Philippine Stock Market Weekly
Episodes
Company in Focus: DigiPlus Interactive Corp. (PLUS)
31 May 2023
Contributed by Lukas
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 ...
Market Bites: BDO Unibank, Inc.
29 May 2023
Contributed by Lukas
FirstMetroSec’s Adel Bermudez shares our updated insights on BDO Unibank, Inc. Adel also discussed that while BDO had strong results in the first qu...
Market Bites: Bank of the Philippine Islands
27 May 2023
Contributed by Lukas
In this episode, FirstMetroSec’s Equity Research Associate Adel Bermudez discussed our updated insights on Bank of the Philippine Islands. Adel also...
1Q23 Philippine Economic Insights
26 May 2023
Contributed by Lukas
In this economic briefing, the Ateneo Center for Economic Research and Development (ACERD) shared comprehensive updates on the macroeconomic performan...
Market Bites: Robinsons Retail Holdings, Inc.
18 May 2023
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Joan Batara talks about Robinsons Retail Holdings, Inc. Joan shares her thoughts on the acquisition of...
Market Bites: Globe Telecom, Inc.
17 May 2023
Contributed by Lukas
FirstMetroSec’s Adel Bermudez discusses why we think the fixed-line space will remain a tough market to penetrate for Globe Telecom, Inc. (GLO). Mor...
Market Bites: Converge ICT Solutions, Inc.
15 May 2023
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Adel Bermudez talks about our updated outlook on Converge ICT Solutions, Inc. (CNVRG). Adel discusses ...
Market Bites: PLDT, Inc.
12 May 2023
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Adel Bermudez discusses why we prefer to accumulate TEL at these levels. Adel also explains we think T...
Market Bites: Puregold Price Club, Inc. (PGOLD)
08 May 2023
Contributed by Lukas
FirstMetroSec’s Joan Batara talks about our updated outlook on Puregold Price Club, Inc. (PGOLD). She explains that there are near-term pressures ex...
The Stock Market in April Wrapped Up
02 May 2023
Contributed by Lukas
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 ...
Company in Focus: Integrated Micro-Electronics, Inc. (IMI)
18 Apr 2023
Contributed by Lukas
In this episode, IMI’s Global Head of Investor Relations and Business Development Finance, Brian Jalijali joins our host and Department Head for Ret...
The Stock Market in March: Wrapped Up
11 Apr 2023
Contributed by Lukas
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 ti...
Market Bites: Wilcon Depot, Inc. (WLCON)
30 Mar 2023
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Joan Batara discusses the company’s earnings growth expectations for Wilcon Depot, Inc.’s (WLCON) ...
How to be a fund manager with Junie Banaag
24 Mar 2023
Contributed by Lukas
In this type of tough market environment, most investors and traders find it hard to remain resilient, specifically when picking stocks as well as man...
The Stock Market in February: Wrapped Up
07 Mar 2023
Contributed by Lukas
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...
Company in Focus: Premiere Island Power REIT Corporation (PREIT)
27 Feb 2023
Contributed by Lukas
In this episode, Premiere Island Power REIT Corporation (PREIT) Investor Relations Officer Kitto Jacinto joins our host and Department Head for Retail...
Market Bites: Emperador Inc. (EMI)
08 Feb 2023
Contributed by Lukas
FirstMetroSec’s Joan Batara discusses our earnings growth forecast for EMI driven primarily by the sustained rise in revenue contribution of the whi...
Market Bites: San Miguel Food and Beverage Inc. (FB)
06 Feb 2023
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Joan Batara discusses why we like FB as a branded food & beverage (F&B) powerhouse – with it...
Company in Focus: Metro Pacific Investments Corp. (MPI)
27 Jan 2023
Contributed by Lukas
Energy? Water? Toll Roads? Agriculture? In this episode, FirstMetroSec’s Royce Aguilar sits down with Metro Pacific Investments Corp.’s (MPI) Vic...
Market Bites: MREIT, Inc.
26 Jan 2023
Contributed by Lukas
FirstMetroSec’s Equity Research Analyst, Alyssa Alamar shares our updated insights on MREIT including our new target price for the company. Alyssa e...
Market Bites: RL Commercial REIT, Inc.
25 Jan 2023
Contributed by Lukas
FirstMetroSec’s Equity Research Analyst, Alyssa Alamar shares our updated insights on RCR as well as why we have confidence that stable organic grow...
Market bites: Telecom Sector
20 Jan 2023
Contributed by Lukas
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 pl...
Market Bites: Citicore Energy REIT, Corp.
18 Jan 2023
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Equity Research Associate Peter Garnace shares our insights on our coverage, Citicore Energy REIT Corp...
Market Bites: Security Bank Corp.
20 Dec 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec's Equity Research Associate Adel Bermudez discusses First Metro Securities’ updated outlook on Security ...
Market Bites: Century Pacific Food, Inc.
14 Dec 2022
Contributed by Lukas
FirstMetroSec’s Joan Batara talks about Century Pacific Food, Inc. (CNPF). She explains why the company’s diversified product portfolio is w...
Company in focus: Shakey's Pizza Asia Ventures, Inc. (PIZZA)
12 Dec 2022
Contributed by Lukas
In this episode, Shakey's Pizza Asia Ventures, Inc.’s (PIZZA) President and Chief Executive Officer Vicente Gregorio joins our host and Equity Resea...
Philippine Stock Market Wrapped Up: November 2022
05 Dec 2022
Contributed by Lukas
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 ...
Market Bites: Telecom Sector
18 Nov 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Equity Research Associate, Adel Bermudez elaborates on why we are underweight on the Philippine telco ...
The Stock Market in October: Wrapped Up
10 Nov 2022
Contributed by Lukas
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 mont...
Market Bites: Robinsons Land Corp. (RLC)
21 Oct 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Alyssa Alamar talks about Robinsons Land Corp. (RLC). She shares her key takeaways from her Bridgetown...
Market Bites: Wilcon Depot, Inc. (WLCON)
19 Oct 2022
Contributed by Lukas
FirstMetroSec’s Joan Batara talks about Wilcon Depot, Inc. (WLCON). She explains why WLCON’s topline appears to be stronger in the third quarter o...
Property Sector Outlook with Leechiu Property Consultants, Inc.
17 Oct 2022
Contributed by Lukas
POGO exodus? Higher interest rates’ effect to the residential sector? Malls back to pre-COVID levels? Leechiu Property Consultants, Inc.’s co-foun...
Philippine Stock Market Wrap Up for September
07 Oct 2022
Contributed by Lukas
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...
The Stock Market in August: Wrapped Up
02 Sep 2022
Contributed by Lukas
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 ma...
Capitalizing on The Growing Demand for Renewable Energy
19 Aug 2022
Contributed by Lukas
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’ rea...
GT Capital Holdings, Inc.: Navigating the Post-Pandemic Terrain
08 Aug 2022
Contributed by Lukas
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 ...
The Stock Market in July: Wrapped Up
05 Aug 2022
Contributed by Lukas
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 an...
Company in Focus: The Philippine Stock Exchange, Inc. (PSE)
20 Jul 2022
Contributed by Lukas
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...
Mid-year Economic Outlook with Ser Percival K. Peña-Reyes Guest: Ateneo economist
14 Jul 2022
Contributed by Lukas
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 Economi...
Company in Focus: SM Prime Holdings, Inc. (SMPH)
08 Jul 2022
Contributed by Lukas
Hear it from the company with the largest market capitalization in the country FirstMetroSec's Royce Aguilar sits down with Tynee Tan, Investor...
Mid-Year Strategy and Outlook: Reset Targets to Reflect Rising Risks
06 Jul 2022
Contributed by Lukas
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 thei...
Market Bites: PH Macro Performance So Far
01 Jul 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Derrick Guarin talks about the causes of high inflation and why the Philippine Central Bank is poised ...
Market Bites: SM Investments, Corp. (SM)
24 Jun 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Joan Batara talks about SM Investments, Corp. (SM), the holding company of the SM Group. She elaborate...
Market Bites: SM Prime Holdings, Inc. (SMPH)
22 Jun 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Alyssa Alamar talks about SM Prime Holdings, Inc. (SMPH), one of the largest integrated property devel...
Market Outlook with ATRAM Group
20 Jun 2022
Contributed by Lukas
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 b...
The Stock Market in May: Wrapped Up
03 Jun 2022
Contributed by Lukas
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 pe...
Navigating the Philippine Property REITs Sector
13 May 2022
Contributed by Lukas
Estella Dhel Villamiel, who heads the Institutional research, discusses the critical factors surrounding the emerging Philippine Property REITs sector...
Dissecting the world of blockchain, metaverse, and NFTs with Luis Buenaventura II
05 May 2022
Contributed by Lukas
Trying to keep up with the updates on the cryptocurrency space? Metaverse? NFTs? In this episode, FirstMetroSec's Royce Aguilar sits down with Luis B...
The Stock Market in April: Wrapped Up
04 May 2022
Contributed by Lukas
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 ...
Market Bites: AREIT, Inc.
18 Apr 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec’s Alyssa Alamar talks about AREIT, Inc., the country’s first real estate investment trust (REIT). She ...
Company in Focus: D&L Industries, Inc.
12 Apr 2022
Contributed by Lukas
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 a...
Market Bites: Law amending Public Service Act (PSA)
08 Apr 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec's Jan Derrick Guarin talks about the recently passed law amending the Public Service Act (PSA). He elabora...
The Stock Market in March: Wrapped Up
06 Apr 2022
Contributed by Lukas
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...
Company in Focus: Solar Philippines
15 Mar 2022
Contributed by Lukas
Is it wise to invest on Solar companies in the Philippines? In this episode, FirstMetroSec’s Royce Aguilar sits down with Leandro Leviste, the found...
The Stock Market in February: Wrapped Up
11 Mar 2022
Contributed by Lukas
"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...
2022 Outlook: Telecommunications Sector
04 Mar 2022
Contributed by Lukas
FirstMetroSec's Banking Analyst Derrick Guarin returns for another episode of Market Bites. In this episode, he describes the outlook for the telecomm...
2022 Outlook: Financial Sector
02 Mar 2022
Contributed by Lukas
In another episode of Market Bites, FirstMetroSec's Banking Analyst Derrick Guarin describes the outlook for the financials sector. He also elaborates...
2022 Outlook: Property Sector
01 Mar 2022
Contributed by Lukas
In this Market Bites episode, FirstMetroSec's Equity Research Analyst Alyssa Alamar elaborates on their outlook of the country's property sector. She ...
2022 Outlook: Power Sector
23 Feb 2022
Contributed by Lukas
In this episode, Royce Aguilar of FirstMetroSec's Equity Research Department elaborates on their demand and supply outlook for the power sector. He al...
2022 Outlook: Consumer Sector
21 Feb 2022
Contributed by Lukas
In this episode, Royce Aguilar of FirstMetroSec's Equity Research Department elaborates their outlook on the Consumer sector and why the Consumer disc...
Stronger, Faster, Better: Recovery on the Horizon
16 Feb 2022
Contributed by Lukas
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....
The Stock Market in November: Wrapped Up
15 Dec 2021
Contributed by Lukas
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 af...
Company in Focus: Semirara Mining and Power Corporation (SCC)
06 Dec 2021
Contributed by Lukas
In this episode, Semirara Mining and Power Corporation (SCC) Chief Finance Officer Carla Levina joins our host and research analyst Royce Aguilar. Roy...
Company in Focus: ACEN
26 Nov 2021
Contributed by Lukas
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...
The Stock Market in October: Wrapped Up
03 Nov 2021
Contributed by Lukas
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 ...
Property Sector Outlook with Colliers Philippines
17 Oct 2021
Contributed by Lukas
Colliers Philippines Associate Director for Research Joey Bondoc joins our host and research analyst Royce Aguilar for an incisive discussion focusing...
The Stock Market in September: Wrapped Up
04 Oct 2021
Contributed by Lukas
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 ev...
Market Outlook with First Metro Asset Management
17 Sep 2021
Contributed by Lukas
Welcome to another episode of Philippine Stock Market Weekly with FirstMetroSec! In this very special episode, Royce Aguilar is joined by our FundsMar...
The Stock Market in August: Wrapped Up
03 Sep 2021
Contributed by Lukas
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...
Philippine Consumers: There is money to spend
20 Aug 2021
Contributed by Lukas
For this episode, join Royce Aguilar as he talks about Philippine consumers, the trends in consumption, and the top picks in the sector. Despit...
Company in Focus: Nickel Asia Corp. (NIKL)
09 Aug 2021
Contributed by Lukas
Host and Research Analyst, Royce Aguilar is joined by Nickel Asia Corp Vice President for Corporate Communications, JB Baylon to talk about how the co...
The Stock Market in July: Wrapped Up
02 Aug 2021
Contributed by Lukas
We all know the market significantly dropped the past month of July as the PSEi went down by 9.2% — the biggest monthly drop since March 2020. ...
Market Outlook for the 2nd Half of 2021 with Sun Life Asset Management
24 Jul 2021
Contributed by Lukas
The COVID-19 pandemic continues to affect the market flow and inflict volatility to the market. Among the agents behind this turbulence are the presen...
The Stock Market in June: Wrapped Up
01 Jul 2021
Contributed by Lukas
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. Mo...
Assessing the Health of the Economy with Ser Percival K. Peña-Reyes
22 Jun 2021
Contributed by Lukas
Host and Research Analyst, Royce Aguilar is joined by Ser Percival Peña-Reyes, Ph.D., Associate Director at the Ateneo Center for Economic Research a...
The Stock Market in May: Wrapped Up
31 May 2021
Contributed by Lukas
In what seemed to be another month of a downtrend, the market managed to rebound on high volume in the last trading days of May. In this episode, we t...
Weighing the Pros and Cons of Blockchain with Miguel Cuneta
15 May 2021
Contributed by Lukas
In the recent trends, we've seen how retail participation has flourished, particularly in the Philippine Stock Exchange. As of January 2021, over 50% ...
The Stock Market in April: Wrapped Up
01 May 2021
Contributed by Lukas
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 fundam...
How to be a Fund Manager with Aaron Say
15 Apr 2021
Contributed by Lukas
Retail participation expanded when the pandemic started and it continues to do so as this pandemic has created an army of cash-rich individual investo...
The Stock Market in March: Wrapped Up
31 Mar 2021
Contributed by Lukas
In the month of March, the PSEi went down 5.2%. This was expected as the COVID-19 cases continue to rise as high as over 10,000 new cases as of March ...
How does financial literacy overcome adversity?
13 Mar 2021
Contributed by Lukas
The COVID-19 pandemic has exposed the need to protect our physical health as well as our financial well-being. There's a lot to be done and a lot we c...
The Stock Market in February: Wrapped Up
02 Mar 2021
Contributed by Lukas
This February, the PSEi went up by 2.8% within the first and a half week of the month which resulted to a market rally. As early as February 1, we alr...
The Growing Influence of Retail Investors
22 Feb 2021
Contributed by Lukas
The pandemic may have forced a lot of people to work, study, and stay at home but it also encouraged people to connect more and explore opportunities ...
The Stock Market in January: Wrapped Up
30 Jan 2021
Contributed by Lukas
Who led the market the past month? Was it the bull or the bear? January just proved that it's going to be yet another crazy year ahead. In this week's...
Let's Get Technical!
15 Jan 2021
Contributed by Lukas
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 ...
What happened in 2020: A Market Recap
15 Dec 2020
Contributed by Lukas
As the year 2020 inches to a close, we take a look back at the major events that made the market go down and what supported it this year. Starting fro...
The Santa Claus Rally
07 Dec 2020
Contributed by Lukas
This week, we're going to find out all the fuss about the Santa Claus Rally. By definition, a Santa Claus rally describes the sustaining increase in s...
Updates on the Top Three COVID-19 Vaccines
01 Dec 2020
Contributed by Lukas
In this week's episode, the Research Team at FirstMetroSec tracks down the updates on the latest vaccines and why it's important to talk about it now ...
Earnings Highlights of the First Nine Months of 2020
24 Nov 2020
Contributed by Lukas
All the 30 index names in the PSEi have already reported their 9 months earnings results. In this episode, the Research Team at FirstMetroSec takes a ...
Stock Rights Offering: How Does it Work?
17 Nov 2020
Contributed by Lukas
This week, we talk about stock rights offerings (SRO) and how it works. By definition, SRO's are a group of rights offered to existing shareholders to...
The Biden Presidency: What It Means for the Rest of the World
09 Nov 2020
Contributed by Lukas
Last weekend, we heard that Democratic Party candidate Joe Biden is the apparent winner in the US Presidential elections as forecasted by several news...
Renewable Energy: The Pros and Cons
03 Nov 2020
Contributed by Lukas
Aside from our weekly summary outlook and picks for the PSEi, this episode also discusses all the things you need to know about renewable energy as Ph...
Which Stocks are Still Undervalued?: Looking Further to the Upside
27 Oct 2020
Contributed by Lukas
As the economy continues to thrive in the middle of the COVID-19 pandemic, the Research Team at FirstMetroSec team identifies which stocks are underva...
Select Stocks Soar with Renewed Oil Exploration in the West PH Sea
19 Oct 2020
Contributed by Lukas
President Duterte’s decision to lift the oil exploration moratorium came about with the impending depletion of our natural gas reserves in Malampaya...
Trump vs. Biden: Who is the Stock Market Rooting for?
12 Oct 2020
Contributed by Lukas
This week, we are shifting our focus to the current political climate in the U.S. With the upcoming presidential election closing in, Wall Street inve...
Is NOW Corporation Ready to Enter the Big League?
05 Oct 2020
Contributed by Lukas
As the National Telecommunications Commission (NTC) grants NOW Telecom an extension of its provisional authority to install, operate, and ma...
Emerging Trends and Strategies: How these PH companies rebounded
29 Sep 2020
Contributed by Lukas
For this episode, we are capping off our two-part series on corporate briefings—this time, taking a look at infrastructure, utilities, telecommunica...
Emerging Trends and Strategies: An Inside Look at how Philippine companies are doing
21 Sep 2020
Contributed by Lukas
On this week's episode, join us for a two-part series on what the corporates from various sectors are saying – delving into the manufacturing, retai...
Stock splits explained
14 Sep 2020
Contributed by Lukas
Every publicly traded company has a number of stocks or shares that make up its total value. When a company splits its shares, its total value does no...
Developing the COVID-19 Vaccine: The Race is On
07 Sep 2020
Contributed by Lukas
For this episode, we get a little scientific as we discuss the top coronavirus vaccines to watch right now. The pandemic may have brought the world to...