Ayala Corporation Stock Investment Update

The Starter Investor Tracks AC Investment Yield

Effective from our update on April 5, 2023, we have rebranded from Marginal Investor to The Starter Investor. For additional details, please visit our About Us page.

AYALA CORPORATION (AC) STOCK INVESTMENT YIELD for the original 10 shares of stocks bought February 1, 2007, is tracked through this post and updated regularly.

Details of acquisition of these shares were mentioned in a previous post Buy Stocks or Hold Cash in High Market Levels.

Upliftment of Shares

A request for upliftment or withdrawal of the AC shares was forwarded on February 16, 2007 to BPI Trade. Upliftment means the issuance of the AC stock certificate in our name.

The uplifted AC stock certificate was received May 22, 2007 after over 3 months of waiting.

Marginal Investing

Merriam-Webster Online Dictionary defines the word marginal as "close to the lower limit of qualification, acceptability, or function: barely exceeding the minimum requirements" among other definitions presented.

This description fits exactly where Marginal Investor is in terms of his investment in Ayala Corporation: starting with the purchase of just one board lot of 10 shares, the minimum buy order for this issue.

Investment Yield Update

The total cost of the 10 shares including the total buy price and BPI Trade upliftment fee is 6,515 pesos. The cash dividends and other receipts net after tax to date are indicated as follows:

Date		Stock Dividend		Shares Held		Cash Dividend per Share	Cash Dividend Net After Tax & Other Receipts		Cash Receipts To Date
01-Feb-07		-		10		-	-		-
16-Jun-07		20%		12		-	-		-
31-Jul-07		-		12		4	43.20		43.20
05/Nov-07		-		12		2	21.60		64.80
29-Jan-08		-		12		2	21.60		86.40
21-May-08		20%		14		-	128.00		214.40
21-Jul-08		-		14		2	25.20		239.60
03-Feb-09		-		14		2	25.20		264.80

Last Update: April 30,2009

This post tracks the performance of the Starter Investor Stock Portfolio consisting of just one issue: the common stock of Ayala Corporation.

Ayala Corporation: Viable Option for Starter Investors

Ayala Corporation a Leading Presence

Ayala Corporation (Ayala) is the holding company of one of the largest and most diversified business groups in the Philippines. It maintains a leading presence in:

• real estate development (Ayala Land, Inc.),

• financial services (Bank of the Philippine Islands),

• telecommunications (Globe Telecom, Inc.),

• water delivery, sewerage and sanitation services (Manila Water Company, Inc.),

• electronics manufacturing services (Integrated Microelectronics, Inc.), automotive dealerships (Ayala Automotive Holdings Corporation),

• technology-related investments (Azalea Technology Investments, Inc.),

• investments in business process outsourcing (LiveIt Investments, Ltd. and HRMall, Inc.), and

• overseas real estate investments (AG Holdings Ltd).

The company was founded in 1834, incorporated in 1968, and was listed on the Philippine Stock Exchange (then Makati Stock Exchange) in 1976.

Source: Definitive Information Statement for Annual Stockholders' Meeting on April 3, 2009, Record Date on February 25, 2009 (Securities and Exchange Commission SEC Form 20-IS).

The Starter Investor's first investment

Here are the reasons why investing in Ayala Corporation (AC) stock can be beneficial for novice investors who would be making their first buy order in the Philippine Stock Exchange (PSE) through an online broker such as BPI Trade:

• AC is a large conglomerate operating in various sectors, providing a cushion against market fluctuations.

• AC has a stable history of growth, consistently delivering strong financial performance.

• AC's subsidiaries and affiliates have strong brand equity, innovation, and contributions to social development in the Philippines, instilling investor confidence.

• AC has a strong commitment to sustainability by integrating ESG factors into its business operations, potentially resulting in better risk management, operational efficiency, and long-term value creation.

• AC is listed on the well-regulated Philippine Stock Exchange, providing a transparent and accessible trading platform for investors with limited funds.