Philippines Market Insights 2017.5.31

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フィリピン株式ニュースハイライト

News Highlights: SM Investments Corp.’s (SM) new logistics affiliate 2GO Group, Inc. (2GO) may become its fourth business pillar in addition to traditional banking, real estate & retail. Ayala Land, Inc.’s (ALI) Ayala Land Premier (ALP) is launching its 8th subdivision project (85-ha) called Cerilo in Nuvali, after reporting a record-high P8.1bn in sales for 1Q17. Manila Electric (MER) eyes investment opportunities in Indonesia and Nigeria, a move to expand overseas.

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各国の株式市場動向

PHILIPPINES

Mart slipped amid portfolio repositioning, PSEi @7,860: Local bourse declined as some investors repositioned their holdings amid month-end window dressing, while others stayed liquid ahead of Cebu Landmasters’ (CLI) listing. PSEi dipped 25 points to 7,860 (-0.32% day-on-day), with sectors ending in red, save for services (+0.28%). Among actively-traded shares were: SMPH (unch at P33.50); ALI (-P0.45 at P40.15); and WLCON (+P0.29 at P5.70), on P7.39bn turnover. Losers outnumbered gainers, 105-77, with net foreign buying at P572mn.
Sideways with a downward bias to continue: Wait-and-see stance among investors are likely to continue as US jobs data, which could determine the fate of the US policy rates moving forward, is yet to be released. Moreover, some might opt to cash in gains and remain liquid ahead of the listing of Cebu Landmasters (CLI) on 02 June. Immediate support 7,820, resistance 7,930.

ASIA

Bourses lower amid cautious trading: Marts ended in negative territory as some investors traded cautiously, while others sought for safe haven assets.

WALL STREET

Equities down amid political concerns, lower oil prices: Shares slipped, with energy shares dragging indices lower. Moreover, political concerns continued to dampen sentiment.

COMMODITIES

Crude pared losses ahead of US crude data: Oil futures prices fell, but pared bigger earlier losses as traders anticipate a further decline in US crude supplies. West Texas Intermediate for July dipped $0.21 to $49.66/barrel.

フィリピン国内各企業動向

SM’s new logistics arm may be its 4th pillar:

SM Investments Corp.’s (SM) new logistics affiliate 2GO Group, Inc. (2GO) may become its fourth business pillar in addition to traditional banking, real estate & retail. SM believes that as economic growth spreads nationwide, an increasing need for logistics operations will follow. It is counting on 2GO to boost earnings growth in the long run.

ALI’s ALP to launch its 8th subdivision project in Nuvali:

Ayala Land, Inc.’s (ALI) Ayala Land Premier (ALP) is launching its 8th subdivision project (85-ha) called Cerilo in Nuvali, after reporting a record-high P8.1bn in sales for 1Q17. Cerilo will offer 623 lots with sizes ranging from 520sqm to 1,300sqm for P11.5mn to P43.1mn. Its total inventory value stands at P11.3bn.

MER to invest in Indonesia and Nigeria:

Manila Electric (MER) eyes investment opportunities in Indonesia and Nigeria, a move to expand overseas. The Indonesian investment would be through CIS Bayad Center in partnership with Densan System Co. Ltd. of Japan, while MER looks into other projects aside from technical partnership with Nigeria's Ibadan Electric Distribution Utility.

TEL & GLO complete payments to SMC:

PLDT Inc. (TEL) and Globe Telecom (GLO) completed the last tranche of payments for its P69.1bn joint purchase of San Miguel Corp.’s (SMC) telco assets despite the pending petition filed by the Philippine Competition Commission (PCC) to the Supreme Court.

San Miguel Brewery to build facility in US:

San Miguel Brewery Inc. plans to build a $150mn brewery in Los Angeles, California. The firm also eyes to invest around $500mn over the next 2 and a half years to build 2 new beer plants and expand the capacity of all existing bottling plants. The firm is a joint venture between San Miguel (SMC) and Kirin Holdings Co. Ltd. of Japan.

SBS unit acquired Goldchester Holdings:

SBS Philippines (SBS) unit, SBS Holdings and Enterprises Corp. acquired 150,000 common shares of Goldchester Holdings, translating to a 17.65% equity stake in the company for a total consideration of P481mn. Goldchester Holdings is owner of a commercial-industrial complex comprising of buildings, other land improvements and land with a total area of 31,423.5sqm located along the north side of EDSA in Quezon City and adjacent to the LRT Roosevelt Station and across the Cloverleaf Balintawak property.

Mober eyes IPO by 2020:

Mober, a delivery-on-demand service provider, eyes to debut in the equities market by 2020 as it ramps up its presence and coverage nationwide. Starting this year, it plans to raise $1mn to finance its nationwide expansion focused on further developing its product and recruiting at least 500 van partners. On a side note, Mober founder and CEO Dennis Ng also said that he is also open for backdoor listing opportunities.

フィリピン経済指標

Auto loans rose 27% as of end-1Q17:

Philippine banks released P397.05bn in automobile loans as of the end of 1Q17. This was 27% higher YoY and accounted for 5.4% of the P661.4bn total consumer loans. The increase came ahead of the DoF’s proposal to raise the excise taxes on cars.

3 firms pre-qualify for Sucat thermal plant bid:

Power Sectors Assets and Liabilities Management Corp. (PSALM) announced that 3 bidders passed the pre-qualification process for the 850MW Sucat Thermal Power Plant in Muntinlupa. These companies are Riverbend Consolidated Mining Corp., VPD Trading and G.G. Uy Bonapor Metal Contractor Co. Qualified bidders are allowed to participate in the bidding process and are expected to submit their offers on 31 May, Wednesday. Recall that PSALM was supposed to re-bid the Sucat facility last year but it had to wait for clearance from the Environment Department.

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