Topic

Philippine business

Companies, markets and economic conditions in the Philippines, where a handful of family-controlled groups hold large positions in banking, property, telecoms and power.

Current clusters

invest1 publisher

Ayala's first outsider CEO answers the break-up playbook with a dividend demand

Cezar Consing is keeping the Philippine group whole while telling its units to send more cash to the centre, which is break-up discipline run internally, and the comparison he has to beat is GE's 7.7-fold market value since 2018.

Publishers:fortune.com

Reality

Evidence44
Adoption38
Hype gap+24
Incentives72
Confidence55