Philippiness Market Insights 2016.12.23

フィリピン株式ニュースハイライト

News Highlights:Department of Energy (DoE) said that the 20-day maintenance shutdown of Malampaya natural gas plant next year would likely increase power rates in Meralco’s (MER) franchise areas in March 2017.  Meanwhile, the central bank (BSP) is keeping its rates steady despite the move of Fed to hike interest rates as the assessment of inflation dynamics and risks to inflation outlook over the policy horizon.

マーケットモニター

T-Bill     14Nov'16 Rate % Bps Chg. Vol

(Pan)

  Commodities 22 Dec Abs. Chg. % Chg   Forex Value
91-day 1.484 +20.3 8.0   Gold Spot (USD) 1,128.38 (3.23) (0.29)   Close 49.99
182-day 1.809 +30.4 6.0   Copper (USD/lb) 249.95 0.25 +0.10   High 49.99
364-day - N.A. 6.0   WTI Crude (USD/bbl) 52.95 0.46 +0.88   Low 49.95
                    Ave 49.98
Total     20.0             Vol (US$mn) 270.00

各国市場モニター

  22Dec Abs. Chg % Chg
Philippines      
PSEi 6,587.17 (99.19) (1.48)
All shares 4,036.50 (49.94) (1.22)
Financials 1,621.10 (17.44) (1.06)
Industrial 10,326.35 (211.22) (2.00)
Holding 6,696.08 (119.47) (1.75)
Services 1,268.42 (8.78) (0.69)
Mining and Oil 11,908.25 (140.68) (1.17)
Property 2,946.01 (33.16) (1.11)
Total volume-mn 624.01 (292.62) (31.92)
Total value-Pmn 6,612.54 1,330.71 +25.19
Net foreign Buy (Sell)-Pmn (1,129.28) (372.87) +49.30
       
Asia      
Philippines (PSEi) 6,587.17 (99.19) (1.48)
Jakarta (Composite) 5,042.87 (68.52) (1.34)
Taiwan (Weighted) 9,118.75 (85.51) (0.93)
Hong Kong (Hang Seng) 21,636.20 (173.60) (0.80)
Singapore (Straits Times) 2,882.04 (19.66) (0.68)
Malaysia (KLCI Comp) 1,623.20 (6.39) (0.39)
Thailand (SET) 1,504.12 (4.45) (0.29)
Shenzhen (SE Comp.) 1,993.37 (2.66) (0.13)
South Korea (KOSPI) 2,035.73 (2.23) (0.11)
Japan (Nikkei 225) 19,427.67 (16.82) (0.09)
Shanghai (CSI 300) 3,335.67 (2.87) (0.09)
       
US      
Dow Jones 19,918.88 (23.08) (0.12)
Nasdaq Comp. 5,447.42 (24.01) (0.44)
S&P 500 2,260.96 (4.22) (0.19)
Sun Life (SLF:US) 38.65 (0.44) (1.13)
  P1,932.11    
PLDT(PHI:US) 26.68 (0.06) (0.22)
  P1,333.73    
       

各国の株式市場動向

PHILIPPINES

Mart dropped further on lack of catalysts, PSEi @6,587:Local bourse continued its descent tracking the global market sentiment. PSEi shed 99 points to close at 6,587.17 (-1.48% day-on-day), as all sectors ended in red. Among actively-traded shares were: MPI (-P0.13 at P6.18); SMPH (+P0.10 at P27.35); and BDO (-P2.10 at P104.90) on P6.6bn turnover. Losers overwhelmed gainers, 123-43, as net foreign selling reached P1.1bn

Weaker sentiment to persist:Mart might trade slightly lower as investors continue to look for better leads. Also, trading volume will continue to dwindle ahead of the holidays. Immediate support, 6,530, resistance 6,670.

ASIA

Marts endedlower, as holiday approaches:Bourses across the region traded lower, following the US market sentiment. Meanwhile, Japan markets will be closed today for the Emperor’s birthday.

WALL STREET

Equities lower on thin trading:Dow Jones has yet again failed to breach 20,000 as trading volumes become thinner in the lead up to holidays. Dow Jones (DJIA) fell to 19,918. On the other hand, US revised its 3Q GDP to 3.5%, higher from the previous 3.2% estimate.

COMMODITIES

Oil settled higher amid producers’ optimism:Oil futures inched higher as investors are optimistic that OPEC and non-OPEC members will abide on the agreement to cut output at a combined level of 1.8mn bpd. West Texas Intermediate for February gained $0.46to close at $52.95/barrel.

フィリピン国内各企業動向

Power rates might increase amid Malampaya maintenance:  Department of Energy (DoE) said that the 20-day maintenance shutdown of Malampaya natural gas plant next year would likely increase power rates in Meralco’s (MER) franchise areas in March 2017.  Based on simulation, power rates could hike by P1/kWh.  DoE chief Cusi started preparatory activities to safeguard energy consumers from the possible impact on supply and prices of electricity during the scheduled maintenance activities from 28 January to 16 February.

MNTC to use beep cards on tolls by 1Q17:  Manila North Tollways, a unit of Metro Pacific (MPI), will rollout the contactless automated fare collection system at North Luzon Expressway (NLEx) and Subic Clark Tarlac Expressway (SCTEx) by 1Q17.  AF Payments, an Ayala Corp-Metro Pacific consortium, would provide the device for the rollout of beep cards.  The beep card is the new contactless payment solution developed to make the payment process more convenient across all three rail lines as it allows seamless transfers from one rail line to another.MER to expand Bayad Center:Meralco (MER), through its unit CIS Bayad Center, is currently in talks with a Japanese integrated payment solution provider for a minority investment in its unit. The partnership would allow the one-stop no-frills over-the-counter bills collection-payment center outside the country.

PHA completed 15% placement in WPP:Premiere Horizon Alliance (PHA) completed the 15% equity placement in West Palawan Premiere (WPP) at a valuation of P800mn. The placement left PHA with an 85% stake in WPP. Through WPP, PHA has also purchased an additional 5ha. of beach front lot located in Nagtabon Beach.

フィリピン経済指標

BSP rates unchanged:  The central bank (BSP) is keeping its rates steady despite the move of Fed to hike interest rates as the assessment of inflation dynamics and risks to inflation outlook over the policy horizon.  Rates were maintained in overnight lending at 3.5%, overnight borrowing at 3% and 2.5% for overnight deposits.  Reserve requirement ratios were also left unchanged.

BOI sees project approvals to grow by 10%-15% this year:The Board of Investments expects investment approvals to increase by 10%-15% this year versus the P366.74bn recorded in 2015. Same growth rate is also expected for 2017. In the first 11 months, BOI-approved investment commitments rose 35.5% to P324.5bn from P239.52bn in the same period last year.DoTr, SM, SMC, MPI and AC to launch MRT station:  The Transportation Department (DoTr) and 4 companies, namely: SM Investments (SM), Ayala Corp. (AC), San Miguel (SMC) and Metro Pacific (MPI) expect the completion of the construction of a common station for LRT Line 1, MRT Line 3, and the planned MRT Line 7 by mid-2019. Formal signing of the construction is expected before the end of this year.

Pres. Duterte ordered closure of all online gambling: On the day of signing the P3.35tn national budget, Pres. Duterte announced the closure of all online gambling firms. The president sees no mechanism in regulating the online gambling industry. This announcement came after the president ordered the arrest of gaming tycoon Jack Lam on alleged bribery and economic sabotage.

記事提供:

 

この記事が気に入ったら
いいね!しよう

最新情報をお届けします

フィリピン株証券口座を「無料」で開設できます!

弊社がサポートすることで、日本に住む日本人の方でも簡単にフィリピンの大手証券会社「ヤップスター証券」にて、フィリピン証券口座が作れます。口座開設に関わるサポート料は「無料」です!

これから伸び行くアジアの雄「フィリピン」で株の売買をはじめましょう!

興味ある方は、下記のリンクを今すぐクリックしてください。