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THE GIST
NEWS AND FEATURES
Global Philippines Fine Living
INSIGHTS
INVESTMENT STRATEGY
Economy Stocks Bonds Currencies
THE BASICS
Investment Tips Explainers Retirement
WEBINARS
2024 Mid-Year Economi Briefing, economic growth in the Philippines
2024 Mid-Year Economic Briefing: Navigating the Easing Cycle
June 21, 2024
Investing with Love
Investing with Love: A Mother’s Guide to Putting Money to Work
May 15, 2024
retirement-ss-3
Investor Series: An Introduction to Estate Planning
September 1, 2023
View All Webinars
DOWNLOADS
economy-ss-8
Inflation Update: Weak demand softens shocks
July 4, 2025 DOWNLOAD
948 x 535 px AdobeStock_433552847
Economic Updates
Monthly Economic Update: Fed cuts incoming   
June 30, 2025 DOWNLOAD
equities-3may23-2
Consensus Pricing
Consensus Pricing – June 2025
June 25, 2025 DOWNLOAD
View all Reports

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This week in the stock market
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Chart of the week as of July 14, 2025

A resilient dividend growth play in the Philippine REIT  sector  
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AREIT, Inc. (AREIT) remains a top pick in the Philippine real estate investment trust (REIT) sector, earning an “overweight” rating due to its strong fundamentals and consistent dividend growth. With a 1.3% weight in the benchmark PSEi, AREIT benefits from a robust asset acquisition pipeline that enhances rental income and portfolio diversity, particularly through strategic property-for-share swaps with Ayala Land Inc. Its properties, located in prime business districts and leased to high-quality tenants, ensure stable cash flows and high occupancy rates. Despite market volatility, AREIT’s defensive structure and attractive dividend yield make it a reliable choice for income-focused investors seeking long-term growth.

(Disclaimer: This is general investment information only and does not constitute an offer or guarantee, with all investment decisions made at your own risk. The bank takes no responsibility for any potential losses.)  

Stock watch: AREIT, Ayala, Meralco
Makati cityscape at night with lights from buildings and cars.

For the second half of 2025 in the Philippines, the investment strategy will continue to favor liquid and quality stock names, as the economy shows improving yet still fragile characteristics. Given the current macroeconomic backdrop of sustained domestic demand and easing inflation, the Bangko Sentral ng Pilipinas is expected to continue its accommodative stance. This should further support economic activity. From a stock-picking standpoint, companies with exposure to resilient consumer segments are particularly favored—with an increased allocation to consumer retail, and real estate being the top pick due to positive market fundamentals and attractive valuations. Banks have maintained their overweight position from the last rebalancing. Utilities and telecommunications remain underweight. The broad category of construction and infrastructure-related firms is not a specific focus. The overall approach emphasizes earnings visibility and strong cash flow generation to navigate any lingering inflation or interest-rate volatility, ensuring resilience in a dynamic market.

Stock Call Index Weight Remarks
AREIT, Inc. (AREIT) Overweight 1.3% Rekindled risk-on sentiment favors property developers in the near term, but real estate investment trusts (REITs) retain their fundamental appeal. AREIT remains the preferred choice within the sector, offering clear dividend growth that’s supported by a robust and executable asset acquisition pipeline.
Ayala Corporation (AC) Neutral 4.9% Ayala Corp.’s valuations appear attractive. Units Bank of the Philippine Islands and Ayala Land Inc. showed strong performance, and non-listed names narrowed losses. However, persistent headwinds in Globe Telecom Inc. and ACEN Corp. may keep sentiment subdued, pushing investors toward direct exposure to well-performing listed subsidiaries.
Manila Electric Company (MER) Underweight 4.2% Meralco’s defensive profile and attractive 4.5% trailing dividend yield remain strengths. However, investors await clarity, as the impending rate rebasing is expected to lower distribution charges. Softer demand in Luzon island in the second quarter could further weigh on earnings.
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