フィリピン株式ニュースハイライト

News Highlights: Some reversal took cue for US equities Wednesday (DJIA +112pts, Nasdaq +51pts) on the heels of upbeat Q2 earnings. At the local front, DoF sees rosy outlook for 2H GDP growth; AC & AEV group to participate in national ID system; ICT unit partnered with Royal Cargo. Earnings announced Aug14 were a mixed bag, but mostly up, including index members JFC (+16%), DMC (+21%), & FGEN (+35%).

マーケットモニター

各国市場モニター

フィリピン株式市場動向

PHILIPPINES

Sellers dominated, PSEi @7,527: Sellers pounded local sessions Tuesday, as players turned uncertain on Turkey’s trade tiff headline with the US. The PSEi lost 107 points at 7,527 (-1.4%), primed by property (-1.92%) & financials (-1.7%). Among the large caps that fell were: ALI (-P0.80 at P40.45); SMPH (-P0.85 at P36.35); AC (-P16.50 at P937); SM (-P7 at P926); & GLO (-P60 at P1,860). Turnover paled to P4.37bn, with gainers-losers at 60-141. Net foreign selling reached P1.472bn.

Selective trade: Participants might take their cue from Wall Street’s recovery (DJIA +112 points), especially after local monetary authorities soothed over-reaction to Turkey’s trade spat with the US. Attention could revert to large caps that have fallen sharply, as well as shares with encouraging 1H results (FGEN, JFC, DD, DMC). Continue to trade within range & go selective trade. Aim for issues with solid upside potentials. Immediate support is 7,500, resistance 7,600-7,650.

ASIA

Spooked by Turkish Lira concerns: Though slightly recovered from Monday’s sell-off, risk appetite for Asian equities remained pale amid Turkey’s currency crisis, with most benchmarks (mostly EMs) receding, though Japanese & Korean bourses led gainers.

WALL STREET

US equities rose: Financials reversed course on easing Turkey fears as most players focused on upbeat 2Q results. DJIA +112 points, 25,299 (+0.45%), Nasdaq Comp. +51pts, 7,870 (+0.74%).

COMMODITIES

Crude further slipped: Oil futures continued to slide Tuesday following the American Petroleum Institute’s report that U.S. crude supplies rose by 3.66 million barrels for the week ended Aug. 10. Eyes will turn to the EIA’s slated data release of stockpiles Wednesday. West Texas Intermediate (WTI) slid $0.66 to $66.79/barrel.

フィリピン国内各企業動向

AC & AEV group to participate in national ID system:

The group of Unisys Phils., Ayala Corp. (AC)’s AC Infra Holdings & Aboitiz Equity Ventures, Inc. (AEV)’s Aboitiz InfraCapital submitted a 17-year, unsolicited proposal to PSA last 13 Aug. 2018, for the design & dev’t. of national ID infra solution that would collect, store, maintain, manage, & authenticate individual data. No other details were given.

ICT unit partnered with Royal Cargo:

Subic Bay Terminal of International Container Terminal Services, Inc. (ICT) & Royal Cargo teamed-up for logistics services for North & Central Luzon. The accord covers cold storage options, especially for SMEs.

MAC sees 20% full year growth for 2018:

MacroAsia Corp. (MAC) sees organic growth of 20% for 2018, with 8 new airline accounts being serviced in 1H. MAC is also starting its concessions in Terminal 2, Mactan Cebu & will inaugurate its new commissary for its non-airline subsidiary by 2H. The startup costs for the new accounts in both units are seen to stabilise & taper down in the coming months.

COSCO updates share buyback:

Cosco Capital, Inc. (COSCO) has repurchased 4.472mn shares at P6.0758 apiece, or P27mn under its P1bn share buyback plan. The shares were purchased last 13 Aug. 2018.

フィリピン経済指標

DoF sees silver lining for 2H:

DoF sees improved possibility for 2H GDP growth to reach +7.7% to achieve the bottom of an official full year target for 2018. This will be driven by improved capital formation.

MSCI quarterly rebalancing results:

Changes in weights to MSCI indexes were as follows:

MSCI Philippines Standard: AGI +0.016% JFC +0.003% SMPH -0.003% ALI -0.002%

MSCI Philippines Small Cap: BLOOM +0.004% DNL +0.004% MWC +0.004 FPH -0.023% FGEN -0.013%

Country (EM): Philippines: -0.007%

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