Philippines Market Insights 2017.2.17

フィリピン株式ニュースハイライト

News Highlights: Bank of the Phil. Islands (BPI) recorded 2016 net income at P22.05bn (+20.9%), with total revenues reaching P66.55bn (+12.1%). Meanwhile, Integrated Micro-electronics, Inc. (IMI) posted $28.12mn net income in 2016, 2% lower from the previous year. On other news, foreign portfolio investments or ‘hot money’ in January reached $301mn net inflow, reversing the outflows of $130mn same period last year, $607mn in November and $315mn in December.

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 surged after tracking US gains: Local mart jumped after tracking overnight gains from the Wall Street. PSEi soared 108 points to end at 7,238 (+1.52% day-on-day), with all sectors posting gains, led by financials (+1.68%) and holdings (+1.59%). Among actively-traded shares were: ALI (+P0.40 at P36.40); AC (+P2.00 at P788.00); and SM (+P19.00 at P675.00), on P7.59bn turnover. Gainers outnumbered losers 113-75, with foreign buying at P505.79bn.

Might take profits: Local mart might trade slightly lower as Wall Street ended its seven-day rally. Also, profit taking might ensue from yesterday's surge. Immediate support 7,140, resistance 7,380.

ASIA

Bourses mostly lower on Toshiba controversy: Bourses across the region ended mixed with most shares closing lower amid the uncovering of Toshiba controversy and despite record gains from Wall Street.

WALL STREET

Equities rally snapped: Shares rally ended after seven days of gains as Wall Street took a breather while investors await President Trump’s tax reform announcement.

COMMODITIES

Crude up on OPEC output cut extension: Oil prices increased as the market speculate on extending the output cut agreement from OPEC and Russia beyond six months. West Texas Intermediate for March added $0.25 to close at $53.36/barrel.

フィリピン国内各企業動向

BPI reported +20.9% net income at P22.1bn: Bank of the Phil. Islands (BPI) recorded 2016 net income at P22.05bn (+20.9%), with total revenues reaching P66.55bn (+12.1%). Meanwhile, net interest income grew 9.7% to P42.38bn and non-interest income rose 16.7% to P24.17bn on the back of strong gains from its securities portfolio and higher fees from core transactional and bancassurance businesses.

IMI 2016 net income -2%: Integrated micro-electronics, Inc. (IMI) posted $28.12mn net income in 2016, 2% lower from the previous year. The decrease in net income was mainly due to the financing costs from IMI's acquisitions and the weakening of Renminbi against the US dollar.

FPH stake in Asian Eye now at 50.57%: First Philippine Holdings (FPH) acquired an additional stake in medical facility, Asian Eye Institute worth P19.5mn. This would bring FPH’s stake in Asian Eye to 50.57%, making the hospital its subsidiary.

LBC to open 70-100 branches this year: LBC Express Holdings (LBC) plans to add 70-100 outlets this year using the planned P1.17bn share sale proceeds. Earlier, LBC expressed its intention to sell 69.10mn primary and secondary shares at an offer price of up to P17 apiece. 60% of the new branches will be located in Luzon and the remaining will be in Visayas and Mindanao.
PSPC invests $170mn in Clark: Phoenix Semiconductor Philippines (PSPC) invested $170mn for the expansion of its manufacturing operation in Clark Freeport Zone. The expansion would involve the construction of PSPC’s Phase 2 semiconductor assembly and testing facilities within the company’s manufacturing center in Clark. Clark Dev’t. Corp. chief Noel Manankil said that PSPC was equipped to double the facility’s manufacturing capability and employment given the extent of its investment.

ORE received DENR order: Oriental Peninsula Resources (ORE) received the order of the Department of Environment and Natural Resources (DENR) dated 08 February, stating “the suspension of the mining operation of ORE’s unit, Citinickel Mines and Development under Mineral Production Sharing Agreement”.

MCP parent, MCE reported Q4 revenue at $144.7mn (+79%): Melco Crown (Philippines) Resorts (MCP)'s parent Melco Crown Entertainment (MCE) reported net revenue at City of Dreams Manila in 4Q16 was $144.7mn (+79%) versus $80.9mn in the same quarter of 2015. Adjusted EBITDA likewise grew 224% at $50.2mnm driven mainly by increased casino revenues. Meanwhile, rolling chip volume reached $2.1bn (+62%), with win rate at 3.5% versus 2.1 in 4Q15.

フィリピン経済指標

‘Hot money’ reached $301mn net inflow in January: Foreign portfolio investments or ‘hot money’ in January reached $301mn net inflow, reversing the outflows of $130mn same period last year, $607mn in November and $315mn in December. The BSP attributes the improvement to positive reaction to 4Q16/FY16 actual GDP and optimistic outlook for this year. The BSP, though, is expecting a $900mn net outflow for 2017 versus the $404mn net inflow posted in 2016.

DoE proposes EO declaring power projects of significance to power supply: The Department of Energy (DoE) submitted an executive order (EO) proposal seeking Malacañang intervention in declaring critical energy projects as priority to expedite the permitting and realization of the projects to help boost supply beyond 2019 and connect the Visayas and Mindanao grids by 2020.

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