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MODEL PORTFOLIO 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
investment-ss-3
Reports
Policy rate views: Fed expected to do baby steps
September 18, 2025 DOWNLOAD
economy-ss-9
Economic Updates
Inflation Update: Faster but full-year average within target
September 5, 2025 DOWNLOAD
948 x 535 px AdobeStock_433552847
Reports
Monthly Economic Update: Waiting on Jay Powell
September 2, 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 September 23, 2025

SMPH Retail Segment: Keeping the momentum
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SM Prime Holdings, Inc. (SMPH) continues to demonstrate resilience and growth, particularly through its retail segment, which benefits from strong consumer foot traffic and sustained tenant demand across its malls. This steady performance is complemented by a sequential uptick in residential reservation sales, driven by aggressive promotional strategies and the tailwind of easing interest rates, which have improved affordability and buyer sentiment. The resurgence of demand in the mid-income housing market—historically a key driver of SMPH’s residential revenues—signals a potential turning point for the segment, suggesting that the broader property market may be entering a recovery phase. These developments collectively reinforce a positive outlook for SMPH, as its diversified portfolio positions it well to capture upside from both consumption-led growth and a rebound in real estate activity.

(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: SMPH, DMCI, DigiPlus
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
SM Prime Holdings, Inc. (SMPH) Overweight 6.9% SMPH's retail segment continued to drive steady growth, while residential reservation sales rose sequentially on aggressive promotions and easing interest rates. Renewed demand in the mid-income market further supports optimism for a residential recovery, reinforcing overall outlook.
DMCI Holdings, Inc. (DMC) Neutral 1.1% Despite Maynilad's solid 1H 2025 performance, weakness in its Semirara mining, construction, and cement businesses dragged core net income down by 17%. However, positioning before the October ex-date is compelling, with DMC offering an attractive trailing 12-month dividend yield of ~10%.
DigiPlus Interactive Corp. (PLUS) Underweight 0.9% Despite favorable a Senate hearing results that signal tighter oversight instead of a ban, regulatory uncertainty persists. While Brazil’s launch diversifies revenue streams, unclear impact on core operations keep investors cautious, affecting near-term sentiment despite strategic progress.
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