Philippines is one of the emerging markets in Asia and a very large chunk of our funds are coming from foreign investors. Our stock market has been one of the top performers in the world and though our market went down with a massive decline due to the pandemic, our economy is still seen as stable and is still very attractive to big foreign financial institutions.
For the past few years, many people are tracking what these institutions are buying and accumulating and they have established it as a source of added conviction. It might not be a guarantee for successful trades, but it makes sense because these financial institutions are the biggest organizations in the world and they have all the access to sophisticated tools on research. And most of all, they have the money. When they buy, there must be something interesting to it and that should profit them. Moreover, it is something that we should keep an eye-on. Lets get to know them.
Who Are These Foreign Institutions?
1. Deutsche Regis Partners, Inc.
Deutsche Regis Partners Inc. is the equities firm of a German company Deutsche Bank in the Philippines. It is a joint venture between local management and the Deutsche Bank Group. The Company’s country – based team of research analyst is augmented by Deutsche Bank’s specialists based in Hong Kong, Singapore, London and New York, who provide global expertise in strategy, economics, and industry research.
Deutsche Regis has been the dominant brokerage house in the Philippine Stock Exchange over the past 10 years. It has received numerous awards for “Best Equity House” and “Best Research House” from institutions such as Fund Managers Association of the Philippines (FMAP), and from Publications including Institutional Investor and Asia Money. Deutsche Regis has also been a recipient of the Philippine Stock Exchange Bell Award for Good Governance.
2. CLSA Philippines, Inc.
CLSA established a presence in the Philippines in 1997. It is an award-winning brokerage, investment banking and private equity group in the Asia-Pacific Markets. Founded in 1986 and headquartered in Hong Kong, CLSA’s major shareholder is China’s CITIC Group. CLSA enjoys substantial staff ownership which contributes to its independent stance and operations. Its is actively supported by over 700 staff globally in 29 countries.
It is widely recognized as a leader in brokerage and investment banking services in the emerging markets of Asia, Latin America, emerging Europe, the Middle East and Africa. It has been consistently voted as the leading equity research and trading house in the market. CLSA is also a leading underwriter of equity and equity linked securities for Philippine corporations.
3. Macquarie Capital Securities,Inc.
Macquarie Group Ltd, incorporated on October 12, 2006, is a holding company. It is a global provider of banking, financial, advisory, investment and funds management services.
Macquarie Capital Securities Philippines Inc. is headquartered in Philippines. The range of services on offer in the country includes purchase, sale, and brokerage of securities, institutional stockbroking, corporate finance advisory, cash equity sales, sales trading, facilitation trading, execution, and equity capital markets.
4. J.P Morgan Securities Philippines, Inc.
J.P. Morgan Chase, one of the biggest banks in the world, began operations in the Philippines in 1961 with a representative office. Since then, they expanded their presence into a fully integrated franchise, comprised of Investment Banking, Treasury Services, Markets, Investor Services as well as the Global Service Center.
J.P. Morgan Securities Philippines, Inc. is a registered broker dealer in securities with the Securities and Exchange Commission (SEC) and a Trading Participant of the Philippine Stock Exchange. It operates as a subsidiary of J.P. Morgan International Finance Limited.
The company is primarily engaged in the business of buying and selling of Philippine corporate securities, offering clients access to the country’s equities market. It also provides investment market equity research services.
5. Credit Suisse Securities, Inc.
Credit Suisse Securities, Inc. is a European financial institution and a subsidiary of a Zurich-based Bank Credit Suisse. It is a licensed broker dealer at the Philippine Stock Exchange and the Securities Clearing Corporation.
Credit Suisse obtained a securities broker-dealer license for the Philippine market in February 2011 and has provided sales trading, program trading and execution, as well as research and sales services. The firm is a leading provider of liquidity in Philippine government and corporate bonds and it’s also a leading global equities and emerging market’s house.
In the Philippines, it has been a key financial advisor since 1992, managing numerous landmark equity, debt and mergers and acquisitions transactions since then. Credit Suisse also has won many awards from leading financial publications such as Euromoney, Finance Asia and The Asset for its Philippines Investment Banking franchise and the transactions it has led.
6. Maybank ATR Kim Eng Securities, Inc.
Maybank ATR Kim Eng is an investment banking and stock brokerage group led by Maybank ATR Kim Eng Capital Partners, Inc., allowing it to offer investment banking and advisory services. Its subsidiaries and affiliates offer institutional and retail securities broking and research, online trading, trust services and life and non-life insurance including group health benefits. Together, they are part of the Maybank Group, Malaysia’s largest banking and financial services provider.
In 2014, they were awarded Best Institutional Broker and Best Retail Broker from Alpha Southeast Asia while in 2013, we were awarded Best Institutional Broker, Best Retail Broker, Best Brokerage Research House and Best Brokerage Execution House at the Alpha Southeast Asia Awards. They’re also Awardee and Finalist in the Philippines Stock Exchange Bell Awards for Corporate Governance in 2013 and 2014.
7.UBS Securities Philippines, Inc.
UBS AG is a Swiss multinational investment bank and financial services company founded and headquartered in Switzerland. It is the largest Swiss banking institution in the world. Co-headquartered in Zurich and Basel, it maintains a presence in all major financial centers worldwide.
It operates three entities in the Philippines. It started off with UBS AG as a representative office. In 1996, UBS Securities Philippines, Inc. was incorporated in the Philippines and has been a member of the Philippines Stock Exchange. On August 14, 2008, UBS Investments Philippines, Inc. was granted the license to operate as an Investment House in the Philippines by the Securities & Exchange Commission.
8. HDI Securities, Inc.
HDI Securities, Inc. is the stock brokerage subsidiary of HDI Family of Companies, a Singaporean-owned regional group of companies. In operations since 1992, it has been awarded as the fastest-growing, foreign-owned brokerage house by the Philippine Stock Exchange (PSE) and it is currently ranked among the top 25% brokerage firms.
9. DBP-Daiwa Capital Markets Philippines, Inc.
The Development Bank of the Philippines and Daiwa Securities Group Inc. signed on November 5, 2015 a memorandum of understanding to establish a business alliance in the area of investment banking.
Under the terms, DBP and Daiwa will provide Philippine and Japanese companies with investment banking advisory services and support for their financing needs from the Philippine and overseas capital markets. The alliance will also provide Japanese business companies with professional advice for their entry into the Philippine market.
DBP and Daiwa established a joint venture company, DBP Daiwa Capital Markets Philippines, Inc., in 1995. DBP-Daiwa is a member of the Philippine Stock Exchange and mainly focuses on the brokerage of Philippine equities. The success of this partnership inspired the enhancement of the collaboration in investment banking.
10. UOB-KAY Hian Securities Philippines
UOB Kay Hian Securities, Inc. operates as a security broker in the country. It is currently based in Makati City, Metro Manila. It is a wholly-owned subsidiary of UOB-Kay Hian Holdings Ltd, a listed company incorporated in Singapore. The Company was registered with the Securities and Exchange Commission.
Backed by the UOB Group, UOB Kay Hian is one of Asia’s largest brokerage firms. It is a global investment bank that engages in brokerage services, private wealth management, investment banking, investment management and financial research. It was founded in the early 1900s by the late Khoo Kay Hian as Kay Hian & Co. It is headquartered in Singapore, they are supported by more than 80 branches worldwide including a growing network of offices across Southeast Asia, Greater China, the United Kingdom and North America.
Conclusion:
Now that you are able to identify them, you can already check their buying patterns and behaviors. And by that, you can see stocks they are accumulating and their average price. It might give you a hint of their strategy and why they bought it. You can also check the top stocks bought and held by these financial institutions. I make it a practice to filter weekly top 10 stocks with highest foreign buying.
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