Philippines Market Insights 2017.2.27

フィリピン株式ニュースハイライト

News Highlights:Davao Light and Power Co. (DLPC), a unit of Aboitiz Power (AP), is investing about P1bn per year over the next 10 years for system refurbishment and expansion in Davao.Semirara Mining and Power Corp. (SCC) is building a submarine cable that would supply 50MW to Mindoro from its planned mine-mouth coal plant in Semirara island in Antique.BDO Unibank, Inc. posted P26.1bn income for FY2016 (+3.98% YoY), mainly due to the strong performance of its core businesses. Meanwhile, the Monetary Board (MB) approved the enahnced Supervisory Policy on Granting of a Licence/Authority (Licensing Policy) to align its screening function with international standards.

マーケットモニター

T-Bill     01Feb'17 Rate % Bps Chg. Vol

(Pbn)

  Commodities 24 Feb Abs. Chg. % Chg   Forex Value
91-day 1.998 21.8 6.0   Gold Spot (USD) 1,257.19 7.63 +0.61   Close 50.22
182-day 2.252 21.5 5.0   Copper (USD/lb) 269.60 3.70 +1.39   High 50.25
364-day 2.571 29.5 4.0   WTI Crude (USD/bbl) 53.99 (0.46) (0.84)   Low 50.15
                    Ave 50.20
Total     15.0             Vol (US$mn) 415.30

各国市場モニター

  24 Feb Abs. Chg % Chg
Philippines      
PSEi 7,258.99 (76.57) (1.04)
All shares 4,395.08 (32.19) (0.73)
Financials 1,797.46 (15.37) (0.85)
Industrial 11,137.91 (50.96) (0.46)
Holding 7,368.08 (71.60) (0.96)
Services 1,408.15 (12.66) (0.89)
Mining and Oil 12,023.67 (355.66) (2.87)
Property 3,293.85 (33.44) (1.01)
Total volume-mn 976.48 (392.38) (28.66)
Total value-Pmn 6,401.12 (873.99) (12.01)
Net foreign Buy (Sell)-Pmn 53.23 (800.58) (93.77)
       
Asia      
Philippines (PSEi) 7,258.99 (76.57) (1.04)
South Korea (KOSPI) 2,091.65 (15.98) (0.76)
Singapore (Straits Times) 3,117.03 (20.54) (0.65)
Hong Kong (Hang Seng) 23,965.70 (149.16) (0.62)
Japan (Nikkei 225) 19,283.54 (87.92) (0.45)
Malaysia (KLCI Comp) 1,698.35 (6.13) (0.36)
Taiwan (Weighted) 9,750.47 (18.84) (0.19)
Thailand (SET) 1,564.59 (2.73) (0.17)
Shanghai (CSI 300) 3,473.85 0.53 +0.02
Jakarta (Composite) 5,385.91 13.16 +0.24
Shenzhen (SE Comp.) 2,000.38 8.40 +0.42
       
US      
Dow Jones 20,821.76 11.44 +0.05
Nasdaq Comp. 5,845.31 9.8 +0.2
S&P 500 2,367.34 3.53 +0.15
Sun Life (SLF:US) 36.80 (0.37) (1.00)
  1,847.91    
PLDT(PHI:US) 27.67 (0.39) (1.39)
  1,389.45    
       

各国の株式市場動向

PHILIPPINES

Mart fell on profit-taking, PSEi @7,258: Local mart declined as investors decided to take profits after a 4-day run up. PSEi fell 76 points to close at 7,258 (-1.04% day-on-day), with all sectors ending in red, primed by mining & oil (-2.87%). Among actively-traded shares were: SCC (-P8.00 at P141.00); ALI (-P0.90 at P36.05); and URC (-P1.30 at P165.10), on P6.40bn turnover. Losers outnumbered gainers at 113-71, with net foreign buying at P53.23mn.

Might post tepid gains:Mart is expected to rein in losses and end the day with marginal gains in anticipation of US President Donald Trump’s speech on 28 February (ET). While only one index-linked company (MER) is set to release its earnings today, investors are likely to wait on the sidelines and take cue from the US administration’s detailed plans on its tax reform package. Immediate support 7,215, resistance 7,300.

ASIA

Bourses mixed on dovish Fed signals: Marts mixed amid Fed’s dovish signals on its plan to raise interest rates. Meanwhile, China rose on the back of state asset regulator’s comment on encouraging mixed ownership more and increasing supply side reforms.

WALL STREET

Equities up in anticipation of Trump’s speech: Shares inched higher as investors await President Donald Trump’s speech to Congress, where he is expected to provide details on tax reform proposals.

COMMODITIES

Crude down on higher US crude inventories:Oil prices fell after data showed US crude output rose for 7th week, signaling surfeit despite OPEC’s effort to cap output. West Texas Intermediate dipped $0.46 to close at $53.99/barrel.

フィリピン国内各企業動向

AP’s Davao Light allots P1bn/yr for system upgrade: Davao Light and Power Co. (DLPC), a unit of Aboitiz Power (AP), is investing about P1bn per year over the next 10 years for system refurbishment and expansion in Davao. DLPC said it needs to keep up with infrastructure buildup and ensure steady supply sources.

SCC builds submarine cable to supply 50MW to Mindoro:Semirara Mining and Power Corp. (SCC) is building a submarine cable that would supply 50MW to Mindoro from its planned mine-mouth coal plant in Semirara island in Antique. This is in-line with the DOE’s thrust to provide surrounding island provinces with cheaper and baseload power. Mine-mouth coal plants are built close to a coal mine, translating to lower electricity cost by removing the transport cost. Based on a study made by Philippine Chamber of Coal Mines, Inc., the cost of generating electricity from mine-mouth plants is estimated between P2.61/kwh and P4.45/kwh.

BDO recorded P26.1bn income in 2016: BDO Unibank, Inc. posted P26.1bn income for FY2016 (+3.98% YoY), mainly due to the strong performance of its core businesses. The bank recorded P65.6bn net interest income, 15% higher YoY on the back of expanding loan portfolio. Customer loans stood at P1.5tn, 16% higher from the previous year, while total deposits increased by 15% to P1.9tn.

PSB posted P2.45bn net income for 2016: Philippine Savings Bank (PSB), the thrift bank arm of the Metrbank Group, recorded P2.45bn net income for FY 2016 (+4.25% YoY) on the back of its higher core income . Loan portfolio expanded by 11.4% to P129.2bn, brought by the robust growth of its auto and mortgage loans. Deposits continued its double-digit growth at 17.9% to P134.30bn, with loc cost funds jumping by 19.1%. PSB's Tier 1 and total capital adequacy ratio (CAR) were 11.1% and 14.1%, respectively.

CNPF awarded Best Managed Company:Century Pacific Food, Inc. (CNPF) has been awarded by Asiamoney as the country's Best Managed Company under the Small Cap category. Asiamoney gave recognition to CPFS's clarity of strategy, which focused on young consumers that value clean living. The financial publication based in Asia Pacific also cited the financial performance, innovation and strategic execution of companies.

Wilcon postpones IPO to 31 March:Wilcon Depot postponed its planned P7.9bn initial public offering (IPO) to 31 March, instead of 23 March. Likewise, the offer period would now be on 20-24 March, instead of the initial target of 13-17 March. The final offer price will be released on 17 March. To recap, Wilcon plans to sell 1.393bn common shares at an offer price of P5.68 apiece. The net proceeds will be used to finance store expansion, debt repayment and other general corporate purposes.

フィリピン経済指標

MB eases licensing policy: The Monetary Board (MB) approved the enhanced Supervisory Policy on Granting of a License/Authority (Licensing Policy) to align its screening function with international standards. The enhanced policy will streamline the criteria for BSP Supervised Financial Institutions (BSFI) in facilitating of doing business.

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