Philipines Market Insights 2018.6.5

フィリピン株式ニュースハイライト

News Highlights: Tech shares aided Wall Street’s advance, as Apple started its annual developers’ conference & Microsoft’s $7.5bn deal to buy into private coding website, GitHub. On the local front, around 900ha. in Boracay will be covered by government’s agrarian reform plan while MWSS aims to release its decision on rate rebasing on water this August.

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

Pale session persisted, PSEi @7,579: Concerns on rhetoric over the trade issue between the US & its major trading partners weighed on sentiment, pulling gauges lower. The PSEi scored 50 points down at 7,579 (-0.7%), as gains in property (+0.6%) & services (+0.5%) failed to offset declines in industrials (-1.8%) & holdings (-1%). JFC (-P3.40 at P280.40); MBT (-P0.05 at P79.80) & BDO (-P3 at P128) fell, while ICT (+P1.65 at P85); SMPH (+P0.25 at P37.45); & ALI (+P0.45 at P41) rose. Turnover was P4.94bn with gainers-losers at 72-113. Net foreign selling reached P240mn.
Range-bound: Buyers might take their cue from Wall Street’s advance, as most may have already factored-in higher inflation in May. Attention could revert to large caps trodden by the recent selling stigma, especially those poised to report improved 2Q results. Opt for modest gains & trade a range. Immediate support is 7,530, resistance 7,600-7,650.

ASIA

Mostly in the green: Most of Asian stocks scored a green on Monday following end-of-week gains in the U.S. on another solid jobs report, led by Hongkong, Taiwan and Japan.

WALL STREET

US equities gained: Tech shares aided Wall Street’s advance, as Apple started its annual developers’ conference & Microsoft’s $7.5bn deal to buy into private coding website, GitHub. DJIA +178 points, 24,813 (+0.7%), Nasdaq Comp. +52pts, 7,606 (+0.7%)

COMMODITIES

Oil ended lower: Oil futures ended lower Monday on growing expectations that OPEC will have to curb crude production cuts when it meets later this month. West Texas Intermediate (WTI) slid $1.06 to $64.75/barrel.

フィリピン国内各企業動向

AGI has new CEO:

Alliance Global Group, Inc. (AGI) announced the resignation of Dr. Andrew L, Tan effective 04 June 2018 & appointment of Kevin Andrew L. Tan as new CEO. Dr. Tan will remain as chairman of the board.

BLOOM unit fully-paid lot bought from Pagcor:

Bloomberry Resorts Corp. (BLOOM) subsidiary, Sureste Properties, fully-paid P37.33bn to Pagcor for 3,733sqm. & 156,626sqm. lots in Tambo, Paranaque City. The area is where Solaire Resort is located.

No purchase accord in Southwest Maritime, CLC said:

Chelsea Logistics Holdings Corp. (CLC) clarified to the Exchange they have not signed any agreement with Southwest Maritime Corp. for any acquisition. Reports showed CLC might sign a deal with Southwest, following its recent purchase into Starlite Ferries.

PHN unit gets SECB loan:

Phinma Corp. (PHN) subsidiary, Phil Cement Corp., signed a 5-year fixed term loan of P875mn with SECB last 01 June 2019. Proceeds will be used for construction of cement terminal in Mariveles, Bataan.

ABA entered P586mn deal on Batangas lot sale:

AbaCore Capital Holdings, Inc. (ABA)’s fully-owned Abacore Capital Holdings sold various lots totalling 292,953sqm. to Lemery Realty Dev’t. Properties at P2k/sqm., or P586mn. 20% of the amount will be settled upon signing of Contract to Sell, the balance in 2 years.

IRC enters arrangement with Makati LGU for Mass Transport System:

IRC Properties, Inc. (IRC) submitted an unsolicited proposal to Makati City gov’t. for the Mass Transportation System project. Also, IRC authorised its president, Antonio Tiu, to enter into a consultancy agreement with Mr. Hao Fuyin as int’l. finance consultant of IRC. The board also approved reactivation of Interport Dev’t. Corp. & declaration of 5% of retained earnings as property dividend, in the form of IRC shares. All other terms & details were not provided.

Companies with Ex-date on 06 June 2018:

SPC Power Corp. (SPC) P0.40, payable 27 June.

フィリピン経済指標

900ha. of Boracay covered by CARP, gov’t. says:

Around 900ha. in Boracay will be covered by government’s agrarian reform plan. Of this, 25ha. are immediately coverable by CARP & can be distributed to 80 Aeta beneficiaries within 3 months or less. These are Bgy. Yapak, Manoc-Manoc & Balaban. Phase 2 will cover 220ha., 3 at 600ha.

Water tariff decision this August:

MWSS aims to release its decision on rate rebasing on water this August. The move has been delayed for 5 months already following the change in MWSS administration. Maynilad plans to spend P132bn in the next 19 years for sewage treatment alone, while MWC will invest P37bn for 725MLD for 2018 up to 2022 & P116bn onwards for 222MLD.

$1bn Samurai float readied:

Treasury (BTr) will issue $1bn Samurai bonds 3Q18 under several tenor buckets. Apart from regulatory approvals, the timing will depend on market conditions.

NSFR starts July, ahead of Basel 3 compliance:

BSP will start its Net Stable Funding Ratio (NSFR) starting 01 July, ahead of the 2019 target for its full adoption. This requires banks to hold reliable sources of funding to match needs for one year.

Revolution Precrafted plans factory site in Asia:

Revolution Precrafted Properties Phils. aims to set up its own factory in each region to support its expansion plan. The first will be set up in Asia within the year.

Case against SSS officials dismissed:

SSS Commission said administrative complaints against Capulong, Candelaria, Francisco, Jr. & Ongkeko, Jr. were dismissed due to lack of evidence. In recap, La Vina accused said officials of ‘serious dishonesty & grave misconduct’, on allegations of ‘personal stock trades’.

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