Philippines Market Insights 2017.12.7

 

フィリピン株式ニュースハイライト

News Highlights: Ayala Corporation (AC), LT Group, Inc. (LTG), Filinvest Development Corporation (FDC), JG Summit Holdings, Inc. (JGS), Aboitiz Equity Ventures, Inc. (AEV), Metro Pacific Investments Corporation (MPI), and Alliance Global Group, Inc. (AGI) confirmed talks for the rehabilitation of NAIA. Government spending on infrastructure projects rose 17.8% to P51.5bn in October this year, as per data from the Department of Budget and Management (DBM).

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 fails to sustain momentum, PSEi @ 8,129: Mart failed to sustain early gains and investors turned cautious on the government’s tax reform program. The Services sector advanced the most, rising 1.02%, followed by Industrials which added 0.75%. Among actively traded shares were: SMPH (-P0.90 at P35.60), ALI (+P0.10 at P42.60), TEL (+P41.00 at P1,491.00), BDO (-P1.00 at P145.50), and AC (+P11.00 at P1,010.00), on 6.62bn turnover. Losers edged out gainers, 90-95, with net foreign selling at P707.87mn.
Range-trade & seize on dips: Mart's inability to sustain buying momentum might be tracking weakness from other regions and could still be part of a correction phase. Trade selectively and within range. Immediate support 8,070, resistance 8,260.

ASIA

Asia markets fell sharply: Asian equities may be abating with the region’s stocks set to stem the recent losing streak as U.S. shares halted a global selloff. Asia markets fell sharply almost across the board as the main index in Japan lost nearly 2 percent.

WALL STREET

U.S. Equities mixed: Trades in Wall Street remained mixed, as players heeded for the final tax legislation.

COMMODITIES

Prices lower: Oil tumbles on expanding gasoline inventories. West Texas Intermediate (WTI) dipped $1.65 to $55.97/barrel.

フィリピン国内各企業動向

Big ticket names confirm talks for rehab of NAIA:

Ayala Corporation (AC), LT Group, Inc. (LTG), Filinvest Development Corporation (FDC), JG Summit Holdings, Inc. (JGS), Aboitiz Equity Ventures, Inc. (AEV), Metro Pacific Investments Corporation (MPI), and Alliance Global Group, Inc. (AGI) confirmed talks for the rehabilitation of NAIA. No formal agreement has been reached on this yet, including the composition of the consortium.

AP to add 500MW att. capacity by 1H18:

Aboitiz Power Corporation (AP) will add 500MW attributable capacity 1H18 with the completion of hydro & baseload plants. AP aims to make a final decision within 2017 on its next step for the extended shutdown of the Aseagas biomass plant, & write-off is a possibility.

CLI signs residence mgmt. with The Ascott Ltd.:

Cebu Landmasters, Inc. (CLI) signed its 3rd serviced residence mgmt. agreement with The Ascott Ltd. for the 153-room ‘lyf Cebu City’ groomed for local & foreign millennial market. This will bring CLI’s hotel room portfolio to 600 rooms in 4 years. It will have ‘Connect’ communal spaces such as the ‘Bond’ social kitchen where guests can prepare meals, take cooking classes & socialise.

PHN’s Phinma Education Holdings signs share purchase agreement:

Phinma Corporation (PHN)’s fully-owned Phinma Education Holdings signed a share purchase agreement for 95.6% of St. Jude College for P370.2mn. St. Jude started as School of Nursing in 1968 & serves 3,050 students

DMPL net loss of $2.8mn att. to one-off expense:

Del Monte Pacific Limited (DMPL)’s 2QFY18 (Aug-Oct18) net loss @$2.8mn due to $23.6mn one-off expense from Sager Creek vegetable business. Excluding this, net income would have been $10.2mn. 1HFY18 net loss stood at $2.1mn.

James Go buys OPM shares:

Mr. James L. Go bought 27.8mn shares of OPM at P0.012 last 11/28 & 12/3, bringing his direct holdings to 1.157bn shares.

VUL explains delay in National Bookstore backdoor listing:

Vulcan Industrial & Mining Corporation (VUL) explained that the delayed backdoor listing of National Bookstore was due to the latter’s implementation of its Enterprise Resource Planning (ERP) system via SAP. VUL said National Bookstore will explore capital market options ‘at a more appropriate time’.

TFC to share special cash dividend:

PTFC Redevelopment Corporation (TFC) will present to shareholders’ approval on 1/25/18, the P35mn special cash dividend (or P1/share) to holders on record as of 1/5/18, payment not later than 1/31/18. (last traded P28.65, 11/29)

PTT allots P500mn capex for 30 gas stations in 2018:

Thai-owned Philippine Telegraph and Telephone Corporation (PTT) plans P500mn capex for 2018 for the opening of 30 gas stations (from 20 in 2017) & 12 Cafe Amazon stores in various parts of the Phils., particularly Luzon. This is part of the firm’s P5bn, 5-year expansion plan. 2017 revenue is targeted at P20bn-P22bn, & P28bn for 2018.

フィリピン経済指標

China-PH trade discrepancy still wide but improving:

The discrepancy in trade figures between China and the Philippines has been declining in recent years but remains substantial, the Department of Finance (DOF) said, as estimated discrepancy between registered Chinese exports vs. Philippine imports has narrowed to 48% from same period last year’s 48.6%.

Gov’t spending on infra up 17.8% in Oct to P51.5bn:

Government spending on infrastructure projects rose 17.8% to P51.5bn in October this year, as per data from the Department of Budget and Management (DBM). The DBM attributed the increase to the completion of public work projects such as road repair, upgrading and widening; flood control; and rehabilitation of dike systems, and the acquisition of transport equipment of the Department of Interior and Local Government (DILG) under its Capability Enhancement Program.

Lawmaker seeks lower pass-on from system loss:

Sen. Sherwin Gatchalian is pushing for Senate Bill 1623 or the Recoverable System Loss Act, a law that aims to reduce the amount of system loss charges electricity companies are allowed to pass on to consumers in their monthly bills from 8.5% to 5% for private distribution utilities and 13% to 10% for electric cooperatives (ECs). This would give net overall savings as high as P0.66/kwH.

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