Philippines Market Insights 2017.11.27

フィリピン株式ニュースハイライト

News Highlights:  Robinsons  Land Corporation  (RLC)’s board approved  to raise P20bn via rights offer, details of which to be determined.   Proceeds will finance RLC’s landbanking. Moody’s upgraded the foreign currency deposit rating to medium grade for Philippine National Bank (PNB) & Rizal Commercial Banking Corporation (RCB). On the economic  front, the Senate will retain the value added tax (VAT) exemptions  enjoyed  by housing  projects  that cost no more than P2mn, despite the Department of Finance (DoF)’s intent to exclude it in the proposed Tax Reform for Acceleration and Inclusion (TRAIN) Act.

マーケットモニター

各国市場モニター

各国の株式市場動向

PHILIPPINES

Mart  firms  up,  PSEi  @  8,365: Bargain‐hunting  prevailed after reaching as low as 8,261 during morning trading, with the mart ending 22pts higher. Property (+0.85%) and Financials (+0.74%) led gains amid light trading due to the Thanksgiving holiday. Among actively traded shares were: ALI (+P1.60 at P44.50), AC (unch. at P1,020.00), MER (-­P4.00 at P319.00), TEL (­‐P53.00 at P1,586.00), and SM (+P11.00 at P983.50), on 9.11bn turnover. Losers outpaced gainers, 87-­‐102, with net foreign selling at P461.28mn.  

Push­‐pull  before  gaining  ground: Economic fundamentals remain solid & encouraging, though investors might continue to cash‐in  on the market’s ascent throughout the day, with volumes likely to pick­‐up after thin trade from the US’s Black Friday. Immediate support 8,250, resistance at 8,450.

ASIA

Shares  broadly  higher: Asian bourses end the week broadly higher, led by Singapore and Hong Kong. Movements in Chinese stocks eased a bit after a heavy sell-­‐off from prior session.

WALL STREET

Shares higher on Black Friday: All US benchmarks finished higher, with the S&P 500 and Nasdaq Composite finishing at all‐time  highs. Retailers were in focus amid the Black Friday shopping holiday.

COMMODITIES

Prices surge ahead of OPEC meeting: Crude oil prices surged to another 2­‐year peak as investors focused on a disruption to a major crude-­oil  hub in Oklahoma and looked ahead to a key OPEC meeting next week. West Texas Intermediate (WTI) rose $0.93 to $58.95/barrel.

フィリピン国内各企業動向

RLC to raise funds via rights offer:

Robinsons Land Corporation (RLC)’s board approved to raise P20bn via rights offer, details of which to be determined.   Proceeds will finance RLC’s landbanking.   Preliminary indications show possible 1:3.6 to 4.3 common shares held, depending on final rights price.

Upgraded rating for PNB & RCB:

Moody’s upgraded the foreign currency deposit rating to medium grade for Philippine  National Bank (PNB) & Rizal Commercial  Banking Corporation   (RCB)

SMC confirms  P750bn cost for Bulacan int’l airport:

San   Miguel Corporation  (SMC)  confirmed  estimated  cost  of P750bn  for  an international airport in Bulacan once government approves the budget. Completion slated in 5 years.

BPI issued P12.2bn LTNCD:

Bank of the Philippine Islands (BPI) issued its 5-1/2 year, P12.2bn Long Term Negoriable Certificates of Deposit (LTNCD), maturing May 24, 2024, yielding 3.75%.

PRMX raises ownership in Primex Realty:

Primex Corporation (PRMX) raised its ownership to 98.2% (from 88%) in Primex Realty, which owns the 31­‐storey  Stratosphere in Salcedo Village, Makati.  The firm also owns 2 prime lots in Greenhills which will be the site of Primex Tower.

TUGS Unit buys 60% of ADG:

Harbor  Star  Shipping  Services,  Inc.  (TUGS) unit, Harbor Star Energy, bought 60% of Astroenergy  Dev’t GenSan (ADG), operator  of a 25MW  solar plant.   Capacity  is expandable  to 75MW,  with the first 25MW slated for completion  2Q18.

フィリピン経済指標

Senate  retains  VAT-­‐exemption  on  affordable  housing:  

The  Senate  will retain the value added tax (VAT) exemptions  enjoyed  by housing  projects that cost no more than P2mn, despite the Department of Finance (DoF)’s intent  to  exclude  it  in  the  proposed   Tax  Reform  for  Acceleration   and Inclusion (TRAIN) Act.

Gov’t to implement fuel marking scheme by 2H18:

The government  is set to  implement   a  fuel  marking  scheme,  via  an  outsourced   fuel  marking system,  by  2H18  to  curb  about  P40bn  in  tax  leakages   caused   by  oil smuggling, as per the DOF.

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