Monthly Archives: September 2015

Coffee time with Philstocks – AEV Presentation slides

Posted on September 18, 2015 by research

Coffee time September 2015 – AEV STOCK PICK: Aboitiz Equity Ventures (AEV) A diversified conglomerate engaged in power generation and distribution, financial services, food manufacturing, and real estate CONSIDERATIONS: strong position in power generation with several greenfield and brownfield projects … Continue reading →

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Philstocks Financial, Inc. Daily Highlight, September 18, 2015

Posted on September 18, 2015 by research

OUTLOOK: The local market has shown a certain degree of resiliency this week, rising since Monday despite volatilities in global markets leading up to the Federal Reserve’s announcement later tonight. This could only mean two things with respect to this … Continue reading →

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Philstocks Financial, Inc. Daily Highlight, September 16, 2015

Posted on September 16, 2015 by research

OUTLOOK: THE LOCAL MARKET IS AGAIN SHOWING SOME ENCOURAGING SIGNS. After dropping to year-to-date losses, hitting a closing low of 6791.01 in the fall-out from the yuan depreciation, stocks have rebounded x%, even as it continues to sustain losses and … Continue reading →

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Daily Report for Tuesday, 15 September 2015

Posted on September 15, 2015 by research

September 15, 2015 HIGHLIGHTS: FDI inflows drop 31% in July to US$383m CEB to add three international flights by year-end MPI formally takes over LRT 1 management and operations BLOOM to open casino in Jeju, South Korea, its 1st outside … Continue reading →

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Philstocks Financial, Inc. Weekly Highlight, September 14 to 18, 2015

Posted on September 14, 2015 by research

OUTLOOK: ARE RISKS HIGHER NOW? Or have they eased given that the main share index is now quite a distance from its April high? Didn’t the massive sell-off last month open bargain opportunities that would’ve, should’ve attracted bargainhunters with a … Continue reading →

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Market Daily for Thursday, 10 September 2015

Posted on September 10, 2015 by research

September 10, 2015 HIGHLIGHTS: Foreign portfolio investments drop for six straight months in August Banking sector CAR in 1Q15 declines but remains healthy AC energy subsidiary to build a solar power farm in Negros FLI the lone bidder for development … Continue reading →

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Philstocks Financial, Inc. Daily Highlight, September 10, 2015

Posted on September 10, 2015 by research

OUTLOOK: OUR TONE IN THE RECENT DAYS may easily be mistaken as “bearish.” To a certain extent, it may well be. Alternatively, it can be seen as a “weaker bull.” Regardless of how one views our view, it is the … Continue reading →

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Philstocks Financial, Inc. Daily Highlight, September 9, 2015

Posted on September 9, 2015 by research

OUTLOOK: It is difficult to second-guess what the Chinese authorities are to do next, given the highly centralized nature of the political and economic structure – even as it is steering towards a more “open-market” economy, as it publicly states … Continue reading →

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Market Daily for Tuesday, 8 September 2015

Posted on September 8, 2015 by research

September 8, 2015 HIGHLIGHTS: Philippines’ GIR dips slightly to US$80.26bn in August MEG to develop a new township project in Pampanga ICT continues to buy back its shares amid price slump PGOLD wins PhP2.8bn tax case vs BIR  

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Philstocks Financial, Inc. Daily Highlight, September 8, 2015

Posted on September 8, 2015 by research

OUTLOOK: PATIENCE. This holds the key to navigating one’s boat through the current murky and intense waves in the equity markets today. It is of course tempting to jump into the waters and grab on to what looks like bargain … Continue reading →

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