📉 Price Movement

• Closing Price: ₱11.14, down ₱1.24 or −10.02% from the previous close of ₱12.38 ().
• Intraday Range: ₱11.00–₱11.86 ().
• Volume: ~2.62 million shares, well above the 3‑month average (~0.9 M), signaling strong selling pressure ().

📊 Key Valuation & Fundamentals

• Market Cap: Approx. ₱26–29 billion ().
• P/E Ratio: Around 7× ().
• P/B Ratio: ~0.64 × ().
• Dividend Yield: ~2.1–2.4% ().

⚠️ Performance & Technicals

• 1-Year Change: Modest +4.0% YTD; +4.03% over 12 months ().
• Volatility: Weekly swings average ~11%, double the PH real estate sector’s ~5–6% ().
• Technicals: Rating is currently “Sell” per TradingView, with neutral oscillators and mostly bearish moving averages ().

📰 What’s Behind It

• No new company-specific disclosures today.
• Market-wide pressure might be dragging down real estate/retail stocks.
• Recall: Its subsidiary Hotel101 Global is on track for a Nasdaq listing, and DD has ongoing REIT plans ().

🦅 Pinoy Investor POV

• Today’s 10% drop and unusually heavy volume suggests a technical breakdown—could be stop-losses triggering or profit-taking.
• Valuation remains attractive (low P/E, P/B), and dividend yield is solid — fundamentals still intact.
• But beware: volatility is high. Monitor if it holds ₱11 support or rebounds past ₱11.80–12.00.
• Watch broader property sector trends and overseas developments like Hotel101’s Nasdaq progress—they may steer sentiment.

🧭 Strategy Moves

• If you’re long: consider averaging in around ₱11, but only if you expect support to hold.
• If you’re watching: wait for signs of stabilization or reversal (e.g., closing above ₱11.80 with volume).
• For income-seekers: current yield (~2.2%) remains attractive—but only if DD recovers and sustains payouts.

Mga ka-investor, may bago tayong dahilan para maging proud bilang Pilipino. Narinig n’yo na ba? Ang Hotel101 Global Holdings Corp., subsidiary ng DoubleDragon Corporation, ay opisyal nang listed sa Nasdaq Stock Exchange sa New York—ang unang Filipino-owned at led company na nakapasok sa isa sa pinakamalaking stock markets sa buong mundo!

Naging posible ito matapos ang matagumpay na $2.3 billion na business combination sa isang U.S.-based SPAC (Special Purpose Acquisition Company) na tinatawag na JVSPAC Acquisition Corp.. Sa halip na dumaan sa tradisyonal na IPO process, ginamit nila ang SPAC route—isang mas mabilis at strategic na paraan para makapag-public listing. Ang bagong ticker symbol nila sa Nasdaq ay HBNB, at nagsimula na silang i-trade noong July 1, 2025.

Noong June 27, nagkaroon pa ng ceremonial bell-ringing sa Nasdaq MarketSite sa Times Square. Sa pahayag ng kanilang CEO na si Hannah Yulo-Luccini, sinabi niyang ito ay hindi lang tagumpay ng kanilang kumpanya, kundi ng buong Pilipinas. Aniya, “The Nasdaq listing gives us the global platform and credibility to execute our long-term growth plans.”

Ang modelo ng Hotel101 ay tinatawag na condotel—isang hybrid ng real estate at hospitality business. Nagbebenta sila ng standardized hotel units sa investors, at hati-hati sa kita mula sa pooled rentals. Sila ang bahala sa operations, kaya consistent ang quality ng serbisyo.

Kasalukuyan silang may mga proyekto sa Pilipinas, Japan (Niseko), Spain (Madrid), at U.S. (Los Angeles). At noong 2024, pumasok sila sa isang 10,000-room joint venture sa Saudi Arabia—isang milestone lalo na para sa ating mga OFW na nandito mismo sa Gitnang Silangan.

Ang pangarap nila? Umabot sa 1 million rooms sa mahigit 100 bansa pagsapit ng 2040. Isa itong malaking hakbang para maging global brand ang isang Pinoy hotel chain.

Para sa ating mga OFW investors, magandang abangan ang galaw ng Hotel101. Bukod sa local investments, baka ito na ang pagkakataon para mas mapalawak pa natin ang ating portfolio—at sa global level pa!

Hey there, fellow investors! Let’s dive into the rollercoaster ride that was the Philippine Real Estate Investment Trusts (REITs) in 2024. Buckle up!

Market Overview

In 2024, Philippine REITs showcased resilience and growth, offering attractive yields between 6% to 9%, outpacing global counterparts like Japan (3-4%), the US (3-5%), and Singapore (5-6%).

This performance was bolstered by the Bangko Sentral ng Pilipinas (BSP) implementing interest rate cuts, which enhanced market liquidity and investor confidence.

Top Performers

1. VistaREIT (VREIT)
   • Dividend Yield: 10.1%
   • Performance: Despite a dip in rental income, VREIT maintained a high occupancy rate of 97% across its properties. Esquire Philippines
2. DoubleDragon Properties REIT (DDMPR)
   • Dividend Yield: 9.1%
   • Performance: Faced an 18.5% decline in net income due to expired leases, yet continued to offer competitive dividends. Esquire Philippines
3. Filinvest REIT Corp (FILRT)
   • Dividend Yield: 9.1%
   • Performance: Focused on BPO-centric office spaces, FILRT reported a decrease in revenues but remained committed to delivering high yields. Esquire Philippines

AREIT’s Notable Achievements

AREIT, the pioneer Philippine REIT, reported impressive growth with revenues of PHP 7.1 billion and a net income of PHP 5.0 billion, marking increases of 42% and 46% respectively. The company maintained an average occupancy rate of 99%, reflecting strong demand for its premium office spaces.

Challenges Faced

The office segment faced hurdles due to the rise of remote work, leading to increased vacancy rates and impacting rental income. Despite these challenges, the REIT sector adapted by exploring asset diversification and capitalizing on the BSP’s monetary policies to sustain growth.

Conclusion

In 2024, Philippine REITs demonstrated adaptability and resilience, offering competitive yields and expanding portfolios despite market challenges. The sector’s performance underscores its potential as a robust investment avenue, balancing income generation with growth prospects.

Happy investing, and may your portfolios be ever in your favor!