Philippines Market Insights 2017.12.6

フィリピン株式ニュースハイライト

News Highlights:  TEL’s PLDT Enterprise signed a partnership  with Cignal TV to boost the latter’s signal in hospitals & hotels. Aboitiz Equity Ventures (AEV)’s Aboitiz Land will launch ‘The Outlets’ mall on the 9.3ha. lot in Lima Tech Center in Batangas, with phase 1 slated for April 2018.  Nov. inflation slowed to 3.3% (from Oct.’s 3.5%) on slower price growth for food, beverages & tobacco. (Note:  policy setting likely to remain unchanged, sequel review will depend on Fed’s rate action by year end)

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  recovers  on  bargain‐hunting,  PSEi  @  8,145:  The  local  bourse  recovered  and regained some buying momentum after its recent slump below the 8,100 mark.  All sectoral indices ended higher, with the property sector logging the largest climb at 1.62%. Among actively traded shares were: SMPH (+P0.75 at P36.50), SM (+P1.00 at P960.00), MBT (­‐P0.25 at P92.75), BPI (+P2.80 at P102.50), and BDO (+P0.70 at P146.50), on 7.81bn turnover. Gainers outperformed losers, 102-­‐97, with net foreign selling at P127.03mn.

Good  time  for  bargainhunting:  We  might  see  a  continuation   of  yesterday's  buying momentum   as  investors   look  for  bargains   on  beaten  up  stocks  with  good  upside potential. Inflation remains on­‐target  and benign, which could prompt the BSP to keep rates steady throughout the year. Immediate support 8,080, resistance 8,250.

ASIA

Marts mixed, weighed by tech selloff: Asian marts were broadly mixed, with decline in the tech-heavy Nasdaq index slipping 1.1% weighing down Japan and Chinese markets.

WALL STREET

US Equities Fell: US equities fell with the surprise inclusion of alternative min. tax in the deliberation.

COMMODITIES

Crude  prices  rise: Crude prices rose after Saudi Arabia, OPEC’s largest producer & exporter,  has raised  the official  selling  prices  (OSPs)  of all its crude  grades  to Asia for January, generally in line with traders’ expectations. West Texas Intermediate (WTI) inched up $0.15 to $57.62/barrel.

フィリピン国内各企業動向

TEL's PLDT Enterprise signed with Cignal TV:

TEL’s PLDT Enterprise signed a partnership with Cignal TV to boost the latter’s signal in hospitals & hotels. Cignal is already included in TEL’s triple play offer& TEL has expanded its service to include enterprise clients.

AEV's Aboitiz land to launch ‘The Outlets’  Mall:

 Aboitiz  Equity  Ventures (AEV)’s Aboitiz Land will launch ‘The Outlets’ mall on the 9.3ha. lot in Lima Tech Center in Batangas,  with phase 1 slated for April 2018.  The mall will have  gross  leasable  area  (GLA)  of  30,000sqm.,   phase  1  will  offer  140 leasable spaces.

MWIDE   to   build   a   world-­‐class   F&B   hub

 Megawide    Construction Corporation  (MWIDE) tapped UK­‐listed SSP Group Plc to build a world‐class F&B hub at the upcoming Mactan Cebu Int’l Airport. Construction will start Jan 2018 & SSP will operate the food hub for at least 7 years.

JFC's JV unit inagurates poultry processing plant: 

Jolibee Foods Corporation (JFC)’s JV unit, Cargill Joy Poultry Meats (C-­Joy) inaugurated its poultry processing  plant in Sto. Tomas, Batangas  with processing  capacity of 45mn poultry/year.   This will supply JFC’s chicken requirements.

CEB to integrate P1,620 travel tax:

Cebu Air (CEB) will integrate the P1,620 travel tax in its fares for tickets booked via its website & mobile application.

HOUSE to float P10bn securities:

8990 Holdings (HOUSE) plans to float 5-­year, P10bn securities backed by housing receivables to fund projects for 2018. HOUSE subsidiaries will sell contract‐to-­sell receivables to a special purpose firm, which will issue asset­‐backed securities to investors. HOUSE earlier announced  plans to launch P60bn new projects next year.

PIZZA forms Shakey's Commerce at P100mn:

Shakey's PIZZA Asia Ventures (PIZZA ) formed Shakey’s Commerce,  Inc. capitalized  at P100mn to engage in the buying, selling, distributing  & marketing at wholesale or retail goods.

VVT's VIGC signs a PDA:

VVT’s Vivant Integrated  Generation  Corp. (VIGC) signed  a pre-­development agreement  (PDA) w/ Global Business  Power to jointly  participate  through  Lunar  Powercre  in  a  project  under  a  special purpose vehicle, Global Luzon Energy Dev’t (GLEDC).  GLEDC will finance, design, operate & maintain a 2x335MW coal-­fired plant in Luna, La Union.

 

フィリピン経済指標

Nov. Inflation slowed to 3.3%:

Nov. inflation slowed to 3.3% (from Oct.’s 3.5%) on slower price growth for food, beverages & tobacco. (Note:  policy setting likely to remain unchanged, sequel review will depend on Fed’s rate action by year end)

Bank lending eases in October:

Data from the BSP showed  bank lending rose 19.9% in October, easing after rising for 4 straight months. Credit growth has been picking up pace, rising 18.7%, 19%, 20.4% then 21.1% respectively from May to September, prompting debt watchers and economists  to flag possible overheating  of the Philippine economy.

Gov’t seeks trade surplus by 2020:

The PH gov’t is eyeing to get out of its trade deficit in five year’s time by attracting more manufacturers  to set up shop and significantly jack up domestic production, enabling the country to export more products.

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