Philippine Stock Market Weekly

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 as economic outlook for the rest of the year.

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 administration. Tune in to know our top picks this month and...

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.

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 technologies. He shares his journey of discoverin...

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 to know our top picks this month and grab trading i...

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, only here on Philippine Stock Market Weekly

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 technology and how the company addresses rising...

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 Stock Market Weekly

Time for another wrap-up! In this episode, we dissect the stock market highlights in March 2022. Royce Aguilar mentions what occurred in the month of March and discusses what to anticipate in the coming months. He also shares what the inversion of the yield curve is all about and more. Tune in to know our top picks this month and grab trading ideas from the Q&A, all in our latest episode.

Is it wise to invest on Solar companies in the Philippines? In this episode, FirstMetroSec’s Royce Aguilar sits down with Leandro Leviste, the founder and CEO of Solar Philippines, and talks about the sector’s outlook and current projects of the renewable energy company. The two nail down the journey of Solar Philippines while sending a message to investors on why it’s the right time to invest on...

"Time for another wrap-up! In this episode, we dissect the stock market highlights during the volatile second month of 2022. Learn what to anticipate in the coming months, as Royce Aguilar discusses the impact of the current Ukraine-Russia war to the Philippine stock market by re-examining the historical market data when major geopolitical events broke out. We also take a look at the decreasing nu...

FirstMetroSec's Banking Analyst Derrick Guarin returns for another episode of Market Bites. In this episode, he describes the outlook for the telecommunications sector as the need for a faster internet drastically grew over the pandemic. He also shares a couple of buy calls for the sector. All these and more only here on Philippine Stock Market Weekly.

In another episode of Market Bites, FirstMetroSec's Banking Analyst Derrick Guarin describes the outlook for the financials sector. He also elaborates on why a high-single to low-double digit loans growth is expected in the next 12-24 months. He also explains the top picks in the financials sector. These and more, only here on Philippine Stock Market Weekly.

In this Market Bites episode, FirstMetroSec's Equity Research Analyst Alyssa Alamar elaborates on their outlook of the country's property sector. She elaborates on how the improving COVID-19 situation sets the stage for Philippine properties to spring a sharp rebound in earnings in the next 12-24 months. She also explains the top picks in the property sector. Learn more about the future of the Phi...

In this episode, Royce Aguilar of FirstMetroSec's Equity Research Department elaborates on their demand and supply outlook for the power sector. He also discusses the emerging trends in the investments in renewable energy. This and more, only here on Philippine Stock Market Weekly.

In this episode, Royce Aguilar of FirstMetroSec's Equity Research Department elaborates their outlook on the Consumer sector and why the Consumer discretionary companies will likely outperform for this year. This, plus our top picks for the sector and other trading insights for the year, for this week's episode.

Royce Aguilar of FirstMetroSec's Equity Research Department digs deep on their market outlook and how they came up with their top picks for this year. He specifies why the PSEi can end at above 8,000 levels this year. Be wiser in investing this year by listening until the end of this episode. Episode recorded last Jan 31 in our webinar entitled “Stronger, Faster, Better: Recovery on the Horizon”.

It's time for this year's last market wrap-up! In this episode, we talked about how the stock market performed last November and the factors that affected them, including the threat of the new COVID variant, Omicron. We also reviewed the historical market data during December (from 1990 to 2020). Learn what to anticipate in the last month of the year and insights on this season's most asked questi...

In this episode, Semirara Mining and Power Corporation (SCC) Chief Finance Officer Carla Levina joins our host and research analyst Royce Aguilar. Royce discusses SCC's impressive outperformance this year. Levina shared how SCC took advantage of the global supply and demand. She also discussed their plans on how to grow in the local and global front. All these and more stories behind SCC's outperf...

In this episode, ACEN's President and CEO John Eric Francia joins our host and research analyst Royce Aguilar to delve into how the company managed to boost their performance in the midst of the pandemic and how they plan to strengthen the company further in the local and global fronts. The episode also highlights Eric Francia’s outlook on the future of the power sector as a whole. All these and m...

Time for another wrap-up! In this episode, we are going through all the highlights in the stock market last month, breaking down why the PSEi rallied and what notable sector and stocks outperformed. Learn what to anticipate in the last two months of 2021, including global and local economic data releases, COVID-19 updates, and the forthcoming MSCI rebalancing. Moreover, this episode spotlights Syn...

Colliers Philippines Associate Director for Research Joey Bondoc joins our host and research analyst Royce Aguilar for an incisive discussion focusing on the Philippine property sector's performance so far, highlights amid the pandemic, and outlook for the rest of the year. This episode also features a breakdown of the noteworthy outperformers and laggards in the sector, as well as industry insigh...

It's time for another monthly wrap-up episode with First Metro Securities! Royce Aguilar from the Equity Research Team will talk about the relevant events that transpired in the stock market the past month and what to watch out for this October. This wrap-up also features our analysis on notable stock outperformances, the trending  Evergrande issue, and why it matters for global investors. Th...

Welcome to another episode of Philippine Stock Market Weekly with FirstMetroSec! In this very special episode, Royce Aguilar is joined by our FundsMart partner, First Metro Asset Management, where Edser Trinidad, Head of Investment and Research, shares their year-end outlook and what makes their top-performing Consumer Fund different from other mutual funds. Nikki Monzon, Head of Bank and Non-Bank...

Royce Aguilar from the Equity Research Team discusses what happened in the month of Aug-Ghost and what to expect in September. Additionally, this wrap-up also tackles market highlights – particularly,  the 1H21 earnings and the recent rally of telco stocks. Tune in to hear Royce answer prevalent economic and stock market-related questions, alongside two new Trader's Playbook picks. All of the...