape, Our Man Flint, In Like Flint, The Man from Galveston, The Murder Men, Hell Is for Heroes, What Did You Do in the War, Daddy?, Duffy, Candy, The President's Analyst, Dead Heat on a Merry-Go-Round, Waterhole No. 3, Major Dundee, A High Wind in Jamaica, The Loved One, and Hard Contract.
Cary Grant: Charade, The Grass Is Greener, That Touch of Mink, Walk, Don't Run, and Father Goose.
Horst Buchholz: The Magnificent Seven, One, Two, Three, Fanny, Nine Hours to Rama, Marco the Magnificent, The Empty Canvas, Ankle Bone, Cervantes, That Man in Istanbul, Johnny Banco, and How, When and with Whom.
Jackie Gleason: Soldier in the Rain, The Hustler, Gigot, Requiem for a Heavyweight, Skidoo, Papa's Delicate Condition, How to Commit Marriage, and Don't Drink the Water.
Arthur Kennedy: Lawrence of Arabia, Barabbas, Hemingway's Adventures of a Young Man, Claudelle Inglish, Cheyenne Autumn, Murder, She Said, Anzio, Shark!, A Minute to Pray, a Second to Die, Hail, Hero!, Nevada Smith,Murieta, Fantastic Voyage, Attack and Retreat, Joy in the Morning, Monday's Child, and Day of the Evil Gun.
Peter Finch: Kidnapped, The Trials of Oscar Wilde, The Day, No Love for Johnnie, In the Cool of the Day, I Thank a Fool, Girl with Green Eyes, The Pumpkin Eater, The Flight of the Phoenix, Judith, First Men in the Moon, Far from the Madding Crowd, 10:30 P.M. Summer, Come Spy with Me, The Greatest Mother of Them All, The Legend of Lylah Clare, and The Red Tent.
Hugh Griffith: How to Steal a Million,Exodus, Mutiny on the Bounty, Oliver!, The Counterfeit Traitor, The Citadel, Point of Departure, The Day They Robbed the Bank of England, The Inspector, Tom Jones, Term of Trial, The Poppy Is Also a Flower, Hide and Seek, The Bargee, The Amorous Adventures of Moll Flanders, On My Way to the Crusades, I Met a Girl Who..., Oh Dad, Poor Dad, Mamma's Hung You in the Closet and I'm Feelin' So Sad, The Sailor from Gibraltar, The Fixer, Il marito è mio e l'ammazzo quando mi pare, and Brown Eye, Evil Eye.
Jason Robards: A Big Hand for the Little Lady, Hour of the Gun, Long Day's Journey into Night, A Thousand Clowns, Act One, By Love Possessed, Isadora, Tender Is the Night, Divorce American Style, A Big Hand for the Little Lady, The St. Valentine's Day Massacre, Any Wednesday, Once Upon a Time in the West, and The Night They Raided Minsky's.
George Seagel: The Southern Star, No Way to Treat a Lady, Invitation to a Gunfighter, Who's Afraid of Virginia Woolf?, Lost Command, The Quiller Memorandum, The St. Valentine's Day Massacre, King Rat, Act One, The Young Doctors, The Bridge at Remagen, The Girl Who Couldn't Say No, Bye Bye Braverman, and The New Interns.
Rod Taylor: Chuka, The Time Machine, Sunday in New York, The Glass Bottom Boat, 36 Hours, The Birds, Hotel, Nobody Runs Forever, The Hell with Heroes, One Hundred and One Dalmatians, Seven Seas to Calais, Colossus and the Amazon Queen, Dark of the Sun, The Liquidator, Young Cassidy, Fate Is the Hunter, Do Not Disturb, and A Gathering of Eagles.
Robert Ryan: Ice Palace, Billy Budd, The Longest Day, The Wild Bunch, The Dirty Dozen, Battle of the Bulge, The Professionals, Anzio, Captain Nemo and the Underwater City, A Minute to Pray, a Second to Die, Hour of the Gun, Custer of the West, The Busy Body, The Canadians, King of Kings, and The Crooked Road.
Christopher Plummer: Battle of Britain, The Sound of Music, The Fall of the Roman Empire, Inside Daisy Clover, The Royal Hunt of the Sun, Lock Up Your Daughters, Nobody Runs Forever, Oedipus the King, The Night of the Generals, and Triple Cross.
Michel Piccoli: Le Doulos, Contempt, Diary of a Chambermaid, La Guerre Est Finit, Les Creatures, The Young Girls of Rochefort, Belle De Jour, Danger: Diabolik, Dillinger is Dead, The Milky Way, Topaz, Lady L, The Day and the Hour, Masquerade, L'Invitée, Climats, Les Petits Drames, Adieu Philippine, La dragée haute, Le Bal des espions, Amazons of Rome, All About Loving, The Sleeping Car Murders, The War Is Over, The Game Is Over, Belle de Jour, Benjamin, Shock Troops, La Chamade, and La Prisonnière.
Tatsuya Nakadai: When a Woman Ascends the Stairs, Yojimbo,The Human Condition: A Soldier's Prayer, Immortal Love, Sanjuro, Harakiri ,High and Low, Kwaidan, The Sword of Doom, The Face of Another, Samurai Rebellion, Kill!, Goyokin, Portrait of Hell, Get 'em All, Daughters, Wives and a Mother ,Miren, A Woman's Life, Pressure of Guilt, Love Under the Crucifix, The Blue Beast, The Other Women, Kumo ga chigieru toki, Hakari, The Legacy of the 500,000, Saigo no shinpan, Blood End, Arijigoku sakusen, Kwaidan, Saigo no shinpan, Fort Graveyard, Cash Calls Hell, Illusion of Blood, Kojiro, The Age of Assassins, The Daphne, Today We Kill... Tomorrow We Die!, Rengō Kantai Shirei Chōkan: Yamamoto Isoroku, Blood End, Hitokiri, Eiko's 5000 Kilograms, and The Battle of the Japan Sea.
James Mason: Lolita, Duffy, Mayerling, The Sea Gull, Age of Consent, The Blue Max, Stranger in the House, The Deadly Affair, Georgy Girl, The Fall of the Roman Empire, The Pumpkin Eater, Genghis Khan, Lord Jim, The Uninhibited, Hero's Island, Torpedo Bay, Tiara Tahiti, The Trials of Oscar Wilde, The Marriage-Go-Round, and Escape from Zahrain.
Vincent Price: The Last Man on Earth, Witchfinder General, Convicts 4, Confessions of an Opium Eater, Tower of London, Tales of Terror, The Raven, Diary of a Madman, The Haunted Palace, The Masque of the Red Death, The Tomb of Ligeia, Twice-Told Tales, Dr. Goldfoot and the Bikini Machine, The Comedy of Terrors, City Under the Sea, The House of 1,000 Dolls, The Pit and the Pendulum, Nefertiti, Queen of the Nile, Rage of the Buccaneers, Beach Party, House of Usher, Master of the World, Dr. Goldfoot and the Girl Bombs, Spirits of the Dead, The Trouble with Girls, The Jackals, More Dead Than Alive, and The Oblong Box.
Jack Nicholson: The Raven, Easy Rider, The Little Shop of Horrors, The Shooting, Head, Hells Angels on Wheels, The Trip, The St. Valentine's Day Massacre, Psych-Out, Thunder Island, Back Door to Hell, Ride in the Whirlwind, Flight to Fury, The Wild Ride, The Broken Land, Studs Lonigan, Too Soon to Love, and The Terror.
Rock Hudson: Lover Come Back, Send Me No Flowers, The Last Sunset, Marilyn, The Spiral Road, Come September, Strange Bedfellows, Man's Favorite Sport?, A Gathering of Eagles, A Very Special Favor, Seconds, Tobruk, Ice Station Zebra, The Undefeated, Blindfold, and A Fine Pair.
Charlton Heston: El Cid, The Pigeon That Took Rome, 55 Days at Peking, The Greatest Story Ever Told, While I Run This Race, All About People, The Agony and the Ecstasy, Number One, Planet of the Apes, Counterpoint, Will Penny, Major Dundee, Khartoum, The War Lord, The Five Cities of June, and Diamond Head.
John Gavin: Psycho, Midnight Lace, Back Street, The Madwoman of Chaillot, Thoroughly Modern Millie, OSS 117 – Double Agent, Tammy Tell Me True, Spartacus, Pedro Páramo, A Breath of Scandal, and Romanoff and Juliet.
Stephen Boyd: Lisa, Billy Rose's Jumbo, Fantastic Voyage, The Poppy Is Also a Flower, The Big Gamble, Slaves, The Caper of the Golden Bulls, Shalako, Assignment K, The Bible: In the Beginning..., The Fall of the Roman Empire, Genghis Khan, The Oscar, The Third Secret, and Imperial Venus.
Dick Van Dyke: Bye Bye Birdie, Mary Poppins, Lt. Robin Crusoe, U.S.N., The Art of Love, What a Way to Go!, Chitty Chitty Bang Bang, Divorce American Style, The Comic, Some Kind of a Nut, Fitzwilly, and Never a Dull Moment.

2 years or so after the 1st ex I posted about, I got into another toxic relationship with an older guy. He was about 7 years older than me, and we were together for 2 years. I thought this was going to be different because I knew him, and he was actually a cool guy to be around... But nah-ah.
We started talking to each other out of the blue after a music event in which my band played in. And from there, communication was constant. After a month of dating, we became official and he broke the news that he had to leave and go to another country for work. I was like oh man not this again. But, I’m not really one to hinder someone’s goals and dreams, so, he left after 3 or 4 weeks.
LDR, I did everything in front of my phone — eat, sleep, shower, cook, exercise, and etc. My family and friends were actually encouraging me to go out a little and enjoy my youth. (not to fool around and cheat, but you know, do normal people stuff like visit a friend, go to the mall, get my hair done, watch a movie, and etc) I started taking their word, and I would go out a little bit... First few times, he was okay with it. But after a couple of times, he was like why was I attending an awful lot of bdays or celebrations. He would now say no if I asked him if I could go out.
A year passed, and this was our routine. I missed a lot of occasions, gatherings, bdays, and etc. I didn’t even sing anymore because he said I’m getting too old for that, and that I would just draw attention to my self for the wrong reasons. I deleted people on Facebook whom were a “threat” to our relationship. He would constantly ask me about people who liked my photos, or commented on my posts, if I knew them personally. If not, I would have to delete them. I deleted photos that he didn’t like. He also wanted me to post constantly about him, and asked that our profile photos to be similar, or one that he approved. He compared himself to my exes. He would tell me what to wear, or how to carry my self. I cursed a little bit, and he would tell me to cut that out too... Whatever he said and wanted, I listened and did. I lost all sense of individuality.
He got a break from work and went home for a month to be with me. It was good. We traveled for a bit and spent time with people that mattered. He actually stayed at our house, so he was comfortable with the people there, and the surroundings.
When he went back to work, I suddenly grew tired of it all. We went back to the same routine, and it actually got worse this time around. I couldn’t even watch tv solo or in peace. My phone would be in front of me at all times, video call opened for him to watch what I was doing. I couldn’t have my alone time... This threw me off and I started going out without asking him. He would call my mom, asked if my she could make me come home. One time, I was out with my best friend, just so frustrated on how the relationship was going. We went home late and I asked my best friend to if he could just sleep there with me (my best friend is super gay btw lol). When I started going through my messages, this dude left me nasty messages that I just started crying. I let my best friend read it, and he was in shock. He went out of the room and told my mom about it. My mom called this guy and just started cursing at him. She was livid. He actually told me that I was a prostitute for behaving this way. That I’m not allowed to go out til late hours and etc. And that no man would love or trust me if I continue living like this. At this point my mom told me to think things through first because this guy was getting too controlling.
After 2-3 weeks, he said sorry and told me he would loosen up a bit. So okay, I told him let’s give it another go. After a week or 2 of making up, I went out with some friends, and again, he was furious. It became a cycle of saying sorry and forgiving each other for the next 3 months. At this point I was actually trying to get over him. I broke up with him and he still wouldn’t change his profile picture on all social media platforms, and etc. He would still message me saying that he will be home soon to fix things. I told him he was not welcome to stay at my house anymore. Whenever I would reject him, he would send different pictures of girls and different conversations he was having with them to make me jealous or whatever.
One day, he went knocking outside my house, at this point we were broken up, with luggages on hand. I told him I didn’t want him there, but my mom said, just let him stay for tonight, he might be tired from his flight. So okay, he stayed at my room, and I stayed with my mom at the master bedroom. The next day, he was out and was staying at a hotel near my house. He was very upset saying that it’s my fault. Why would I let him waste money to stay at a hotel while he could just stay at home with me. He was still forcing himself on me and my life.
One night, he was asking if I could go to a music event with him, I told him no. I’d rather sleep than go out and pretend we were still okay or together. I was awoken by him dragging me by my legs, and with a huge slap on the face. My mom was at the casino enjoying her self that night, and the nanny was asleep. I asked him how he got inside the house. Apparently, the gate was left unlocked and he knew where we kept our spare keys. He reeked of alcohol and marijuana. He began undressing himself then me, kept on saying “this is what you want right? To be treated like a prostitute because you act like one.” He actually raped me and he slept next to me that night, hugging me like it was not a big deal. I just froze staring at the ceiling, couldn’t sleep the whole night. The next day, everybody was shocked to see him there coming out of my bedroom. I told him that I wasn’t happy of what had happened, and he actually scared and hurt me. He said he thought I liked it. I talked to my mom, asked if she could ask him to leave and not come back again.
Side note... I actually don’t understand up to this day why he called me a prostitute. All my friends know that I can handle my self, I don’t go after guys or girls, I don’t get drunk out, and I don’t act or dress inappropriately.
After a few days, I would hear taps on my window or him shouting my name, asking if we could talk. He would always bother the nanny or call my mom, and at this point it was already looking like harassment. This was when I said enough is enough. I don’t want anything to do with him anymore. He left the Philippines with no resolution and etc.
When he went back to work, he started messaging me again saying sorry and saying he realized how bad he messed up. That the girls he was talking to were all fake, he made everything up just to make me jealous, and etc. This was actually when I started talking to other guys, and went on dates. I finally came clean to my mom and told her what went on, and she said this is the type of guy that would blackmail me, lock me in the basement, or kill me out of jealousy. And I couldn’t agree with her more.
Weeks passed, I started posting pictures of bouquets, stuffed animals, and chocolates I was receiving from other people. He got angry and messaged me using a diff platform saying how much of a b.tch I was for posting those. That people would be feeling sorry for him, and that I didn’t even give him the chance to move on. When I posted that I was in a new relationship months after, he messaged me on Skype saying he still loved me. Even when he got a new girlfriend, him and his girlfriend would talk shit about me and posted things on Instagram, not knowing he was still leaving me messages on Skype saying how much he missed and loved me. Lol.
What a roller coaster that was! I am just glad that was 4 years ago, and I very happy of where I am now. I have learned and grew from my experiences. That no other man should be my top priority, I should always come and put my self first. Also, that there is no point of proving how much of a good person you are when people are trying to bring you down. Actions speak louder than words, always.

Happy Monday, Barkada --

The PSE closed down 40 points to 5898 ▼0.7%.

Shout-out to @22ndBoyMagician and @Real_Yield from the /PHinvest Discord server for their support. Thank you!

Daily meme | Join MB | Today's email

COVID Update

WW: 39566445 PH: 351665 

Top 3 MB indices:

 Power Gen. ▲1.88% POGO Gaming ▲1.76% #COVID-19 ▲0.84% 

Bottom 3 MB indices:

 MiddleClass ▼1.33% Logistics ▼0.80% Cement ▼0.60% 

Main stories covered:

• [NEWS] Airlines able to resume international flights with non-essential passengers on October 21... but will the demand be there? Non-essential travellers will be able to leave the country, provided they have “negative antigen test results, confirmed plane tickets, and health and travel insurance”. The government originally lifted the ban on Filipinos travelling abroad for non-essential reasons in July, but since only one insurance company could adhere to the IATF’s strict rules on conditions to cover rebooking, accommodation expenses, and hospitalization should a traveler contract COVID-19, the ban was re-implemented, awaiting better coordination. Seems as though the better coordination has arrived, though we are still waiting on confirmation of procedures from the IATF.
  
  • MB: As we discussed last week, domestic airline revenue has been constrained by a lack of demand, not by excessive regulations or travel bans. Philippine Airlines [PAL 5.85 ▲0.86%] and Cebu Pacific [CEB 38.00 ▲1.06%] know as well as any that many countries around the world still have quite strict travel regulations in place that make travelling a huge pain in the ass, aside from whatever hoops the IATF will make Filipinos jump through even before they make the trek to NAIA. The totality of this hassle against the backdrop of a global pandemic has decimated travel demand. The airlines will be in a lot of trouble until the hassle (and the pandemic) disappears.
• [UPDATE] Converge [CNVRG 16.80] IPO oversubscribed with one broker, so, you know... in a talk with Michelle Ong, the President of PNB Securities, Antonio Lisbona, said that the CNVRG IPO was causing his firm “sleepless nights” because PNB Securities’ order book was already “oversubscribed”. He admitted that the CNVRG IPO might look “heavy” (too expensive, not selling quickly), but he reiterated his belief that CNVRG is in “the right business at the right time.”
  
  • MB: The domestic and international demand for CNVRG has not been strong. Remember, CNVRG’s IPO is split 70:30 between foreign investors and local investors, and that CNVRG was forced to lower its price twice by an aggregate of 30% in order to sign a cornerstone investor for the international tranche. After lowering the price, the stock sold out and the company was able to market the international tranche as being “oversubscribed”, but it has not been able to say the same thing for the PH-based tranche, despite a 10x increase in PSE EASy allocations and a white-hot connectivity market ([DITO 6.10 ▼1.45%], [NOW 5.25 unch], [MRC 0.37 ▲1.37%]). Now, PNB Securities is doing a media hit to say that it’s own order book is oversubscribed. It’s obviously trying to hype the market for the stock. We’re one week to IPO, so I expect more limp stories like this to try and juice the local market ahead of the big day.
• [UPDATE] PH Resorts [PHR 2.69 ▲3.46%] prices its follow-on offering at P1.68/share... the Dennis Uy-owned casino resort operator is looking to sell 450m shares at P1.68/share to raise P756m to increase the size of the public float (it’s only 15.89% after the IPO) and help fund completion of its Cebu project. The pricing range had been P1.00 to P2.50. The deal is 100% primary (new shares), and is only available through brokers (not PSE EASy).
  
  • MB: Dennis Uy kills two birds with one stone: he gets cash for his cash-strapped company, and he gets to pull PHR’s head more fully above the PSE’s minimum public float line of 10%. What do you bet DAU uses some of the P756m that he gets in this deal to initiate share buy-backs if PHR continues to tumble? While DAU might not be the best at running a business, DAU is a master at the trading game, so I wouldn’t put it past him.
• *[UPDATE] PSE determines backdoor rules apply to Xurpas [X 0.55 susp] transaction... * The PSE determined that the Wavemaker Group transaction was a backdoor listing, and that X stock will remain suspended until X is able to provide the PSE (and investors) with a comprehensive disclosure to outline the nature of the transaction and the impact that it will have on X’s business going forward.
  
  • MB: The writing was on the wall ever since X sold Yondu back to Globe [GLO 1992.00 ▼0.90%] for a fraction of what it paid. The Wavemaker deal never looked quite right, and to many in the investing community, X was a deadman walking already, so the suspension meant very little. The PSE’s first potential tech unicorn is pretty much dead at this point.

MB is posted to /PHinvest every Monday and Wednesday, but my newsletter goes out daily. To stay in the loop for daily email delivery, please join the barkada by signing up for the newsletter, or follow me on Twitter.

Join our Barkada here

Read today's full email here

Happy Monday, Barkada --

The PSE closed up 55 points to 5999 ▲0.9%.

Shout-out to André for the Twitter love, and to Robin for his interest in my analysis of the PH logistics industry (with reference to MerryMart's "Dark Grocery" deal with FoodPanda). I hope to have more to say on the topic soon, as it's an industry that I'm looking very closely at considering the changes that we've seen all around the world in the warehousing, cold-storage, and delivery segments. Drop a note if you're involved in the logistics industry, or an analyst covering it; I'd love the chance to swap stories. Interesting times, especially now with this COVID twist.

Daily meme | Join MB | Today's email

COVID Update

WW: 35124492 PH: 319307 

Top 3 MB indices:

 D30 Targets ▲2.42% Telco ▲1.81% Power Gen. ▲1.41% 

Bottom 3 MB indices:

 MiddleClass ▼1.18% 2019 IPOs ▼0.56% POGO Gaming ▼0.44% 

Main stories covered:

• [NEWS] PH Resorts Group Holdings [PHR 3.04 ▲1.33%] gets FOO approved by PSE... here comes the dilution. PHR is the travel and gaming subsidiary of Dennis “Davao” Uy’s Udenna Corp, and is looking to raise P1.125bn in a follow-on offer (FOO) to build an integrated resort (casino integrated with a hotel with restaurants) in Cebu. PHR is selling 450,000,000 new common shares at an implied price of P2.50/share. COVID has delayed the construction and opening of the resort, which Udenna expects to have fully opened by Q2/22, with a soft opening in late 2021.
  
  • MB: The FOO also lifts the public ownership (free float) of PHR above 10%. The PSE has made moves that indicate it will press to raise public ownership levels, so perhaps DAU is getting out in front of the PSE a bit here and killing two birds with one stone (lack of funds + lack of public ownership). The P.2.50/share price that’s implied by the P1.125bn raise through selling 450m shares is about 17% lower than PHR’s Friday close of P3.04/share. The new shares represent a 9.4% increase in the outstanding shares of PHR. This isn’t the only DAU-affiliated company that is in need of capital.
• [UPDATE] Converge ICT’s [FIBER 24.00] US investor to unload 1 billion shares at IPO... the US investor is none other than Warburg Pincus LLP (WP), which invested US$225m (P12.4bn) in FIBER in 2019 through its subsidiary company, Coherent Cloud. WP plans to convert its preferred share holdings to common shares on the date that FIBER gets priced, and then to sell 1.011 billion common shares in the IPO (almost half of its 2,045 billion shares in FIBER).
  
  • MB: This means that the secondary share sale will almost entirely be to WP’s benefit, meaning that it does not look like The Other Dennis Uy is cashing out his chips in this transaction. WP, for its part, is looking to sell half of its original US$225m investment for P24bn, which is approximately US$495m. That’s a 4x return in just over 1 year of investment. From WP’s point of view, that’s a fantastic deal, but from a prospective FIBER investor’s perspective, I’m left to wonder what this deal has in it for them. FIBER’s expansion program sets a goal to reach 55% of Filipino households by 2025.
• NEWS Globe [GLO 2120.00 ▲0.95%] ramps up fiber roll-out... in completely unrelated news, GLO has increased its fiber network roll-out by 50% this year. Cebu and Davao Del Sur have been the recipients of the most aggressive GLO activity, but GLO has been busy to “fill the gap on home broadband access”. BODY
  
  • MB: While FIBER has been the fastest growing broadband provider in the Philippines, the incumbents won’t just roll over and die and hand out marketshare left and right. FIBER will either have to take the share from GLO (and the rest of the existing providers), or it will have to make new markets before GLO and the incumbents get there first. Looks like GLO is trying to head FIBER off at the pass by getting its fingers into whatever new markets FIBER might have had its eyes on. I can’t tell from here if these new markets were just the easiest for GLO to tap, or if these were more strategic moves meant to take away FIBER’s easiest low hanging fruit. GLO trying to starve the FIBER fire before it even sparks?

MB is posted to /PHinvest every Monday and Wednesday, but my newsletter goes out daily. To stay in the loop for daily email delivery, please join the barkada by signing up for the newsletter, or follow me on Twitter.

Join our Barkada here

Read today's full email here

Happy Thursday, Barkada --

The PSE closed up 128 points (!!) to 6464 ▲2%.

I'm blown away by your response to the MB Patreon page. I have a hard time putting into words how it feels to see notifications from Patreon, many featuring familiar names from Reddit, Discord, and email chats, saying that someone has donated some money to the MB effort. During a pandemic, a down market, and a crazy year like this.
A huge shout-out and humbled thank-you goes out to our new

• "Ministop Coffee Crew" patrons: JRVS, Phantom-Spirit, and Jelo Agnasin
• "Starbucks Coffee Crew" patron: Karlos Naidas
• "Daily Production Team" patrons, Charles A Yeung, FinanceForever, and Marilin Nery! Thank you all for your support.

You didn't have to, but you did, and I appreciate that. I raise my coffee mug in thanks to the Ministop and Starbucks Coffee Crews, and to the Daily Producers, I say keep an eye on your inbox as I'll be in touch to figure out the specific day you'd like to sponsor!
To anyone else who would like to contribute, please use this link. Remember, there's no obligation, no special access, and people who don't have an EF yet shouldn't donate! Focus on yourself first.
Thank you, Patreon supporters. And thank you to all the Barkadans for reading!

Daily meme | Join MB | Today's email

COVID Update

WW: 47842841 PH: 387150 

Top 3 MB indices:

 Fast Food ▲5.78% POGO Gaming ▲5.34% 2019 IPOs ▲4.86% 

Bottom 3 MB indices:

 Telco ▼0.38% MiddleClass ▼0.34% Power Gen. ▲0.29% 

Main stories covered:

• [UPDATE] PH Resorts [PHR 3.27 susp] FOO is today, be prepared for wackiness... the follow-on offering for Dennis Uy’s integrated casino/resort developer will hit the market a lot like the weird Altus Property Ventures [APVI 13.08 ▲0.62%] offering “by way of introduction” did: with no ceiling or floor. PHR last closed at P3.27/share before it was suspended pending this offering, which was priced at P1.68/share.
  
  • MB: BE CAREFUL. Every single AVPI share purchased on its offering day is still underwater. Have a read of what happened on that day (I sort of live-blogged it), when it finished up 82% on the day, but down 93% from its intra-day peak. If you are trading price action, SET YOUR STOPS. You don’t want to end up joining the sad crew of momentum chasers that turned into “invals” (involuntary value investors).
• [Q3] Globe [GLO 2002.00 ▼0.89%] profit ▼22% y/y... Q3/20 profit of P4.4bn, down 22% from Q3/19 profit of P5.6bn. Part of that decline could be attributed to the continuing trend of consumers moving away from “traditional” voice and SMS, where margins for GLO are ridiculously high; revenue from these sectors was down 3% y/y to P36.7bn. GLO did say that the “upturn in prepaid top-ups and subscriber acquisitions” was improved q/q by the less restrictive quarantine measures over Metro Manila allowing more people to transact digitally.
  
  • MB: Up until the end of Q3, it had been GLO and TEL just tromping around the country harvesting pesos from a captive audience that had no other choice. In the broadband world, Converge [CNVRG 14.72 ▲1.24%] has loudly splashed into the national spotlight through its “PLAYER 3 HAS ENTERED THE GAME” IPO last month. While the stock hasn’t popped, CNVRG has already banked the cash. CNVRG will hit the market with a long history of experience in providing the service that it offers, with the customer support (I know, I know), back-office team, and network of commercial subscriber funnels to efficiently consume new markets. So, while Dito Telecommunity is that same “PLAYER 3 HAS ENTERED THE GAME” moment on the mobile communications front, it’s starting from way further back. It has no proven processes; it’s never processed a transaction; it’s never dealt with an outage; and it’s never performed a network upgrade with live customers. That’s not to say that Dito couldn’t figure it out (it’s probably dangerous for GLO and TEL to discount Dito outright), but it is to say that public-facing communications infrastructure, at scale, is hard. That’s part of the reason why only GLO and TEL have survived. But from Q4 onward, the gloves are off.
• [Q3] Century Foods [CNPF 17.00 ▲0.95%] profit ▲15% y/y... Q3/20 profit of P1.032bn, up 15% from Q3/19 profit of P0.898bn. The profit growth was driven by the company’s “”branded marine, meat and milk products” segment, which accounted for 81% of CNPF’s total revenue. Sales in this segment, which includes brands like Century Tuna, 555, Argentina and Birch Tree, were up 16%.
  
  • MB: This result might come as cold comfort to some investors. It’s not like people have all of a sudden grown an outsized appetite for canned goods and non-perishable milk products... it’s the pandemic. At first, in the heat of the ECQ lockdown, Filipinos flocked to the familiar safety of CNPF products when presented with the possibility of the country’s supply chain failing, or other apocalyptic scenarios that had all barangays seriously considering what life would be like to have barangay captains ration food out to residents amid a medical catastrophe of unknown severity. We filled our storage areas with tuna, corned beef, and whatever else might taste ok and not spoil. Then, when our fears of systemic failure did not come to pass, but the ravages of one of the world’s longest lockdowns began to cripple commerce resulting in job losses, under-employment, and vastly reduced household earnings with plummeting consumer confidence, we “downshifted” our eating habits to recognize the need to be conservative. Instead of eating at a restaurant, we went to Jollibee. Instead of eating at Jollibee, we ate street food. Instead of eating street food, we cooked at home. Instead of fresh meat and vegetables, we bought canned goods. This was explicitly mentioned by McDonalds PH in its conference call with Goldman Sachs that I covered in August. Consumers are shifting down, and that is pushing CNPF up. If the economy improves, and things go back to normal, will these customers stay? What is CNPF doing right now to encourage continued loyalty through changing circumstances?
• [Q3] International Container Terminal Services [ICT 115.50 ▲0.43%] profit ▲23% y/y... Q3/20 profit US$69m, up 23% from Q3/19 profit of US$56m. The shipping terminal owneoperator’s revenues are a pretty good proxy for global trade, as they have facilities in the Philippines (including the Manila International Container Terminal), across SE Asia, Africa, the Middle East, and South America. ICT has a fairly clear lack of penetration into Russia/China, Europe, India, and North America, but otherwise has a strong presence in developing countries with significant raw material exports and significant finished goods imports. In Q3, ICT made more revenue (6.7% more) with fewer expenses (1.1% less), an outcome that ICT attributes to “stringent cost management”.
  
  • MB: ICT should be well-positioned to benefit from any uptick in global trade. The cost management initiative will serve ICT (and its investors) well in the time between now and when COVID fears begin to lift. We aren’t there yet, but ICT will be one of those “recovery stocks” to watch. It’s probably too early now, but keep an eye on it.

MB is posted to /PHinvest every Monday and Wednesday, but my newsletter goes out daily. To stay in the loop for daily email delivery, please join the barkada by signing up for the newsletter, or follow me on Twitter.

Join our Barkada here

Read today's full email here

Happy Tuesday, Barkada --

The PSE closed down 45 points to 6329 ▼0.69%.

Daily meme

COVID Update

WW: 11554169 PH: 44254 

Top 3 MB indices:

 Telco ▲1.57% Media ▲1.19% Logistics ▲0.97% 

Bottom 3 MB indices:

 #COVID-19 ▼1.42% MiddleClass ▼1.08% POGO Prop. ▼0.93% 

Main stories covered:

• [UPDATE] Wirecard: Surprise! Ex-COO Jan Marsalek’s travel data forged in Bureau of Immigration (BI) database, BI employees fired… remember back last week when DOJ Secretary Menardo Guevarra said that BI data indicated that Marsalek had entered the Philippines on June 23, and left on June 24th from Cebu heading to China? Now we’ve learned that the DOJ investigation has revealed those entries in the BI database were faked. The DOJ has been unable to find any other evidence of Marsalek’s presence in the country: no CCTV, no airline manifests, nothing. So, the BI employees have been fired (just like the BPI [BPI 72.00 ▼1.91%] employees, and the BDO [BDO 97.50 ▼2.45%] employees), and BSP Governor Diokno has reiterated that the missing $2.1 billion never entered the financial system of the Philippines.

MB: One of the BI employees that was fired worked at the Mactan-Cebu International Airport, and the other at the BI head office in Manila. Sec Guevarra is investigating whether criminal charges should be brought against the BI employees, who are also facing possible administrative sanctions for their involvement in this deliciously odd situation.

• [UPDATE] POGOs: Rumors swirl as DFA Sec Teddy Boy Locsin Jr. tweets about POGOs paying taxes “under the table” to “mystery” collector… in response to news that the BIR would not permit POGOs with outstanding tax liabilities to reopen (which is like, all of them), DFA Sec Locsin Jr. tweeted that the POGOs have been paying taxes, but just under the table. Regardless, one POGO has already closed up shop and is headed for Cambodia to take advantage of “tax incentives”.

MB: That POGO is Suncity Group, which is the owner of Suntrust Home Developers [SUN 1.43 ▲15.32%], the small-time residential developer that morphed into a luxury integrated casino resort developer under Andrew Tan’s care.

About Merkado Barkada

Merkado Barkada is a daily email newsletter covering all the stocks, bonds, companies, characters, and issues that make up the Philippine Stock Exchange. I don't make any money from MB, I don't use affiliate links or anything to trick people, and I don't sell email addresses for quick pesos. I simply like researching news and writing about current events in a way that helps my friends, family, and barkada to understand more easily what is happening.

Join our Barkada here

Read today's full email here