Special Report: 10 Stock Picks in Preparation for COVID-19 Recovery

PinoyInvestor’s Special Reports cover our partner brokers’ expert analysis on a range of topics affecting the stock market. These may include economic updates, sector analyses, upcoming IPOs, and more! Learn how you can use this report in the PinoyInvestor guide.

 


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Our Partner Broker’s Recommendation

Here are our top 10 stock recommendations in preparation for a potential economic recovery after the COVID-19 pandemic.

STOCK TARGET PRICE SECTOR WHY BUY?
1. PLDT (TEL) PHP 1450.00 Telco Surge in data demand will fuel earnings; strong balance sheet; consistent dividend distribution
2. ??? ??? Banking Strong balance sheet along with strong presence in mobile banking
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In addition to the 10 recommended stocks above, here are other names worth looking at.

STOCK TARGET PRICE WHY BUY?
1. ??? PHP 10.90 ???
2. ??? PHP 15.00 Has record order backlog and revenues could surge given a strong catch-up after lockdown
3. ??? PHP 22.88 Very attractive valuations and high dividend yield
4. ??? PHP 165.40 ???

 

Analysis of BANKING Sector

Upside
• Remained business-as-usual during ECQ
• Monetary policies (RRR and rate cuts) in place to support the industry
• Healthy balance sheet position, particularly the big banks will counter possible spike in bad loans

Risks
• Subdued credit growth
• Waived interests, fees, and charges to hurt revenues
• Branch banking operations are under skeletal workforce

 

Analysis of CONSUMER Sector

Upside
• Retailers of consumer staples will benefit from the initial panic buying
• Restaurant operators with strong food delivery presence – both for in-house and aggregators
• Stable prices of raw materials due to price freeze

Risks
• Forgone revenues from restaurant operators following the mall closures
• Companies with underdeveloped digital and delivery channels

 

Analysis of POWER Sector

Upside
• Set to recover once ECQ is lifted and businesses resume their operations
• More opportunities for expansion given the expected tighter power supply in the succeeding years

Risks
• 2020 bottomline dragged by the steep drop in power demand due to the shutdown of businesses during ECQ

 

Analysis of TELCO Sector

Upside
• Demand could be further magnified due to lockdown as users rely on internet connectivity
• Least affected by the coronavirus pandemic; fairly defensive in the short-term
• Consumers may be more inclined to use online services in the future to adapt with the “new normal”
• Need for network expansion to support capacity (e.g. new cell sites) and sustain demand is an opportunity

Risks
• Construction of telco infrastructure could be delayed due to the lockdown

 

This report is prepared by PinoyInvestor’s partner broker below. Sign up to this stock broker to avail of their complete trading brokerage services:

Unicapital Securities
Unicapital Securities

Unicapital Securities is one of PinoyInvestor’s partners in delivering superior and reliable stock research reports that help Filipino investors make smart stock investing decisions! Learn more about them here.