Philippines Market Insights 2018.1.17

フィリピン株式ニュースハイライト

News Highlights: NTC deputy chief Edgard Cabarios said the 3rd telecom player might pay PLDT Inc. (TEL) over P3bn for the surrendered  3G frequency.   NTC said the available frequency bands for the new player are 700MHz, 800MHz, 2100MHz, 2500MHz & 3400­‐3500MHz.  The second package of the Duterte administration’s Comprehensive Tax Reform  Program  was formally  submitted  to the House  of Representatives by the Department  of Finance  (DoF)  that aims to reduce  corporate income tax rates to 25% from 30% currently and modernize fiscal incentives to investors.

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  ends  flat,  PSEi  @  8,865: Mart flirted with the 8,900 mark throughout the day, reaching as high as 8,969 before ending relatively flat. Mining & Oil (+2.33%) led gains, followed by Industrial (+1.53%). Among actively traded shares were: JFC (+P13.80 at P277.60), ALI (+P0.25 at P45.05), BDO (-­P2.00  at P161.00), SMPH (‐P0.05  at P39.30), and MBT (unch. at P107.00), on 7.41bn turnover. Gainers outperformed losers, 108­‐102, with net foreign buying at P698.79mn.

Might trade higher: Mart might trade higher following anticipation for the second package of the Comprehensive Tax Reform Program which could cut corporate income tax rates and modernize fiscal incentives to investors. Immediate support 8,800, resistance 8,960.

ASIA

Marts  bounce  back:  Asian markets bounced back from initial softness in Tuesday trade, with Hong Kong’s Hang Seng index reaching records.

WALL STREET

Shares  pared  gains:  After  breaching  the  26,000  level,  US  equities  pared  gains  in  late  afternoon trades as lower oil prices weighed on the energy sector.

COMMODITIES

Oil  prices  breaks  6­‐session  rise:  Crude oil futures edged lower Tuesday for the first time in six sessions as a result of higher weekly rig count (+10 at 752) and as the dollar stabilized from 3­‐year lows. West Texas Intermediate (WTI) slid $0.38 to $64.30/barrel.

フィリピン国内各企業動向

NTC says 3rd  telco player might pay TEL P3bn for surrendered 3G frequency:

NTC deputy chief Edgard Cabarios said the 3rd telecom player might pay PLDT Inc. (TEL) over P3bn for the surrendered 3G frequency. NTC said the available frequency bands for the new player are 700MHz, 800MHz,  2100MHz,  2500MHz  & 3400-­3500MHz. Cabarios  also said potential candidates should invest at least P250bn‐P300bn over 5 years to compete with existing players.

MPI  aims  to  close  accord  for  a  tollways  venture  in  Malaysia:

 Metro Pacific   Investments   Corporation   (MPI)   aims  to  close   an  accord   for  a tollways venture in Malaysia for 2018.  The firm already has its stake in Indonesia infra firm PT Nusantara on top of holdings in Don Muang Tollways in Thailand & CII Bridgs & Roads in Vietnam.

CLI’s reservation sales in 2017 stood at P4.58bn, 13.8% above target:

Cebu Landmasters, Inc. (CLI)’s reservation sales for 2017 stood at P4.58bn, 13.8% higher than target, with the launch of new residential projects: 745 units in 38 Park Avenue (Cebu IT Park); 3,200 units in Casa Mira South (Cebu); 1,514 units in Mivesa Garden Residences (Cebu); 695 units in MesaTierra (Davao City), among others. CLI is aiming for P7bn reservation sales for 2018(+52%).

PNX board approves JV with TIPCO Asphalt Public Co. Ltd. & PhilAsphalt (Dev’t.)  Corp.  for  Bitumen:  

Phoenix  Petroleum  Philippines,  Inc.  (PNX)’s board  approved  the  joint  venture  agreement (JVA)  with  TIPCO  Asphalt Public Co. Ltd. & Carlito B. Castillo for PhilAsphalt (Dev’t.) Corp. for the operation, marketing & distribution of bitumen & bitumen­‐related products in the Philippines.  PNX will own 40% of the joint venture (JV) firm.    Upon  the  incorporation of  the  JV  firm,  a  lease  transaction  is expected from Calaca Industrial & Seaport (formerly Phoenix Petroterminals & Industrial Park) with access to its jetty & wharf facilities. The JV firm shall have an authorised capital of P275mn.

フィリピン経済指標

House of Representatives receive DoF  proposal of cutting  corporate income tax:

The second package of the Duterte administration’s Comprehensive Tax Reform Program was formally submitted  to the House of Representatives by the Department of Finance (DoF) that aims to reduce corporate income tax rates to 25% from 30% currently and modernize fiscal incentives to investors.

BSP to possibly lower reserves to release more liquidity:

The Central Bank may   lower   its   reserves   (currently  at  20%  level)   to  counter  recent tightening  in liquidity,  according  to BSP Governor  Espenilla.  While this has been planned  as early as last year to aid the P9tn infrastructure  program, the BSP may release it soon depending on further assessment of central bank planners.

Pepsi (PIP), CocaCola and RC Cola to reformulate soft drink mix on new taxes:

After Pepsi Cola Products  Philippines  Inc. (PIP) earlier announced  it was shifting  to using 100% sugar in its products  from the previous  mix of 60% sugar and 40% HFCS, Coca-­Cola  Femsa Philippines Inc. and RC Cola Philippines have followed suit, as per the Sugar Regulatory Administration (SRA) board.

 

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