The Philippine stock market lost the six thousand level. Singapore reported strong exports while its share index fell, Hong Kong recovered on Friday, and Vietnam finished the week higher.

This episode covers seven Asian markets before turning to my own Philippine portfolio. DoubleDragon and LT Group remain well above cost, but my shares show an unrealised loss of 16.70%. Jollibee's weight in the account helps explain why several strong performers have not been enough to bring the portfolio back above cost.

Portfolio figures compare current broker valuations with acquisition costs. They are not weekly returns.

Full article, detailed figures and sources:

https://pinchutv.com/20260919-2/

This is a personal investment journal and general market commentary, not investment advice. I hold the Philippine shares discussed.

2026年9月14日月曜日のフィリピン株式市場を振り返ります。PSEiは押し目買いで小幅反発し、6,075.07ポイントで終了。一方、フィリピンペソは1ドル＝62.86ペソまで下落し、史上最安値を更新しました。鉱業・石油セクターの動きや、BSPの金融緩和期待、ドル高が市場に与えた影響を簡潔に整理します。

#PSEi #フィリピン株 #PSE #USDPHP #PhilippinePeso #フィリピン経済 #ASEAN株

A Philippines addict slowly building a Philippine stock portfolio on the road to an SIRV (Special Investor's Resident Visa) and a move to Manila. This week the index barely moved, but the peso set two record lows.

In this episode

• PSEi 6,090.60 → 6,061.81 (−0.47% on the week), day by day
• Peso at a record 62.68, Brent back above $100, August CPI at 6.1%
• MUFG Bank wins a universal banking license in the Philippines
• Portfolio −15.76% (from an estimated −14.2%), market value −1.86% on the week
• Top 5 losers and top 5 winners
• Stock notes: BDO, Jollibee, Meralco
• Deep dive: how a domestic-demand portfolio holds up in a 62.68-peso world
• Five things to watch next week

This is a personal investing diary, not investment advice. Philippine equities carry currency and country risk. Please do your own research.

#PhilippineStocks #PSEi #SIRV #InvestingInThePhilippines #PinchuTV

A weekly journal from a Philippines addict slowly building a PSE stock portfolio on the road to an SIRV visa and a move to Manila.

The PSEi gained 2.25% this week to close at 6,090.60, reclaiming the 6,000 level it lost last week. But the peso set three record lows against the dollar, finishing at 62.59. August inflation eased to 6.1% — while rice prices accelerated to +19.4%.

The biggest story: Jollibee (JFC), my largest holding, announced plans to spin off its international business and list it in Hong Kong. As a shareholder sitting on a 31% loss, I break it down from three angles — what I'll actually own, what it does to the balance sheet, and how the market is reading it.

Also this week: SEC clearance for the P92.3 billion GCash (Mynt) IPO set for October 20, a sharp bounce in the banks (BPI +5.4%, BDO +4.2%), and an honest look at why my portfolio rose just 0.4% while the index rose 2.25%.

In this episode:

• The PSEi day by day
• August CPI at 6.1% and rice at +19.4%
• Three record lows for the peso
• GCash (Mynt) IPO cleared
• Portfolio: -14.54% to -14.17%
• The Damage Report and the Rescue Squad
• Stock comments: JFC, BDO, URC
• Deep dive: Jollibee's Hong Kong spin-off
• What I'm watching next week

This podcast documents a personal investment journey and is not investment advice. Invest at your own risk.

#PhilippineStocks #PSEi #Jollibee #GCash #PinchuTV

A Philippines addict slowly building a PSE portfolio on the road to an SIRV (Special Investor's Resident Visa) and a move to Manila. This is the weekly journal.

Three milestones broke this week: the BSP hiked its policy rate to 5.00% (third straight meeting), the peso closed at a record-low 62.265 per dollar, and the PSEi fell 4.52% to finish below 6,000 for the first time in two months.

The portfolio slipped to -14.5%. But there were signals worth keeping: Ayala Land was the only index stock to close green on Thursday's rout, and the Philippine Stock Exchange and Maynilad rallied against the tide. This week's deep dive: how to live in a five-percent world.

00:00 Opening00:35 The Headline01:20 How the Week Unfolded02:50 The Big Stories04:30 Portfolio Update05:40 Damage Report & Rescue Squad06:40 Stock Comments (Jollibee / BDO / PSE)08:00 Deep Dive: Living in a Five-Percent World09:10 What I'm Watching Next Week09:40 Closing

Timestamps are approximate — adjust after recording.

This podcast documents a personal investment journey and is not investment advice. Invest at your own risk.

#PhilippineStocks #PSEi #EmergingMarkets #ASEAN #Investing

Hong Kong led seven Asian equity markets with a 3.55% weekly gain. Vietnam rose 2.26% and Indonesia added 1.93%, while the Philippine PSEi fell 0.93% and Singapore declined 0.95%. The Philippine peso also weakened by approximately 0.94% against the US dollar. This episode focuses on the regional equity markets, with only a brief personal note on holding Philippine shares through the week.

Voice narration: AI-generated with ElevenLabs.

Seven Asian markets, one trading week. Singapore’s STI gained 0.79%, while the Philippine PSEi finished almost flat and the peso weakened by about 1% against the US dollar. Hong Kong’s Hang Seng Index and Vietnam’s VN Index both fell more than 2%. We also preview Thailand’s GDP release, Malaysia’s inflation data and Bank Indonesia’s August policy meeting.

The Philippine Stock Exchange index gained 0.86% over the week to close at 6,290.35. Philippine inflation eased to 6.2% in July, while second-quarter GDP growth was limited to 2.3%. This episode examines the addition of Maynilad Water Services, Inc. (MYNLD) to the PSEi and reviews market performance across Indonesia, Vietnam, Singapore, Malaysia, Thailand and Hong Kong. This programme is a personal market review and does not constitute investment advice.

**Tags**

Philippine stocks, PSEi, Philippine economy, ASEAN markets, Hong Kong stocks, emerging markets, Maynilad, MYNLD, PinchuTV

A Philippines addict slowly building a PSE portfolio on the long road to an SIRV (Special Investor's Resident Visa) and a move to Manila. This is the weekly record.

This week (Jul 27-31):

• President Marcos' SONA called for scrapping the "system loss charge" — and Meralco collapsed 20% (P600 → P480)
• The PSEi fell 0.71% to 6,236.44, a second straight weekly decline; the peso bounced off its record low of 61.847
• BDO posted a record P40.7B first-half net income
• BSP sees July inflation at 5.6-6.6%, easing from June's 6.9%
• The portfolio improved from -13.2% to -12.85%, beating the index for a second straight week
• Trades: 10 more Jollibee shares (dividend reinvestment) and 200 shares of DMC
• Deep dive: what a 20% utility crash teaches about policy risk

I'm traveling without my mic this week, so an AI voice (ElevenLabs) is filling in. The words are all mine.

Disclaimer: This podcast documents a personal investment journey and is not investment advice. Investing in Philippine stocks involves currency and country risks. Invest at your own risk.

#PhilippineStocks #PSEi #EmergingMarkets #ASEAN #Jollibee #Meralco

PinchuTV's weekly Philippine Market Wrap for July 20–24, 2026.

This week: PSEi falls 1.92% to 6,281.01, erasing last week's rally. Brent crude hits $100 as the US–Iran conflict escalates. The peso slides to a record low near 61.85 per dollar. USTR raises tariffs on Philippine goods to 12.5% (semiconductors and bananas excluded). July 23 marks Philippines–Japan Friendship Day — 70 years since normalization. H1 earnings begin: BPI flat as provisions jump 84%. Plus GCash parent Mynt's record IPO filing and ICTSI topping P2 trillion in market cap.

Disclaimer: This podcast is a personal investment journal for information purposes only and is not investment advice. Invest at your own risk.