Philippine Stock Market Weekly
Philippine Stock Market Weekly
First Metro Securities
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. New episodes every Tuesday. Connect with us through social media with the handle, @firstmetrosec. #YourFutureFirst Website: www.firstmetrosec.com.ph Email: [email protected]
The Stock Market in November: Wrapped Up
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 question - Will there be a Santa Claus rally? All these, plus new stock picks and trader's playbook picks, in our November wrap-up. #YourFutureFirst
Dec 15, 2021
38 min
Company in Focus: Semirara Mining and Power Corporation (SCC)
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 outperformance in Philippine Stock Market Weekly.
Dec 6, 2021
26 min
Company in Focus: ACEN
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 more in Philippine Stock Market Weekly First Metro Securities.
Nov 26, 2021
38 min
The Stock Market in October: Wrapped Up
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 Synergy Grid & Development Phils., Inc (SGP), its follow-on offering, and the pros and cons of investing in it today. All these, plus three new BUY picks and two new Trader's Playbook ideas, in our October wrap-up episode. #YourFutureFirst
Nov 3, 2021
41 min
Property Sector Outlook with Colliers Philippines
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 insights that can definitely help shape your investing and/or trading strategy. Learn about Colliers Philippines' views and gain insights on the local property scene in this episode of the Philippine Stock Market Weekly.
Oct 17, 2021
37 min
The Stock Market in September: Wrapped Up
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. These and more — including fresh Trader's Playbook trading ideas plus a new long-term BUY pick — in our latest episode. #YourFutureFirst
Oct 4, 2021
45 min
Market Outlook with First Metro Asset Management
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 Partnership Distribution also joins the talk to discuss how their Consumer Fund can be a great addition to the Filipino's investment portfolio.  These and more in our latest episode of the Philippine Stock Market Weekly.  #YourFutureFirst
Sep 17, 2021
21 min
The Stock Market in August: Wrapped Up
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 these and more in this episode of our podcast series. #YourFutureFirst
Sep 3, 2021
44 min
Philippine Consumers: There is money to spend
For this episode, join Royce Aguilar as he talks about Philippine consumers, the trends in consumption, and the top picks in the sector.   Despite the quarantine restrictions, we believe Philippine consumption will rebound as purchasing power capacities are largely intact. With the cloud of Covid-19 lifting amid the vaccine rollouts, this will enable the Philippine government to further reopen the economy and allow the recovery to progress. Learn more about what lies ahead in this episode of our podcast series.
Aug 20, 2021
30 min
Company in Focus: Nickel Asia Corp. (NIKL)
Host and Research Analyst, Royce Aguilar is joined by Nickel Asia Corp Vice President for Corporate Communications, JB Baylon to talk about how the company is positioning itself with the rising demand for nickel ore given its applications in the electric vehicle, aerospace, and energy sectors.  Mining has been a major issue among environmentalists. Nickel Asia recognizes this and thus advocates for responsible mining. As the VP for Corporate Communications, JB acknowledges the human factor - thus their aim to be transparent with LGUs and the communities where they mine nickel assets. To mine for more information, listen to this new episode of our podcast series.  #YourFutureFirst
Aug 9, 2021
26 min
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