Philippines Market Insights 2018.1.10
フィリピン株式ニュースハイライト
News Highlights: Phil. Competition Commission (PCC) cleared SM Retail’s purchase of Goldilocks Bakeshop, after SM Retail committed to give Goldilocks’ competitors a fair share in their lease at all times. Manila Electric Company (MER) said the tax reform program will raise power rates by P0.08/kWh with the lifting of VAT exemption, but January bills will go down due to lower demand as a result of cooler temperature in December. In other news, Pres. Duterte ordered the suspension of logging concessions in Zamboanga peninsula after triggering massive flooding in the area.
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各国市場モニター
フィリピン株式市場動向
PHILIPPINES
Mart soars to another record-high, PSEi @ 8,924: Buying spree prevailed on continued bullishness for the economy, lifted also by foreign investors who loaded up on equities. All sectors ended on green, with Property (+2.40%) and Financials (+2.24%) leading gains. Among actively traded shares were: ALI (+P1.20 at P46.40), URC (+P9.00 at P174.00), SM (+P21.00 at P1,046.00), AC (+P8.00 at P1,065.00), and TEL (+P7.00 at P1,419.00), on 8.36bn turnover. Gainers outperformed losers, 118-93, with net foreign inflows at P1.42bn.
Might take a breather: Mart might take a breather from the recent surge past the 8,900 mark as some investors could opt to buck the rally. Bullishness from Wall Street and across the Asian‐ Pacific region can be contagious, so there is still room for growth. Immediate support 8,840, resistance 8,990.
ASIA
Asian markets extend New Year rally: Stock markets across the Asian region extended their New Year rally, with Japanese shares paring gains after the Bank of Japan decided to cut the size of its offer for bonds maturing in 10-25 years by 5% to ¥190bn (or $1.7bn) which sent the yen higher.
WALL STREET
Shares higher: Expectations of strong quarterly earnings among healthcare & financials lifted US equities.
COMMODITIES
Oil prices continue rise: Oil rose further on Tuesday, supported by OPEC-led production cuts and expectations US crude inventories fell for an eighth week. West Texas Intermediate (WTI) climbed $1.23 to $62.96/barrel.
フィリピン国内各企業動向
PCC clears SM Retail’s purchase of Goldilocks:
Phil. Competition Commission (PCC) cleared SM Retail’s purchase of Goldilocks Bakeshop, after SM Retail committed to give Goldilocks’ competitors a fair share in their lease at all times. SM Retail also vowed to use ‘information firewall’ to ensure SM Retail/Goldilocks will not use sales data to their advantage.
MER says tax reform to raise rates by P0.08/kWh, but not in January:
Manila Electric Company (MER) said the tax reform program will raise power rates by P0.08/kWh with the lifting of VAT exemption, but January bills will go down due to lower demand as a result of cooler temperature in December.Of the P0.08/kWh, the 12% VAT on transmission wheeling charges is at P0.07, while higher excise tax on coal covers P0.01/kWh.
AP’s unit to streamline ownership in GNPower’s Mariveles Coal Plant Ltd.& Dinginin Ltd. Co.:
boitiz Power Corporation (AP)’s fully-owned unit, Therma Power (TPI), is streamlining its ownership in GNPower Mariveles Coal Plant Ltd. & GNPower Dinginin Ltd. Co. that will cover the transfer of direct ownership of the 2 firms from the offshore subsidiaries of TPI, to TPI. Also, there will be an eventual dissolution & liquidation of offshore intermediary subsidiaries. The move will have TPI directly own 66% in GNPower‐Mariveles & 50% partnership interest in GNPower-Dinginin.
PAL reverts par value change back to P1/share from P0.45/share:
PAL Holdings, Inc. (PAL) par value change from P1 to P0.45/share & revert back to P1/share, will be reflected in PSE’s system on 12 Jan. 2018. The move will partially wipe-out PAL’s deficit & align its par value with its subsidiaries.
PERC’s wind energy arm reaches 250 GWh‐generation mark:
PetroEnergy Resources Corporation (PERC)’s wind energy arm, PetroWind Energy (PWEI) reached its 250 GWh‐generation mark for the first week of Jan. 2018. PWEI’s energy production comes from its 36MW facility in Aklan that began commercial operations June 2015.
SLI to borrow P3bn to pre-pay debts, finance dev’t costs & general corp. requirements:
Sta. Lucia Land, Inc. (SLI) plans to borrow P3bn with an over allotment option of P2bn, to pre-pay debts, finance development costs & general corporate requirements. SLI’s board also approved acquiring lots, the biggest of which is in GenSan (239k sqm); Iloilo (99.8k sqm); Laguna (62k sqm); & Davao (50k sqm). SLI also approved JV projects, which includes Bulacan (715k sqm); Batangas (383k sqm); Palawan (178k sum), among others.
ALHI prepares launch of P1.5bn urban bed-spacing Cosmo Suites:
Anchor Land Holdings, Inc. (ALHI) is preparing to launch its P1.5bn, urban bed‐ spacing, Cosmo Suites in Pasay City. The project is composed of two 16-storey buildings & will offer 3,000 beds with over 800 units (1 unit with at least 4 beds). The project will serve the needs of the BPO industry.
フィリピン経済指標
Duterte orders suspension of logging concessions in Zamboanga after massive flooding:
Pres. Duterte ordered the suspension of logging concessions in Zamboanga peninsula after triggering massive flooding in the area. Agri Sec. Pinol earlier said he would recommend to Duterte to stop the alleged logging operations of the Consunji family in the Zamboanga Peninsula.
BCDA & Japan Overseas Infra. Corp. team up with Singapore firm for New Clark City:
Bases Conversion and Development Authority (BCDA) & Japan Overseas Infrastructure Investment Corp. for Transport & Urban Dev’t. teamed-up with Surbana Jurong of Singapore to help prepare detailed design & guidelines for the 9,450ha. New Clark City.
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