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What smart money is saying about Ayala CorporationPhilippines flag

AYYLF · Industrials · Conglomerates · Market cap $5.11B

2 funds in our archive have pitched Ayala Corporation — most recently Third avenue Value Fund in September 2025.

Company profile

Ayala Corporation engages in the real estate and hotel businesses in the Philippines and internationally. Its Real Estate and Hotels segment develops, constructs, leases, and sells residential and commercial communities; manages land bank; operates hotels, cinema, and theaters; and provides construction and property management services. The company's Financial Services and Insurance segment provides corporate, consumer, mortgage, leasing, and agri loans; deposit and cash management, asset management, online stock trading, foreign exchange and capital markets investments dealing, corporate finance and consulting, investment banking, internet banking, foreign exchange, and safety deposit services; and life, non-life, pre-need, and reinsurance services. Its Telecommunications segment offers digital wireless communication, long distance communication, broadband internet, wireline voice and data communication, and local exchange carrier services; and designs, develops, operates, administers, and manages software applications and systems. The company's Water segment manages, operates, repairs, decommissions, and refurbishes fixed and movable assets required to provide water delivery, sewerage, and sanitation, distribution, pipe works, used water management, and management services. Its Industrial Technologies segment offers electronics manufacturing, and power semiconductor assembly and testing services. The company's Power segment generates power using renewable and conventional technologies. Its Automotive, Outsourcing and Others segment manufactures, distributes, sells, repairs, and services passenger cars and commercial vehicles; provides venture capital for technology businesses; onshore and offshore outsourcing, air-chartered, consultancy, agri-business, education, human capital resource management, and health services; and invests in property companies and other projects. Ayala Corporation was founded in 1834 and is headquartered in Makati City, the Philippines.

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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q3 2025 and Q1 2026, 1 fund letter reported a position in Ayala Corporation, with no move described.

Fund letters reporting a position in Ayala Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261000
Q3 20250002

Fund activity · 1 position

  • HoldsFrontier Emerging Markets Equity
    March 2026

    Listed in Frontier Emerging Markets Equity’s reported holdings.

    Read the letterAyala Corporation

Fund coverage · 2 theses

  • Third avenue Value Fund
    September 2025

    Ayala Corporation is a Philippine conglomerate with significant stakes in banking, real estate, telecommunications, and power generation, trading at a multi-decade low valuation while poised for long-term growth and potential shareholder value catalysts.

    Read the full thesis
  • Overstone Emerging Markets Equity Fund
    September 2025

    Ayala Corp is an undervalued Philippine conglomerate trading at a 50% discount to its net asset value, supported by its three major holdings in real estate, banking, and telecommunications.

    Read the full thesis

Read every full thesis on Ayala Corporation

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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