Philippines Market Insights 2018.2.8

フィリピン株式ニュースハイライト

News Highlights: The consortium of Metro Pacific Investments Corp. (MPI), Aboitiz Equity Ventures, Inc. (AEV), Ayala Corp. (AC), Alliance Global Group, Inc. (AGI),LT Group, Inc. (LTG), Filinvest Land, Inc. (FLI), & JG Summit Holdings, Inc. (JGS) has agreed to tap the group behind Singapore Changi Airport as technical partner for its plan to develop the congested Ninoy Aquino International Airport (NAIA). DICT Acting Sec. Eliseo Rio, Jr. said PLDT Inc. (TEL) chief MVP agreed to return 10MHz of the 2100MHz spectrum to government, at ‘absolutely no cost’. Ayala Corp. (AC) confirmed unit AC Industrial Technology Holdings, received notice from Kia Motors Asia Regional headquarters of being considered as the ‘preferred bidder’ for talks on Kia distributorship. San Miguel Corp. (SMC) plans P700bn spending in 5-­‐7 years, excluding the new airport project in Bulacan, to expand its infra, fuel & oil, F&B plus power ventures. Meanwhile, Pres. Duterte ordered moratorium on new casinos as there are too many players already, and the Department of Information and Communications Technology (DICT) said the selection of the 3rd telco player may be extended to mid‐April to make up for the holidays.

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 recovers from heavy slump, PSEi @ 8,668: The PSEi rebound after 2 days of heavy losses, following recovery from Wall Street. Industrials (+2.12%) led gains, followed by Services (+1.71%), with Index gainers URC +5.7%, DMC +3.8%, SECB +3.4%, AC +3%, MER +3%, and ALI +3%.

Among actively traded shares were: NOW (+P0.27 at P6.83), SM (‐P10.00 at P990.00), ALI (+P1.20 atP45.20), BDO (+P3.00 at P153.00), and SMPH (+P0.15 at P35.95), on 9.08bn turnover. Gainers outperformed losers, 127­‐82, with net foreign outflows at P598.98mn. BSP policy meeting in focus: Investors might stay on the sidelines until the BSP announces its monetary stance today, with expectations divided on whether they will maintain or tighten interest rates given the uptick in inflation to 4% in January, at the tail‐end of the BSP’s 3­‐4% target. Immediate support 8,600, resistance 8,830.

ASIA

Rebounds cool mid­‐day: Asian bourses strongly rebound on early trade before cooling mid-­day, with Chinese stocks turning lower on liquidity concerns.

WALL STREET

Shares closed lower on volatile trade: US equities closed a volatile session lower, led by declines
in tech & energy shares.

COMMODITIES

Oil prices for March close lower: WTI for March delivery closed $1.60 lower at $61.79/barrel after the dollar strengthened & US Energy Information Admin. (EIA) said output is already at par with Saudi Arabia.

フィリピン国内各企業動向

Super consortium of MPI, AEV, AC, AGI, LTG,FLI & JGS is looking to tap the group behind Singapore Changi Airport as partner in NAIA development:

The consortium of Metro Pacific Investments Corp. (MPI), Aboitiz Equity Ventures, Inc. (AEV), Ayala Corp. (AC), Alliance Global Group, Inc. (AGI), LT Group, Inc. (LTG), Filinvest Land, Inc. (FLI), & JG Summit Holdings, Inc. (JGS) has agreed to tap the group behind Singapore Changi Airport as technical partner for its plan to develop the congested Ninoy Aquino International Airport (NAIA). Together, the group is looking to develop NAIA into a world- class airport that is at par with the world’s best gateways.

TEL’s MVP agrees to return 10MHz 3G spectrum to gov’t at no cost:

DICT Acting Sec. Eliseo Rio, Jr. said PLDT Inc. (TEL) chief MVP agreed to return 10MHz of the 2100MHz spectrum to government, at ‘absolutely no cost’. The said frequency is also known for 3G. No official comment has been given by TEL on this matter.

SMC eyes P700bn spending in 5-­7 yrs, excluding airport project:

San Miguel Corp. (SMC) plans P700bn spending in 5­‐7 years, excluding the new airport project in Bulacan, to expand its infra, fuel & oil, F&B plus power ventures.

AC unit AC Industrial Tech.Holdings considered as ‘preferred bidder’ for talks on Kia distributorship:

Ayala Corp. (AC) confirmed unit AC Industrial Technology Holdings, received notice from Kia Motors Asia Regional headquarters of being considered as the ‘preferred bidder’ for talks on Kia istributorship. No terms have been reached yet on this.

BPI offers Pamana Padala for OFWs with P100k 90-­day personal accident insurance and P300k life insurance:

Bank of the Philippine Islands (BPI) offered BPI Pamana Padala where accounts used by OFWs will go with 90-­day personal accident insurance of P100k & life insurance of P300k. Entitlement will be given once the OFW account holder sends 4 remittances within a year. BPI also has Padala Moneyger for recipients of remittances that may be transferred to settle bills, using online banking platform & ATM.

フィリピン経済指標

President Duterte imposes moratorium for new casinos as there are too many players already:

Pres. Duterte ordered moratorium on new casinos as there are too many players already. As such, Pagcor chief Andrea Domingo said effective 13 Jan., they will no longer accept applications for new casinos. Gokongwei­‐owned Univ. Hotels & Resorts submitted a proposal to develop 18ha. Kawit property into an integrated resort & casino facility that is set to open in 2022. Villar meanwhile, will put up a casino as part of the 1,000ha. Dasma, Cavite. Dennis Uy plans Emerald Resort in Cebu.

DICT may extend 3rd telco slection to mid­‐April with PTT, NOW & Converge seen to take part in the selection:

Department of Information and Communications Technology (DICT) said the selection of the 3rd telco player may be extended to mid­‐April to make up for the holidays. DICT said PTT, NOW & Converge ICT are seen to take part in the selection process.

Ortigas & Co. allots P50bn to redevelop 16ha. within 52ha. Ortigas CBD:

Ortigas & Co. of the Ayala, Sy & Ortigas groups allotted P50bn to redevelop 16ha. within the 52ha. Ortigas CBD. Ortigas East plans to have an eco-­ efficient community with transport terminal, among others.

Solar Philippines to build 250MW solar plant even without approved PSA:

Solar Phils. chief Leandro Leviste said they will build 250MW new solar plant even without an approved power supply agreement (PSA). Leviste said they will tap WESM to sell their output, since their contract prices are lower than WESM. Solar priced its offer at P2.99/kWh vs. First NatGas Power’s unsolicited proposal to supply power from its 414MW gas­‐fired plant at P3.77/kWh.

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