Stock Price Review – Monthly, Daily, Intra-Day, and Closing Chart Analyses
Using the Hybrid 10-Step Trading Strategy: Live Testing Phase 2
This stock price review provides a detailed technical analysis of select Philippine Stock Exchange (PSE)-listed stocks, covering daily, intra-day, and closing chart evaluations. Using the Hybrid 10-Step Trading Strategy, we assess market trends, price positions, retracement levels, and key technical signals to determine potential buy or sell decisions.
Notably, the stocks featured in this review are part of the list of Shari’ah-compliant securities issued by the PSE on October 4, 2023. This means they adhere to Islamic finance principles, making them suitable for ethical and Shari’ah-compliant investing.
This review includes a diverse range of stocks, categorized into Real Estate Investment Trusts (REITs), Growth Stocks, Dividend Stocks, Commodity & Industrial Stocks, and Consumer Goods & Conglomerates. By applying a systematic trading approach, we aim to identify high-probability trade setups based on trend confirmation, retracement zones, and power bar formations.
Whether you are a short-term trader looking for intra-day opportunities or a long-term investor analyzing market trends, this analysis provides key insights into the price action and trade potential of some of the most actively traded stocks on the PSE while ensuring compliance with Shari’ah investment guidelines.
👉 Scroll down for detailed stock reviews and technical insights
For the BETA Portfolio, we classify stocks into three distinct categories based on their fundamental characteristics, risk-reward profile, and investment objectives. Each category follows specific qualification criteria to ensure strategic alignment with our Hybrid 10-Step Strategy and Budget Ethical Trading Account principles.
1. Real Estate Investment Trusts (REITs)
Definition: REITs are income-generating real estate investments that distribute a significant portion of their earnings to shareholders in the form of dividends. These stocks provide exposure to real estate markets without direct property ownership.
Qualifications for Inclusion:
- Must have stable and growing rental income from properties.
- Dividend payout ratio must meet regulatory requirements (typically at least 90% of taxable income).
- Strong occupancy rates and high-quality tenants to ensure consistent cash flow.
- Asset diversification (e.g., commercial, industrial, retail, or mixed-use properties).
- Technical confirmation from moving averages and price action for entry timing.
Risk Profile:
- Generally lower volatility compared to growth stocks.
- Moderate capital appreciation, primarily focused on income generation.
- Sensitive to interest rate movements (rising rates may pressure REIT valuations).
The BETA Portfolio is designed to balance growth, income stability, and long-term asset appreciation. The inclusion of DDMPR, MREIT, PREIT, and RCR aligns with our Hybrid 10-Step Strategy, as these REITs offer a mix of defensive income, steady cash flow, and potential capital appreciation.
By including REIT stocks in the BETA Portfolio, we achieve the following:
✅ Diversification – Exposure to real estate without direct property ownership.
✅ Stable dividends – Consistent cash flow, even in volatile markets.
✅ Inflation protection – Rental escalations help hedge against rising costs.
✅ Growth potential – Expansion plans add value beyond just dividends.
✅ Lower volatility – Defensive characteristics reduce portfolio risk.
- DDMPR (DDMP REIT Inc.)
- Why It’s in Our BETA Portfolio:
- Attractive dividend yield, with stable rental income from commercial office properties.
- Backed by DoubleDragon Properties, offering defensive real estate exposure.
- Office-heavy portfolio ensures demand from BPO tenants.
- Affordable price point, making it an entry-level REIT for small-scale investors.
🚨 Key Considerations:
- Dividend payout fluctuates due to some vacancies.
- Less aggressive expansion vs. other REITs, affecting long-term price growth.
🔹 Portfolio Role: Income-focused holding with moderate capital appreciation potential.
- MREIT Inc. (MREIT)
- Why It’s in Our BETA Portfolio:
- Premium office REIT, backed by Megaworld Corporation, with a strong focus on Grade A office buildings.
- Growth-focused REIT, with an active expansion strategy to increase portfolio size and dividends.
- Highly liquid, attracting institutional investors.
- Strong occupancy rates, supporting dividend stability.
🚨 Key Considerations:
- BPO-heavy tenant base, requiring careful monitoring of remote work trends.
- Expansion could temporarily impact dividends, as new acquisitions require reinvestment.
🔹 Portfolio Role: A balanced growth + dividend REIT, offering both stable income and capital appreciation.
- PREIT (Philippine REIT)
- Why It’s in Our BETA Portfolio:
- Unique REIT in the energy sector, providing diversification beyond traditional office spaces.
- Stable cash flow from leasing power-related infrastructure.
- Defensive stock, as energy demand remains consistent regardless of economic cycles.
- Potential for expansion, leveraging new power assets to increase earnings.
🚨 Key Considerations:
- Newer REIT, with a shorter operating history compared to others.
- Limited asset portfolio means it may grow slower than commercial REITs.
🔹 Portfolio Role: Diversification play, providing steady dividends with lower economic sensitivity.
- RCR (RL Commercial REIT Inc.)
- Why It’s in Our BETA Portfolio:
- Largest REIT by portfolio size, backed by Robinsons Land Corporation.
- High occupancy rates across commercial and office properties, ensuring stable dividends.
- Strategic expansion plan to acquire more properties and increase shareholder returns.
- Strong financial backing, reducing downside risks.
🚨 Key Considerations:
- Interest rate sensitivity, as rising rates can impact REIT valuations.
- Market cycles impact tenant stability, requiring careful risk management.
🔹 Portfolio Role: Core dividend holding, providing steady income and long-term growth potential.
2. Growth Stocks
Definition: Growth stocks are companies expected to deliver above-average revenue and earnings growth compared to the broader market. These stocks typically reinvest profits to expand operations rather than paying dividends.
Qualifications for Inclusion:
- Must exhibit consistent revenue and earnings growth above industry peers.
- Trading in an uptrend, ideally above the 20-day and 200-day moving averages.
- High Relative Strength Index (RSI) indicating strong momentum.
- Price-to-Earnings (P/E) ratio may be high but justifiable based on future growth potential.
- Strong earnings reports and forward guidance from management.
- Preferably Shariah-compliant (if applicable) or aligned with ethical investing principles.
Risk Profile:
- High volatility but offers potential for significant capital appreciation.
- Limited or no dividends; profits are reinvested for future expansion.
- ALLHC (AyalaLand Logistics Holdings Corp.)
- Why It's in Our Growth Portfolio:
- ALLHC is a fast-growing logistics and industrial real estate developer, capitalizing on the increasing demand for warehousing, cold storage, and e-commerce fulfillment centers in the Philippines.
- Backed by Ayala Land, it has strong expansion plans in logistics hubs and industrial parks.
- Potential long-term growth story, especially with the country’s push toward supply chain modernization.
- ATI (Asian Terminals Inc.)
- Why It's in Our Growth Portfolio:
- ATI is a key player in Philippine port operations, benefiting from increasing trade volumes and logistics demand.
- It has steady revenue growth, particularly from Manila South Harbor and Batangas Container Terminal.
- Logistics and supply chain infrastructure are essential growth sectors, and ATI has long-term port expansion plans.
- MAC (MacroAsia Corporation)
- Why It's in Our Growth Portfolio:
- MAC is a leading aviation services provider, covering catering, ground handling, and maintenance.
- Air travel recovery post-pandemic is fueling growth in passenger volume and airline demand.
- Potential expansion into international aviation services adds a growth catalyst.
- MONDE (Monde Nissin Corporation)
- Why It's in Our Growth Portfolio:
- MONDE is a consumer goods giant, known for instant noodles, alternative meat, and bakery products.
- Expanding international presence.
- Recent cost management strategies and product innovations position it for growth.
- URC (Universal Robina Corporation)
- Why It's in Our Growth Portfolio:
- One of the strongest consumer growth stocks in the Philippines, URC has a dominant market position in food and beverages.
- Aggressive regional expansion, particularly in ASEAN markets, supports sustained earnings growth.
- Diversified portfolio, covering snacks, beverages, and agro-industrial products, hedges against sector risks.
- BUY LIST: FNI (Global Ferronickel Holdings Inc.)
- BUY LIST: RFM (RFM Corporation)
3. Dividend Stocks
Definition: Dividend stocks are companies that regularly distribute earnings to shareholders in the form of dividends. These stocks provide steady income and potential capital appreciation.
Qualifications for Inclusion:
- Must have a strong history of dividend payments (preferably with consistent dividend growth).
- Payout ratio below 70%, ensuring sustainability of future distributions.
- Stable earnings and free cash flow to support dividend commitments.
- Stocks in defensive sectors (e.g., utilities, consumer staples, telecommunications).
- Strong balance sheet, low debt levels, and predictable revenue streams.
- Positive technical indicators, including price stability and volume confirmation.
Risk Profile:
- Lower volatility compared to growth stocks.
- Ideal for conservative investors seeking income generation.
- May underperform in high-growth market cycles but provide downside protection.
- MER (Manila Electric Company)
- Why It’s in Our Dividend Portfolio:
- Largest power distribution company in the Philippines, holding a monopoly in the Luzon grid.
- Stable and recurring revenue streams, making it a low-risk dividend play.
- Consistent dividend payer, with a payout ratio above 60%, ensuring shareholders receive steady returns.
- Resilient business model, as electricity demand remains strong regardless of economic cycles.
- Regulated earnings, providing predictability in cash flow and dividend payouts.
🚨 Key Considerations:
- Dividend yield is stable but may not grow significantly due to regulatory constraints.
- Heavily impacted by energy cost fluctuations, which may affect profit margins.
🔹 Portfolio Role: Defensive, high-yield stock that provides stable dividends and steady capital appreciation.
- SCC (Semirara Mining and Power Corporation)
- Why It’s in Our Dividend Portfolio:
- Largest coal producer in the Philippines, ensuring consistent cash flow from power generation and coal exports.
- One of the highest dividend-yielding stocks in the market, supported by strong earnings.
- Dual income stream from coal mining and power generation, reducing earnings volatility.
- Global energy demand supports long-term growth, especially in coal-exporting markets.
- Strong balance sheet, with low debt levels and high profitability, ensuring dividend sustainability.
🚨 Key Considerations:
- Commodity price volatility affects earnings, requiring active monitoring.
- Long-term sustainability concerns, as coal faces regulatory and environmental challenges.
🔹 Portfolio Role: High-yield income stock with cyclical growth potential, ideal for capturing dividends in strong commodity cycles.
Last Updated: January 29, 2025
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