I’m sure you’ve seen it in the news and even on Social Media. Starting April 1, IT-BPO firms need to comply with the government’s return-to-office (RTO) order.
So, yep, balik office na! But dont worry hindi naman lahat. Only those who are in the IT and BPO who are working in a PEZA building are required.
As usual, one might wonder since we’re all investors in the Philippine Stock Market, which stock will benefit from this RTO order? Well, dont worry, I’ll share them to you. I saw this from a commentary report by AB Securities by the way.
Mainly its the property sector, especially the REIT stocks that will benefit from this order. We expect to see a boost in real estate leasing as ITBPO firms rebuild their on-site presence. There are also the Retail stores and fast food. Yeah right, I’m sure you already know that. But who specifically?
Ayala Land's AREIT
Property companies such as AREIT (PSE:$AREIT) should benefit from the PEZA law given their huge BPO portfolio which stands at around 97% BPO tenant.
Filinvest's REIT
Similar to AREIT, Filinvest REIT ($PSE:FILRT) boasts 90% BPO tenant base
Robinsons Retail Holdings Inc
Its a no brainer that one of those that will greatly benefited by the RTO are the retail stores like $PSE:RRHI
Philippine Seven Corporation
Who can forget about $PSE:SEVN. Those murang snacks like hotdog, siopao, gulp and slurpee (meron pa ba nito?) will certainly flourish once more.
Jollibee Food Corporation
Of course, the forever popular Jollibee ($PSE: JFC) chickenjoy. I dont think there's an explanation needed here. Right?
Of course there are others pa. This isn’t an all absolute list and certainly other sectors like the infrastructure and even the tourism sector may benefit from this order however indirectly.
Although, I can also say that Telco sector might get a hit from this though even on a short term.
57 thoughts on “Return To Work (RTO) Na – Which Stock wins?”
Pingback: cialis price australia
Pingback: cheap viagra buy
Pingback: can you purchase viagra over the counter
Pingback: 200 mg viagra india
Pingback: female viagra australia where to buy
Pingback: sulfamethoxazole and marijuana
Pingback: flagyl hiivatulehdus
Pingback: pregabalin 75 mg capsules
Pingback: rybelsus 7 mg tablet 10
Pingback: rybelsus cost with insurance
Pingback: peptostreptococcus metronidazole
Pingback: cephalexin for group b strep
Мадонна, икона поп-музыки и культурного влияния, продолжает вдохновлять и поражать своей музыкой и стилем. Её карьера олицетворяет смелость, инновации и постоянное стремление к самовыражению. Среди её лучших песен можно выделить “Like a Prayer”, “Vogue”, “Material Girl”, “Into the Groove” и “Hung Up”. Эти треки не только доминировали на музыкальных чартах, но и оставили неизгладимый след в культурной и исторической панораме музыки. Мадонна не только певица, но и икона стиля, актриса и предприниматель, чье влияние простирается далеко за рамки музыкальной индустрии. Скачать mp3 музыку 2024 года и слушать онлайн бесплатно.
Pingback: duloxetine hcl price
Pingback: escitalopram online
Pingback: cheap viagra mastercard
Pingback: para que sirve ciprofloxacin
Pingback: septra bactrim
Pingback: how long does it take amoxicillin to work on a toothache
Pingback: ddavp comprimidos 0 2 mg
Pingback: contrave alternatives
Pingback: max dose of flexeril
Pingback: diltiazem reviews
Pingback: diclofenac sodium ec 50 mg tablet
Pingback: best time to take celebrex
Pingback: augmentin while breastfeeding
Pingback: soma vs baclofen
Pingback: ashwagandha health benefits
Pingback: celexa and weightloss
Pingback: protonix cost
Pingback: diazepam or amitriptyline for sleep
Pingback: effexor starting dose
Pingback: voltaren gel for back spasms
Pingback: how long does it take for robaxin 750 to work
Pingback: actos comissivos
Pingback: repaglinide excretion
Pingback: kidney disease spironolactone
Pingback: synthroid clomid
Pingback: acarbose dialysis
Pingback: sildenafil 100mg price
Pingback: cialis online pills
Pingback: tadalafil and alcohol side effects
Pingback: how fast does sildenafil work
Pingback: sildenafil lowest price
Pingback: tadalafil best price
Pingback: can you buy stromectol over the counter
Pingback: stromectol price in india
Pingback: dapoxetine and tadalafil
Pingback: prednisone and diabetes
Pingback: doxycycline for pneumonia
Pingback: ciprofloxacin for prostatitis
Pingback: 150 mg lyrica equals how much gabapentin
Pingback: tamoxifen cyp2d6
Pingback: auvitra vardenafil tablets
Pingback: half life of sildenafil
Pingback: does sildenafil work
Pingback: cialis doses