Best First Metro Securities Podcasts (2023)

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Philippine Stock Market Weekly

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Market Bites: Bank of the Philippine Islands 5:32

2h ago5:32

5:32

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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Philippine Stock Market Weekly

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1Q23 Philippine Economic Insights 1:00:15

2h ago1:00:15

1:00:15

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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Philippine Stock Market Weekly

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Market Bites: Robinsons Retail Holdings, Inc. 7:58

8d ago7:58

7:58

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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Philippine Stock Market Weekly

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Market Bites: Globe Telecom, Inc. 8:03

11d ago8:03

8:03

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.…

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Philippine Stock Market Weekly

1
Market Bites: Converge ICT Solutions, Inc. 5:30

2h ago5:30

5:30

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.

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Philippine Stock Market Weekly

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Market Bites: PLDT, Inc. 6:15

4h ago6:15

6:15

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.

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Philippine Stock Market Weekly

1
Market Bites: Puregold Price Club, Inc. (PGOLD) 6:43

11d ago6:43

6:43

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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Philippine Stock Market Weekly

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The Stock Market in April Wrapped Up 37:13

16d ago37:13

37:13

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.

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Philippine Stock Market Weekly

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Company in Focus: Integrated Micro-Electronics, Inc. (IMI) 30:24

22d ago30:24

30:24

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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Philippine Stock Market Weekly

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The Stock Market in March: Wrapped Up 41:53

29d ago41:53

41:53

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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Philippine Stock Market Weekly

1
Market Bites: Wilcon Depot, Inc. (WLCON) 7:48

1M ago7:48

7:48

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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Philippine Stock Market Weekly

1
How to be a fund manager with Junie Banaag 31:19

2M ago31:19

31:19

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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Philippine Stock Market Weekly

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The Stock Market in February: Wrapped Up 44:57

2M ago44:57

44:57

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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Philippine Stock Market Weekly

1
Company in Focus: Premiere Island Power REIT Corporation (PREIT) 19:52

2M ago19:52

19:52

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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Philippine Stock Market Weekly

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Market Bites: Emperador Inc. (EMI) 6:19

4M ago6:19

6:19

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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Philippine Stock Market Weekly

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Market Bites: San Miguel Food and Beverage Inc. (FB) 7:41

3M ago7:41

7:41

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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Philippine Stock Market Weekly

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Company in Focus: Metro Pacific Investments Corp. (MPI) 28:17

3M ago28:17

28:17

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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Philippine Stock Market Weekly

1
Market Bites: MREIT, Inc. 7:18

4M ago7:18

7:18

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.

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Philippine Stock Market Weekly

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Market Bites: RL Commercial REIT, Inc. 7:20

4M ago7:20

7:20

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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Philippine Stock Market Weekly

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Market bites: Telecom Sector 8:59

4M ago8:59

8:59

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.

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Philippine Stock Market Weekly

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Market Bites: Citicore Energy REIT, Corp. 9:14

4M ago9:14

9:14

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.…

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Philippine Stock Market Weekly

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Market Bites: Security Bank Corp. 4:11

5M ago4:11

4:11

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.…

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Philippine Stock Market Weekly

1
Market Bites: Century Pacific Food, Inc. 6:42

6M ago6:42

6:42

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…

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Philippine Stock Market Weekly

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Company in focus: Shakey's Pizza Asia Ventures, Inc. (PIZZA) 52:29

6M ago52:29

52:29

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 & Pot…

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Philippine Stock Market Weekly

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Philippine Stock Market Wrapped Up: November 2022 33:16

6M ago33:16

33:16

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.

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Philippine Stock Market Weekly

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Market Bites: Telecom Sector 10:32

6M ago10:32

10:32

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…

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Philippine Stock Market Weekly

1
The Stock Market in October: Wrapped Up 35:57

7M ago35:57

35:57

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. Tu…

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Philippine Stock Market Weekly

1
Market Bites: Robinsons Land Corp. (RLC) 12:28

7M ago12:28

12:28

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 Mark…

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Philippine Stock Market Weekly

1
Market Bites: Wilcon Depot, Inc. (WLCON) 6:29

7M ago6:29

6:29

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.…

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Philippine Stock Market Weekly

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Property Sector Outlook with Leechiu Property Consultants, Inc. 41:17

7M ago41:17

41:17

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: resident…

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Philippine Stock Market Weekly

1
Philippine Stock Market Wrap Up for September 37:01

8M ago37:01

37:01

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.

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Philippine Stock Market Weekly

1
The Stock Market in August: Wrapped Up 32:27

9M ago32:27

32:27

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…

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Philippine Stock Market Weekly

1
Capitalizing on The Growing Demand for Renewable Energy 52:36

9M ago52:36

52:36

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 investo…

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Philippine Stock Market Weekly

1
GT Capital Holdings, Inc.: Navigating the Post-Pandemic Terrain 59:45

10M ago59:45

59:45

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 Retai…

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Philippine Stock Market Weekly

1
The Stock Market in July: Wrapped Up 28:38

10M ago28:38

28:38

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.…

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Philippine Stock Market Weekly

1
Company in Focus: The Philippine Stock Exchange, Inc. (PSE) 26:29

10M ago26:29

26:29

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 capit…

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Philippine Stock Market Weekly

1
Mid-year Economic Outlook with Ser Percival K. Peña-Reyes Guest: Ateneo economist 47:41

11M ago47:41

47:41

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 …

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Philippine Stock Market Weekly

1
Company in Focus: SM Prime Holdings, Inc. (SMPH) 19:00

11M ago19:00

19:00

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 de…

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Philippine Stock Market Weekly

1
Mid-Year Strategy and Outlook: Reset Targets to Reflect Rising Risks 51:50

11M ago51:50

51:50

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.

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Philippine Stock Market Weekly

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Market Bites: PH Macro Performance So Far 8:33

11M ago8:33

8:33

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…

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Philippine Stock Market Weekly

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Market Bites: SM Investments, Corp. (SM) 6:30

11M ago6:30

6:30

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…

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Philippine Stock Market Weekly

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Market Bites: SM Prime Holdings, Inc. (SMPH) 7:19

11M ago7:19

7:19

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 …

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Philippine Stock Market Weekly

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Market Outlook with ATRAM Group 34:32

11M ago34:32

34:32

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 …

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Philippine Stock Market Weekly

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The Stock Market in May: Wrapped Up 25:01

12M ago25:01

25:01

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 administra…

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Philippine Stock Market Weekly

1
Navigating the Philippine Property REITs Sector 1:10:54

1y ago1:10:54

1:10:54

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.

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Philippine Stock Market Weekly

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Dissecting the world of blockchain, metaverse, and NFTs with Luis Buenaventura II 43:39

1y ago43:39

43:39

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…

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Philippine Stock Market Weekly

1
The Stock Market in April: Wrapped Up 31:48

1y ago31:48

31:48

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 t…

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Philippine Stock Market Weekly

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Market Bites: AREIT, Inc. 12:18

1y ago12:18

12:18

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, on…

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Philippine Stock Market Weekly

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Company in Focus: D&L Industries, Inc. 31:55

1y ago31:55

31:55

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 technolo…

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Philippine Stock Market Weekly

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Market Bites: Law amending Public Service Act (PSA) 8:02

1y ago8:02

8:02

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…

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