Thread by @ANCALERTS

NOW on ANC: Get the real stories with @michelle_d_ong in this episode of #MarketEdge.

@michelle_d_ong Prime Philippines Founder & CEO Jet Yu: We started seeing improvements in property deal flows in Q4 2020; in office spaces - company are gradually expanding their footprints but to areas outside NCR (hub & spoke model) #MarketEdge

@michelle_d_ong #MarketEdge Yu: As long as there's no lockdown, free flow activities will stabilize market | via @michelle_d_ong

@michelle_d_ong #MarketEdge Yu: Office space supply to see some spike this year due to completions (from delays last year). Vacancies in Metro Manila to increase; occupancy seen at 85-87% this year. Decentralization to benefit Alabang, Cavite, Laguna, Bulacan & Clark | via @michelle_d_ong

@michelle_d_ong #MarketEdge Yu: Industrial and warehousing now in the spotlight as e-commerce booms, retail in NCR to see slowest recovery- some of them have already been repurposed; some landlords willing to adjust rental & do shorter lease contracts | via @michelle_d_ong

@michelle_d_ong #MarketEdge Yu: Logistics, warehousing to drive leasing. Clark also seen as location for data centers. We're also seeing strong demand for smaller space (100-500sqm), looking for shorter term lease, furnished spaces--we see pretty good & stable deal flows for office

@michelle_d_ong #MarketEdge Yu: We expect work arrangements to go hybrid post-pandemic--people work in offices a few days in the week, then work from home on other days. So companies will want to open smaller spaces near homes of employees | via @michelle_d_ong

@michelle_d_ong #MarketEdge April Lee Tan of COL Financial likes this stock- with resilient earnings, contracts that secure earnings for years, gives out 100% of earnings as cash dividend; attractive to Equities and fixed income investors; despite high price, yields attractive at 5.5%

@michelle_d_ong Saad Toma, IBM Asia Pacific: Hybrid Cloud strategy is about managing public & private clouds seamlessly; only 20% of data are on cloud - the remaining 80% is the $1T market opportunity. | via @michelle_d_ong #MarketEdge

@michelle_d_ong #MarketEdge Toma: IDC study shows 2/3 of enterprises have plans to continue digital shift post-pandemic, automate more | via @michelle_d_ong

@michelle_d_ong #MarketEdge Toma: Pandemic has accelerated digital transformation from what normally takes 5-6 years to just 2-3 years; IBM set up new company to manage the cloud infra- NewCo, largest in the world, 2x size of nearest competitor, with 60B backlog and 90,000 employees

@michelle_d_ong #MarketEdge Toma: Hybrid Cloud network has helped a major PH bank shift 100% of staff to WFH set-up in matter of days during pandemic, enabled others to have dual site strategy; we service Fortune 500 companies, including hospitals | via @michelle_d_ong