Philipines Market Insights 2018.12.27

フィリピン株式ニュースハイライト

News Highlights: Improved holiday sales data pushed Wall Street gauges to sharply rebound (DJIA +1,086pts, Nasdaq +361pts). At the local front, Malaya thermal rebid set for March 2019, while DENR sees improved mining industry in 2019. Defensives led corporate headlines: tollway unit of MPI gets loan; MWC JV awarded Nueva Ecija concession.

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 caps descent, PSEi @7,450: Although Wall Street’s 2-day slump became a headline turner, buying resumed after sessions fetched an intra-day low of 7,379, allowing the PSEi to trim its decline to 29 points at 7,450 (-0.4%). Gains in property (+0.3%) & mining/oil (+2.93%) offset weakness in industrials (-0.9%) & services (-0.83%). JFC (-P10.40 at P292); ICT (-P4 at P99); BDO (-P2 at P127); & GTCAP (-P36.50 at P955) led index movers lower, while SMPH (+P0.50 at P35.50); BPI (+P1.80 at P92.50); & PGOLD (+P1.10 at P43.30) rose. Turnover was thin at P3.2bn, clwith advances-declines at 70-115. Net foreign selling stood at P766mn.
Rebound-riding: Regional bourses might take inspiration from US equities’ rebound (DJIA +1,086 points, Nasdaq Comp. +386pts) after fresh funds repositioned in its oversold state. Skeptics however, might seize on this strength to exit, as the rise only puts US gauges back to their original mark 2 days ago. Spot for trading angles for now. Immediate support is 7,450, resistance 7,550-7,580.

ASIA

Mostly tracked Wall Street: Asian marts took cue from Wall Street’s sharp decline, tallying broad losses Wednesday, with the Japanese benchmark Nikkei 225 the lone gainer on a bounce.

WALL STREET

US equities up on pre-holiday spending data: Improved US holiday sales (+5% at $850bn) prompted gauges to surge, pushing DJIA +1,086 points, 22,878 (+4.98%), Nasdaq Comp. +361pts, 6,554 (+5.84%). Also, US trade delegation team will travel to China the week of 07 Jan. for talks.

COMMODITIES

Crude prices rebound: Crude oil posted a strong recovery Wednesday after a sharp holiday selloff, though oversupply concerns capped gains. West Texas Intermediate (WTI) rose $3.69 to $46.22/barrel.

フィリピン国内各企業動向

Tollway unit of MPI gets loan:

Metro Pacific Investments Corp. (MPI)’s Metro Pacific Tollways obtained P24bn loan with 6 banks for the P35bn Cavity-Laguna Expressway (CALAx) project. The amount will cover construction & concession. The first 10km. on Laguna side will open July 2019, but Cavite might see delays as DPWH has not yet given the right of way.

MWC JV awarded Nueva Ecija concession:

Manila Water Company, Inc. (MWC)’s Manila Water Phil. Ventures (MWPV) & Tubig Pilipinas Group obtained the Notice of Award from San Jose City, Nueva Ecija for the water JV project in the province. Est. capex for the project is P1.4bn over the 25-year concession. Billed volume is seen at 21mn liters/day.

Ex-date 27 Dec. 2018:

TFC P1.50 special, payable 29 Jan.; DDPR P1.61945, payable 03 Jan.

フィリピン経済指標

Malaya thermal rebid set for March 2019:

PSALM will rebid the 650MW Malaya thermal plant plus the land in Pililia, Rizal on 13 March 2019. The sched was moved due to failure of the 4th bidding round for 3rd party advisor that will appraise the plant. Those that submitted requirement to bid were AC Energy, DM Wenceslao, DMCI Poer & FGen Reliable Energy Holdings.

DENR sees improved mining industry in 2019:

DENR sees improved prospects for the mining industry in 2019 once the 2nd package of TRAIN is passed into law. DENR USec. Analiza Teh said 15 projects are in line to be issued mining permits, depending on DENR’s review.

Dusit opens Davao projects:

Dusit Int’l. opened The Beach Club in Lubi Plantation Island, Davao Gulf. The leisure township s owned by Torre Lorenzo Dev’t. & managed by Dusit Int’l. Also, dusitD2 Davao will open Feb. 2019, providing 120 hotel rooms, plus the 178-room Dusit Thani Residence Davao in April 2019.

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