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Philippine Stock Market Weekly

First Metro Securities and Podcast Network Asia

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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. Enjoying our episodes? Don't forget to follow the podcast, rate us 5 stars and hit the notification bell. Connect with us through social media with the handle, @firstmetrosec. #YourFutureFirst Website: www.firstmetrosec.com.ph Email: events@firstm ...
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show series
 
FundsMart Learning Series with FAMI Presents INVESTING WITH LOVE: A MOTHER’S GUIDE TO PUTTING MONEY TO WORK Here’s a sneak peek of what's in store for you: -Ever felt unsure about your finances? We'll help you hone your financial instincts, so you can set yourself and your family up for long-term success. -Mutual funds can sound intimidating, but h…
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FirstMetroSec’s Peter Garnace shares our updated insights on MREIT, Inc. (MREIT). In this episode, Peter discussed why we continue to like MREIT on the back of its planned asset infusion in 2024. Peter also disclosed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.…
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FirstMetroSec’s Peter Garnace shares our updated insights on RL Commercial REIT (RCR). In this episode, Peter reiterated our constructive view on RCR and highlighted the reasons why we continue to like RCR. Peter also disclosed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.…
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Do you want to know how to transfer stocks from Broker X to FirstMetroSec? It’s simpler than you think! Some might believe selling your stocks is necessary to switch brokers. Not true! With FirstMetroSec, it’s as simple as transferring money between banks! In this webinar, we’ll explain the process step-by-step and why choosing a new broker could b…
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Here’s a sneak peek of what's in store for you: -Understand bonds in simple terms -Differentiate between government, corporate, and other types of bonds. - Explore why including bonds in your investment portfolio can be beneficial -Discover how bonds generate income -Learn key factors for selecting bonds aligned with financial goals and risk tolera…
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FirstMetroSec’s Anjz Baccay shares our updated insights on Universal Robina Corporation (URC). In this episode, Anjz discussed how URC delivered double-digit income growth in 1Q24. Anjz also disclosed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.…
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FirstMetroSec’s Ms. Anjz Baccay shares our updated insights on Jollibee Foods Corporation (JFC). In this episode, Anjz discussed how Jollibee's 1Q24 operating results beat our estimates. Anjz also disclosed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.…
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FirstMetroSec’s Ms. Anjz Baccay shares our updated insights on Robinsons Retail Holdings, Inc. (RRHI) In this episode, Ms. Anjz discussed why RRHI is an overlooked investment potential. Anjz also disclosed our new target price and recommendation for the stock. These and more, only here on Philippine Stock Market Weekly.…
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FundsMart Learning Series with FAMI presents: Making Smarter Investment Decisions. Ready to level up your investment game? In this episode of the FundsMart Learning Series, we sit down with Ruth Chaneco, a seasoned Training Manager at First Metro Asset Management, Inc. (FAMI). With over 14 years of experience in the financial services industry, Rut…
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In this episode, your questions about stocks, investing, and the market will be answered by our esteemed host and panelists from FirstMetroSec. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you navigate the market. Hosted by Mr. JP Billones, Business Development Section Head for Mi…
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In this podcast episode, Host and Business Development Section Head for Mindanao, JP Billones interviews our Market Consultant, Aaron Say - to help you make the most out of fundamental analysis, technical analysis, and how to build your own personalized trading system. Whether you're a seasoned trader or just starting your investment journey, this …
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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 Phi…
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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 c…
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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 ins…
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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 Philipp…
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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.…
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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 pe…
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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 f…
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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…
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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 a…
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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.…
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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 to…
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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.…
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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.…
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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 o…
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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 ep…
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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 Philippi…
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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, industr…
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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…
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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 …
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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 …
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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 le…
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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 …
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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.…
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