Monthly Archives: November 2013

Accord Capital Highlight, November 25, 2013

Posted on November 25, 2013 by research

OUTLOOK/COMMENTS: “AS MOST ANALYSTS interviewed on TV and quoted in the news, including this corner, have generally remained bullish — even as year-end index targets have begun to be adjusted lower — investors appear not to be listening – or … Continue reading →

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Market Daily for Monday, 25 November 2013

Posted on November 25, 2013 by LawrenceAaron_DeLeon

November 25, 2013 1. BSP’s confidence index rises to 52.3% from 42.8% in 3Q13 ahead of holiday season 2. Dept of Agriculture sees up to PhP10.6bn in damages from Yolanda 3. MWIDE to export pre-fab concrete slabs next year 4. … Continue reading →

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Accord Capital Highlight, November 21, 2013

Posted on November 21, 2013 by research

MARKET OUTLOOK: “Based on the macro-environment, investors indeed should feel more bullish today than they did in the previous five-year run. We note with importance however, that the rise is equity values was in part due to strong flows of … Continue reading →

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Company Update: DMCI Holdings, Inc. (DMC) 9M13 results

Posted on November 21, 2013 by LawrenceAaron_DeLeon

DMC 9M13 Reported net income up 107% to PhP16.4bn on Maynilad stake sale; core net income up 2% to PhP8.0bn. Power and construction are income drivers as coal and nickel mining operations drag on soft prices and low volumes. Trading … Continue reading →

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Market Daily for Thursday, 21 November 2013

Posted on November 21, 2013 by LawrenceAaron_DeLeon

November 21, 2013 HIGHLIGHTS: BSP hints at higher 2103 and 2014 inflation rates EDC Unified Leyte geothermal complex inoperable due to typhoon damage ALI buys out partner’s 40% stake in El Nido resort SMPH to expand residential and hotel operations … Continue reading →

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Company Update: DMCI Holdings, Inc. (DMC) 9M13 results

Posted on November 20, 2013 by research

Company Update: DMCI Holdings, Inc. (DMC) 9M13 results Reported net income up 107% to PhP16.4bn on Maynilad stake sale; core net income up 2% to PhP8.0bn. Power and construction are income drivers as coal and nickel mining operations drag on … Continue reading →

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Accord Capital Highlight, November 20, 2013

Posted on November 20, 2013 by research

MARKET SUMMARY: “The cloud of negativity clouding the market failed to blow over despite the positive winds coming from peers in the region and the record- setting run in US equities Monday night. The easiest suspicion points to the 24-hour … Continue reading →

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PSEi, November 19, 2013

Posted on November 19, 2013 by research

TECHNICAL GUIDE: Based on November 18, 2013 closing levels TECHNICAL GUIDE_NOVEMBER 19_TUE

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Accord Capital Highlight, November 19, 2013

Posted on November 19, 2013 by research

OUTLOOK: The market’s storyline remain unchanged entering the second half of November trades. Although buyers have surfaced in time to stave off a drop below 6200 last week, lifting remains heavy as rallies are soon enough capped by profit-taking.Yet, over … Continue reading →

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Market Daily for Tuesday, 19 November 2013

Posted on November 19, 2013 by LawrenceAaron_DeLeon

November 19, 2013 HIGHLIGHTS: 1. WB to extend US$500m assistance for typhoon recovery 2. CPG 9M13 net income rises 12% to PhP1.6bn on real estate sales 3. GMA7 9M13 net income dips 6% to PhP1.5bn on flat sales, higher expenses … Continue reading →

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