Philippines Market Insights 2018.1.29

フィリピン株式ニュースハイライト

News Highlights: Phoenix Petroleum Philippines, Inc. (PNX) board approved the declaration of P0.15/share cash dividend. 12 Lingkod Pinoy Centers of SSS will be set up in Robinsons Land Corporation (RLC) malls, rent-free. Union Bank of the Philippines (UBP) confirmed its P3bn capex for 2018 as it implements its shift to digital technology. Bloomberry Resorts Corp. (BLOOM)'s fully-owned Sureste Properties (SP) submitted a bid to purchase 16ha. in Entertainment City where Solaire is located, from Pagcor. Globe Telecom, Inc. (GLO)'s deployment of customer service & collection solution has lowered account delinquencies by 40%. Italpinas Development Corp. (IDC) aims to complete the turnover of phase 1 of Primavera City in CDO 2Q18. Meanwhile, the Department of Energy (DOE) has issued formal endorsement for 29 power projects (1,500+ MW in capacity).

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 ended on a new record high: Mart made history as it closed 9,041.20 on Friday, the highest closing level ever. Holdings led the gainers (1.02%) with SM (3.674%) on the forefront. Among actively traded shares were: BDO (+P0.50 at P157.50), ALI (+P0.50 at P47.50), SMPH (+P0.10 at P38.60), SM (+P40.00 at P1,140.00), and MWC (unch. at P28.50), on 7.83bn turnover. Gainers outperformed losers, 110-97, with net foreign outflows at P242.25mn.
A potential correction: A possibility of correction might happen as investors might weigh in first on the corporate earnings that will be released in the next few weeks, though an attempt to reach a new high might also be expected following the weakening of US dollar. Immediate support is at 8,850 with resistance at 9,100.

ASIA

Marts mixed on a weakened dollar: Asian markets closed mixed on Friday as the dollar wobbled after gaining overnight following comments from President Donald Trump while Hong Kong’s Hang Seng Index rose to a record (+1.53%).

WALL STREET

The rally continues: Wall Street continued to rally Friday, on upbeat earnings & the greenback’s weakness.

COMMODITIES

Oil rises on a weaker US dollar. WTI finished $0.63 stronger at $66.14/barrel, as the US dollar weakened. Meanwhile, US output is seen to reach 10mn barrels/day (bpd), putting this at par with Saudi Arabia.

フィリピン国内各企業動向

PNX declares P0.15/sh cash dividend:

Phoenix Petroleum Philippines, Inc. (PNX) board approved the declaration of P0.15/share cash dividend, details to be announced. PNX will also include in its Articles of Incorp. the execution of management contracts with Phoenix LPG; Duta, Inc; Kaparangan, Inc; Phoenix Petroleum Singapore; & FamilyMart CVS for the administration & management of its business activities.

RLC malls to have 12 new SSS centers:

12 Lingkod Pinoy Centers of SSS will be set up in Robinsons Land Corporation (RLC) malls, rent-free. The said agreement will be effective until 2020 & location will be dependent on RLC’s development plans. There are 31 SSS satellite offices located in RLC malls nationwide.

UBP rolls out P3bn CAPEX for digitization:

Union Bank of the Philippines (UBP) confirmed its P3bn capex for 2018 as it implements its shift to digital technology. Also, 5 more fully-digitised branches via UBP’s ARK system will be rolled out, including BGC, Cebu & Davao. UBP’s core income was P8.4bn in 2017 (+30%).

BLOOM's Sureste Properties submits bid to purchase 16ha. in Entertainment City from PAGCOR:

Bloomberry Resorts Corp. (BLOOM)'s fully-owned Sureste Properties (SP) submitted a bid to purchase 16ha. in Entertainment City where Solaire is located, from Pagcor. Solaire also submitted to Pagcor an offer to purchase the said lot via negotiated sale in case the bidding fails.

GLO lowers account delinquencies by 40% thru customer service & collection solution:

Globe Telecom, Inc. (GLO)'s deployment of customer service & collection solution has lowered account delinquencies by 40%. The FICO Customer Communication Services also lowered the cost to collect by 15% & the time to collect by 3 days.

IDC eyes completing turnover of phase 1 of Primavera City in CDO in 2018:

Italpinas Development Corp. (IDC) aims to complete the turnover of phase 1 of Primavera City in CDO 2Q18. Tower A is 85%-sold, B at 40%. Also, IDC will launch Miramonti in Sto. Tomas, Batangas within the year, its 3rd in Luzon, covering 352 residential units plus 14 commercial units.

フィリピン経済指標

DOE endorses 29 power projects:

The Department of Energy (DOE) has issued formal endorsement for 29 power projects (1,500+ MW in capacity), 15 which are renewable energy plants, 10 diesel-fired plants, three power barges and only one coal-fired plant.

IC mulls review of capitalization requirements of insurance companies:

The Insurance Commission (IC) plans to revisit the capitalization requirement imposed on local insurance companies to align it with peer countries in the region. IC commissioner Dennis Funa said that among member-economies of the ASEAN, the Philippines seems to have the highest net worth requirement for insurance industries.

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