22 Apr 2020 / by Unicapital Securities
Special Report: 10 Stock Picks in Preparation for COVID-19 Recovery
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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|
|3. Upgrade to||PREMIUM ACCESS||to view||complete report!|
|7. Upgrade to||PREMIUM ACCESS||to view||complete report!|
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||???|
And be a Smart Investor -->
Analysis of BANKING Sector
• 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
• Subdued credit growth
• Waived interests, fees, and charges to hurt revenues
• Branch banking operations are under skeletal workforce
Analysis of CONSUMER Sector
• 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
• Forgone revenues from restaurant operators following the mall closures
• Companies with underdeveloped digital and delivery channels
Analysis of POWER Sector
• 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
• 2020 bottomline dragged by the steep drop in power demand due to the shutdown of businesses during ECQ
Analysis of TELCO Sector
• 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
• Construction of telco infrastructure could be delayed due to the lockdown
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