Philippines Market Insights 2017.11.28

フィリピン株式ニュースハイライト

News Highlights:  Ayala Land, Inc. (ALI) clarified that unit Whiteknight  Holdings & the Mercado family, are exploring options to grow QualiMed.  Rumors are up MVP is allegedly interested to acquire the hospital unit.  The government is planning to create a new council which will oversee the privatization  of the licenses of casinos operated by the Philippine Amusement and Gaming Corp. (PAGCOR)

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  decline,  PSEi  @  8,362:    PSEi  closed  at  8,361.69  yesterday,  down  3.42  points  or 0.04%. All sectors gained except financials and industrials. Financials closed at 2,090.42, down 16.98 points or 0.8%, while industrials dropped 114.35 points or 1.04% to finish at 10,852.98.  Among actively traded shares were: MER (-­‐P2.00  at P317.00),  ALI (-­‐P0.50  at P44.00),   SM  (-P13.50  at  P970.00),   SMPH  (+P0.80   at  P36.80),   and  TEL  (-­‐P16.00  at P1,570.00), on 6.35bn turnover. Losers edged out gainers, 96-­‐102, with net foreign selling at P32.38mn.

Another  strength  test: Mart might see some follow-­‐through  on prior session’s last-­‐ minute buying, coupled with mild window dressing as we near the month’s end, though selling pressure from the bears will likely test the market’s strength once again on lack of fresh catalysts that could encourage the market to hold up its gains. Immediate support 8,220, resistance 8,400.

ASIA

Shares  lower: Asian bourses  started the week lower, with Japan said to have received radio  signals  suggesting  North  Korea  is preparing  for a missile  launch  test,  according to Kyodo News and TBS.

WALL STREET

U.S.  Equities  mixed:  US  equities  mixed,  ahead  of  Senate’s  voting  on  Thurs  on  the  tax overhaul bill.

COMMODITIES

Prices  lower: A rising U.S. rig count and continuing uncertainty over OPEC’s strategy to extend supply cuts pushed oil prices lower following a week in which they hit their highest close   in   more   than   two   years.   West   Texas   Intermediate   (WTI)   dipped   $0.84   to $58.11/barrel.

フィリピン国内各企業動向

ALI clarifies hospital unit exploring options:

Ayala Land, Inc. (ALI) clarified that unit Whiteknight Holdings & the Mercado family, are exploring options to grow QualiMed.   Rumors are up MVP is allegedly  interested  to acquire the hospital unit.

SMPH’s SMDC plans higher P39.2bn capex for 2018:

SM Prime Holdings, Inc. (SMPH) residential unit, SMDC, plans P39.2bn capex for 2018 vs P17.2bn in 2017.  Project launches for 2018 is at 15k-­‐28k units.  SMDC’s 465ha. landbank is enough to support operations in the next 5 years

DD partners  with DTI for Go Lokal:

 DoubleDragon Properties  Corp.  (DD) partnered with DTI for Go Lokal stores in its 25 CityMall branches nationwide.     The  move  will  aid  the  dev’t  of  micro-­‐SMEs  &  bring  their products in the market.

MVP open to Chinese  partnership  for telco:

Manny  Pangilianan  (MVP)  is open to the idea of partnering with a China telco, either in TEL, start-­‐up innovation firm Voyager, or both.  Voyager is into e-­‐commerce & marketing technology.

MER receives offers from 20 solar firms:

Manila Electric Company (MER) received offers from 20 solar firms, with P2.99/kWh  offered by Solar Phils. MER  will  need  50-­‐100MW  more,  on  top  of  185MW  signed  with  Solar (85MW) & PowerSource  First Bulacan Solar (100MW).

MER’s MGen ready for P107.5bn loan:

MER’s MGen said terms with 8 local banks are ready, for the P107.5bn loan for coal-­‐fired Atimonan in Quezon. The loan will be under MGen’s Atimonan One Energy (A1E) & the supply contract remains pending with ERC.

ICT signs MoA with groups in Lae, PNG:

International  Container  Terminal Services, Inc. (ICT) signed a Memorandum  of Agreement (MoA) with community landowner groups in Lae, PNG where it will operate ports in Lae & Montukea.   ICT’s South Pacific International Container Terminal, Ltd (SPICTL) will handle deployment of cranes & other equipment.

BKR in-­‐talks of loan restructuring:

Bright Kindle Resources & Investments Inc. (BKR) said Trans Middle East Phil. Equities (owned by Kokoy Romualdez’s camp), expressed its intention to convert BKR’s P1.85bn loan into 33% equity.  Talks on the loan restructuring or payment are ongoing. Rumors claimed a special mtg will be called on 11 Dec. to discuss the conversion  of said loan & facilitate ‘B’enjamin ‘K’okoy ‘R’omualdez’s  entry, or ‘BKR’.

ABS sees reduction  in production  cost:  

ABS-­‐CBN  Corporation  (ABS)  sees 10%-­‐15% reduction in production cost once it starts its 2 soundstages in San Jose del Monte, Bulacan by end-­‐2018.

NOW to enter residential broadband market:

Now Corporation (NOW) plans to enter residential broadband market thru its Fiber Air service.

CPG launches 54ha. Batulao Artscape:

Century Properties Group, Inc. (CPG) launched  its 54ha. Batulao Artscape (part of 142ha. total project size) that covers a retirement  village w/ designers  from Revolution  Precrafted.   Unit price range P4mn (56sqm) to P17.4mn.

フィリピン経済指標

ADB approves $300mn loan for infra funding:

The Asian Development bank (ADB)  has  approved  a $300mn  loan  and  a $500,000  technical  assistance grant  to  help  the  Philippine   government   develop  the  domestic  capital market for infrastructure  financing. The Philippine Development  Plan (PDP) calls for public spending on infrastructure to increase to 7.4% of GDP by 2022 from the current level of 5.1%.

Gov’t to create council on privatizing PAGCOR licenses:

The government is planning to create a new council which will oversee the privatization  of the licenses  of  casinos  operated  by  the  Philippine  Amusement  and  Gaming Corp. (PAGCOR)

DOTr seeks add’l 320km of rail projects by 2022:

The Department  of Transportation is seeking to complete more than 320 kilometers of railway projects by 2022 in Luzon and Mindanao, more than four times the current footprint of 77km.

10 Senators in favor of double the tax for mining:

Ten Senators voted in favor of Sen. Francis Escudero’s proposal to double the tax on mining firms. Recto said collection was only at P1.8bn, considered as low.

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