Philippines Market Insights 2017.5.17

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フィリピン株式ニュースハイライト

News Highlights: GT Capital Holdings, Inc. (GTCAP) recorded a 12% increase in core net income to P3.2bn during the first quarter of 2017. Aboitiz Power (AP) received an issue credit rating of "PRS Aaa" with Stable outlook, to its first tranche of proposed issuance of P30bn fixed-rate retail bonds. Meanwhile, the Bureau of the Treasury (BoT) received P28.04bn in bids for the P15bn offering. The 20-year bonds contain a coupon rate of 5.25%, 73.8bps higher from the 4.51% average rate from the last auction back in October 2013.

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 rose amid bargain-hunting, PSEi @7,791: Local mart rose as investors looked
for bargains ahead of Q1 GDP data. PSEi inched higher by 18 points to close at 7,791 (+0.23% day-on-day), with sectors ending mixed. Among actively-traded shares were: AGI (+P0.46 at P15.16); SM (-P1.00 at P772.00); and ALI (+P1.45 at P38.90), on P8.29bn turnover. Losers still outnumbered gainers, 106-92, with net foreign buying at P781.72mn.
Continue bargain-hunting: Mart is seen to continue looking for bargains in anticipation of an upbeat Q1 GDP data. Consensus shows that Q1 GDP is expected to grow by 6.8%, faster than the 6.6% growth in 4Q16. A better-than-expected growth could boost the market further tomorrow and provide some cushion from political uncertainties overseas. Immediate support 7,760, resistance 7,840.

ASIA

Marts mixed amid jump in commodities, mixed economic data: Marts closed mixed, with some tracking gains in commodity prices, while others taking cue from some economic data releases.

WALL STREET

Equities mixed amid uncertainty: Shares were mixed as investors continued to assess their country’s political environment, with latest news showing that US Pres. Trump is sharing classified information with Russia.

COMMODITIES

Crude down amid dampened sentiment: Oil futures slipped after a report from International Energy Agency (IEA) showed that an extension to the oil output cuts may not help trim global stockpiles to the required 5-year average. West Texas Intermediate for June slid $0.19 to close at $48.66/barrel.

フィリピン国内各企業動向

GTCAP earned P3.2bn during 1Q17:

GT Capital Holdings, Inc. (GTCAP) recorded a 12% increase in core net income to P3.2bn during the first quarter of 2017. Revenues reached P48.8bn, 31% higher YoY on the back of strong vehicle sales from Toyota and its banking business (MBT). Also, its insurance business, property and GTCAP's stake in Metro Pacific (MPI), contributed to a higher equity in net income of associates.
AP rated "PRS Aaa" on retail bonds: Aboitiz Power (AP) received an issue credit rating of "PRS Aaa" with Stable outlook, to its first tranche of proposed issuance of P30bn fixed-rate retail bonds. This first tranche is equivalent to up to P2bn bonds with an over subscription option of another P1bn and a tenor of 10 years.

PCOR sees doubling of net income to P20bn:

Petron Corp. (PCOR) sees net income reaching P20bn this year, doubling the profit it registered in 2016. This figure is expected to be achieved if crude oil prices remain stable and should deliver P2bn net income per month. However, PCOR see some disruption in its fuel output for the year as the Bataan refinery undergoes maintenance and upgrade in April and May.

DMC construction arm bagged P9.5bn in projects:

D.M. Consunji, Inc., construction arm of DMCI Holdings, Inc. (DMC) has inked a total of P9.5bn
in projects during the first quarter in 2017. The company bagged the P7.2bn contract to build the Laguna portion of the Cavite-Laguna Expressway, as well as the P1.3bn contract for Bued Viaduct Sections 3B-3 and 3B-4 for the Tarlac-Pangasinan-La Union Expressway.

フィリピン経済指標

BoT awarded P15bn worth of 20-year bonds:

The Bureau of the Treasury (BoT) received P28.04bn in bids for the P15bn offering. The 20-year bonds contain a coupon rate of 5.25%, 73.8bps higher from the 4.51% average rate from the last auction back in October 2013. The turnout was successful as it was supported mostly by institutional clients.

Mining investments might remain muted -BMI:

Foreign investments into the mining sector are most likely to take a backseat amid strict environmental laws, government intervention and policy uncertainties, BMI Research said. Although the new DENR Secretary, Roy Cimatu, might see a balance between responsible mining and protecting the environment. BMI Research concluded that nickel industry of the country will remain stable, citing a 2.4% average growth from 2017 to 2021.

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