Philippines Market Insights 2017.10.6

フィリピン株式ニュースハイライト

News Highlights: Metro Pacific (MPI) unit Metro Pacific Hospital Holdings (MPHHI) completed the purchase of 54% in St. Elizabeth Hospital (SEHI) for P178mn from the Veneracion family of General Santos. Filinvest Land (FLI) conducts ground-breaking ceremony for the Tower 5 of its Studio City. On the economic front, the country's inflation also accelerated to 3.4% in September driven mainly by higher food prices according to National Economic and Development Authority (NEDA).

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

Mart winds down, PSEi @ 8,294. Mart teetered sideways before diving at market-on-close as investors took profits after the benchmark's record-high momentum. All sectors ended red except Financials and Services. Among actively traded shares were: ALI (-P0.8 at P43.15), SM (-P7.5 at P899.5), BDO (-P0.6 at P134.4), AC (-P1 at P997), and JFC (-P0.6 at P241.8), on 6.76bn turnover. Losers edged out gainers, 90-106, with net foreign selling at P41.96mn.
Might end with modest gains: Mart might pull the benchmark higher today after yesterday's sell-off, though gains might be modest as we see a tug-of-war between bears and bulls. Immediate support 8,200, resistance 8,350.

ASIA

Mixed after recent highs: Asian markets took on meandering sessions as investors bucked the recent rallies and a lack of major economic data curbed trading.

WALL STREET

Shares continue rally: US shares continued to extend records with 8th-straight gain after a new batch of economic data and hawkish Fed speakers strengthened the case for higher rates

COMMODITIES

Oil higher on extended output cuts: Crude oil prices ended higher on Thursday after talks of an extension of cutting output, a bigger-than-expected drop in US crude supplies, and production concerns after a potential hurricane looms the Gulf of Mexico. West Texas Intermediate (WTI) climbed $0.81 to $50.79/barrel.

フィリピン国内各企業動向

MPI unit completed purchase of SEHI:

Metro Pacific (MPI) unit Metro Pacific Hospital Holdings (MPHHI) completed the purchase of 54% in St. Elizabeth Hospital (SEHI) for P178mn from the Veneracion family of General Santos. Under the purchase agreement, MPHHI has the option to expand the hospital facilities and raise its stake to 80%.

FLI broke ground for Studio City's Tower 5 in Alabang:

Filinvest Land (FLI) conducts ground-breaking ceremony for the Tower 5 of its Studio City. This project would house 450 units, with price ranging from P2.1mn-P2.3mn and a size of 16-21sqm.

PHEN studies 4 new projects:

Phinma Energy (PHEN) is currently studying 4 new projects with a total capacity of 925MW. 3 of the projects are combined cycle gas turbines (CCGT), while 1 is hydro plant. The 3 projects under CCGT are 383MW Sta. Ana, Cagayan, 383MW Sual, Pangasinan, and 138MW Argao, Cebu, while the 21.6MW Ilog hydro will be located in Mabinay, Negros Oriental.

MRC sealed purchase of Sepalco:

MRC Allied (MRC) completed the acquisition of a 15% stake in Sulu Electric Power and Light Philippines Inc. (Sepalco). This move will allow MRC to achieve its goal of 1,000MW capacity as it believes that Sepalco still has room to increase capacity up to 100MW.

TUGS renews service agreement:

Harbor Star Shipping (TUGS) renewed a marine tugboat service agreement with Pearl Energy Philippines Operating Inc. Under the agreement, TUGS will provide 3 tugboats to assist the arriving ship vessels at the Mauban port of Pearl Energy from November 1, 2017 to October 31, 2020.

フィリピン経済指標

September inflation @3.4%:

The country's inflation accelerated to 3.4% in September driven mainly by higher food prices according to National Economic and Development Authority (NEDA). This brought the average inflation in the first nine months to 3.1%, falling mid-point of the government's target range of 2-4% for 2017.

Sen. Gatchalian dismissed TransCo powergen plan:

Senator Win Gatchalian sees no need for the National Transmission Commission (TransCo) to go into power generation to address ancillary reserves, noting that a lot of gencos can already offer those services. Recall that TransCo chief Melvin Matibag earlier announced their plans to engage in power generation and put up 2,000MW of capacity to serve the ancillary requirements of National Grid Corporation of the Philippines.

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