Philippines Market Insights 2017.6.8

フィリピン株式ニュースハイライト

News Highlights: Semirara Mining and Power (SCC) unit Southwest Luzon Power Generation Corporation (SLPGC) received Certificate of Compliance (COC) for its 2x150MW plants and started commercial operations at 140MW per unit pursuant to a Provisional Authority to Operate issued by the Energy Regulatory Commission (ERC). Meanwhile, Energy Secretary Alfonso Cusi looks into constructing a common liquefied natural gas (LNG) receiving and distributing infrastructure, worth P100bn.

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各国市場モニター

各国の株式市場動向

PHILIPPINES

Mart up on bargain hunting, PSEi @8,002: Local bourse rebounded as investors repositioned their portfolio on some bargain hunts ahead of the European Central Bank (ECB) meeting and UK elections. PSEi rose by 49 points to close at 8,002 (+0.62% day-on-day), with all sectors returning in green, led by property (+1.34%). Among actively-traded shares were: ALI (+P1.25 at P41.95); GTCAP (-P25.00 at P1,195.00); and TEL (+P30.00 at P1,900.00), on P10.1bn turnover. Losers outnumbered gainers, 120-86, with net foreign buying at P850mn.
Might trade higher: We might see our local bourse inching higher on investors’ optimism ahead of UK elections and Comey testimony. Also, the recent slump in oil prices could be a catalyst for investors on which they can reposition their portfolio and select the sectors that could benefit from lower crude prices. Immediate support 7,890, resistance 8,030.

ASIA

Bourses mixed ahead of UK election: Marts across the region ended mixed as investors await the UK election and other major events across the globe. The bourses are also anticipating the testimony of former FBI Director James Comey to the Senate.

WALL STREET

Equities higher ahead of Comey testimony: Shares closed higher as investors expect a more favorable revelation on former FBI Director James Comey regarding his communications with Pres. Donald Trump.

COMMODITIES

Crude took a nosedive on US inventory surprise: Oil prices closed lower after US reported an increase in crude inventories, which further casts doubts upon investors regarding the outcome of OPEC-led agreement to cut the supply glut. Crude inventories in US increased by 3.3mn barrels to end at 513mn barrels, US Energy Information Administration (EIA) reported. West Texas Intermediate shed $2.47 to $45.72/barrel.

フィリピン国内各企業動向

SCC unit received COC:

Semirara Mining and Power (SCC) unit Southwest Luzon Power Generation Corporation (SLPGC) received Certificate of Compliance (COC) for its 2x150MW plants and started commercial operations at 140MW per unit pursuant to a Provisional Authority to Operate issued by the Energy Regulatory Commission (ERC).

CIC sets 15% growth guidance for 2017:

Concepcion Industrial Corp. (CIC) expects net income to grow 15% this year despite weak Q2 performance. CIC targets to sell 1.2mn units of appliances mostly refrigerators, ovens, freezers, washing machines and air-conditioning units this year. Meanwhile, CIC allots P500mn within the next 3 years for the expansion of its manufacturing facility. CIC also said that it may acquire other brands and companies available as part of its strategy to expand its network.

BSC to undertake due diligence for new investment:

Basic Energy (BSC) is set to undertake due diligence on Solmax Power Ltd. of Hong Kong, with
the end-view of investing in the company and its solar projects in Japan. BSC agreed to make a refundable earnest deposit to Solmax, triggering exclusivity during the period of due diligence, which is expected to commence in the next few weeks and be completed within 3-6 months. Should the results be satisfactory, BSC would proceed to acquire ownership stakes in Solmax.

CEB orders 7 A321CEO planes, defers A321NEO aircraft deliveries:

Cebu Air (CEB) has placed an order with Airbus for an additional 7 A321CEO aircraft, for delivery from March 2018. However, the deliveries for A321NEO aircraft has been deferred to 4Q18 from September 2017 due to delays with the Pratt & Whitney engines selected to power the aircraft
and the need to meet first the growing domestic and regional network demand.

X agreed on cash consideration for AOC seller:

Xurpas (X) entered into an agreement with Art of Click Pte. Ltd (AOC) seller, Emmanuel Michel Jean Allix, providing that the latter receives consideration in cash instead of X shares. Recall that last October 2016, X signed a Share Purchase Agreement with Emmanuel Michel Jean Allix and Wavemaker Labs Pte. Ltd for the acquisition of 100% stake in AOC.

フィリピン経済指標

DoE looks into building a common LNG facility:

Energy Secretary Alfonso Cusi looks into constructing a common liquefied natural gas (LNG) receiving and distributing infrastructure, worth P100bn. The infra project is targeted to be completed by 2020 ahead of the anticipated depletion of the Malampaya gas field in 2024. DoE has yet to determine the exact scope of the facility.

NEDA to endorse 3 rail projects:

National Economic Dev’t. Authority (NEDA) unit, Investment Coordination Committee, endorsed 3 major rail projects, with combined worth of over P531bn. The 3 projects, namely, Mindanao Railway Project’s Tagum-Davao-Digos segment, North South Railway Projects-South Line and Malolos-Clark Railway Project, will be elevated to the NEDA board for final confirmation.

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