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$DITO’s Logic

Basahin mo ito:

Globe raises P2B from new tower deal | Inquirer Business

Ano ang intindi mo sa linya na ito:

The company has been unloading tower assets to fund “future capital expenditures, debt repayments and debt avoidance with the expectation to improve the balance sheet health of the company.”

“Nagbebenta na ng tower ang GLO kaya road to piso na ito!”

“Wala na!Pinish na! Walang pera!Mabankrupt na yan!”

“Debt repayments?May utang pala eh kaya wala na yan!Road to piso here we go!”

Nope. Walang ganyan. Ang makikita mo palagi ay ganito:

“Ang talino ng GLO dahil umuutang at nagbebenta sila ng asset para may igastos sa negosyo nila.”

1998 pa naging GLOBE Telecom ang GLO pero hanggang ngayon ay gumagastos pa rin at umuutang pa rin para punuan ang mga gastusin kasi capital-intensive ang telco business.

Pero kapag yung DITO naghanap ng paraan magkaroon ng pera para punuan ang gastusin ay kaliwa kana ang makikita mo na mockery at batikos.

Yan ang DITO LOGIC.

Hindi ako investor ni DITO. Wala akong hawak na DITO shares. I just see things as it is.

All these telco companies even CNVRG at NOW are out there trying their best to do what they can para lumaki at lumago ang negosyo nila.

As a trader ay wala pang buy signal si DITO as of now if gagamitan ko ng BABY 2.0 Strategy.

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