Special Report: Top 10 Stock Picks and PSE Outlook for Oct-Dec 2017 (by RCBC Securities)

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.

 

NOTE: This is a preview of a Premium Special Report prepared by RCBC Securities. If you want to access all Premium stock reports with a PHP 599.00 discount, sign up for 1-Year Premium Access using the coupon code PSE8500. Offer available only until this Friday, October 27! 

 

Our Partner Broker’s Analysis

With only three (3) months remaining before the end of the year, we are looking at a PSEi level of ???? by end of this year and ???? by end-2018, implying gains over the next 14 months from current levels.

Therefore, astute stock selection will be key to maximizing returns. We favor index heavyweights that have underperformed relative to the market or to their forecasted earnings growth and faster-growing and still-undervalued second-liners.

 

Stock Picks by Industry or Sector

1. BANKS – We like ????? because it has leadership in practically all segments without sacrificing profitability. Its scale would also make it the biggest beneficiary if net interest margins (NIMs) increase along with an increase in interest rates.

2. PROPERTY – Our bets are ????? and ?????. Despite its 34% share price increase year-to-date (YTD), we believe that ????? still has room to move higher using net asset value (NAV). The leasing space expansion, meanwhile, of ????? will drive growth this year and next.

3. HOLDING COMPANIES – We like ????? …..

4. CONSUMER – We are overweight on ????? …..

5. POWER & ENERGY – We recommend ????? …..

6. MINING – Among mining companies, we recommend ????? …

7. CONSTRUCTION – Under construction-related, our picks are ????? and ????? …

 

Our Partner Broker’s Overall Top 10 Picks

Here’s a summary of the Top 10 Stock Picks of RCBC Securities.

 

NOTE: We’re giving you PHP 599.00 discount if you sign up for 1-Year Premium Access using the coupon code PSE8500. Offer available only until this Friday, October 27! Upgrade this week and get full access to these awesome Premium Special Reports!

1. Which Telco Stock to Buy — Globe Telecom (GLO) or PLDT (TEL)?

2. Forecast Earnings Upgrades and Downgrades & Outlook on 50 PSE Companies

3. Property companies affected by the Philippines’ Tax Reform and Trump’s “America First” policy

4. 17 Companies that may Benefit from the Philippines’ Warming Relationship with China

5. Top 10 Stock Picks and PSE Outlook for Oct-Dec 2017 (by RCBC Securities)

 

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

RCBC Securities
RCBC Securities

RCBC 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.