Philipines Market Insights 2018.10.4

フィリピン株式ニュースハイライト

News Highlights: US equities rose following the sell-down on Treasuries, while crude moved past $76/barrel on reported decline of Iranian exports. On the local front, Energy Sec. Cusi supports lifting the moratorium on oil & gas exploration in the West Phil. Sea while Pres. Duterte is expected to sign the service contract Ratio Oil Exploration (ROE) for a petroleum block in Northwest Palawan basic on 08 Oct.

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

Bourse recovered ground, PSEi @7,210: Brave pickers gradually trooped into local equities, enough to allow the PSEi to finish on positive territory. The bourse scored 78 points up at 7,210 (+1.1%), with all sectors green primed by property (+2%) & mining/oil (+1.6%). Gainers among actively-traded shares were: SMPH (+P0.65 at P34.50); AEV (+P0.10 at P48); PXP (+P0.78 at P16.90); ALI (+P1.20 at P40.50). Turnover remained soft at P3.8bn, with gainers-losers at 93-92. Net foreign selling simmered further to P282mn (-29%).
Light trades: Another light session is seen, with very little fresh news at home. Some might set their sight on crude futures’ ascent, having gone up above $76/barrel, while heeding for indications on September inflation’s announcement. Select sector-tier & speculatives might be in play, as day-traders go for trading angles premised on a stock’s story. Continue to trade a range, as recovery appears ripe given the bourse’s oversold state. Immediate support is 7,150, resistance 7,250-7.270.

ASIA

Marts mostly dropped: Asian stock makets were mostly down Wednesday as rising oil prices spooked traders and a lackluster Japanese data.

WALL STREET

US shares up: US equities rose following the sell-down on Treasuries, while crude moved past $76/barrel. DJIA +54 points, 26,828 (+0.2%), Nasdaq Comp. +25pts, 8,025 (+0.32%).

COMMODITIES

Crude surged anew: Crude futures rallied on Wednesday as reported decline in Iranian exports and uncertainties on major oil producers to make up for the loss outweighs EIA’s report of increase in supply by 8mn barrels for the week ended Sept. 28. West Texas Intermediate (WTI) rose $1.18 to $76.41/barrel.

フィリピン国内各企業動向

Energy plan of SMC covers alternative to coal as power plant feedstock:

San Miguel Corp. (SMC)’s energy unit intends to replace coal with rice husks as fuel, for 2 new circulating fluidised bed facilities. This would improve emissions, as those from rice husk-based fuel are lower. SMC Global operates 2 new clean coal power plants in Limay, Bataan (600MW) & Malita, Davao (300MW).

DD updates Meridian Park progress:

DoubleDragon Properties Corp. (DD) has topped-off its 5th office tower & broke ground for its 9th tower in DD Meridian Park last 03 Oct. The first four office towers have already been completed & fully-leased out. DD remains on track in delivering 300k sqm. leasable space by 2020.

CEB eyes new routes:

Cebu Air, Inc. (CEB) said Zamboanga-Sandakan, Sabah route is still in the pipeline, pending commercial air service requirements. CEB is also looking at more routes within Brunei Darussalam-Indo-Malaysia-Phils. East ASEAN growth area.

Ex-date 05 Oct. 2018:

Petron Corporation – preferred (PRF2A) P15.75, payable 05 Nov. and PRF2B P17.14575, payable 05 Nov.

フィリピン経済指標

Oil chief supports lifting moratorium for oil & gas drilling:

Energy Sec. Cusi supports lifting the moratorium on oil & gas exploration in the West Phil. Sea, as this would raise local production. Cusi cited other countries’ move to drill an average of 29-40 wells annually, versus 8 during the term of Pres. Arroyo.

Signing of service contract with ROE seen next week:

Energy Sec. Cusi said Pres. Duterte is expected to sign the service contract of Israeli firm, Ratio Oil Exploration (ROE), for a petroleum block in Northwest Palawan basic on 08 Oct. The block covers 416,000ha. with potential for 1.2mn barrels of oil & 2.062bn cubic feet of gas.

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