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Philippines Newsletter - October 2024



Market summary


  • The Real Estate sector saw high-value activity, including Bloomberry Resorts Corp. securing a USD1.2bn refinancing loan to enhance financial stability. Additionally, Golden MV Holdings, Inc. acquired three companies and land for USD89.0m for urban development.

  • The month saw multiple acquisitions take across several sectors. I Squared Capital completed a USD296.0m acquisition of Philippine Tank Storage International from Keppel Infrastructure Trust and Metro Pacific Investments Corp., marking a strategic move in the utilities sector. In manufacturing, DMCI Holdings, Inc. launched a USD33.2m tender offer for additional shares in Cemex Holdings Philippines. Most notably, Metro Pacific Tollways Corp., completed a USD1.0bn acquisition in Indonesia’s Trans-Java toll road network, and Mitsubishi Corp. acquired a stake in Mynt for approximately USD318.9m.


*Aggregate Deal Values = c. USD3.3bn

 

This month’s top deals


Energy & Utilities


GIC, Macquarie explore USD2 billion stake sale in Philippines’ EDC, sources say

Singapore’s GIC and Australia’s Macquarie are looking at selling their stake of roughly 30% in Philippine renewable energy firm Energy Development Corp (EDC), a deal that could fetch USD2 billion.


Article link:

GIC, Macquarie explore USD2 billion stake sale in Philippines’ EDC, sources say

Buskowitz Energy secures up to USD100 million investment

Solar power provider Buskowitz Energy, Inc. has secured deals for an investment of up to USD100 million (approximately PHP5.6 billion) from global real asset investment manager PATRIZIA MBK Fund Management Pty Ltd. (PMBK).


Article link:

Buskowitz Energy secures up to USD100 million investment

Private equity firm takes over Philippines’ biggest oil import storage firm for USD296 million

Private equity firm I Squared Capital, through its Philippine affiliate, will buy Philippine Tank Storage International from Singapore’s Keppel Infrastructure Trust and Metro Pacific Investments Corp in a USD296 million deal.


Article link:

Private equity firm takes over Philippines’ biggest oil import storage firm for USD296 million

The Securities and Exchange Commission (SEC) has approved the planned PHP2.87-billion initial public offering (IPO) of Cebu-based fuel retailer Top Line Business Development Corp. (Topline).


Article link:

SEC clears PHP2.87 billion Topline IPO; Nov. 22 listing eyed

Telecommunications & Media

Globe Telecom Inc. received PHP300 million from a recent closing of its tower asset sale to Aboitiz-led Unity Digital Infrastructure, beefing up its coffers for expansion. In a disclosure, the Ayala-led telco giant said that it had transferred 25 towers to Unity’s portfolio.


Article link:

Globe earns PHP300 million from tower sale

 

PLDT secures PHP2 billion loan for expansion

PLDT Inc. announced that it had secured a PHP2 billion social loan facility from HSBC Philippines to support the expansion of its fiber network. The expansion was said to be aimed at fourth- to sixth-class municipalities, including geographically isolated and disadvantaged areas (GIDAs).


Article link:

PLDT secures PHP2 billion loan for expansion

Real Estate

Arthaland gets SEC approval for PHP3 billion follow-on offering

Listed property developer Arthaland Corp. has secured the approval of the Securities and Exchange Commission (SEC) for its planned PHP3 billion follow-on offering (FOO). The FOO has a base offer consisting of up to four million cumulative, nonvoting, nonparticipating, nonconvertible, and redeemable peso-denominated Series F preferred shares and an oversubscription option of two million Series F preferred shares, both at PHP500 apiece.


Article link:

Arthaland gets SEC approval for PHP3 billipn follow-on offering


Regulator clears PHP1 billion Cityland debt offering

Cityland Development Corp. has obtained a permit from the Securities and Exchange Commission to offer PHP1 billion in short-term commercial papers (CP) to fund its corporate requirements. The property developer told the stock exchange that it received the permit to offer securities for sale after it immediately complied with required submissions detailed in an October 17 pre-effective letter.


Article link:

Regulator clears PHP1 billion Cityland debt offering

Bloomberry refinances PHP72 billion loan

Razon-led Bloomberry Resorts Corp. has refinanced a PHP72 billion loan to enhance financial stability and preserve cash. Bloomberry subsidiaries Bloomberry Resorts and Hotels, Inc. (BRHI), as borrower, and Sureste Properties, Inc. (SPI), as surety and third-party security provider, signed a PHP72-billion syndicated refinancing facility with a group of banks.


Article link:

Bloomberry refinances PHP72 billion loan

DoubleDragon readies PHP30 billion bond program

DoubleDragon Corp. is returning to the bond market with a PHP30 billion debt program, its largest to date, intended to be issued in multiple tranches from 2024 to 2026. The property venture of tycoons Edgar “Injap” Sia II and Tony Tan Caktiong said its board of directors approved the multi-year shelf registration retail bond program meant to further strengthen its financial position.


Article link:

DoubleDragon readies PHP30 billion bond program

Golden MV Holdings acquires 3 firms, land in Villar City for PHP5.2 billion

Golden MV Holdings, Inc. has acquired 396.88 hectares of land in Villar City, a large-scale urban development project in southern Metro Manila and Cavite, for PHP5.2 billion. The company’s board also approved the acquisition of all the issued and outstanding capital stock of three companies from other companies owned and controlled by Manuel B. Villar, Jr.


Article link:

Golden MV Holdings acquires 3 firms, land in Villar City for PHP5.2 billion



Transportation and Logistics

Metro Pacific, GIC close USD1 billion Java deal

Metro Pacific Tollways Corp. (MPTC), along with partner Singaporean investor GIC, has finalized the USD1 billion deal to acquire a 35-percent stake in the company that holds the concession to the 676-kilometer Trans-Java toll road network in Indonesia, expanding its tollway operations overseas.


Article link:

Metro Pacific, GIC close USD1 billion Java deal



Technology

Mitsubishi acquires half of Ayala's stake in fintech unicorn Mynt

Philippine conglomerate Ayala Corp is selling half of its stake in Mynt, the fintech unicorn which operates e-wallet brand GCash, to Japan's Mitsubishi Corp for a minimum of 18.4 billion pesos (USD318.89 million). The Japanese conglomerate will acquire the stake by buying 50% of Ayala-owned AC Ventures, the Philippine group said in a statement. Ayala owns a 13% stake in Mynt via AC Ventures.


Article link:

Mitsubishi acquires half of Ayala's stake in fintech unicorn Mynt


Others

Ayala Corp. secures USD200 million loan from Metrobank

Ayala Corp. has secured a USD200 million senior long-term loan from Ty-led Metropolitan Bank & Trust Company (Metrobank) to fund the expansion of the conglomerate’s investments in “emerging portfolios.” The loan was signed on September 16 and will be used to support the conglomerate’s financing initiatives for ongoing commitments and investments in technology and payments, health, logistics, and mobility, Ayala Corp. said in an e-mailed statement.


Article link:

Ayala Corp. secures USD200 million loan from Metrobank



Note: Deal values only include disclosed completed deals with amounts restricted to local scene i.e. amounts related to the Philippine entity and/or business. Rumored, announced, or planned deals not included. Cross-posted deals are also adjusted to avoid double count.

*USD 1.00 = PHP57.00 as of 09/10/2024

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