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.

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.

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.

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 & Potato Corner) and how they fit in the company’s overall strategy.

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.

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, can mitigate the impact of rising competition in the core telco segments. Learn more about which stocks are those here on Philippine Stock Market Weekly!

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.

Tune in to know our top picks this month and grab trading ideas from the Q&A portion.

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 Market Weekly.

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.

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: residential, office, retail, and industrial. This episode also features David’s general recommendation for property investors, both for those already invested and those planning to buy their first property.

Plus, learn about Leechiu Property Consultants, Inc.’s views and gain insights on the local property scene in this episode of the Philippine Stock Market Weekly.