Philippines Market Insights 2018.1.24

フィリピン株式ニュースハイライト

News Highlights: Post-takeover, MCT Bhd of Ayala Land, Inc. (ALI) -led Regent Wise Investment Ltd. (RWIL), will remain listed in Malaysia’s bourse. China Banking Corporation (CHIB)’s corporate loan grew 17% in 2017 as a result of contribution from institutional banking unit. Bloomberry Resorts Corporation (BLOOM)’s board approved to purchase up to 2mn BLOOM shares at market. Vitarich Corporation (VITA) obtained SEC’s clearance for the valuation of P1.52/share, or P407mn, as full payment for the additional issuance of 267.84mn common shares. Meanwhile, Phil. 4Q17 GDP grew 6.6% (in-line with 2TradeAsia’s estimate), bringing full-year GDP to 6.7% for 2017. The Department of Finance (DoF) plans to submit package 2+ of the tax reform (TRAIN) by end-Jan., covering taxes on tobacco, alcohol, mining, coal & casinos.

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 surges anew, PSEi @ 8,999 : Mart surges again as the PSEi hits high, closing in a hairline away from the 9,000 mark, following the announcement of 4Q2017 Philippine GDP at 6.6%, led by Holdings (+1.20%), with Financials (-0.43%) the only counter to not advance. Among actively traded shares were: ALI (+P0.40 at P45.60), BDO (+P0.50 at P159.50), AC (-P5.00 at P1,045.00), MBT (+P0.10 at P100.10), and SM (+P25.00 at P1,095.00), on 8.54bn turnover. Gainers outpaced losers, 125-84, with net foreign inflows at P264.82mn.
Might take a breather: Mart might take a breather as it tests the 9,000 mark following expectations that package 2 would be submitted by the DoF by the month’s end. Immediate support 8,800, resistance 9,060.

ASIA

Marts heat up: Asian stocks powered higher Tuesday, building on continued records in the U.S. as the earnings season there began strongly and as investors shrugged off risks at home.

WALL STREET

Record-breaking S&P 500 and NASDAQ: U.S. equities mostly moved higher on Tuesday, with the S&P 500 and the Nasdaq ending at record highs just a day after after a partial shutdown of the government ended. S&P 500 index up 0.2% at 2,839; Nasdaq Composite Index up 0.7% at 7,460.

COMMODITIES

Oil ends higher: Oil up more than 1 percent, with benchmark Brent crude coming in at $70 a barrel for the first time in a week, following optimistic world economic growth prospects and expectations for continued production curbs by OPEX, Russia. West Texas Intermediate (WTI) climbed $0.98 to $64.47/barrel.

フィリピン国内各企業動向

ALI’s MCT Bhd remains listed in Malaysian securities market:

Posttakeover, MCT Bhd of Ayala Land, Inc. (ALI)-led Regent Wise Investment Ltd. (RWIL), will remain listed in Malaysia’s bourse. MCT Bhd (50.19%- owned by RWIL) will also comply with the minimum 25% public ownership on Malaysian firms. The move would allow ALI to expand in the Asean property sector, especially with MCT’s 540.2 acres of landbank (or 219ha.), of which 20.4 acres (8ha.) have been fully-developed.

CHIB increased its corporate loan by 17% in 2017:

China Banking Corporation (CHIB)’s corporate loan grew 17% in 2017 as a result of contribution from institutional banking units. The bank aims to build on this growth by leveraging on their network.

BLOOM’s board approved purchase of 2mn BLOOM shares:

Bloomberry Resorts Corporation (BLOOM)’s board approved to purchase up to 2mn BLOOM shares at market, which will be given as reward to Solaire’s loyal patrons & for Solaire’s marketing plan. As a result, 50k shares were bought at P11.04 & 332,900 shares at P11.08 last 22 Jan.

VITA’s P1.52/share valuation for the additional issuance of 267.84mn shares cleared by SEC:

Vitarich Corporation (VITA) obtained SEC’s clearance for the valuation of P1.52/share, or P407mn, as full payment for the additional issuance of 267.84mn common shares. The shares have P1/share par value & APIC of P139.3mn.

TBGI to have a change in par value from P1 to P0.10 per share:

Transpacific Broadband Group Int`l. Inc. (TBGI) will change its par value from P1/ to P0.10/share effective 30 Jan. 2018. The authorised capital will still be the same at P380mn. TBGI is engaged in cable & satellite broadcast with a 25-year congressional telco franchise in Clark Special Ecozone (CEZA).

フィリピン経済指標

4Q17 GDP grows 6.6%, FY2017 average 6.7%:

Philippines’ 4Q17 GDP grew 6.6% (in-line with 2TradeAsia’s estimate), bringing full-year GDP to 6.7% for 2017. 4Q17 GDP slowed from 7% in 3Q, as a result of BPO sector’s decline. Latest GDP data will help BSP to keep their inflation target intact. Nonetheless, BSP will stay vigilant in considering oil price movement, TRAIN’s implementation & peso movement.

DOF to submit Package 2+ of TRAIN by end-Jan, covering tobacco, alcohol, coal & casinos:

The Department of Finance (DoF) plans to submit package 2+ of the tax reform (TRAIN) by end-Jan., covering taxes on tobacco, alcohol, mining, coal & casinos.

DoE revises awarding process for petroleum service contracts by nomination thru publication:

Department of Energy (DoE) issued a circular revising the awarding process for petroleum service (PS) contracts by nomination through publication. Under the rule, applicants will nominate the areas of their interest & once approved by the review & evaluation committee, the applicant will publish the nominated area that will be subject to challenge by other parties.

LBP’s board approved to acquire a majority stake in PDS:

The Land Bank of the Philippines’ (Landbank or LBP) board of directors approved the move to acquire at least 66.67% common shares of Philippine Dealing System (Holdings) Corporation subject to compliance with all legal and regulatory requirements, putting the state bank in competition with the Philippine Stock Exchange (PSE) in this regard. Currently, the Landbank owns 1.56% of PDS through the Bankers Association of the Philippines (BAP).

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