Philippiness Market Insights 2016.12.7

フィリピン株式ニュースハイライト

News Highlights: Runway Manila, the project is currently built by Travellers International Hotel Group (RWM), operator of Resorts World Manila. The air-conditioned bridge will span 220m across NAIA Terminal 3 to Newport City, and will rise 18m above Andrews Avenue.  Meanwhile, the country’s inflation rate for the month of November reached 2.5% from prior month’s 2.3% and year-ago level of 1.1%. It breached the 1.6-2.4% estimate of the BSP and 2.2% consensus. It was the highest rate recorded since ene-2014.

マーケットモニター

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

(Pbn)

  Commodities 06 Dec Abs. Chg % Chg   Forex Value
91-day 1.484 +20.3 8.0   Gold Spot (USD) 1,169.85 (0.53) (0.05)   Close                49.59
182-day 1.809 +30.4 6.0   Copper (USD/lb) 268.00 (1.80) (0.67)   High                49.65
364-day - N.A. 6.0   WTI Crude (USD/bbl) 50.93 (0.86) (1.66)   Low                49.58
                    Ave                49.61
Total     20.0             Vol (US$mn)             400.80

各国市場モニター

  06Dec Abs. Chg % Chg
Philippines      
PSEi 6,806.14 29.73 +0.44
All shares 4,116.74 (1.91) (0.05)
Financials 1,668.54 (5.70) (0.34)
Industrial 10,828.97 (75.03) (0.69)
Holding 6,893.31 36.73 +0.54
Services 1,274.79 (4.24) (0.33)
Mining and Oil 12,102.60 (25.36) (0.21)
Property 3,036.65 42.62 +1.42
Total volume-mn 823.44 80.96 +10.90
Total value-Pmn 5,780.50 522.01 +9.93
Net foreign Buy (Sell)-Pmn (44.90) 255.71 (85.06)
       
Asia      
Thailand (SET) 1,516.48 14.82 +0.99
Taiwan (Weighted) 9,250.77 90.11 +0.98
Hong Kong (Hang Seng) 22,675.15 169.60 +0.75
South Korea (KOSPI) 1,989.86 9.66 +0.49
Japan (Nikkei 225) 18,360.54 85.55 +0.47
Philippines (PSEi) 6,806.14 29.73 +0.44
Malaysia (KLCI Comp) 1,629.73 4.76 +0.29
Singapore (Straits Times) 2,949.12 6.07 +0.21
Shenzhen (SE Comp.) 2,071.44 3.28 +0.16
Jakarta (Composite) 5,272.96 4.65 +0.09
Shanghai (CSI 300) 3,459.15 (10.26) (0.30)
       
US      
Dow Jones 19,251.78 35.54 +0.18
Nasdaq Comp. 5,333.00 23.11 +0.44
S&P 500 2,212.23 7.52 +0.34
Sun Life (SLF:US) 38.68 (0.11) (0.28)
  P1,918.14    
PLDT(PHI:US) 25.85 0.14 +0.54
  P1,281.90

 

   
       

各国の株式市場動向

PHILIPPINES

Mart recoiled intraday, PSEi @6,806:  Local mart rebounded last few minutes of the trading session after investors opted to buy stocks amid Italy relief rally. PSEi logged gains, increasing 29 points at 6,806 (+0.44% day-on-day), with sectors ending mixed. Property (+1.42%) closed higher, followed by holdings (+0.54%). Among actively-traded shares were: URC (-P1.70 at P169.00); JFC (-P4.80 at P208.00); and ALI (+P1.10 at P32.90), on low turnover at P5.78bn. Losers still outnumbered gainers at 112-68, with net foreign selling at P44.90mn.

Might track US gains:Mart might track Wall Street’s overnight gains as investors shifted back their focus to the overall 2017 growth outlook and the looming Fed interest rate hike, which reflects the improving growth of the US economy. We might see gains on stocks that could directly benefit from the positive outlook of economic growth. Immediate support 6,720, resistance 6,870.

ASIA

Mart up:  Marts ended broadly higher as investors shrugged off Italy’s rejection of constitutional changes.

WALL STREET

Equities up:Shares rose, with Dow Jones closing at an all-time high, as players shifted from government bonds to cyclical stocks on the hopes of a higher-growth environment under the Trump administration.

COMMODITIES

Crude down:Oil prices declined, retreating from four consecutive sessions of gains, as doubts emerged on whether OPEC would abide with the terms of its latest crude output agreement. West Texas Intermediate for January fell $0.86 to $50.93/barrel.

フィリピン国内各企業動向

NAIA-RWM air-conditioned bridge to open 1H17: Runway Manila, the project is currently built by Travellers International Hotel Group (RWM), operator of Resorts World Manila. The air-conditioned bridge will span 220m across NAIA Terminal 3 to Newport City, and will rise 18m above Andrews Avenue. Runway Manila will also have the capacity to handle 216,000 people per day.

CEB to acquire more planes for long-haul flights: As part of its long-haul strategy, Cebu Air Inc. (CEB) looks to acquire new-generation aircraft for flights to the US West Coast. CEB is studying the acquisition of Airbus and Boeing widebody aircraft and plans to issue formal tender by 3Q17. The second phase of CEB's long-haul strategy includes the transition to newer widebody aircraft and launch flights to California.

ALCO to invest up to P30bn over the next 6 years:  Arthaland Corp. (ALCO) will be spending as much as P30bn over the next 6 years to develop properties and acquire land. The properties for development, which would require about P20bn) include Taguig, Cebu, Laguna, Makati and South of Manila. For land acquisitions, ALCO is setting aside P6bn. There are other potential projects that would require P4bn.

DMPL 2Q17 net income +33%: Del Monte Pacific (DMPL) posted 33% increase in recurring net income at $21mn in 2Q fiscal year 2017, with revenue declining at $636mn on lower USA sales. However, gross margin improved at 23.1% from 22.4% reported last year due to lower productivity and commodity costs.

GMA7 allocates P416mn for DTV transmission facilities:  GMA Network, Inc. (GMA7) has allocated P416mn for its Digital Terrestrial Television (DTT) project. The budget covers high-powered transmitters and their related antenna and connectivity requirements and fully-mirrored head-end system. It is adapting the Japanese DTV standard or ISDB-T in compliance with the rules and regulations of the NTC.

 

フィリピン経済指標

November inflation at 2-year high:The country’s inflation rate for the month of November reached 2.5% from prior month’s 2.3% and year-ago level of 1.1%. It breached the 1.6-2.4% estimate of the BSP and 2.2% consensus. It was the highest rate recorded since ene-2014. Alcoholic beverages, tobacco, transport, housing, water, electricity, gas and other fuels largely contributed. Year-to-date, the average inflation was 1.7%, still below the government’s full year target of 2-4%.

Senate approved the ratification of Articles of Agreement on AIIB membership: The Senate has agreed on the ratification made by president Duterte last 19 October on the Philippines' Asian Infrastructure Investment Bank (AIIB). Twenty senators voted yes to AIIB international agreement. Sen. Legarda said that the China-led AIIB could provide financial assistance to the Philippines ranging from $200mn to $500mn.

DoE sees growth on power demand: Energy Dep’t (DoE) chief Alfonso Cusi said that power demand will continue its upward trend as the government moves aggressively towards industrialization and urbanization. The Philippines will need additional power capacity of 17,338MW by 2030 as energy demand is expected to continue to grow driven by projections of an 8% GDP annual growth rate. Cusi has directed the National Grid Corp. to expedite the implementation of its Transmission Development Plan, which includes the completion of the Mindanao-Visayas interconnection to finally achieve the vision of a national grid.

Sucat plant privatization by 1H17, PSALM says: The Power Sector Assets and Liabilities Management Corp. (PSALM) pushed back its target bidding schedule to 1H17 for the 850MW Sucat thermal power plant in Muntinlupa. PSALM is still waiting for the environmental clearance from the Dep’t of Environment and Natural Resources (DENR), hereby causing the delay from its prior schedule last September. Moreover, the bidding transaction documents are expected to be ready this December. The plant has 4 separate units with an installed capacity ranging from 150 MW to 300 MW. It uses bunker fuel and was operated by the National Power Corp. (Napocor).

DENR more flexible on coal plant ECCs: Department of Environment and Natural Resources (DENR) relaxes its stance on issuing environmental compliance certificates (ECCs) to coal-fired power plant projects. Upon the amendment of its memorandum, DENR now requires companies to provide copies of ECC applications. The previous requirement was that coal-fire projects must secure clearance from Climate Change Commission (CCC) and from the office of Sen. Loren Legarda, former chair of Senate environment committee.

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