ECP, Sy, Fitch

1. EasyCall Communications Philippines, Inc. (ECP)
It is expanding data connectivity service far rural area through VSAT.

Notes: It was a "pager" company in 1990s. It's now focusing  Very Small Aperture Terminal (VSAT), a  two-way satellite communications system that can transmit and receive data via remote terminals or hubs. The concept looks good considering the islands Philippine have...but is it feasible or profitable?

2. Herny Sy Jr. invested in Big Boss Cement Inc. personally, which has a patent in cement manufacturing process (Green Cement). Green cement is more resistant to moisture and corrosion.
It has a plant which can produce 1.5 million bags of cement per month. It wanna increase the market share from 3.5% to 13% till 2020.

Notes: Henry Sy JR chairs also SMPH, NRCP. SMPH may buy cement from them..right?

3. Fitch raised Philippine bank ratings on more optimistic outlook. (Tax Reform, Infra spending). Two government-owned  Development Bank of the Philippines (DBP) and Land Bank of the Philippines (LBP) were also raised to BBB from BBB-. Private banks included are Bank of the Philippine Islands (BPI), BDO Unibank, Inc., Metropolitan Bank & Trust Company (Metrobank),China Banking Corporation (China Bank), Rizal Commercial Banking Corp. (RCBC), and the Philippine National Bank (PNB).

Notes: Asset based rankings in 2017 are: BDO, MBT, BPI, LBP, SECB, PNB, CHIB, DBP, UBP, RCB.
Why Security Bank and Union Bank are excluded? They have less exposure to Infra funding? hmmm.