PSEi falls again as holding firms drag; BPI and ICTSI among top decliners
フィリピン株式市場は11月5日、前日の反発から再び下落しました。
ベンチマークのPSEi（フィリピン総合株価指数）は48.98ポイント（0.83％）安の5,818.06で終了。
金融・工業・持株会社セクターを中心に売りが優勢でした。
Market Summary
| Index | Closing | Change | % Change |
|---|---|---|---|
| PSEi | 5,818.06 | -48.98 | -0.83% |
| All Shares | 3,534.38 | -24.50 | -0.69% |
| Financials | 1,925.98 | -10.20 | -0.53% |
| Industrial | 8,588.41 | -60.24 | -0.70% |
| Holding Firms | 4,689.75 | -61.88 | -1.30% |
セクター別では、特にHolding Firms（持株会社）が1.3％安と下げを主導。
大型株中心に売りが広がり、市場全体の地合いを押し下げました。
Most Active Stocks
| Company | Symbol | Last Price | Change | % Change | Value (₱) |
|---|---|---|---|---|---|
| International Container Terminal Services, Inc. | ICT | ₱523 | -₱3.00 | -0.57% | ₱613.99M |
| SM Investments Corporation | SM | ₱722 | ₱0 | 0.00% | ₱387.66M |
| DigiPlus Interactive Corp. | PLUS | ₱24.60 | -₱0.60 | -2.38% | ₱348.63M |
| Bank of the Philippine Islands | BPI | ₱102.50 | -₱3.20 | -3.03% | ₱282.46M |
取引の中心となったのはICTSI、SM、PLUS、BPI。
なかでもBPIは3％下落と金融株の軟調を象徴する展開。
ICTSIも0.6％の小幅安となり、前日の持ち直しから再び反落しました。
Market Commentary
アナリストは、「持株会社を中心とした売りは、依然として政府改革や景気回復への不透明感を反映している」と指摘。
短期的には5,800近辺がサポートラインとして意識されています。
流動性の低下と外国人投資家の慎重な姿勢が、指数の上値を重くしています。
Outlook
- PSEiは7か月ぶり安値圏での推移を継続
- 市場は引き続き海外動向と企業決算に注目
- テクニカル的には5,800を維持できるかが焦点
Closing
本日のフィリピン市場まとめでした。
引き続き慎重な取引が続きそうですが、5,800のサポートを維持できるかがカギです。
Salamat kaayo, Amping! 🌴
🇵🇭 Philippines Market Wrap – 5 November 2025
PSEi dips again as holding firms lead losses; BPI and ICTSI decline
The Philippine Stock Exchange Index (PSEi) fell again on November 5, ending its short-lived rebound from the previous day.
The benchmark index dropped 48.98 points, or 0.83%, to close at 5,818.06,
as most major sectors finished lower.
Market Overview
Selling pressure persisted across financials, industrials, and holding firms,
dragging the overall market lower.
Concerns about the slow pace of economic recovery and foreign fund outflows continued to weigh on sentiment.
Among sectoral indices, Holding Firms led the decline with a 1.3% drop,
followed by Industrials and Financials.
Most Active Stocks
Among the most actively traded names were ICTSI, SM Investments, DigiPlus Interactive (PLUS), and Bank of the Philippine Islands (BPI).
BPI fell by 3%, reflecting weakness in the banking sector,
while ICTSI slipped 0.6% after a brief recovery the day before.
DigiPlus Interactive dropped over 2% amid profit-taking,
while SM Investments finished flat, showing relative resilience.
💬 Analyst Commentary
Analysts noted that investor confidence remains fragile,
citing slow progress on government reforms and limited foreign inflows.
“Short-term support is seen around the 5,800 level,” one trader said,
adding that the market is now hovering near a seven-month low.
Liquidity remains thin, and turnover has slowed as investors wait for clearer policy signals and fresh catalysts.
Outlook
Market participants are also keeping an eye on external factors,
including U.S. interest rates and oil price movements,
which could further influence local sentiment in the coming days.
While caution prevails, some investors are starting to accumulate selective blue chips at attractive valuations.
It’s less about “buying because it’s cheap,” and more about “buying what you can confidently hold.”
Closing Thoughts
That’s all for today’s Philippines Market Wrap.
Stay tuned for more daily insights on PinChu TV.
Salamat kaayo, Amping! 🌴