Philippines Market Insights 2017.5.3

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フィリピン株式ニュースハイライト

News Highlights: Security Bank Corporation (SECB) reported a net income of P2.8bn for the first quarter, lower than the P3bn recorded during the same period last year. Net interest income reached P4.4bn, 27% higher YoY. Metropolitan Bank & Trust Co. (MBT) has set up its $2bn medium-term note (MTN), a foreign currency-denominated debt paper which will be used to raise funds for expansion. Semirara Mining (SCC) allocates P5bn to increase the capacity of its Antique coal mines to a maximum of 16mn metric tons in the next two to three years. Meanwhile, domestic liquidity (M3) grew at a rate of 11.2% in March, lower than the 12.6% it registered in February. Domestic claims grew at 15.8% on the bank of strong demand for bank loans especially in the private sector.

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 higher on optimism, PSEi @7,703: Local mart swung back to 7,700 mark as investors turned optimistic on the Q1 earnings results of some companies. PSEi closed 42 points higher at 7,703 (+0.55% day-on-day), with all sectors ending in green except for services (-0.52%). Among actively-traded shares were: BDO (+P1.10 at P121.00); SMPH (+P0.90 at P30.70); and SM (+P12.00 at P740.00), on P7.25bn turnover. Gainers outnumbered losers at 119-84, with net foreign buying at P333mn.
Might end with modest losses: Mart might pull out its gains yesterday and end the day with marginal losses as some might opt to stay on the sidelines ahead of FOMC meeting results. Since MPI will be the only one releasing Q1 earnings today, investors might shift their attention and take cue from any developments overseas, specifically the press releases from FOMC meeting. Immediate support 7,660, resistance 7,730.

ASIA

Bourses broadly higher on strong earnings: Marts were mostly up as some Asian firms released robust earnings from their US counterparts. Meanwhile, some investors turned cautious ahead of FOMC meeting.

WALL STREET

Equities up spurred by better earnings: Shares posted marginal gains buoyed by better-than-expected Q1 earnings results of some companies. The gains were, however, pared as investors were quite skittish ahead of the FOMC meeting.

COMMODITIES

Crude down amid rising output: Oil prices were down as rising output in Libya and in
the US dampened traders’ sentiment. Decline in the percentage of OPEC member compliance with the output-cut agreement also sent the crude lower. West Texas Intermediate for July fell $1.18 to close at $47.66/barrel.

フィリピン国内各企業動向

SECB Q1 income lower at P2.8bn:

Security Bank Corporation (SECB) reported a net income of P2.8bn for the first quarter, lower than the P3bn recorded during the same period last year. Net interest income reached P4.4bn, 27% higher YoY. On the other hand, trading gains suffered a setback, where it registered P27.6mn as of end-March. Loan portfolio stood at P305bn, a 28% expansion with consumer loans growing the most at 51%.

MBT to raise $2bn through MTNs:

Metropolitan Bank & Trust Co. (MBT) has set up its $2bn medium-term note (MTN), a foreign currencydenominated debt paper which will be used to raise funds for expansion. The MTNs are listed on the Singapore Stock Exchange.

SCC allots P5bn for expansion of coal capacity:

Semirara Mining (SCC) allocates P5bn to increase the capacity of its Antique coal mines to a
maximum of 16mn metric tons in the next two to three years. Recall that SCC received an approval under its environmental compliance certificate (ECC), allowing a maximum coal production of 16mn MT. The increased capacity would be used to supply the increasing domestic demand from coal-fired power plants, due for commissioning and commercial operations from 2017-2020.

URC sells Hunt’s license to CNPF:

Hunt-Universal Robina Corporation (HURC), the joint venture between ConAgra Foods and URC, would be selling its Philippine license to manufacture, sell, and distribute Hunt’s branded products to Century Pacific Food (CNPF). The move would aid URC to focus on its core categories, particularly in snack foods and beverages, which are geared towards convenience and on-the-go occasions.  eanwhile, ConAgra Foods, one of North America’s leading packaged food companies, will continue to own Hunt’s trademark globally.

IDC looks to offer preferred shares:

Italpinas Development Corp. (IDC) is planning for a preferred share offering some time between June and August this 2017. The company will have to reclassify its 100mn unissued ordinary shares into preferred shares. The proceeds will mostly be used for landbanking and acquisitions.

CIC net income reached P218mn:

Concepcion Industrial Corporation (CIC) reported a 19% increase in net income at P218mn as of end-March. Revenues rose by 15% on the back of higher demand for inverter units as summer season runs through.

Expresspay plans IPO:

Expresspay, Inc., a financial service aggregator, plans its market debut this year with an initial public offering (IPO) of as much as P528mn. It’s looking to sell as much as 193.5mn primary shares at an offer price of up to P2.73 apiece. The maiden share sale will allow public investors to own 26% of the company, which primarily deals with providing information technology solutions to banks, financial institutions, and other entities. According to its preliminary prospectus, offer price will be set on 02 June, while the offer period will be from 05-09 June. Listing date is set for 19 June. Bulk of the proceeds would be used to set up outlets throughout the country and to develop mobile-based payment platforms.

フィリピン経済指標

M3 growth slightly lower in March:

Domestic liquidity (M3) grew at a rate of 11.2% in March, lower than the 12.6% it registered in February. Domestic claims grew at 15.8% on the bank of strong demand for bank loans especially in the private sector. Bank lending increased by 19.7%, higher than the 18.1% in February, where most of the loans went to production.

Gov't targets P157bn infra projects in impoverished areas:

National Economic and Development Authority (NEDA) is lining up 1,313 infrastructure projects including the Three-Year Rolling Infrastructure Plan (TRIP) worth P157.4bn in areas with the highest poverty rates. Among the focus regions are the ARMM and Caraga which will have a combined projects of 1,021 projects worth P79.5bn.

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