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Latest articles in Philippines

The Robinhoods of emerging markets are delivering exceptional growth

Around 55% of adults in the United States invest in individual stocks. We think the new generation of online stock trading platforms in emerging markets are well placed to capitalise on this retail gap due to their streamlined processes and low margi...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 3 August 2021
The Robinhoods of emerging markets are delivering exceptional growth
The Robinhoods of emerging markets are delivering exceptional growth

Commodity food prices soften after 12 months of increases

The latest UN FAO World Food Price index (published on 8 July) exhibited the first month-on-month drop, down 2.5%, seen in the last year. The index is still up 34% yoy and close to a 10-year peak. However, this latest reading of the index implies som...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 8 July 2021
Commodity food prices soften after 12 months of increases
Commodity food prices soften after 12 months of increases

Vermilion Int'l Compass: Global Equity Strategy

Weekly summary of Vermilion's global technical equity strategy calls, including sector weightings, from both a top down and bottoms up perspective.  
Vermilion Research David
David Nicoski @ Vermilion Research 1 July 2021

FATF Grey List highlights another grey area for ESG

The Financial Action Task Force (FATF) completed its most recent meeting on 25 June and, among small Emerging and Frontier equity markets, Mauritius, Morocco, Pakistan remain on the "Grey List", Philippines was added, and Ghana was removed. For examp...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 27 June 2021
FATF Grey List highlights another grey area for ESG
FATF Grey List highlights another grey area for ESG

PH : Jollibee Foods Corp - Foreign business leads recovery

Jollibee’s 1Q21 net profit was Php153m, below expectations at merely 4% of in-house and 3% of consensus FY21F forecasts, respectively. Php12.2bn capex guidance for 450 new stores; buyback of up to US$250m senior perpetual securities, Php12bn new pes....
CGS-CIMB Fiorenzo
Fiorenzo DE JESUS @ CGS-CIMB 24 June 2021

Tourism's recovery potential is shown by Iceland

I can attest to the unpleasant experience of spending 11 nights in a UK government quarantine hotel. It remains to be seen whether there is a similar spike in infections as seen in Dubai (which subsequently moderated). Over 10% of GDP: Barbados, Croa...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 21 June 2021
Tourism's recovery potential is shown by Iceland
Tourism's recovery potential is shown by Iceland