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Philippine Stock Market Weekly

English, Finance, 1 season, 131 episodes, 2 days, 6 hours, 8 minutes
About
This is the Philippine Stock Market Weekly podcast series by FirstMetroSec, where we will be featuring timely and relevant discussions on the Philippine stock market and economy, in the hope of providing investing and trading guidance to Filipinos. New episodes every Tuesday. Connect with us through social media with the handle, @firstmetrosec. #YourFutureFirst Website: www.firstmetrosec.com.ph Email: events@firstmetrosec.com.ph
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Market Bites: Globe Telecom, Inc.

FirstMetroSec’s Adel Bermudez shares our updated insights on Globe Telecom Inc (GLO). Adel also discussed why shifting focus to core telco business is key for GLO. Adel also disclosed our new target price for the counter. These and more, only here on Philippine Stock Market Weekly.
12/27/20235 minutes, 21 seconds
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Market Bites: Converge ICT Solutions, Inc.

FirstMetroSec’s Adel Bermudez shares our updated insights on Converge ICT Solutions, Inc. (CNVRG). Adel also discussed why CNVRG is well-positioned to leverage on current trends in fixed-line broadband. Adel also disclosed our new target price for CNVRG. These and more, only here on Philippine Stock Market Weekly.
12/27/20235 minutes, 14 seconds
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Market Bites: PLDT, Inc.

FirstMetroSec’s Adel Bermudez shares our updated insights on PLDT Inc (TEL). Adel also discussed why TEL has solid market shares and compelling valuations. Adel also disclosed our new target price for TEL. These and more, only here on Philippine Stock Market Weekly.
12/27/20235 minutes, 52 seconds
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Tender Offer 101:Metro Pacific Investments Corporation

In this episode, FirstMetroSec’s Visayas Business Development Officer, Monneth Pangatungan and Mindanao Section Head, JP Billones discussed the basics of tender offer. They also shared about the current Metro Pacific Investments Corporation tender offer and the options that shareholders' face and their implications. These and more, only here on Philippine Stock Market Weekly.
9/4/202334 minutes, 23 seconds
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Philippine Stock Market Wrap-up for June

Time for another wrap-up! In this episode, Royce Aguilar, Department Head for Retail Research, discussed the reasons for the rally in global markets in June 2023 and why the PH has underperformed. Find out what to anticipate in the coming months ad investors try to gauge the monetary policy in the U.S. Royce also shared the Research Team’s recent company updates. Tune in to know our top picks and grab trading ideas from the Q&A portion.
9/4/202327 minutes, 51 seconds
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The Trading Room with Mr. Francisco Sebastian

To commemorate First Metro’s 60th Anniversary milestone, we are delighted to present a special episode of The Trading Room, featuring our very own Mr. Francisco Sebastian. Mr. Sebastian served as First Metro president from 1997 to 2011 and as chairman from 2011 to 2022. He is currently a senior adviser to the board of First Metro. Listen to our insightful and engaging conversation with the man who made an indelible mark on the company’s growth and success. Designed as a virtual talk show, The Trading Room engages the country’s foremost executives, policymakers, and market movers in a casual, more relaxed but insightful and informative conversation. Aside from a discussion on current topics and latest market developments, we also try to get to know the men and women behind their successes,  as well as learn from their wealth of experience. It is hosted by the head of our Sales & Distribution Group, Peter Bautista.
8/5/20231 hour, 9 minutes, 52 seconds
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Market Bites: Monde Nissin Corp.

In this episode, FirstMetroSec’s Equity Research Associate Joan Batara discussed our updated insights on Monde Nissin Corp. Joan also shared why we further downgraded our estimates on MONDE and elaborated the instances on when we will turn bullish on the stock. Joan also disclosed our new target price for MONDE. These and more, only here on Philippine Stock Market Weekly.
6/21/20236 minutes, 46 seconds
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Market Bites: Jollibee Foods Corp.

FirstMetroSec’s Joan Batara shares our updated insights on Jollibee Foods Corp. Joan also discussed why JFC’s operating metrics (i.e. system-wide sales, margins, and free cash flow) are trending in the right direction. Joan also disclosed our new target price for JFC. These and more, only here on Philippine Stock Market Weekly.
6/21/20236 minutes, 32 seconds
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Market Bites: Globe Telecom, Inc.

FirstMetroSec’s Adel Bermudez discusses Globe Telecom, Inc.’s (GLO) earnings performance last first quarter of 2023. Adel reiterated that we continue to see downside pressure on GLO’s core telco businesses. More of GLO’s earnings performance, only here on Philippine Stock Market Weekly.
6/14/20234 minutes, 36 seconds
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Market Bites: PLDT, Inc.

FirstMetroSec’s Adel Bermudez has an update on PLDT, Inc. (TEL), this time regarding its earnings performance last first quarter of 2023. Adel reiterated our view that TEL can mitigate the impact of rising competition (esp. from mobile) to its earnings – thanks to its strong positioning in the fixed-line broadband segment. More of TEL’s earnings performance, only here on Philippine Stock Market Weekly.
6/14/20235 minutes, 1 second
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Global Market Outlook with ATRAM

In this episode, Host and Equity Research Department Head for Retail Research, Royce Aguilar is joined by ATRAM Group's Multi-Asset Analyst Luis Miguel Lopa and Business Development Manager Ms. Ericka Ninon - to talk about their economic as well as global market outlook. ATRAM also shared their tips on the factors to consider in choosing a mutual fund. Lastly, ATRAM explained the benefits of having a UITF in one’s portfolio. These and more, only here on Philippine Stock Market Weekly.
6/9/202332 minutes, 17 seconds
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The Stock Market in May Wrapped Up

Time for another wrap-up! In this episode, we discuss the stock market highlights in May 2023. Listen to Royce Aguilar as he shares the options should a company conduct a tender offer. Royce also discussed the updates on some of the companies they cover. Tune in to know our top picks this month and grab trading ideas from the Q&A, all in our latest episode.
6/7/202343 minutes, 6 seconds
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Company in Focus: DigiPlus Interactive Corp. (PLUS)

Is it wise to buy into DigiPlus Interactive Corp. (PLUS)? In this episode, FirstMetroSec’s Royce Aguilar sits down with Andy Tsui, the President of PLUS, and talks about the measures the company implemented that lead to a turnaround in the first quarter of 2023. The two also tackled about the reason for the recent change in corporate name as well as the plans moving forward for BingoPlus and the rest of its Retail business. These and more, only here on Philippine Stock Market Weekly.
5/31/202315 minutes, 18 seconds
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Market Bites: BDO Unibank, Inc.

FirstMetroSec’s Adel Bermudez shares our updated insights on BDO Unibank, Inc. Adel also discussed that while BDO had strong results in the first quarter of 2023, we have three things we are keeping our eyes on. Adel also disclosed our new target price for BDO. These and more, only here on Philippine Stock Market Weekly.
5/29/20234 minutes, 56 seconds
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Market Bites: Bank of the Philippine Islands

In this episode, FirstMetroSec’s Equity Research Associate Adel Bermudez discussed our updated insights on Bank of the Philippine Islands. Adel also shared our take on the pending merger of BPI and Robinsons Bank. Adel also disclosed our new target price for BPI. These and more, only here on Philippine Stock Market Weekly.
5/27/20235 minutes, 32 seconds
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1Q23 Philippine Economic Insights

In this economic briefing, the Ateneo Center for Economic Research and Development (ACERD) shared comprehensive updates on the macroeconomic performance of the Philippines. Hear it straight from the distinguished economists from ACERD and gain first access to their economic outlook and insights for the Philippines amid lingering global headwinds today.
5/26/20231 hour, 15 seconds
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Market Bites: Robinsons Retail Holdings, Inc.

In this Market Bites episode, FirstMetroSec’s Joan Batara talks about Robinsons Retail Holdings, Inc. Joan shares her thoughts on the acquisition of a 6.5% equity stake in the Bank of the Philippine Islands. She also shares FirstMetroSec’s new target price for RRHI. These and more, only here on Philippine Stock Market Weekly.
5/18/20237 minutes, 58 seconds
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Market Bites: Globe Telecom, Inc.

FirstMetroSec’s Adel Bermudez discusses why we think the fixed-line space will remain a tough market to penetrate for Globe Telecom, Inc. (GLO). Moreover, Adel explains why the mobile market share between GLO and PLDT Inc (TEL) appear to be closer than historical data suggests. Adel also shares our new target price for GLO.
5/17/20238 minutes, 3 seconds
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Market Bites: Converge ICT Solutions, Inc.

In this Market Bites episode, FirstMetroSec’s Adel Bermudez talks about our updated outlook on Converge ICT Solutions, Inc. (CNVRG). Adel discusses the two factors we believe should merit accumulation of CNVRG on further price action weakness. Adel also shares our new target price for CNVRG.
5/15/20235 minutes, 30 seconds
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Market Bites: PLDT, Inc.

In this Market Bites episode, FirstMetroSec’s Adel Bermudez discusses why we prefer to accumulate TEL at these levels. Adel also explains we think TEL can mitigate the impact of rising competition (esp. from mobile) to its earnings.
5/12/20236 minutes, 15 seconds
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Market Bites: Puregold Price Club, Inc. (PGOLD)

FirstMetroSec’s Joan Batara talks about our updated outlook on Puregold Price Club, Inc. (PGOLD). She explains that there are near-term pressures expected for the company from inflation, weak Peso, and pre-operating store expenses. She also shares FirstMetroSec’s new target price on PGOLD. These and more, only on Philippine Stock Market Weekly.
5/8/20236 minutes, 43 seconds
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The Stock Market in April Wrapped Up

Listen to First Metro Sec’s Department Head for Retail Research Royce Aguilar as he discusses why the PSEi rallied by nearly 2% last April 2023. He also shares the impact of a possible supply crunch of rice and sugar.
5/2/202337 minutes, 13 seconds
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Company in Focus: Integrated Micro-Electronics, Inc. (IMI)

In this episode, IMI’s Global Head of Investor Relations and Business Development Finance, Brian Jalijali joins our host and Department Head for Retail Research Royce Aguilar to talk about the measures the company implemented to get pass through the COVID-19 pandemic and the global supply chain issues. The two also discussed the prospects of each of IMI’s segments (i.e. Automotive, Industrial, Aerospace/Defense, Consumer, Telco, and Medical). Tune in to learn more about IMI only here on Philippine Stock Market Weekly.
4/18/202330 minutes, 24 seconds
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The Stock Market in March: Wrapped Up

Time for another wrap-up! In this episode, Royce Aguilar discusses what made the market move in the first quarter of 2023. Royce also dissected the timeline of the recent banking crisis in U.S. and Europe and elaborated on the reasons why it happened. Tune in to know our top picks this month and grab trading ideas from the Q&A, all in our latest episode.
4/11/202341 minutes, 53 seconds
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Market Bites: Wilcon Depot, Inc. (WLCON)

In this Market Bites episode, FirstMetroSec’s Joan Batara discusses the company’s earnings growth expectations for Wilcon Depot, Inc.’s (WLCON) in 2023 and 2024. Joan also highlighted the key risks that can result to a slower growth for WLCON going forward. Get to know FirstMetroSec’s new target price on WLCON, these and more, only here on Philippine Stock Market Weekly.
3/30/20237 minutes, 48 seconds
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How to be a fund manager with Junie Banaag

In this type of tough market environment, most investors and traders find it hard to remain resilient, specifically when picking stocks as well as managing risks. In this episode, we invited Mr. Junie Banaag, who is recognized for his long-term track record of #1 in the management of equity funds. He has 30 years of experience in economics, industry and company analysis, valuation, portfolio construction and execution, and client management. Currently, he helps “small” investors in portfolio management or developing, formulating, and implementing investment strategies, managing risks, and remaining resilient when financial markets are performing poorly. Listen in as we discuss all you need to know about picking stocks at this kind of market environment in this episode of our podcast series.
3/24/202331 minutes, 19 seconds
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The Stock Market in February: Wrapped Up

In this episode, we discuss the stock market highlights in February 2023. Listen to Royce Aguilar as he analyzes why the local market in February 2023 had offset the gains it posted last January 2023. He also shared First Metro Securities Research’s outlook for each of the key sectors in the PSE. Tune in to know our top picks and grab trading ideas from the Q&A, all in our latest episode.
3/7/202344 minutes, 57 seconds
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Company in Focus: Premiere Island Power REIT Corporation (PREIT)

In this episode, Premiere Island Power REIT Corporation (PREIT) Investor Relations Officer Kitto Jacinto joins our host and Department Head for Retail Research Royce Aguilar to talk about the company’s missionary electrification operations.  Royce was able to ask PREIT about the company’s differentiating factor vs other REITs in the market.  Tune in to learn more about PREIT only here on Philippine Stock Market Weekly.
2/27/202319 minutes, 52 seconds
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Market Bites: Emperador Inc. (EMI)

FirstMetroSec’s Joan Batara discusses our earnings growth forecast for EMI driven primarily by the sustained rise in revenue contribution of the whiskey segment resulting in margin recovery in the next two years. However, we are of the view that EMI’s domestic business will continue to be under pressure amid shifting consumer preferences in favour of other spirit categories and rising competition. Joan will also explain our target price and call for EMI.
2/8/20236 minutes, 19 seconds
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Market Bites: San Miguel Food and Beverage Inc. (FB)

In this Market Bites episode, FirstMetroSec’s Joan Batara discusses why we like FB as a branded food & beverage (F&B) powerhouse – with its dominant market leadership across food, beer, and spirits businesses. Joan also explains our new target price on FB as valuations have de-rated since COVID. On a positive note, Joan elaborates why at current levels, FB offers an attractive entry point.
2/6/20237 minutes, 41 seconds
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Company in Focus: Metro Pacific Investments Corp. (MPI)

Energy? Water? Toll Roads? Agriculture? In this episode, FirstMetroSec’s Royce Aguilar sits down with Metro Pacific Investments Corp.’s (MPI) Vice President for Investor Relations, Maricris Aldover-Ysmael, to discuss the company’s outlook on some of its business segments. The two also go over the risks the company is on the lookout for. Tune in to learn more about MPI only here on Philippine Stock Market Weekly.
1/27/202328 minutes, 17 seconds
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Market Bites: MREIT, Inc.

FirstMetroSec’s Equity Research Analyst, Alyssa Alamar shares our updated insights on MREIT including our new target price for the company. Alyssa elaborates why MREIT is among our top REIT picks for 2023, as the sector should benefit from a Fed pivot/pause.  
1/26/20237 minutes, 18 seconds
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Market Bites: RL Commercial REIT, Inc.

FirstMetroSec’s Equity Research Analyst, Alyssa Alamar shares our updated insights on RCR as well as why we have confidence that stable organic growth is embedded in RCR’s portfolio without factoring asset injections. Alyssa elaborates why RCR is among our top REIT picks for 2023, as the company should benefit from a Fed pivot/pause. 
1/25/20237 minutes, 20 seconds
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Market bites: Telecom Sector

FirstMetroSec’s Adel Bermudez is back to discuss why the SIM registration is a step in the right direction but has material implications on telco players. Adel also explains why TEL and CNVRG are in better position versus GLO.
1/20/20238 minutes, 59 seconds
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Market Bites: Citicore Energy REIT, Corp.

In this Market Bites episode, FirstMetroSec’s Equity Research Associate Peter Garnace shares our insights on our coverage, Citicore Energy REIT Corp. Peter discusses on how CREIT stands out among the REITs in our coverage. Peter also points out how CREIT has a unique business model with large headroom for growth.
1/18/20239 minutes, 14 seconds
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Market Bites: Security Bank Corp.

In this Market Bites episode, FirstMetroSec's Equity Research Associate Adel Bermudez discusses First Metro Securities’ updated outlook on Security Bank Corp. She explains how SECB’s valuations are undemanding vis-à-vis SECB’s strong capital position and earnings growth trajectory. Adel also shares First Metro Securities’ new target price for SECB.
12/20/20224 minutes, 11 seconds
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Market Bites: Century Pacific Food, Inc.

FirstMetroSec’s Joan Batara talks about Century Pacific Food, Inc.  (CNPF). She explains why the company’s diversified product portfolio is well positioned to capture changing consumer preferences and weather macroeconomic headwinds. She also shares FirstMetroSec’s new target price on CNPF. These and more, only here on Philippine Stock Market Weekly.
12/14/20226 minutes, 42 seconds
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Company in focus: Shakey's Pizza Asia Ventures, Inc. (PIZZA)

In this episode, Shakey's Pizza Asia Ventures, Inc.’s (PIZZA) President and Chief Executive Officer Vicente Gregorio joins our host and Equity Research Deputy Head for Retail Royce Aguilar to talk about how the company retains its market leadership despite the inflationary environment. The two also talked about PIZZA’s other brands (Peri-Peri & Potato Corner) and how they fit in the company’s overall strategy.
12/12/202252 minutes, 29 seconds
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Philippine Stock Market Wrapped Up: November 2022

Listen to Royce Aguilar as he analyzes the main reasons why the PSEi rallied by more than 10% in the month of November. He also discusses two new buy calls investors can consider buying amidst the current market environment.
12/5/202233 minutes, 16 seconds
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Market Bites: Telecom Sector

In this Market Bites episode, FirstMetroSec’s Equity Research Associate, Adel Bermudez elaborates on why we are underweight on the Philippine telco sector and why we have downgraded our target prices across our telco coverage. Nonetheless, the recent selloff offers an opportunity to enter on select stocks with specific catalysts, which, in our view, can mitigate the impact of rising competition in the core telco segments. Learn more about which stocks are those here on Philippine Stock Market Weekly!
11/18/202210 minutes, 32 seconds
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The Stock Market in October: Wrapped Up

Time for another wrap-up! In this episode, we dissect what made the local market rally in October 2022. Find out what to anticipate in the coming months as investors try to gauge the monetary policy of the U.S. and Philippines. He also shares several factors on why the Hang Seng Index (from Hong Kong) dropped by the most since 2008 last October. Tune in to know our top picks this month and grab trading ideas from the Q&A portion.
11/10/202235 minutes, 57 seconds
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Market Bites: Robinsons Land Corp. (RLC)

In this Market Bites episode, FirstMetroSec’s Alyssa Alamar talks about Robinsons Land Corp. (RLC). She shares her key takeaways from her Bridgetowne site visit. She also discusses why she thinks Bridgetowne is underappreciated by the market and why she sees long term earnings runway for the group. These and more, only here on Philippine Stock Market Weekly.
10/21/202212 minutes, 28 seconds
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Market Bites: Wilcon Depot, Inc. (WLCON)

FirstMetroSec’s Joan Batara talks about Wilcon Depot, Inc. (WLCON). She explains why WLCON’s topline appears to be stronger in the third quarter of 2022. She also shares why WLCON’s higher inventory cover is good use of cash under the current environment. These and more, only here on Philippine Stock Market Weekly.
10/19/20226 minutes, 29 seconds
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Property Sector Outlook with Leechiu Property Consultants, Inc.

POGO exodus? Higher interest rates’ effect to the residential sector? Malls back to pre-COVID levels? Leechiu Property Consultants, Inc.’s co-founder and CEO David Leechiu joins our host and Deputy Head for Retail Research Royce Aguilar for an elaborate discussion focusing on the different segments of the Philippine property sector so far: residential, office, retail, and industrial. This episode also features David’s general recommendation for property investors, both for those already invested and those planning to buy their first property. Plus, learn about Leechiu Property Consultants, Inc.’s views and gain insights on the local property scene in this episode of the Philippine Stock Market Weekly.
10/17/202241 minutes, 17 seconds
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Philippine Stock Market Wrap Up for September

In this episode, we discuss the reasons for the PSEi’s biggest monthly drop since March 2020. Royce Aguilar also delves into the reasons why the US Dollar is outperforming against other currencies. He also defines credit default swaps and shares more stocks picks.
10/7/202237 minutes, 1 second
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The Stock Market in August: Wrapped Up

Time for another wrap-up! In this episode, we discuss the stock market highlights in August 2022. Listen to Royce Aguilar as he analyzes the equity market’s strong performance in the month of August. He also dissected the earnings performance of different sectors in the index. Plus, find out what to watch out for as we enter the Ber months. Tune in to know our top picks this month and grab trading ideas from the Q&A, all in our latest episode.
9/2/202232 minutes, 27 seconds
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Capitalizing on The Growing Demand for Renewable Energy

In this episode, we are joined by Citicore Energy REIT Corp. (CREIT). CREIT is at the forefront of driving the green agenda in the Philippines’ real estate industry.   Tune into this episode as CREIT management shares their ongoing projects, strategies, and plans for building sustainable and modern communities and what this means to you as an investor.
8/19/202252 minutes, 36 seconds
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GT Capital Holdings, Inc.: Navigating the Post-Pandemic Terrain

In this episode, you can hear from Francis Suarez, CFO, and Joey Crisol, Head of Investor Relations of GTCAP. The team shared the company’s current assessment of the business environment post-pandemic, including the future of banking, automotive, property, infrastructure, and insurance. Hosted by Royce Aguilar, Equity Research Deputy Head for Retail.
8/8/202259 minutes, 45 seconds
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The Stock Market in July: Wrapped Up

In this episode, we dived into why the local and global markets rallied in July 2022 despite the several risks. Royce Aguilar talks about the pros and cons of a weak Philippine Peso plus how to take advantage of the recent PSEi rebalancing. He also shares which economic data to watch out for in this eventful August.
8/5/202228 minutes, 38 seconds
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Company in Focus: The Philippine Stock Exchange, Inc. (PSE)

In this episode, PSE’s President and Chief Executive Officer Ramon Monzon joins our host and Equity Research Deputy Head for Retail Royce Aguilar to talk about the growing influence of retail investors locally. The two also talked about the benefits of short selling, how the company plans to further protect investors, and the PSE’s outlook on capital raising activities.
7/20/202226 minutes, 29 seconds
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Mid-year Economic Outlook with Ser Percival K. Peña-Reyes Guest: Ateneo economist

Host and Equity Research Deputy Head for Retail, Royce Aguilar is joined by Ser Percival Peña-Reyes, Ph.D., Director at the Ateneo Center for Economic Research and Development, a professor and researcher with an extensive background in Economics. The two discuss economic highlights as well as the recent employment prospects of the country. In this episode, we also touched on the country's inflation, debt profile, and how the foreign exchange rate is expected to move from here. These and more, only here on Philippine Stock Market Weekly.
7/14/202247 minutes, 41 seconds
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Company in Focus: SM Prime Holdings, Inc. (SMPH)

Hear it from the company with the largest market capitalization in the country  FirstMetroSec's Royce Aguilar sits down with Tynee Tan, Investor Relations Senior Manager of SM Prime Holdings, Inc., and talks about the company’s outlook on its malls, residential, and office segments. The two also nail down the firm’s ESG performance as well as the details on the company’s planned REIT listing.
7/8/202219 minutes
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Mid-Year Strategy and Outlook: Reset Targets to Reflect Rising Risks

Is there room for more downside or should we now be buying the dips? Hear the answer straight from our Equity Research Division, as they present their 12-month outlook on Philippine equities amid rate hikes, inflation, and Peso depreciation.
7/6/202251 minutes, 50 seconds
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Market Bites: PH Macro Performance So Far

In this Market Bites episode, FirstMetroSec’s Derrick Guarin talks about the causes of high inflation and why the Philippine Central Bank is poised to further raise rates.  Derrick also shares if we will still continue to subscribe to our view of a cyclical upturn in economic growth and corporate earnings recovery for 2022.  These and more, only here on Philippine Stock Market Weekly.
7/1/20228 minutes, 33 seconds
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Market Bites: SM Investments, Corp. (SM)

In this Market Bites episode, FirstMetroSec’s Joan Batara talks about SM Investments, Corp. (SM), the holding company of the SM Group. She elaborates why despite the earnings downgrade, we retain our positive outlook for SM and keep the counter as among our top picks this year. She also shares FirstMetroSec’s new target price for SM. These and more, only here on Philippine Stock Market Weekly.
6/24/20226 minutes, 30 seconds
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Market Bites: SM Prime Holdings, Inc. (SMPH)

In this Market Bites episode, FirstMetroSec’s Alyssa Alamar talks about SM Prime Holdings, Inc. (SMPH), one of the largest integrated property developers in Southeast Asia. She elaborates that SMPH has a large headroom for earnings recovery with its large mall exposure and robust residential segment She also shares FirstMetroSec’s new target price for SMPH. These and more, only here on Philippine Stock Market Weekly.
6/22/20227 minutes, 19 seconds
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Market Outlook with ATRAM Group

After the COVID-19 pandemic hit, inflation and fear of more aggressive rate hikes from central banks are now the key reasons why market sentiment is bearish. In this episode, Host and Equity Research Deputy Head for Retail, Royce Aguilar is joined by ATRAM Group's Equities Portfolio Manager, Carlos Navarro - to talk more about their market as well as economic outlook for the rest of the year.
6/20/202234 minutes, 32 seconds
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The Stock Market in May: Wrapped Up

Time for another wrap-up! In this episode, we dissect the stock market highlights in May 2022. Listen to Royce Aguilar as he analyzes the PSEi’s performance in the month of May. Royce also discussed stagflation and why investors fear it. Plus, learn what to watch out for in our Philippine stock market next month as we transition to a new administration. Tune in to know our top picks this month and grab trading ideas from the Q&A, all in our latest episode.
6/3/202225 minutes, 1 second
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Navigating the Philippine Property REITs Sector

Estella Dhel Villamiel, who heads the Institutional research, discusses the critical factors surrounding the emerging Philippine Property REITs sector amid the rising interest rate environment.   All of these and more in today’s episode of Philippine Stock Market Weekly.
5/13/20221 hour, 10 minutes, 54 seconds
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Dissecting the world of blockchain, metaverse, and NFTs with Luis Buenaventura II

Trying to keep up with the updates on the cryptocurrency space? Metaverse? NFTs? In this episode, FirstMetroSec's Royce Aguilar sits down with Luis Buenaventura II, one of the world's first NFT artists. As more listed companies globally venture into cryptocurrency, metaverse, and NFTs, Luis helps us break down the nature and purpose of these rising technologies. He shares his journey of discovering the digital currency as early as 2014 and expounds on the latest technological developments, such as Web 3.0, blockchain, and the likes. Tune in to learn more about financial assets only here on Philippine Stock Market Weekly.
5/5/202243 minutes, 39 seconds
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The Stock Market in April: Wrapped Up

Time for another wrap-up! In this episode, we dissect the stock market highlights in April 2022. Find out what to anticipate in the coming months as Royce Aguilar shares that the PSEi fell down sharply in April. He also shares several factors that dragged the market, such as the Ukraine invasion and the fear of more aggressive rate hikes. Tune in to know our top picks this month and grab trading ideas from the Q&A portion.
5/4/202231 minutes, 48 seconds
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Market Bites: AREIT, Inc.

In this Market Bites episode, FirstMetroSec’s Alyssa Alamar talks about AREIT, Inc., the country’s first real estate investment trust (REIT). She elaborates AREIT’s visible and stable cash flows and how the asset infusions will support the company’s speedier dividend growth. She also shares FirstMetroSec’s target price for AREIT. These and more, only here on Philippine Stock Market Weekly
4/18/202212 minutes, 18 seconds
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Company in Focus: D&L Industries, Inc.

Is it wise to invest on D&L Industries, Inc. (DNL)?  In this episode, FirstMetroSec's Royce Aguilar sits down with Alvin Lao, the President and CEO of DNL, and talks about its business model and how the company’s earnings was able to hit pre-pandemic levels in 2021. The two also tackled how the company DNL is able to keep up with the latest technology and how the company addresses rising commodity prices. Tune in to learn more about DNL only here on Philippine Stock Market Weekly.
4/12/202231 minutes, 55 seconds
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Market Bites: Law amending Public Service Act (PSA)

In this Market Bites episode, FirstMetroSec's Jan Derrick Guarin talks about the recently passed law amending the Public Service Act (PSA). He elaborates the impact of the amendment of the 85-year-old law while discussing the effects it could bring to the market, particularly to the telecommunications sector. These and more, only here on Philippine Stock Market Weekly
4/8/20228 minutes, 2 seconds
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The Stock Market in March: Wrapped Up

Time for another wrap-up! In this episode, we dissect the stock market highlights in March 2022. Royce Aguilar mentions what occurred in the month of March and discusses what to anticipate in the coming months. He also shares what the inversion of the yield curve is all about and more. Tune in to know our top picks this month and grab trading ideas from the Q&A, all in our latest episode.
4/6/202246 minutes, 47 seconds
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Company in Focus: Solar Philippines

Is it wise to invest on Solar companies in the Philippines? In this episode, FirstMetroSec’s Royce Aguilar sits down with Leandro Leviste, the founder and CEO of Solar Philippines, and talks about the sector’s outlook and current projects of the renewable energy company. The two nail down the journey of Solar Philippines while sending a message to investors on why it’s the right time to invest on renewable energy. Tune in to learn more about Solar Philippines only here on Philippine Stock Market Weekly.
3/15/202223 minutes, 30 seconds
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The Stock Market in February: Wrapped Up

"Time for another wrap-up! In this episode, we dissect the stock market highlights during the volatile second month of 2022. Learn what to anticipate in the coming months, as Royce Aguilar discusses the impact of the current Ukraine-Russia war to the Philippine stock market by re-examining the historical market data when major geopolitical events broke out. We also take a look at the decreasing number of COVID-19 cases despite the multiple electoral rallies held by aspiring candidates. Tune in to know our top picks this month and grab trading ideas from the Q&A, all in our latest episode."
3/11/202243 minutes, 36 seconds
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2022 Outlook: Telecommunications Sector

FirstMetroSec's Banking Analyst Derrick Guarin returns for another episode of Market Bites. In this episode, he describes the outlook for the telecommunications sector as the need for a faster internet drastically grew over the pandemic. He also shares a couple of buy calls for the sector. All these and more only here on Philippine Stock Market Weekly.
3/4/202214 minutes, 40 seconds
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2022 Outlook: Financial Sector

In another episode of Market Bites, FirstMetroSec's Banking Analyst Derrick Guarin describes the outlook for the financials sector. He also elaborates on why a high-single to low-double digit loans growth is expected in the next 12-24 months. He also explains the top picks in the financials sector. These and more, only here on Philippine Stock Market Weekly.
3/2/20229 minutes, 7 seconds
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2022 Outlook: Property Sector

In this Market Bites episode, FirstMetroSec's Equity Research Analyst Alyssa Alamar elaborates on their outlook of the country's property sector. She elaborates on how the improving COVID-19 situation sets the stage for Philippine properties to spring a sharp rebound in earnings in the next 12-24 months. She also explains the top picks in the property sector. Learn more about the future of the Philippine property sector only here on Philippine Stock Market Weekly!
3/1/202213 minutes, 6 seconds
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2022 Outlook: Power Sector

In this episode, Royce Aguilar of FirstMetroSec's Equity Research Department elaborates on their demand and supply outlook for the power sector. He also discusses the emerging trends in the investments in renewable energy. This and more, only here on Philippine Stock Market Weekly.
2/23/20224 minutes, 25 seconds
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2022 Outlook: Consumer Sector

In this episode, Royce Aguilar of FirstMetroSec's Equity Research Department elaborates their outlook on the Consumer sector and why the Consumer discretionary companies will likely outperform for this year. This, plus our top picks for the sector and other trading insights for the year, for this week's episode.
2/21/20228 minutes, 15 seconds
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Stronger, Faster, Better: Recovery on the Horizon

Royce Aguilar of FirstMetroSec's Equity Research Department digs deep on their market outlook and how they came up with their top picks for this year. He specifies why the PSEi can end at above 8,000 levels this year. Be wiser in investing this year by listening until the end of this episode. Episode recorded last Jan 31 in our webinar entitled “Stronger, Faster, Better: Recovery on the Horizon”.
2/16/202218 minutes, 57 seconds
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The Stock Market in November: Wrapped Up

It's time for this year's last market wrap-up! In this episode, we talked about how the stock market performed last November and the factors that affected them, including the threat of the new COVID variant, Omicron. We also reviewed the historical market data during December (from 1990 to 2020). Learn what to anticipate in the last month of the year and insights on this season's most asked question - Will there be a Santa Claus rally? All these, plus new stock picks and trader's playbook picks, in our November wrap-up. #YourFutureFirst
12/15/202138 minutes, 28 seconds
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Company in Focus: Semirara Mining and Power Corporation (SCC)

In this episode, Semirara Mining and Power Corporation (SCC) Chief Finance Officer Carla Levina joins our host and research analyst Royce Aguilar. Royce discusses SCC's impressive outperformance this year. Levina shared how SCC took advantage of the global supply and demand. She also discussed their plans on how to grow in the local and global front. All these and more stories behind SCC's outperformance in Philippine Stock Market Weekly.
12/6/202126 minutes, 4 seconds
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Company in Focus: ACEN

In this episode, ACEN's President and CEO John Eric Francia joins our host and research analyst Royce Aguilar to delve into how the company managed to boost their performance in the midst of the pandemic and how they plan to strengthen the company further in the local and global fronts. The episode also highlights Eric Francia’s outlook on the future of the power sector as a whole. All these and more in Philippine Stock Market Weekly First Metro Securities.
11/26/202138 minutes, 54 seconds
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The Stock Market in October: Wrapped Up

Time for another wrap-up! In this episode, we are going through all the highlights in the stock market last month, breaking down why the PSEi rallied and what notable sector and stocks outperformed. Learn what to anticipate in the last two months of 2021, including global and local economic data releases, COVID-19 updates, and the forthcoming MSCI rebalancing. Moreover, this episode spotlights Synergy Grid & Development Phils., Inc (SGP), its follow-on offering, and the pros and cons of investing in it today. All these, plus three new BUY picks and two new Trader's Playbook ideas, in our October wrap-up episode. #YourFutureFirst
11/3/202141 minutes, 54 seconds
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Property Sector Outlook with Colliers Philippines

Colliers Philippines Associate Director for Research Joey Bondoc joins our host and research analyst Royce Aguilar for an incisive discussion focusing on the Philippine property sector's performance so far, highlights amid the pandemic, and outlook for the rest of the year. This episode also features a breakdown of the noteworthy outperformers and laggards in the sector, as well as industry insights that can definitely help shape your investing and/or trading strategy. Learn about Colliers Philippines' views and gain insights on the local property scene in this episode of the Philippine Stock Market Weekly.
10/17/202137 minutes, 54 seconds
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The Stock Market in September: Wrapped Up

It's time for another monthly wrap-up episode with First Metro Securities! Royce Aguilar from the Equity Research Team will talk about the relevant events that transpired in the stock market the past month and what to watch out for this October. This wrap-up also features our analysis on notable stock outperformances, the trending  Evergrande issue, and why it matters for global investors. These and more — including fresh Trader's Playbook trading ideas plus a new long-term BUY pick — in our latest episode. #YourFutureFirst
10/4/202145 minutes, 11 seconds
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Market Outlook with First Metro Asset Management

Welcome to another episode of Philippine Stock Market Weekly with FirstMetroSec! In this very special episode, Royce Aguilar is joined by our FundsMart partner, First Metro Asset Management, where Edser Trinidad, Head of Investment and Research, shares their year-end outlook and what makes their top-performing Consumer Fund different from other mutual funds. Nikki Monzon, Head of Bank and Non-Bank Partnership Distribution also joins the talk to discuss how their Consumer Fund can be a great addition to the Filipino's investment portfolio.  These and more in our latest episode of the Philippine Stock Market Weekly.  #YourFutureFirst
9/17/202121 minutes, 25 seconds
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The Stock Market in August: Wrapped Up

Royce Aguilar from the Equity Research Team discusses what happened in the month of Aug-Ghost and what to expect in September. Additionally, this wrap-up also tackles market highlights – particularly,  the 1H21 earnings and the recent rally of telco stocks. Tune in to hear Royce answer prevalent economic and stock market-related questions, alongside two new Trader's Playbook picks. All of these and more in this episode of our podcast series. #YourFutureFirst
9/3/202144 minutes, 28 seconds
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Philippine Consumers: There is money to spend

For this episode, join Royce Aguilar as he talks about Philippine consumers, the trends in consumption, and the top picks in the sector.   Despite the quarantine restrictions, we believe Philippine consumption will rebound as purchasing power capacities are largely intact. With the cloud of Covid-19 lifting amid the vaccine rollouts, this will enable the Philippine government to further reopen the economy and allow the recovery to progress. Learn more about what lies ahead in this episode of our podcast series.
8/20/202130 minutes, 52 seconds
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Market Outlook for the 2nd Half of 2021 with Sun Life Asset Management

The COVID-19 pandemic continues to affect the market flow and inflict volatility to the market. Among the agents behind this turbulence are the presence of the Delta coronavirus variant and global inflation.    In this episode, Host and Research Analyst, Royce Aguilar is joined by Sun Life's Chief Investment Officer, Mike Enriquez, and SLAMCI's Manager of Bank and Alternative Distributions, Angelle Cruz - to talk more about opportunities despite the pandemic and how can local and foreign investors actively and passively manage their investments given the market situation in the Philippines. Listen in to this episode of our podcast series. #YourFutureFirst
7/24/202146 minutes, 40 seconds
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The Stock Market in June: Wrapped Up

Wrapping up the month of June, the PSEi rallied by more than 4% thanks to better economic data and the government’s higher-paced vaccine rollout. Moreover, we discussed how higher interest rates affect the performance of the equities markets. Lastly, we dug into two new Trader’s Playbook reports featuring Converge ICT and MacroAsia Corporation. To know more of what investors, companies, and consumers should expect in the Stock Market, economic sectors to watch out for in the following month, along with our Trader's Playbook picks, listen to this new episode from host and Research Analyst, Royce Aguilar in this podcast series.
7/1/202144 minutes, 55 seconds
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Assessing the Health of the Economy with Ser Percival K. Peña-Reyes

Host and Research Analyst, Royce Aguilar is joined by Ser Percival Peña-Reyes, Ph.D., Associate Director at the Ateneo Center for Economic Research and Development, an professor and researcher with an extensive background in Economics.  The two discuss economic highlights - restoring confidence amidst the pandemic, investors' concerns over the rising inflation, and the growth of the digital economy as the government continues to push through with community quarantines across the country.  In this episode, we also touched on the country's debt profile and which sectors are on the verge of a strong rebound in the next months or quarter. Learn more in this episode of our podcast series. #YourFutureFirst
6/22/202146 minutes, 19 seconds
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The Stock Market in April: Wrapped Up

In our monthly wrap-up episode, we talked about what happened in April 2021, digging deeper into the situation of the market, covering both the fundamental and technical analyses perspective. We also added some noteworthy topics to discuss, such as the details for Filinvest REIT (FILRT) and AC Energy Corp.'s follow-on offering (FOO). Join Royce Aguilar, host and Equity Research Analyst, as he wraps up the month of April along with our long-term picks and our Trader's Playbook picks in this episode of our podcast series. #YourFutureFirst  ---  DISCLAIMER: The views and opinions expressed by the podcast creators, hosts, and guests do not necessarily reflect the official policy and position of Podcast Network Asia. Any content provided by the people on the podcast are of their own opinion, and are not intended to malign any religion, ethnic group, club, organization, company, individual, or anyone or anything.
5/1/202146 minutes, 25 seconds
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How to be a Fund Manager with Aaron Say

Retail participation expanded when the pandemic started and it continues to do so as this pandemic has created an army of cash-rich individual investors, aggressively chasing yields in the Philippine stock market. In this episode, we're talking about those who are taking it to the next level. Several people have started their own fund management team, which is why we invited a guest to talk about portfolio management. With a decade of experience in stock trading, not only in the Philippines but also in the US, Aaron Say is the most credible resource person to discuss about portfolio management, its different types, and the key elements. He is a Chartered Market Technician and is First Metro Sec’s market consultant. Listen in as we discuss all you need to know about portfolio management in this episode of our podcast series.  #YourFutureFirst --- DISCLAIMER: The views and opinions expressed by the podcast creators, hosts, and guests do not necessarily reflect the official policy and position of Podcast Network Asia. Any content provided by the people on the podcast are of their own opinion, and are not intended to malign any religion, ethnic group, club, organization, company, individual, or anyone or anything.
4/15/202129 minutes, 50 seconds
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Let's Get Technical!

FirstMetroSec's Stock Market Podcast comes back this 2021 to impart better investment learnings that will hopefully be of help to you. This year, the series will talk more about relevant and hot updates in the local and global economic scene, the market, and basically anything under the sun about stock trading and investing. Royce Aguilar, host and Equity Research Analyst at First Metro Securities is joined by guest Robbi Samson, Head of Business Development Mindanao Desk. In this episode, the two discuss about technical indicators, its different types, utilizing these in technical analysis to predict future price movements. They also delve on how they first started out and gave out some advice on how to make sure to outlast any challenges you might face on the stock market.  Visit our website at https://www.firstmetrosec.ph/ Join our Facebook community at https://www.facebook.com/groups/firstmetrosec/ --- DISCLAIMER: The views and opinions expressed by the podcast creators, hosts, and guests do not necessarily reflect the official policy and position of Podcast Network Asia. Any content provided by the people on the podcast are of their own opinion, and are not intended to malign any religion, ethnic group, club, organization, company, individual, or anyone or anything.
1/15/202130 minutes, 58 seconds
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Welcome to the Philippine Stock Market Weekly podcast series!

This is the Philippine Stock Market Weekly podcast series by FirstMetroSec, where we will be featuring timely and relevant discussions on the Philippine stock market and economy, in the hope of providing investing and trading guidance to Filipinos. New episodes every Tuesday. Connect with us through social media with the handle, @firstmetrosec. #YourFutureFirst Website: www.firstmetrosec.com.ph Email: events@firstmetrosec.com.ph
5/3/202052 seconds