SM
SM Energy Company
stock NYSE

No, scam 'yan. Nag wowork ako sa bank, kapag na AML ka cinocontact ng BCM/SM si client para makapag provide ng supporting docs sa unusual txn. Walang fee na hihingin si bank.

Can we stop this insanity now please? WHO can look at a thread of his words, SM posts and say “yep, makes complete factual sense to me!” ???Nevermind.

Mercury drug madalas tumatanggap sila nyan. Kelangan mo lang timingan na wala masyadong customers para di masyado maka-abala.
Meron rin naman sa SM Department store, hanap ka ng branches na merong BSP coin machine. Di ko lang sure kung marami pa rin nun kasi considering di ata lahat ng tao alam na meron yun.

>access to financing
You can delete everything na sinabi mo and just leave this, and you would still be correct.
During the Iran oil crisis Bongbong allowed the govt to loan Php 400 billion pesos to support the spending deficit and to boost the economy.
That's basically printing Php 400 billion in bonds which mostly the institutions will buy aka these conglomerates plus some retail bond investors will buy too. The money they get from this is what the govt will use to spend within the next few months to maybe a year.
Now going back to the conglomerates, what separates an average big company from a conglomerate is owning a bank. Once a group of companies grows beyond the hundreds of millions to the multi-billionsterritory, companies will have their sights on a bank. Doesn't matter if it's a rural bank or a thrift bank. Once they own a bank the rules of the game changes.
We retail investors treat government bonds like they are designed to be, we invest a percentage of the face value let's say 95% of fac and wait until maturity of example 365 days and receive 100% of face value.
Banks do not treat bonds in this way, for banks a bond is a cash equivalent (aka good as cash) and holding bonds in their balance sheet means they can loan out the funds even technically it's illiquid for most of us who hold bonds. Guess who BDO and Chinabank loves to loan the most to? SM of course. BPI also loves loaning to Ayala for their projects. RCBC loves to loan to Yuchengco. EW Bank loves loaning out to Filinvest and etc. They get to invest their money and spend it at the same time.
The interest rates also do not work the same for them as it does to us. If interest rates go UP (like it usually does in crisis directly and indirectly because of the injected Php 400 B in bonds) then conglomerates buy tons of long term bonds like up to 10yrs, once the crisis eases up, rates go down. They sell the bonds on the secondary markets because the lower rates means the higher interest bonds they hold have increased in value.
They can sell it because they are already earning from it without waiting for maturity. So if they have 100 million in loans given to their subsidiaries, and they pay out 1 million per month over 100mos. They can also start selling 1 million of the bonds which they have now earned 3 times on. 1 the bond itself, 2 the interest on the loan, 3 the profit from the project which was funded with the loan.

I see a switch OUT of TECH with new players investing in commodities sector. Do you follow them or not? Is a profound rotation underway? What fundamental questions does this raise? Let's see what information the Q1 letter by BlueTower Asset Management, which was just published on April 15, provides.
Read the Q1 Letter.
*"We added two new companies to the portfolio, Petróleo Brasileiro (PBR), better known as Petrobras, and SM Energy (SM). Although we have invested in other types of energy sector companies in the past, this is the first time that Blue Tower has invested in oil and gas exploration and production stocks."*

Call options of SM Energy, down at very attractive levels. It's my N°1 Stock:
Send Me to the Moon ($SM)🚀
Read this: SM Energy has hedged only about 27% of its 2026 production. This means that 73% of its oil extracted in Q1 and Q2 is being sold directly at the spot price (the immediate market price), which has reached unprecedented highs in 40 years (with Brent crude jumping 63% in March alone). This free volume will generate massive free cash flow, net of any initial forecasts. Companies like SM Energy boast minuscule price-to-earnings ratios (often below 5x) and double-digit free cash flow returns. As long as the debt is being repaid with this free cash, the fundamental value of the stock mechanically increases due to the decrease in liabilities, even if the share price stagnates.
BUT Wells Fargo is advising investors to start taking profits on energy sector stocks. While downgrading the sector's stocks, Wells Fargo is also raising its year-end forecast for the physical price of oil. WTI (US crude): The target is being raised to between $70 and $80 per barrel. The bank justifies this increase by stating that a "geopolitical risk premium" will persist in the short term due to tensions in the Middle East, preventing prices from falling back to last year's lows. This overall recommendation overlooks a striking market anomaly for mid-sized independent exploration and production (E&P) companies, such as SM Energy, which have a large portion of their production unhedged.
It seems to me that we should take advantage of the current lull, the low prices of options, to attack the baby. If oil is expensive at the pump, we might as well recoup that through the stock market.

SM Energy call options. Send Me to the Moon ($SM) 🚀

**Profile:** 38-year-old. Salaried. Wife is homemaker. 1 kid. Fall into the highest tax slab. Want to invest 1.5 cr of my savings. New to the markets. Prefer passive instruments.
**Risk Appetite:** Moderate to High
**Investment Goal:** Wealth creation (for child’s higher education, retirement, etc.)
**Investment Horizon:** 15 years
**Tentative investment portfolio:**
* Parag Parikh Flexi Cap: 50%
* Nifty 50 Index: 40%
* International Fund (PP S&P500 FoF): 10%
**Emergency corpus to be split among:**
* Arbitrage fund (due to higher tax slab): 60%
* Liquid fund (faster access): 20%
* Cash: 20%
**NPS Contribution:** Plan to contribute 20k every month to NPS for annual tax savings of 75k.
I would greatly appreciate a review of my portfolio and investment plans. Thanks in advance.
1. Does this allocation look good or any suggestions for improvement/rebalancing?
2. Should I add a Mid cap or Small Cap?
3. Do I need a multi-asset fund (MAAF) for some commodities exposure?
4. How about REITs, SM REITs, etc.?
5. Getting 75k tax savings if opting for NPS. Is it worth it?

Tama ang liquidity. During peace time get your storehouses full to the brim. And when crisis/bearish moments arrive, build ka doon. But of course wisely pa din.
There is an urban legend from SM (im tagging urban legend kasi im not sure this is true) na they tend to build more malls during bearish periods to take advantage of low infra prices. When the market picks up, their mall is ready to get our money.

i have no interest in removing money from the market, i won't need it for 25+ years (and in the worst of scenarios, not for 15-20).
this is more about whether i feel good front-loading my 401k (i get profit sharing so it doesn't matter when or how much I put in to get employer contributions) and what I choose to do with my post-tax investment dollars. "go to cash" is not really a plan.
if anything, enough of a bloodbath might cause me to move BACK to equities, since mama loves a sale. I just don't see the markets reacting to the news, i do see them reacting to insane trump SM posts, and the news events over the weekend to me signaled that the crisis is not closer to resolution - the US is in fact now joining Iran in fucking with traffic thru Hormuz.

I prefer SM Energy and Matadar $MTDR, sorry

How much today ang going rate ng mga pwesto (stores and stalls) sa mga SM Malls in provinces?