Traders' Takedown

Hosted by BPI Securities Corporation

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319

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Jun 2026

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About the show

Market updates? Investing tips? We've got you covered. BPI Trade is the trading platform of BPI Securities Corporation (BPI SEC). BPI Sec is a trading participant of the Philippine Stock Exchange, Inc. (PSE), member of the Securities Clearing Corporation of the Philippines (SCCP) and Securities Investors Protection Fund (SIPF), and regulated by the Capital Markets Integrity Corporation (CMIC). https://www.cmic.com.ph/

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60 recent

June 2, 202615 min

The Overview: Recovery in Times of Crisis

From Lucky Me! to Quorn, Monde Nissin has become one of the most recognizable consumer brands in the Philippines — but how is the company navigating inflation, changing consumer behavior, and global expansion? In this episode, Research Analyst Danbryan Go joins us to unpack BPI Securities’ latest report on Monde Nissin, discussing the recovery of its core businesses, the evolution of its “Protein Business,” and what retail investors should watch moving forward. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments. This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

May 29, 20269 min

Philippine Banking Sector

In this podcast episode, we dive into the Philippine banking sector — covering earnings, dividends, and why today’s lower valuations may offer opportunities for long-term investors. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments. This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

May 13, 202622 min

Philippine REIT Sector Report: On the Right Track

REITs have been under pressure lately amid rising bond yields and global uncertainty. In this episode, Research Analyst Francis Paul Padit joins us to unpack BPI Securities’ latest Philippine REIT Sector Report, discussing how higher oil prices, bond yields, office demand, and mall traffic are shaping the outlook for local REITs and what retail investors should watch moving forward. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments. This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

April 30, 202610 min

Philippine Power and Utilities Sector Report: Power Shock, Defensive Winners

In this podcast episode, we dive into the Philippine power and utilities space—highlighting its defensive nature, growing demand, and ability to deliver consistent cash flows. For those seeking stability amid market uncertainty, this sector remains one to watch. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments. This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

November 3, 202513 min

Philippine Mining Sector Report: Going for Gold

Gold is shining bright in the markets—and so is the Philippine mining sector. In this episode, Research Analyst Rachelle Cruz, CFA joins us to unpack BPI Securities’ latest Philippine Mining Sector Report, breaking down what’s fueling the gold rally, how the new mining fiscal regime shapes the industry, and the stories behind key players like Apex Mining, Philex Mining, and OceanaGold Philippines. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments. This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

August 17, 202514 min

Market On Close: Week 33 of 2025

In this episode of Market On Close, the PSEi slipped 0.37% week-on-week to close at 6,315.93, though foreign investors posted net buying of ₱1.22 billion. We break down the week’s market turnover, sector performance, and how the peso moved. On the economic side, we talk about the BSP’s updated inflation outlook and the possibility of a rate cut this August.This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments.This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

July 29, 20255 min

Trade Screener: Week 31 of 2025

The PSEi staged a rebound last week, helped by bargain hunting and optimism over trade talks. In this episode, we go over sector performance, names hitting fresh highs, and AREIT’s test of key resistance. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments. This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

July 26, 202510 min

Market On Close: Week 30 of 2025

In this episode of Market On Close, the PSEi gained 0.76% week-on-week to close at 6,413.18, with foreign investors recording ₱340 million in net buying. We cover market turnover, sector movements, and how the peso performed during the week. On the economic front, we discuss new US tariffs on Philippine goods, the widening budget deficit, updated growth forecasts, and recent investment pledges from the US. We also round up major corporate stories and what’s coming up in the trading calendar.This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments.This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

July 21, 20255 min

Trade Screener: Week 30 of 2025

The PSEi pulled back last week as global tariff concerns and a weaker peso weighed on sentiment. In this episode, we go over the sector declines, fresh 52-week highs, and Monde’s quiet move toward resistance. This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments. This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.

July 19, 202510 min

Market On Close: Week 29 of 2025

In this episode of Market On Close, the PSEi dropped 2.42% week-on-week to close at 6,303.72, as foreign investors recorded ₱3.43 billion in net outflows. On the economic side, we talk about the country’s updated growth outlook, rising bank assets, steady remittance flows, and possible changes in online gaming regulations. We also round up key corporate developments and what to watch for in the upcoming trading week.This podcast was prepared by a sales function within BPI Securities Corporation (“BSC”). Any opinions expressed herein are solely those of the creator and may be different from the views expressed by BSC itself and its other departments.This podcast is published for the information of the recipients only. This podcast is not to be construed as a solicitation to buy or sell any securities, futures, options or other financial instruments, to participate in any particular trading strategy or to provide any investment advice or services. Any recommendation discussed herein does not pertain to any specific investment objectives, financial situation and the particular needs of any recipient.