January 26, 2015

STOCK VALUATIONS PRICE EPS EPS G P/E BV/SHARE P/B NET INC SECTOR ISSUE TICKER (01.26.15) T12M 2015F 2015F T12M 2015F T12M 2015F T12M 2015F (in Mn) Communications PLDT TEL 2,984.00 159.04 172.39 8% 18.76 17.31 564.43 632.58 5.29 4.72 35,420 Globe GLO 1,789.00 89.96 99.79 11% 19.89 17.93 399.73 366.12 4.48 4.89 4,960 ABS-CBN ABS 49.20 2.62 2.19 -16% 18.77 22.44 28.83 32.93 1.71 1.49 2,146 GMA Holdings GMAP 6.09 0.26 23.42 4.22 1.44 Banks BPI BPI 97.50 4.09 4.68 15% 23.87 20.84 35.02 39.06 2.78 2.50 18,811 MBT 95.10 5.23 5.99 15% 18.18 15.88 49.49 58.09 1.92 1.64 22,488 BDO 111.80 5.82 6.23 7% 19.20 17.95 46.71 53.83 2.39 2.08 22,608 RCBC RCB 47.00 2.85 3.56 25% 16.47 13.22 34.65 41.30 1.36 1.14 5,321 PNB PNB 77.90 2.72 4.51 66% 28.62 17.28 76.80 83.16 1.01 0.94 5,124 Property ALI 35.00 0.99 1.01 2% 35.30 34.69 7.21 8.42 4.85 4.16 11,742 SM Prime Holdings SMPH 19.40 0.77 0.69 -10% 25.29 28.03 6.37 7.12 3.05 2.72 16,275 Megaworld MEG 5.20 0.68 0.33 -52% 7.66 16.00 3.42 3.58 1.52 1.45 8,971 Robinsons Land RLC 26.85 1.14 1.45 27% 23.55 18.53 12.62 15.02 2.13 1.79 4,735 Gaming BLOOM 12.88 0.27 0.43 58% 47.72 30.16 1.83 2.55 7.04 5.06 -1,315 Belle Corp BEL 4.66 0.17 0.13 -26% 27.52 36.98 2.12 2.49 2.19 1.87 3,618 Melco Crown MCP 12.12 (1.13) -0.80 3.03 3.31 3.99 3.67 -2,463 Travellers Intl Hotel RWM 7.33 0.36 20.30 2.38 2.71 3.08 2.70 2,740 Holdings Ayala Corp AC 720.00 26.95 28.25 5% 26.72 25.49 251.36 276.31 2.86 2.61 12,778 AEV 55.75 3.39 3.64 7% 16.46 15.33 18.58 22.73 3.00 2.45 21,027 Group AGI 25.30 1.41 1.59 13% 17.93 15.92 11.20 12.78 2.26 1.98 17,218 DMCI Holdings DMC 15.14 3.81 0.84 3.98 17.96 21.21 5.11 0.71 2.96 18,937 GT Capital Holdings GTCAP 1,176.00 54.68 56.22 3% 21.51 20.92 439.20 518.70 2.68 2.27 8,640 JG Summit Holdings JGS 64.05 2.52 2.38 -5% 25.47 26.87 29.31 30.47 2.18 2.10 10,098 LT Group LTG 14.28 0.41 0.45 10% 34.91 31.80 11.23 11.44 1.27 1.25 8,669 SM Investments SM 872.00 34.21 36.49 7% 25.49 23.90 291.85 329.89 2.99 2.64 27,446 Metro Pacific Investmts MPI 5.19 0.31 0.32 4% 16.98 16.27 3.95 4.24 1.31 1.22 7,209 San Miguel SMC 77.10 15.80 5.12 -68% 4.88 15.06 99.23 0.78 38,053 Food, Beverage Jolllibee JFC 216.00 4.93 5.08 3% 43.84 42.54 24.42 26.85 8.84 8.04 4,672 & Tobacco Puregold PGOLD 40.00 1.57 1.54 -2% 25.54 25.96 12.14 13.48 3.29 2.97 3,959 URC 205.00 5.30 6.26 18% 38.69 32.73 25.65 31.16 7.99 6.58 11,559 Utilities Abotiz Power AP 42.80 2.38 2.41 1% 17.98 17.73 11.92 13.86 3.59 3.09 18,577 Energy Devt Corp EDC 8.50 0.55 0.51 -9% 15.35 16.83 2.28 2.82 3.72 3.02 4,740 First Phil Holdings FPH 92.55 6.54 7.52 15% 14.16 12.31 123.36 122.74 0.75 0.75 2,350 First Gen FGEN 28.60 0.04 0.04 4% 18.84 19.41 1.52 1.47 118 MER 270.40 15.85 15.99 1% 17.06 16.91 67.00 76.83 4.04 3.52 17,211 MWC 32.20 2.61 2.68 3% 12.32 12.02 16.55 18.10 1.95 1.78 5,752 Mining & Oil Philex PX 9.00 0.01 0.34 26.24 4.62 4.95 1.95 1.82 342 Semirara Mining SCC 145.10 7.53 5.66 -25% 19.28 25.64 18.49 26.46 7.85 5.48 7,520 PCOR 9.39 0.01 0.11 9.91 7.44 0.95 1.26 5,247 Transportation Int'l Container ICT 117.80 0.07 0.08 9% 28.53 30.48 4.13 3.86 172 INDEX PSEi PSEi 7,586.67 348.86 399.96 14.65% 21.75 18.97 2545.58 2.98 Source: Bloomberg

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