Philippines Market Insights 2017.11.14

フィリピン株式ニュースハイライト

News Highlights:   DMCI Holdings,  Inc. (DMC) secured P3.5bn contracts  in 3Q17 (mostly residential  housing),  bringing its order book to P28.6bn as of Sept. 2017. Enrique Razon opted to retain his 96.2% in Golden & Luzury Co. Ltd., operator of Jeju Sun Hotel & Casino in SoKor, as operations is close to breaking even. Meanwhile, the Bangko Sentral ng Pilipinas (BSP) posted a 28.7% decline in net income to P9.97bn on the back of lower fee-­‐based revenues. Trading gains kept the BSP in profit as of September, as it booked a P12.79bn profit from exchange rate fluctuations.

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

PSEi back to 8,300 level: PSEi pulled back to the 8,300 level due to the local third quarter corporate earnings. PSEi shed 103.46 points or 1.23 percent to close at 8,330.02. The decline was led by the financial, holding firm, services, mining/oil and property counters which all slid by over 1 percent. Only the industrial sector managed to give a a modest gain of +0.77 percent. Among actively traded shares were: MER (+P10.80 at P305.80), ALI (-­‐P1.30 at P42.50), DNL (+P0.54 at P10.80), TEL (-­‐P32.00 at P1,658.00), and JFC (+P5.80 at P257.00), on 8.22bn turnover. Losers edged out gainers, 72-­‐115, with net foreign selling at P1.50bn.

Mart  might  trade  higher: Mart might see some recovery from last session’s sell-­‐off, as investors await for fresh catalysts from the ASEAN meeting.  Immediate support 8,300, resistance 8,450.

ASIA

Stocks mixed: Equity markets in Asia faced mixed ahead of a pour of economic data due in China.

WALL STREET

Shares climbed: As investors awaited clues on monetary policy and tax reform, US stocks edged up overnight. High dividend-­‐paying utilities & consumer sectors offset GE’s sharp drop & aided US equities’ rise.

COMMODITIES

Crude  flat: Crude prices were mostly flat on Monday, as markets were evaluating the impact of mounting tensions in the Middle East and rising production in the US. West Texas Intermediate (WTI) dipped $0.01 to $56.73/barrel.                                

フィリピン国内各企業動向

DMC secures P3.5bn contracts:

DMCI Holdings, Inc. (DMC) secured P3.5bn contracts in 3Q17 (mostly residential housing), bringing its order book to P28.6bn as of Sept. 2017.

MEG to rebrand Maxims Hotel:

Megaworld Corp. (MEG) will  rebrand Maxims Hotel to Ritz-­‐Carlton within the next 3 years.

Enrique Razon to keep his casino in So.Kor:

Enrique Razon opted to retain his 96.2% in Golden & Luzury Co. Ltd., operator of Jeju Sun Hotel & Casino in SoKor, as operations  is close to breaking even. The block was bought for $102mn. He also expressed  intent to expand in the Asian region, possibly Vietnam & Japan.

ACR to push through with power plant in Sarangani:

Alsons Consolidated Resources, Inc. (ACR) will continue the 2nd section of 210MW coal-­‐fired plant in Maasim, Sarangani, with commercial operations to start 2019; Siguil hydro power to start 2020 & 105MW coal-­‐fired plant in Zamboanga City slated for commercial operations in 2021.

DNL targets 10% growth for the year:

D&L Industries (DNL), the listed manufacturer of specialty foods ingredients, special raw materials for plastics and oleochemicals for personal and home use, expects to post a net income growth of 10% this year. The company’s recurring net income reached P2.12bn, or EPS of P0.30, in the first nine months, 10% higher YoY.

HOUSE gets clearance on preferred shares:

8990 Holdings (HOUSE) gets clearance  to  list  its  P5bn,  50mn  Series  A  preferred  shares  at  6.0263% dividend yield, issue price of P100/share.

IMI to raise $100mn via rights issue:

Integrated Micro-­‐electronics, Inc. (IMI) plans to raise $100mn via rights issue to support  growth initiatives,  terms TBA.

TECH to offer $200mn preferred shares:

Cirtek Holdings (TECH)’s board approved to offer up to $200mn preferred B-­‐2 shares at fixed dividend of 6.125% p.a., issue price of $1/share

SBS revises offer period for rights offer:

SBS Philippines  Corp. (SBS) revises offer period  for its 1:4.1325  rights offer at P4.67/share  to 1-­‐12  Dec 2017 (from 27 Nov-­‐5 Dec)

フィリピン経済指標

BSP’s net income lower in 9M17:

The Bangko Sentral ng Pilipinas (BSP) posted a 28.7% decline in net income to P9.97bn on the back of lower fee-­‐based revenues. Trading gains kept the BSP in profit as of September, as it booked a P12.79bn profit from exchange rate fluctuations.

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