前回、株式市場(1)では、フィリピンを代表する株式指数として、30社からなるPSEiの構成銘柄を紹介しました。

In the last issue of Philippines Stock Market (1), I introduced the constituent stocks of the PSEi, which consists of 30 companies, as a representative stock index of the Philippines.

今回、8月16日より2銘柄の入替が発表されました。入替となるのは、新規に追加になる銘柄として、AC Energy Corporationと Converge ICT Solutions Inc. 除外される銘柄は、Emperador Inc.とDMCI Holdings Inc.です。

This time, two stocks were announced to be replaced from August 16. The stocks to be replaced are AC Energy Corporation and Converge ICT Solutions Inc. The stocks to be excluded are Emperador Inc. and DMCI Holdings Inc.

年度で構成銘柄を見直していることはPSEiを活性化するためにも非常に有効なことだと思います。特に、新規に加わるConverge ICT Solutions Inc.は、通信を支える光ファイバーネットワークを構築する企業ですからPSEiの中でもユニークな存在になると思います。すでに大きく上昇していますが、これを機にさらに買われるのでは無いかと思います。

I think that reviewing annually the constituent stocks is a very effective way to revitalize the PSEi. In particular, I think that newcomer Converge ICT Solutions Inc. will be unique in the PSEi because it is a company that builds fiber-optic networks that support telecommunications. It has already risen significantly, but I think this will be an opportunity to buy it further.

8月16日以降のPSEi30銘柄は以下の通りです。新たに追加になる銘柄は下段に加えています。

The following is a list of the 30 PSEi stocks since August 16. Newly added stocks are added to the bottom row.

Company Name(Ticker)SectorMarket Cap.52H52LLatest
SM Investments Corp. (SM)Holding Firms1,151,5811,100810.0910.5
SM Prime Holdings, Inc. (SMPH)Real Estate947,23841.9527.6531.45
Ayala Land, Inc. (ALI)Real Estate517,11942.1026.5032.70
BDO Unibank, Inc. (BDO)Banks465,685118.185.0102.0
Ayala Corp. (AC)Holding Firms447,730870685730
JG Summit Holdings, Inc. (JGS)Holding Firms436,21775.9047.9056.00
Bank of the Philippine Islands (BPI)Banks376,39492.0061.0080.50
International container Terminal Services, Inc. (ICT)Transportation & Logistics326,700167.891.55155.5
Manila Electric Company (MER)Energy & Utilities300,935315.0255.2265.0
Universal Robina Corp. (URC)Food & Beverages292,051160.9118.3126.7
San Miguel Corp. (SMC)Holding Firms268,773142.996.0104.0
PLDT (TEL)Telecommunications268,3411,4871,1951,225
Globe Telecom, Inc. (GLO)Telecommunications254,8112,2001,7961,860
Aboitiz Equity Ventures, Inc. (AEV)Energy & Utilities222,39351.6034.0037.60
Jollibee Foods Corp. (JFC)Food & Beverages218,461223.8126.1190.0
Metropolitan Bank & Trust Company (MBT)Banks200,35952.2033.0543.00
Aboitiz Power Corp. (AP)Energy & Utilities176,60628.6020.5023.20
GT Capital Holdings, Inc. (GTCAP)Holding Firms121,205673.5375.2543.5
Puregold Price Club Inc. (PGOLD)Commerce115,91054.0031.2040.30
Metro Pacific Investments Corp. (MPI)Holding Firms110,3774.582.973.50
LT Group, Inc. (LTG)Holding Firms105,83315.507.119.77
First Gen Corp. (FGEN)Energy & Utilities105,56533.7022.5029.00
Alliance Global Group, Inc. (AGI)Holding Firms96,68611.505.4410.16
Megaworld Corp. (MEG)Real Estate91,4484.302.602.77
Robinsons Land Corp. (RLC)Real Estate85,59423.2513.5016.10
Security Bank Corp. (SECB)Banks82,889149.587.1110.0
Robinsons Retail Holdings, Inc. (RRHI)Commerce82,80770.1048.5053.70
Robinsons Retail Holdings, Inc. (RRHI)Commerce82,80770.1048.5053.70
Bloomberry Resorts Corp. (BLOOM)Casinos & Gaming64,3788.955.685.68
Stock price and Market Cap. are as of July 31, 2021
Company Name(Ticker)SectorMarket Cap.52H52LLatest
AC Energy Corp. (ACEN)Energy & Utilities334,09311.282.619.15
Converge ICT Solutions, Inc. (CNVRG)Information Technology179,87827.1013.2026.65
Stock price and Market Cap. are as of August 7, 2021

前回、株式市場(1)では、フィリピンを代表する株式指数として、30社からなるPSEiの構成銘柄を紹介しました。

In the last issue of Philippines Stock Market (1), I introduced the constituent stocks of the PSEi, which consists of 30 companies, as a representative stock index of the Philippines.

今回、8月16日より2銘柄の入替が発表されました。入替となるのは、新規に追加になる銘柄として、AC Energy Corporationと Converge ICT Solutions Inc. 除外される銘柄は、Emperador Inc.とDMCI Holdings Inc.です。

This time, two stocks were announced to be replaced from August 16. The stocks to be replaced are AC Energy Corporation and Converge ICT Solutions Inc. The stocks to be excluded are Emperador Inc. and DMCI Holdings Inc.

年度で構成銘柄を見直していることはPSEiを活性化するためにも非常に有効なことだと思います。特に、新規に加わるConverge ICT Solutions Inc.は、通信を支える光ファイバーネットワークを構築する企業ですからPSEiの中でもユニークな存在になると思います。すでに大きく上昇していますが、これを機にさらに買われるのでは無いかと思います。

I think that reviewing annually the constituent stocks is a very effective way to revitalize the PSEi. In particular, I think that newcomer Converge ICT Solutions Inc. will be unique in the PSEi because it is a company that builds fiber-optic networks that support telecommunications. It has already risen significantly, but I think this will be an opportunity to buy it further.

8月16日以降のPSEi30銘柄は以下の通りです。新たに追加になる銘柄は下段に加えています。

The following is a list of the 30 PSEi stocks since August 16. Newly added stocks are added to the bottom row.

Company Name(Ticker)SectorMarket Cap.52H52LLatest
SM Investments Corp. (SM)Holding Firms1,151,5811,100810.0910.5
SM Prime Holdings, Inc. (SMPH)Real Estate947,23841.9527.6531.45
Ayala Land, Inc. (ALI)Real Estate517,11942.1026.5032.70
BDO Unibank, Inc. (BDO)Banks465,685118.185.0102.0
Ayala Corp. (AC)Holding Firms447,730870685730
JG Summit Holdings, Inc. (JGS)Holding Firms436,21775.9047.9056.00
Bank of the Philippine Islands (BPI)Banks376,39492.0061.0080.50
International container Terminal Services, Inc. (ICT)Transportation & Logistics326,700167.891.55155.5
Manila Electric Company (MER)Energy & Utilities300,935315.0255.2265.0
Universal Robina Corp. (URC)Food & Beverages292,051160.9118.3126.7
San Miguel Corp. (SMC)Holding Firms268,773142.996.0104.0
PLDT (TEL)Telecommunications268,3411,4871,1951,225
Globe Telecom, Inc. (GLO)Telecommunications254,8112,2001,7961,860
Aboitiz Equity Ventures, Inc. (AEV)Energy & Utilities222,39351.6034.0037.60
Jollibee Foods Corp. (JFC)Food & Beverages218,461223.8126.1190.0
Metropolitan Bank & Trust Company (MBT)Banks200,35952.2033.0543.00
Aboitiz Power Corp. (AP)Energy & Utilities176,60628.6020.5023.20
GT Capital Holdings, Inc. (GTCAP)Holding Firms121,205673.5375.2543.5
Puregold Price Club Inc. (PGOLD)Commerce115,91054.0031.2040.30
Metro Pacific Investments Corp. (MPI)Holding Firms110,3774.582.973.50
LT Group, Inc. (LTG)Holding Firms105,83315.507.119.77
First Gen Corp. (FGEN)Energy & Utilities105,56533.7022.5029.00
Alliance Global Group, Inc. (AGI)Holding Firms96,68611.505.4410.16
Megaworld Corp. (MEG)Real Estate91,4484.302.602.77
Robinsons Land Corp. (RLC)Real Estate85,59423.2513.5016.10
Security Bank Corp. (SECB)Banks82,889149.587.1110.0
Robinsons Retail Holdings, Inc. (RRHI)Commerce82,80770.1048.5053.70
Robinsons Retail Holdings, Inc. (RRHI)Commerce82,80770.1048.5053.70
Bloomberry Resorts Corp. (BLOOM)Casinos & Gaming64,3788.955.685.68
Stock price and Market Cap. are as of July 31, 2021
Company Name(Ticker)SectorMarket Cap.52H52LLatest
AC Energy Corp. (ACEN)Energy & Utilities334,09311.282.619.15
Converge ICT Solutions, Inc. (CNVRG)Information Technology179,87827.1013.2026.65
Stock price and Market Cap. are as of August 7, 2021