Traders' Takedown

Electricity became a major topic of conversation after recent red alerts and rotating brownouts raised concerns about the country's power supply. In this episode, Research Analyst Allister del Rosario joins us to discuss BPI Securities' latest report on Aboitiz Power, exploring the drivers of electricity demand, the future of renewable energy, and what it takes to keep the lights on in a r...

From Lucky Me! to Quorn, Monde Nissin has become one of the most recognizable consumer brands in the Philippines — but how is the company navigating inflation, changing consumer behavior, and global expansion? In this episode, Research Analyst Danbryan Go joins us to unpack BPI Securities’ latest report on Monde Nissin, discussing the recovery of its core businesses, the evolution of its “Protein...

In this podcast episode, we dive into the Philippine banking sector — covering earnings, dividends, and why today’s lower valuations may offer opportunities for long-term investors.    This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and...

REITs have been under pressure lately amid rising bond yields and global uncertainty. In this episode, Research Analyst Francis Paul Padit joins us to unpack BPI Securities’ latest  Philippine REIT Sector Report , discussing how higher oil prices, bond yields, office demand, and mall traffic are shaping the outlook for local REITs and what retail investors should watch moving forward.    This podc...

In this podcast episode, we dive into the Philippine power and utilities space—highlighting its defensive nature, growing demand, and ability to deliver consistent cash flows. For those seeking stability amid market uncertainty, this sector remains one to watch.    This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely tho...

Gold is shining bright in the markets—and so is the Philippine mining sector. In this episode, Research Analyst Rachelle Cruz, CFA joins us to unpack BPI Securities’ latest Philippine Mining Sector Report, breaking down what’s fueling the gold rally, how the new mining fiscal regime shapes the industry, and the stories behind key players like Apex Mining, Philex Mining, and OceanaGold Philippines....

In this episode of Market On Close , the PSEi slipped 0.37% week-on-week to close at 6,315.93, though foreign investors posted net buying of ₱1.22 billion. We break down the week’s market turnover, sector performance, and how the peso moved. On the economic side, we talk about the BSP’s updated inflation outlook and the possibility of a rate cut this August. This podcast was prepared by a sales fu...

The PSEi staged a rebound last week, helped by bargain hunting and optimism over trade talks. In this episode, we go over sector performance, names hitting fresh highs, and AREIT’s test of key resistance.   This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely those of the creator and may be different from the views expre...

In this episode of Market On Close , the PSEi gained 0.76% week-on-week to close at 6,413.18, with foreign investors recording ₱340 million in net buying. We cover market turnover, sector movements, and how the peso performed during the week. On the economic front, we discuss new US tariffs on Philippine goods, the widening budget deficit, updated growth forecasts, and recent investment pledges fr...

The PSEi pulled back last week as global tariff concerns and a weaker peso weighed on sentiment. In this episode, we go over the sector declines, fresh 52-week highs, and Monde’s quiet move toward resistance.    This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely those of the creator and may be different from the views...

In this episode of  Market On Close , the PSEi dropped 2.42% week-on-week to close at 6,303.72, as foreign investors recorded ₱3.43 billion in net outflows. On the economic side, we talk about the country’s updated growth outlook, rising bank assets, steady remittance flows, and possible changes in online gaming regulations. We also round up key corporate developments and what to watch for in the...

The PSEi opened the week on a strong note but pulled back the next day as cautious sentiment set in ahead of key U.S. inflation data. In this episode, we look at sector moves and how Jollibee (JFC) is setting up within its long-term range. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely those of the creator and may...

In this episode of Market on Close , the PSEi gained 1.01% week-on-week to close at 6,459.88, while foreign investors posted net outflows for the sixth straight week. We break down market turnover, sector performance, and peso movement. On the economic side, we discuss the Philippines’ response to U.S. tariffs, a rebound in foreign investments, improved labor data, rising bank lending, and stronge...

Markets pulled back after a four-day rally but still ended June in the green. In this episode, we look at sector movers, currency shifts, and where the PSEi might go next. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other dep...

In this episode of Market on Close , the PSEi slipped 0.87% week-on-week to 6,339.77 as foreign investors continued to sell, with most sectors ending in the red. We go through the week’s trading stats, peso movement, and the latest rate cut by the BSP. Plus, we cover key economic stories on car sales, remittances, tourism, and the country’s widening trade gap — along with corporate headlines acros...

Philippine stocks edged higher for the second week, supported by trade optimism and anticipation of a BSP rate cut. In this episode, we talk about market drivers, standout names, and Puregold’s push toward resistance.    This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely those of the creator and may be different from t...

In this episode of Market on Close, the PSEi rose 0.56% week-on-week to 6,376.79 as foreign investors turned net buyers and most sectors ended in the green. We break down trading activity, peso movement, and key economic developments — including the latest on inflation, national debt, factory output, and bank lending. Plus, we round up corporate headlines across property, manufacturing, hospitalit...

In this episode of  Market on Close , the PSEi dipped 1.1% week-on-week to 6,341.5 amid continued foreign selling and mixed sector performance. We break down trading activity, peso movement, and key economic developments — including the latest on trust assets, trade deficit, and the government’s April budget surplus. Plus, we round up corporate headlines across transport, energy, real estate, reta...

The PSEi dipped after a strong run, with political developments and global headlines influencing sentiment. In this episode, we break down sector performance, key highs and lows, and SM's ongoing consolidation. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the view...

In this episode of  Market On Close , we recap the week as the PSEi drops 0.81% with continued foreign selling and mixed sector performance. We cover key economic updates including April auto sales and bank profits, along with highlights from the renewable energy, property, and retail sectors. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions ex...

In this episode of  Market on Close , the PSEi inches up 0.11% despite continued foreign selling. We cover sector gains, peso movement, and macro headlines — including slower remittances, weaker FDI, and rice tariff talks. Plus, earnings highlights from over 20 listed firms. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are...

In this episode of Market on Close , the PSEi edges up 0.72% week-on-week with higher value turnover and renewed foreign buying. We break down sector performance, peso movement, and key macro headlines — including the Q1 GDP miss and a sharp drop in inflation. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of...

The PSEi broke out of its 3-month range and climbed to a new high, backed by improving sentiment, foreign inflows, and hopes for rate cuts. In this episode, we highlight key sector moves, PLUS’s breakout, and the index’s next resistance. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be...

In this episode of Market on Close , the PSEi climbs 2.3% week-on-week with strong foreign buying and broad sector gains. We also take a look at the peso’s recent movement and highlight the latest earnings reports from UnionBank, SM Prime, and Meralco. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely those of the cre...

In this episode of  Market on Close , the PSEi rises 2.2% despite foreign selling and a slight dip in year-to-date performance. We also dive into the IMF’s revised growth forecast for the Philippines and key corporate updates. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”).  Any opinions expressed herein are solely those of the creator and may be different...