Shopping Cart 0
Cart Subtotal
USD 0

Philippines Financial Brokerage Market Outlook to 2023 – By Equity on Basis of Transaction Value, By Transaction Mode (Online & Offline), By Basis of Time of Delivery (Intraday & Delivery Based), By Type of Investor (Domestic & FII)

Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only.
Print Option : Yes
Copy Option : Yes
Deliverable Format : Excel Via Email

Excel Only
USD 2500

Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only.
Print Option: Yes
Copy Option: No
Deliverable Format : PDF Via Email

Single User License
USD 3000

Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only.
Print Option: Yes
Copy Option: Excel: Yes/ PDF: No
Deliverable Format : Excel, PDF Via Email

Single and Excel
USD 4000

Access to Printed Report; No Soft Copy
Print Option: N/A
Copy Option: N/A
Deliverable Format : Printed Publication/ Book by Post

Hard Copy License
USD 3600

Multiple Users within the Company/ Enterprise
Print Option: Yes
Copy Option: Yes
Deliverable Format : Excel, PDF Via Email

Corporate User License
USD 6000
  • Details
  • Table Of Content
  • Licence Rights
  • Section Purchase
  • Products and Companies

Details

The report titled “Philippines Financial Brokerage Market Outlook to 2023 – By Equity on Basis of Transaction Value, By Transaction Mode (Online & Offline), By Basis of Time of Delivery (Intraday & Delivery Based), By Type of Investor (Domestic & FII)” provides a comprehensive analysis on the financial brokerage market. The report covers various aspects including introduction on financial brokerage market, issues and challenges, trends and developments, investor profile, SWOT analysis, competitive landscape and government regulations. The report also covers market ecosystem, economic analysis of Philippines and comparison with other Emerging economies of South-Asia, competitive landscape including company profiles and cross-comparison among market players on key operational, customer base and financial parameters, growth drivers, recent developments, issues and challenges, decision making criteria for customers while choosing a brokerage firm and snapshots on Investor profile in Philippines. The report concludes with a snapshot on Introduction of Derivatives segment in brokerage market, market projections and analyst recommendations including success story of Zerodha India Financial Brokerage Market highlighting the key strategies for entering and remaining profitable in the highly fragmented market, highlighting the major opportunities and cautions.


Market Overview
The Philippines financial market is currently one of the most promising financial markets in South-Asia with very few financial products offered for trading at present but will increase in a few years. Trading activities in Philippines is highly regulated Due to very low trading volume & relatively fewer trading accounts; most of the brokerage firms provide brokerage services at the lowest cost prescribed by the SEC. The players currently charge brokerage fees for equity trading and plan to expand financial services towards asset management, mutual funds, wealth management, algorithmic trading, top picks and other services that can lure the customers. The industry grew at a negative CAGR during this period. The overall revenue in the financial brokerage industry witnessed a rising trend on account of a reduction in simplification of tax structure for trading, increasing investor’s confidence & political stability in Philippines in last year.


Philippines Financial Brokerage Market Segmentation


By Type of Trading Activity: In the financial brokerage market, equity segment has dominated the overall market in terms of transaction volume throughout FY’2014-FY’2018 which was supplemented by higher liquidity in equity, issuance of bonus shares in few instances thereby justifying the considerable share of equity in the overall market. Commodities’ trading was suspended by SEC back in 1990s and has not been started yet. PSE is in initial phase to restart the Commodities & Derivatives Exchange and is expected to start the segment very soon. Due to absence of Commodities & Future exchange, trading in other instruments have not been prevalent yet. Beginning of trading in this segment will open added revenue stream for the brokerage firms.


By Mode of Trading: In the financial brokerage market, trades are placed by the investors through traditional mode that is through broker’s assistance or through online mode where investors place orders online by a trading platform.


Competitive Landscape
The Philippines Financial Brokerage market is fragmented in nature. UBS Securities is the market leader and has the highest market share in the Financial Brokerage market in Philippines on the basis of projected equity trading volume in FY’2019. This was followed by CLSA, Credit Suisse, COL Financial, Deutsche Regis Partners, Maybank ATR Kim, Macquarie Capital and others. These market players compete in the brokerage market in Philippines on the basis of commissions charged, quality of supplementary services and technology and reputation.


Philippines Financial Brokerage Market Future Outlook
The total revenue from Philippines Financial brokerage Industry is expected to rise at a positive CAGR during the period FY’2019 - FY’2023E. This is mainly supported by the projected increase in investor education, government’s initiative towards setting up commodities exchange & stable macroeconomic factors’ contribution towards the overall revenue is expected to rise at a positive CAGR during the same period driven by rise in financial inclusion of the overall population as technology will be leveraged to expand the area of operations. Moreover, improvements in technology will lead to reduction in operational costs, the benefit of which can be passed on to the consumers as brokerage firms compete to stay relevant in the market. Foreign firms are bringing developed tech from their operations in developed countries to Philippines to provide better service to Filipino investors.


Key Segments Covered


By Type of Trading Activity

  • Equity

By Entity

  • Brokers-Dealers

Key Target Audience

  • Brokers
  • Dealers
  • Investment Banking and Private Equity Firms
  • Government Authority
  • Financial Institutions

Time Period Captured in the Report:

  • Historical Period: FY’2014-FY’2018
  • Forecast Period: FY’2019E-FY’2023E

Companies Covered:

  • UBS Securities
  • CLSA
  • Credit Suisse
  • COL Financial
  • Deutsche Regis Partners
  • Maybank ATR Kim
  • Macquarie Capital
  • Mandarin Securities
  • SB Equities
  • J.P. Morgan Securities

Key Topics Covered in the Report

  • Executive Summary
  • Research Methodology
  • Overview and Market Genesis for Philippines Financial Brokerage Market
  • Business Model Of Philippines Financial Brokerage Industry
  • Comparative Analysis of Philippines Financial Brokerage Market with Global Financial Brokerage Market
  • Investor Education in Philippines Financial Brokerage Market
  • Philippines Financial Brokerage Market Size, FY’2014-FY’2018
  • Philippines Financial Brokerage Market Segmentation
  • Snapshot of Philippines Financial Brokerage Market
  • Trends & Developments in the Philippines Financial Brokerage Market
  • Issues and Challenges in Philippines Financial Brokerage Market
  • SWOT Analysis of Philippines Financial Brokerage Market
  • Government regulations and Initiatives in Philippines Financial Market
  • Competition Scenario & Major Players in Philippines Financial Brokerage Market
  • Philippines Brokerage Market Future Outlook and Projections,FY’2019-FY’2023
  • Analyst Recommendations
  • Inception of Derivatives Segment
  • Zerodha’s Success Story in Indian Financial Brokerage Market
READ MORE

Table Of Content

Scope

1.     Executive Summary

 

2.     Research Methodology

 

2.1.     Market Definitions

2.2.     Abbreviations

2.3.     Consolidated Research Approach

2.4.     Market Sizing – Overall Financial Brokerage Market

2.5.     Variables (Dependent and Independent)

2.6.     Multi Factor Based Sensitivity Model

2.7.     Limitations

2.8.     Final Conclusion

 

3.     Overview and Market Genesis for Philippines Financial Brokerage Market

 

4.     Business Model Of Philippines Financial Brokerage Industry

 

5.     Comparative Analysis of Philippines Financial Brokerage Market with Global Financial Brokerage Market

 

5.1.     Historical Overview

5.2.     Present Scenario

 

6.     Investor Education In Philippines Financial Brokerage Market

 

6.1.     Educational Programs For Stockbrokers

6.2.     Educational Programs For Investors

6.3.     Process & Requirements to open a Brokerage & Trading account in Philippines

 

7.     Philippines Financial Brokerage Market Size, FY’2014-FY’2018

 

7.1.     By Revenue From Brokerage, FY’2014-FY’2018

 

8.     Philippines Financial Brokerage Market Segmentation

 

8.1.     By Equity Market, FY'2014-FY'2018

8.2.     By Equity on the Basis of Transaction Volume, FY'2013-FY’2018

8.3.     By Revenue on the Basis of Transaction Mode (Online and Offline), FY’2018

8.4.     By Revenue on the Basis of Time of Delivery (Intra Day and Delivery Based), FY’2018

8.5.     By Domestic & FIIs Transactions in the Equity Market, FY’2019(P)

8.6.     Investor Profile, FY’2018

 

9.     Snapshot on Philippines Online Brokerage Market

 

10.      Trends & Developments In The Philippines Financial Brokerage Market

 

11.      Issues And Challenges In The Philippines Financial Brokerage Market

 

12.      SWOT Analysis for Philippines Financial Brokerage Market

 

13.      Government Regulations and Initiatives in Philippines Financial Brokerage Market

 

13.1.      Role of Capital Market Integrity Corporation (CMIC)

13.2.      Process & Requirements to Start Broking Firm in Philippines

13.2.1.       Definition of a Broker and a Dealer

13.2.2.       Registration of Salesmen and Associated Persons of Brokers Dealers

13.2.3.       Margin & Credit Requirement For a Broker Dealer

13.3.      Tax Considerations for Market Players in the Sector

13.4.      Costs Related to Trading

 

14.      Competition Scenario & Major Players in Philippines Brokerage Market

 

14.1.      Competition Scenario (Competition stage, Company Position and Competing Parameters), 2018

14.2.      Strengths & Weaknesses of Major Domestic Players in Philippines Financial Brokerage market

14.3.      Company Profile of Major Players in Philippines Financial Brokerage Market

14.3.1.       COL Financial

14.3.2.       UBS Securities

14.3.3.       Maybank ATR Kim

14.3.4.       Macquarie Capital

14.3.5.       Deutsche Regis Partners

14.3.6.       JP Morgan Securities

14.3.7.       Credit Suisse

 

15.      Philippines Brokerage Market Future Outlook and Projections, FY’2019-FY’2023

 

15.1.      Future Outlook and Projections, FY’2019-FY’2023

15.2.      Future Growth Drivers

 

16.      Analyst Recommendations

 

17.      Inception of Derivatives Segment

 

18.      Zerodha’s Success Story in Indian Financial Brokerage Market

 

Disclaimer

 

Contact Us


List Of Figure

Figure 1‑1: Flowchart Depicting Philippines Financial Brokerage Market & Major Segments, 2018

Figure 4‑1: Business Model of Financial Brokerage Industry in Philippines

Figure 5‑1: Relative Sizes of World Stock Markets by Market Capitalization (by %), as of August’2018

Figure 6‑1: Steps to Open a New Stock Trading Account in Philippines.

Figure 7‑1: Market Size in Terms of Equity Transaction Value from Financial Brokerage Sector in PHP Billions, FY’2014-FY’2018.

Figure 7‑2: Market Size in Terms of Equity Transaction Volume from Financial Brokerage Sector in PHP Millions, FY’2014-FY’2018.

Figure 7‑3: Philippines Financial Brokerage Market Size on Basis of Revenue in PHP Millions, FY’2014-FY’2018

Figure 8‑1: Philippines Equity Financial Brokerage Market Segmentation by Online and Traditional Mode on the Basis of Transaction Volume in Percentage (%), FY’2018

Figure 8‑2: Philippines Equity Financial Brokerage Market Segmentation by Intra Day and Delivery Based Transactions on the Basis of Transaction Volume in Percentage (%), FY’2018

Figure 8‑3: GDP per Capita of Philippines in USD, CY’2014- CY’2018

Figure 8‑4: Foreign Investment Inflows in Philippines in USD Billion, 2014-2018

Figure 8‑5: Philippines Financial Brokerage Market Segmentation by FIs and Domestic Investor transactions on the Basis of Transaction Value in Equity Market in Percentage (%), FY’2019(P)

Figure 8‑6: Total Trading Accounts in Philippines in Thousands, FY’2014-FY’2018

Figure 8‑7: Investor Profile for Philippines financial Brokerage Market by Distribution of Local & Foreign Account Holders in Philippines on the Basis of Number of Client Accounts by Percentage, FY’2014-FY’2018

Figure 8‑8: Investor Profile for Philippines Financial Brokerage Market on Basis of Distribution of Household Income of Accounts Holders in Philippines, FY’2014-FY’2018

Figure 8‑9: Country-Wise Distribution of Foreign Investors in Philippines Financial Brokerage Market, FY’2018

Figure 8‑10: Geographic Distribution on Basis of Domestic Retail Investor in Philippines, FY’2018

Figure 8‑11: Investor Profile for Philippines financial Brokerage Market on the Basis of Distribution of Retail Trading Accounts on Basis of Investors’ Age by Percentage, FY’2018.

Figure 10‑1: Market Capitalization of Listed Firms in Philippines, FY’2014-FY’2018

Figure 14‑1: Market Share of Major Players (CLSA, Credit Suisse, COL Financial, Deutsche Regis Partners, Maybank ATR Kim, Macquarie Capital, Mandarin Securities, SB Equities, J.P. Morgan Securities, Philippine Equity, Salisbury Bkt Securities, BPI securities, First Metro, PNB Securities and Others) in Philippines Financial Brokerage Market on the basis of Stock Volume Traded in Percentage (%), 2018

Figure 15‑1: Philippines Financial Brokerage Market Future Projections on Basis of Revenue , FY’2018-FY’2023(P)


List Of Table

Table 2‑1: Correlation Matrix for Philippines Financial Brokerage Market

Table 2‑2: Regression Coefficients Output for Philippines Financial Brokerage Market

Table 3‑1: Overview of Financial Market including Historical Overview, Transformation Stage, Present Scenario & PSE in Philippines

Table 3‑2: Description of Various types of Stocks in Philippines

Table 5‑1: Historical Overview of Philippines Financial Brokerage Market Including Trading Exchanges System in Philippines, Regulatory Bodies and Trading Platforms

Table 5‑2: Companies in Philippines Financial Brokerage Sector with their Year of Establishment

Table 5‑3: Cross-Comparison of PSEi vs. Select Asian Indices, 2017-2018

Table 5‑4: Key Indicators for Asian exchanges on Basis of Market Capitalization/GDP, Total Value Traded/GDP, Turnover, as of December 31st 2017

Table 5‑5: Cross Comparison of Stock exchanges in the Asia region on the Basis of Stock Exchange, Legal Status, Self-listing, Market Capitalization (USD billion), No. of Listed Companies and Trading Volume (USD billion), CY’ 2017

Table 5‑6: Comparison with Emerging Asian Markets including Indonesia, Malaysia, Philippines, Thailand and India on the basis of GDP per capita Income in USD, Current Account Deficit (% of GDP), Inflation (%), 10 year Government Bond Yield (in %), Country Rating by S&P, External Debt (% of GDP), Foreign Investment Inflow (% of GDP), Market capitalization (% of GDP), Number of listed companies, Stock Value Traded (% of GDP), Trading Volume (USD Billion), Number of IDs (in Millions), Number of Brokerage Firms Ease of Doing Business Rank, Global Competitiveness Rank, Infrastructure Rank and Population in age (15-64 years) as a % of total population, 2018

Table 5‑7: Market Capitalization of the World’s Top 10 Stock Exchanges (USD Trillion), FY’2018

Table 6‑1: List of Exams Provided by SEC and Their Respective duration, Qualifications and Cost

Table 6‑2: Description of APCE Exam and Topics Covered by APCE

Table 6‑3: Educational Programs for Investors in Philippines

Table 7‑1: Philippines Financial Brokerage Market Size on Basis of Revenue, FY’2014-FY’2018.

Table 8‑1: Philippines Equity Segmentation on Basis of Various Sectors.(Financial Sector, Industrial Sector, Holding Firms Sector, Property Sector, Services Sector, Mining & Oil Sector, SME, ETF.)

Table 8‑2: Philippines Equity Market Segmentation by Sectors on the Basis of Value in PHP Million, 2014-2018

Table 8‑3: Philippines Equity Market Segmentation by Sectors on the Basis of Value by Percentage (%), FY’2014-FY’2018

Table 8‑4: Philippines Equity Market Segmentation by Sectors on the Basis of Volume in Million Shares, FY’2014-FY’2018

Table 8‑5: Philippines Equity Market Segmentation by Sectors on the Basis of Volume by Percentage (%), FY’2014-FY’2018

Table 8‑6: Philippines Equity Financial Brokerage Market Revenue Segmentation by Online and Traditional Mode on the Basis of Transaction Value in PHP Million, FY’2018

Table 8‑7: Philippines Equity Financial Brokerage Market Segmentation by Intra Day and Delivery Based Transactions on the Basis of Transaction Volume in PHP Million, FY’2018

Table 8‑8: Philippines Financial Brokerage Market Segmentation by FIs and Domestic Investors on the Basis of Transaction Value in PHP Million, FY’2018

Table 8‑9: Investor Profile for Philippines financial Brokerage Market by Country-Wise Distribution of Foreign Investors in Philippines Financial Brokerage Market by Percentage, FY’2014-FY’2018.

Table 8‑10: Region-Wise Distribution of Domestic Trading Account Holders in Philippines, 2014-2018

Table 8‑11: Distribution of Total Retail Accounts on Basis of Age Group, FY’2014-FY’2018.

Table 8‑12: Percentage of Active Accounts across Various Categories of Investors, FY’2014- FY’2018.

Table 9‑1: Distribution of Online Accounts on Basis of Annual Income in Terms of Percentage, FY’2014-FY’2018.

Table 9‑2: Distribution of Online Accounts on Basis of Age Group of Investors in Terms of Percentage, FY’2014-FY’2018.

Table 9‑3 : Philippines Financial Brokerage Market Segmentation by Online and Offline Market on the Basis of No. of Accounts, FY’2014-FY’2018

Table 9‑4: Philippines Financial Brokerage Market Segmentation by Online and Offline Market on the Basis of No. of Accounts in Percentage (%), FY’2014-FY’2018

Table 9‑5: Problems Faced by Filipinos while Operating Online Trading Platforms

Table 9‑6: Competitive Landscape of Financial Brokerage Firms in Philippines on basis of Number of Trading Accounts, CY’19

Table 12‑1: SWOT Analysis for Philippines Financial Brokerage Market

Table 13‑1: Role & Powers of Capital Market Integrity Corporation (CMIC), Philippines.

Table 13‑2: Registration Process for Broker-Dealer in Philippines

Table 13‑3: Application Fees for Broker Dealer registration excluding Other Fees

Table 13‑4: Charges Involved While Buying & Selling of Stocks in Philippines through Brokerage House

Table 14‑1: Competition Scenario in Philippines Financial Brokerage Market Including Competition Stage, Company Positioning and Competing Parameters, 2018

Table 14‑2: Competitive Strengths and Weaknesses of Major Companies present in Philippines Financial Brokerage Market including COL Financial, First Metro Securities, Abacus Securities, BPI Trade BA Securities, Alpha Securities, DA Securities & AP Associates & Securities.

Table 14‑3: Cross-Comparison of Top Online Brokerage Firms on Basis of Minimum Investment (in PHP), Broker’s Commission & Affiliate Banks for Account Funding

Table 14‑4: Competitive Landscape of Financial Brokerage Firms in Philippines including Year of Establishment, Trading Value & Market Share (in terms of Value), FY’ 2018

Table 14‑5: Heat Map of Online Trading Firms in Philippines Financial Brokerage Market.

Table 14‑6: Competitive Landscape for COL Financial including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Cli ents, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑7: Profit and Loss Statement for COL Financial in PHP, FY’2017-FY’2018

Table 14‑8: Balance Sheet of COL Financial in USD Million, FY’2017 and FY’2018

Table 14‑9: Competitive Landscape for UBS Securities including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑10: Competitive Landscape for Maybank including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑11: Competitive Landscape Macquarie Capital including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑12: Competitive Landscape for Deutsche Regis Partners including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑13: Competitive Landscape for JP Morgan Securities including Company Overview, Recent Developments, USP, Employees, Number of Branches, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑14: Competitive Landscape for Credit Suisse Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 15‑1: Future Growth Drivers for Philippines Financial Brokerage Market

Table 16‑1: Analyst Recommendations for Philippines Financial Brokerage Market for Market Entrants

Table 16‑2: Analyst Recommendations for Philippines Financial Brokerage Market for Existing Participants

Table 17‑1: Need, Impact, risk & Impediments in Introduction of Derivatives & Commodities Trading

Table 18‑1: Case Study of Zerodha’s Success in Indian Financial Brokerage Market involving parameters including Company Evolution, Challenges Faced by the Company, Strategies Adopted to Mitigate Challenges, Company’s Current Position in Industry, Pricing Strategy, Future Plans and Conclusion.

Licence Rights

License Type Excel Only Single User Single User + Excel Hard Copy Corporate User License
User Sharing Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only. Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only. Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only. Access to Printed Report; No Soft Copy Multiple Users within the Company/ Enterprise
Print Option
Copy Option :Yes :No
Citation Yes (Not Publically; but to Private Parties within the company/ affiliate)
Deliverable Format :via Email :via Email ; :via Email Printed Publication/ Book by Post ; :via Email
Customization 20%
Analyst Time (Post Purchase Queries on Call/ Email)
Disclaimer : In no circumstance, the complete / part of the publication may be resold for monetary terms by the client or any other party related to the client or can be made available on third party website or on Google for general public view.

Section Purchase

To know more information on Purchase by Section, please send a mail to support@kenresearch.com

Products and Companies

Products

Key Segments Covered

 

By Type of Trading Activity

 

  • Equity

By Entity

 

  • Brokers-Dealers

Key Target Audience

 

  • Brokers
  • Dealers
  • Investment Banking and Private Equity Firms
  • Government Authority
  • Financial Institutions

Time Period Captured in the Report:

  • Historical Period: FY’2014-FY’2018
  • Forecast Period: FY’2019E-FY’2023E


Companies

Companies Covered:

 

  • UBS Securities
  • CLSA
  • Credit Suisse
  • COL Financial
  • Deutsche Regis Partners
  • Maybank ATR Kim
  • Macquarie Capital
  • Mandarin Securities
  • SB Equities
  • J.P. Morgan Securities

The report titled “Philippines Financial Brokerage Market Outlook to 2023 – By Equity on Basis of Transaction Value, By Transaction Mode (Online & Offline), By Basis of Time of Delivery (Intraday & Delivery Based), By Type of Investor (Domestic & FII)” provides a comprehensive analysis on the financial brokerage market. The report covers various aspects including introduction on financial brokerage market, issues and challenges, trends and developments, investor profile, SWOT analysis, competitive landscape and government regulations. The report also covers market ecosystem, economic analysis of Philippines and comparison with other Emerging economies of South-Asia, competitive landscape including company profiles and cross-comparison among market players on key operational, customer base and financial parameters, growth drivers, recent developments, issues and challenges, decision making criteria for customers while choosing a brokerage firm and snapshots on Investor profile in Philippines. The report concludes with a snapshot on Introduction of Derivatives segment in brokerage market, market projections and analyst recommendations including success story of Zerodha India Financial Brokerage Market highlighting the key strategies for entering and remaining profitable in the highly fragmented market, highlighting the major opportunities and cautions.


Market Overview
The Philippines financial market is currently one of the most promising financial markets in South-Asia with very few financial products offered for trading at present but will increase in a few years. Trading activities in Philippines is highly regulated Due to very low trading volume & relatively fewer trading accounts; most of the brokerage firms provide brokerage services at the lowest cost prescribed by the SEC. The players currently charge brokerage fees for equity trading and plan to expand financial services towards asset management, mutual funds, wealth management, algorithmic trading, top picks and other services that can lure the customers. The industry grew at a negative CAGR during this period. The overall revenue in the financial brokerage industry witnessed a rising trend on account of a reduction in simplification of tax structure for trading, increasing investor’s confidence & political stability in Philippines in last year.


Philippines Financial Brokerage Market Segmentation


By Type of Trading Activity: In the financial brokerage market, equity segment has dominated the overall market in terms of transaction volume throughout FY’2014-FY’2018 which was supplemented by higher liquidity in equity, issuance of bonus shares in few instances thereby justifying the considerable share of equity in the overall market. Commodities’ trading was suspended by SEC back in 1990s and has not been started yet. PSE is in initial phase to restart the Commodities & Derivatives Exchange and is expected to start the segment very soon. Due to absence of Commodities & Future exchange, trading in other instruments have not been prevalent yet. Beginning of trading in this segment will open added revenue stream for the brokerage firms.


By Mode of Trading: In the financial brokerage market, trades are placed by the investors through traditional mode that is through broker’s assistance or through online mode where investors place orders online by a trading platform.


Competitive Landscape
The Philippines Financial Brokerage market is fragmented in nature. UBS Securities is the market leader and has the highest market share in the Financial Brokerage market in Philippines on the basis of projected equity trading volume in FY’2019. This was followed by CLSA, Credit Suisse, COL Financial, Deutsche Regis Partners, Maybank ATR Kim, Macquarie Capital and others. These market players compete in the brokerage market in Philippines on the basis of commissions charged, quality of supplementary services and technology and reputation.


Philippines Financial Brokerage Market Future Outlook
The total revenue from Philippines Financial brokerage Industry is expected to rise at a positive CAGR during the period FY’2019 - FY’2023E. This is mainly supported by the projected increase in investor education, government’s initiative towards setting up commodities exchange & stable macroeconomic factors’ contribution towards the overall revenue is expected to rise at a positive CAGR during the same period driven by rise in financial inclusion of the overall population as technology will be leveraged to expand the area of operations. Moreover, improvements in technology will lead to reduction in operational costs, the benefit of which can be passed on to the consumers as brokerage firms compete to stay relevant in the market. Foreign firms are bringing developed tech from their operations in developed countries to Philippines to provide better service to Filipino investors.


Key Segments Covered


By Type of Trading Activity

  • Equity

By Entity

  • Brokers-Dealers

Key Target Audience

  • Brokers
  • Dealers
  • Investment Banking and Private Equity Firms
  • Government Authority
  • Financial Institutions

Time Period Captured in the Report:

  • Historical Period: FY’2014-FY’2018
  • Forecast Period: FY’2019E-FY’2023E

Companies Covered:

  • UBS Securities
  • CLSA
  • Credit Suisse
  • COL Financial
  • Deutsche Regis Partners
  • Maybank ATR Kim
  • Macquarie Capital
  • Mandarin Securities
  • SB Equities
  • J.P. Morgan Securities

Key Topics Covered in the Report

  • Executive Summary
  • Research Methodology
  • Overview and Market Genesis for Philippines Financial Brokerage Market
  • Business Model Of Philippines Financial Brokerage Industry
  • Comparative Analysis of Philippines Financial Brokerage Market with Global Financial Brokerage Market
  • Investor Education in Philippines Financial Brokerage Market
  • Philippines Financial Brokerage Market Size, FY’2014-FY’2018
  • Philippines Financial Brokerage Market Segmentation
  • Snapshot of Philippines Financial Brokerage Market
  • Trends & Developments in the Philippines Financial Brokerage Market
  • Issues and Challenges in Philippines Financial Brokerage Market
  • SWOT Analysis of Philippines Financial Brokerage Market
  • Government regulations and Initiatives in Philippines Financial Market
  • Competition Scenario & Major Players in Philippines Financial Brokerage Market
  • Philippines Brokerage Market Future Outlook and Projections,FY’2019-FY’2023
  • Analyst Recommendations
  • Inception of Derivatives Segment
  • Zerodha’s Success Story in Indian Financial Brokerage Market
READ MORE

Scope

1.     Executive Summary

 

2.     Research Methodology

 

2.1.     Market Definitions

2.2.     Abbreviations

2.3.     Consolidated Research Approach

2.4.     Market Sizing – Overall Financial Brokerage Market

2.5.     Variables (Dependent and Independent)

2.6.     Multi Factor Based Sensitivity Model

2.7.     Limitations

2.8.     Final Conclusion

 

3.     Overview and Market Genesis for Philippines Financial Brokerage Market

 

4.     Business Model Of Philippines Financial Brokerage Industry

 

5.     Comparative Analysis of Philippines Financial Brokerage Market with Global Financial Brokerage Market

 

5.1.     Historical Overview

5.2.     Present Scenario

 

6.     Investor Education In Philippines Financial Brokerage Market

 

6.1.     Educational Programs For Stockbrokers

6.2.     Educational Programs For Investors

6.3.     Process & Requirements to open a Brokerage & Trading account in Philippines

 

7.     Philippines Financial Brokerage Market Size, FY’2014-FY’2018

 

7.1.     By Revenue From Brokerage, FY’2014-FY’2018

 

8.     Philippines Financial Brokerage Market Segmentation

 

8.1.     By Equity Market, FY'2014-FY'2018

8.2.     By Equity on the Basis of Transaction Volume, FY'2013-FY’2018

8.3.     By Revenue on the Basis of Transaction Mode (Online and Offline), FY’2018

8.4.     By Revenue on the Basis of Time of Delivery (Intra Day and Delivery Based), FY’2018

8.5.     By Domestic & FIIs Transactions in the Equity Market, FY’2019(P)

8.6.     Investor Profile, FY’2018

 

9.     Snapshot on Philippines Online Brokerage Market

 

10.      Trends & Developments In The Philippines Financial Brokerage Market

 

11.      Issues And Challenges In The Philippines Financial Brokerage Market

 

12.      SWOT Analysis for Philippines Financial Brokerage Market

 

13.      Government Regulations and Initiatives in Philippines Financial Brokerage Market

 

13.1.      Role of Capital Market Integrity Corporation (CMIC)

13.2.      Process & Requirements to Start Broking Firm in Philippines

13.2.1.       Definition of a Broker and a Dealer

13.2.2.       Registration of Salesmen and Associated Persons of Brokers Dealers

13.2.3.       Margin & Credit Requirement For a Broker Dealer

13.3.      Tax Considerations for Market Players in the Sector

13.4.      Costs Related to Trading

 

14.      Competition Scenario & Major Players in Philippines Brokerage Market

 

14.1.      Competition Scenario (Competition stage, Company Position and Competing Parameters), 2018

14.2.      Strengths & Weaknesses of Major Domestic Players in Philippines Financial Brokerage market

14.3.      Company Profile of Major Players in Philippines Financial Brokerage Market

14.3.1.       COL Financial

14.3.2.       UBS Securities

14.3.3.       Maybank ATR Kim

14.3.4.       Macquarie Capital

14.3.5.       Deutsche Regis Partners

14.3.6.       JP Morgan Securities

14.3.7.       Credit Suisse

 

15.      Philippines Brokerage Market Future Outlook and Projections, FY’2019-FY’2023

 

15.1.      Future Outlook and Projections, FY’2019-FY’2023

15.2.      Future Growth Drivers

 

16.      Analyst Recommendations

 

17.      Inception of Derivatives Segment

 

18.      Zerodha’s Success Story in Indian Financial Brokerage Market

 

Disclaimer

 

Contact Us


List Of Figure

Figure 1‑1: Flowchart Depicting Philippines Financial Brokerage Market & Major Segments, 2018

Figure 4‑1: Business Model of Financial Brokerage Industry in Philippines

Figure 5‑1: Relative Sizes of World Stock Markets by Market Capitalization (by %), as of August’2018

Figure 6‑1: Steps to Open a New Stock Trading Account in Philippines.

Figure 7‑1: Market Size in Terms of Equity Transaction Value from Financial Brokerage Sector in PHP Billions, FY’2014-FY’2018.

Figure 7‑2: Market Size in Terms of Equity Transaction Volume from Financial Brokerage Sector in PHP Millions, FY’2014-FY’2018.

Figure 7‑3: Philippines Financial Brokerage Market Size on Basis of Revenue in PHP Millions, FY’2014-FY’2018

Figure 8‑1: Philippines Equity Financial Brokerage Market Segmentation by Online and Traditional Mode on the Basis of Transaction Volume in Percentage (%), FY’2018

Figure 8‑2: Philippines Equity Financial Brokerage Market Segmentation by Intra Day and Delivery Based Transactions on the Basis of Transaction Volume in Percentage (%), FY’2018

Figure 8‑3: GDP per Capita of Philippines in USD, CY’2014- CY’2018

Figure 8‑4: Foreign Investment Inflows in Philippines in USD Billion, 2014-2018

Figure 8‑5: Philippines Financial Brokerage Market Segmentation by FIs and Domestic Investor transactions on the Basis of Transaction Value in Equity Market in Percentage (%), FY’2019(P)

Figure 8‑6: Total Trading Accounts in Philippines in Thousands, FY’2014-FY’2018

Figure 8‑7: Investor Profile for Philippines financial Brokerage Market by Distribution of Local & Foreign Account Holders in Philippines on the Basis of Number of Client Accounts by Percentage, FY’2014-FY’2018

Figure 8‑8: Investor Profile for Philippines Financial Brokerage Market on Basis of Distribution of Household Income of Accounts Holders in Philippines, FY’2014-FY’2018

Figure 8‑9: Country-Wise Distribution of Foreign Investors in Philippines Financial Brokerage Market, FY’2018

Figure 8‑10: Geographic Distribution on Basis of Domestic Retail Investor in Philippines, FY’2018

Figure 8‑11: Investor Profile for Philippines financial Brokerage Market on the Basis of Distribution of Retail Trading Accounts on Basis of Investors’ Age by Percentage, FY’2018.

Figure 10‑1: Market Capitalization of Listed Firms in Philippines, FY’2014-FY’2018

Figure 14‑1: Market Share of Major Players (CLSA, Credit Suisse, COL Financial, Deutsche Regis Partners, Maybank ATR Kim, Macquarie Capital, Mandarin Securities, SB Equities, J.P. Morgan Securities, Philippine Equity, Salisbury Bkt Securities, BPI securities, First Metro, PNB Securities and Others) in Philippines Financial Brokerage Market on the basis of Stock Volume Traded in Percentage (%), 2018

Figure 15‑1: Philippines Financial Brokerage Market Future Projections on Basis of Revenue , FY’2018-FY’2023(P)


List Of Table

Table 2‑1: Correlation Matrix for Philippines Financial Brokerage Market

Table 2‑2: Regression Coefficients Output for Philippines Financial Brokerage Market

Table 3‑1: Overview of Financial Market including Historical Overview, Transformation Stage, Present Scenario & PSE in Philippines

Table 3‑2: Description of Various types of Stocks in Philippines

Table 5‑1: Historical Overview of Philippines Financial Brokerage Market Including Trading Exchanges System in Philippines, Regulatory Bodies and Trading Platforms

Table 5‑2: Companies in Philippines Financial Brokerage Sector with their Year of Establishment

Table 5‑3: Cross-Comparison of PSEi vs. Select Asian Indices, 2017-2018

Table 5‑4: Key Indicators for Asian exchanges on Basis of Market Capitalization/GDP, Total Value Traded/GDP, Turnover, as of December 31st 2017

Table 5‑5: Cross Comparison of Stock exchanges in the Asia region on the Basis of Stock Exchange, Legal Status, Self-listing, Market Capitalization (USD billion), No. of Listed Companies and Trading Volume (USD billion), CY’ 2017

Table 5‑6: Comparison with Emerging Asian Markets including Indonesia, Malaysia, Philippines, Thailand and India on the basis of GDP per capita Income in USD, Current Account Deficit (% of GDP), Inflation (%), 10 year Government Bond Yield (in %), Country Rating by S&P, External Debt (% of GDP), Foreign Investment Inflow (% of GDP), Market capitalization (% of GDP), Number of listed companies, Stock Value Traded (% of GDP), Trading Volume (USD Billion), Number of IDs (in Millions), Number of Brokerage Firms Ease of Doing Business Rank, Global Competitiveness Rank, Infrastructure Rank and Population in age (15-64 years) as a % of total population, 2018

Table 5‑7: Market Capitalization of the World’s Top 10 Stock Exchanges (USD Trillion), FY’2018

Table 6‑1: List of Exams Provided by SEC and Their Respective duration, Qualifications and Cost

Table 6‑2: Description of APCE Exam and Topics Covered by APCE

Table 6‑3: Educational Programs for Investors in Philippines

Table 7‑1: Philippines Financial Brokerage Market Size on Basis of Revenue, FY’2014-FY’2018.

Table 8‑1: Philippines Equity Segmentation on Basis of Various Sectors.(Financial Sector, Industrial Sector, Holding Firms Sector, Property Sector, Services Sector, Mining & Oil Sector, SME, ETF.)

Table 8‑2: Philippines Equity Market Segmentation by Sectors on the Basis of Value in PHP Million, 2014-2018

Table 8‑3: Philippines Equity Market Segmentation by Sectors on the Basis of Value by Percentage (%), FY’2014-FY’2018

Table 8‑4: Philippines Equity Market Segmentation by Sectors on the Basis of Volume in Million Shares, FY’2014-FY’2018

Table 8‑5: Philippines Equity Market Segmentation by Sectors on the Basis of Volume by Percentage (%), FY’2014-FY’2018

Table 8‑6: Philippines Equity Financial Brokerage Market Revenue Segmentation by Online and Traditional Mode on the Basis of Transaction Value in PHP Million, FY’2018

Table 8‑7: Philippines Equity Financial Brokerage Market Segmentation by Intra Day and Delivery Based Transactions on the Basis of Transaction Volume in PHP Million, FY’2018

Table 8‑8: Philippines Financial Brokerage Market Segmentation by FIs and Domestic Investors on the Basis of Transaction Value in PHP Million, FY’2018

Table 8‑9: Investor Profile for Philippines financial Brokerage Market by Country-Wise Distribution of Foreign Investors in Philippines Financial Brokerage Market by Percentage, FY’2014-FY’2018.

Table 8‑10: Region-Wise Distribution of Domestic Trading Account Holders in Philippines, 2014-2018

Table 8‑11: Distribution of Total Retail Accounts on Basis of Age Group, FY’2014-FY’2018.

Table 8‑12: Percentage of Active Accounts across Various Categories of Investors, FY’2014- FY’2018.

Table 9‑1: Distribution of Online Accounts on Basis of Annual Income in Terms of Percentage, FY’2014-FY’2018.

Table 9‑2: Distribution of Online Accounts on Basis of Age Group of Investors in Terms of Percentage, FY’2014-FY’2018.

Table 9‑3 : Philippines Financial Brokerage Market Segmentation by Online and Offline Market on the Basis of No. of Accounts, FY’2014-FY’2018

Table 9‑4: Philippines Financial Brokerage Market Segmentation by Online and Offline Market on the Basis of No. of Accounts in Percentage (%), FY’2014-FY’2018

Table 9‑5: Problems Faced by Filipinos while Operating Online Trading Platforms

Table 9‑6: Competitive Landscape of Financial Brokerage Firms in Philippines on basis of Number of Trading Accounts, CY’19

Table 12‑1: SWOT Analysis for Philippines Financial Brokerage Market

Table 13‑1: Role & Powers of Capital Market Integrity Corporation (CMIC), Philippines.

Table 13‑2: Registration Process for Broker-Dealer in Philippines

Table 13‑3: Application Fees for Broker Dealer registration excluding Other Fees

Table 13‑4: Charges Involved While Buying & Selling of Stocks in Philippines through Brokerage House

Table 14‑1: Competition Scenario in Philippines Financial Brokerage Market Including Competition Stage, Company Positioning and Competing Parameters, 2018

Table 14‑2: Competitive Strengths and Weaknesses of Major Companies present in Philippines Financial Brokerage Market including COL Financial, First Metro Securities, Abacus Securities, BPI Trade BA Securities, Alpha Securities, DA Securities & AP Associates & Securities.

Table 14‑3: Cross-Comparison of Top Online Brokerage Firms on Basis of Minimum Investment (in PHP), Broker’s Commission & Affiliate Banks for Account Funding

Table 14‑4: Competitive Landscape of Financial Brokerage Firms in Philippines including Year of Establishment, Trading Value & Market Share (in terms of Value), FY’ 2018

Table 14‑5: Heat Map of Online Trading Firms in Philippines Financial Brokerage Market.

Table 14‑6: Competitive Landscape for COL Financial including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Cli ents, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑7: Profit and Loss Statement for COL Financial in PHP, FY’2017-FY’2018

Table 14‑8: Balance Sheet of COL Financial in USD Million, FY’2017 and FY’2018

Table 14‑9: Competitive Landscape for UBS Securities including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑10: Competitive Landscape for Maybank including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑11: Competitive Landscape Macquarie Capital including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑12: Competitive Landscape for Deutsche Regis Partners including Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑13: Competitive Landscape for JP Morgan Securities including Company Overview, Recent Developments, USP, Employees, Number of Branches, Business Model, Business Segment, Future Strategy and other Parameters

Table 14‑14: Competitive Landscape for Credit Suisse Company Overview, Recent Developments, USP, Employees, Future Plans, Number of Branches, Number of Clients, Business Model, Business Segment, Future Strategy and other Parameters

Table 15‑1: Future Growth Drivers for Philippines Financial Brokerage Market

Table 16‑1: Analyst Recommendations for Philippines Financial Brokerage Market for Market Entrants

Table 16‑2: Analyst Recommendations for Philippines Financial Brokerage Market for Existing Participants

Table 17‑1: Need, Impact, risk & Impediments in Introduction of Derivatives & Commodities Trading

Table 18‑1: Case Study of Zerodha’s Success in Indian Financial Brokerage Market involving parameters including Company Evolution, Challenges Faced by the Company, Strategies Adopted to Mitigate Challenges, Company’s Current Position in Industry, Pricing Strategy, Future Plans and Conclusion.

License Type Excel Only Single User Single User + Excel Hard Copy Corporate User License
User Sharing Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only. Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only. Restricted to one authorized user; Open on 1 PC/ mobile / Tablet only. Access to Printed Report; No Soft Copy Multiple Users within the Company/ Enterprise
Print Option
Copy Option :Yes :No
Citation Yes (Not Publically; but to Private Parties within the company/ affiliate)
Deliverable Format :via Email :via Email ; :via Email Printed Publication/ Book by Post ; :via Email
Customization 20%
Analyst Time (Post Purchase Queries on Call/ Email)
Disclaimer : In no circumstance, the complete / part of the publication may be resold for monetary terms by the client or any other party related to the client or can be made available on third party website or on Google for general public view.
To know more information on Purchase by Section, please send a mail to support@kenresearch.com

Products

Key Segments Covered

 

By Type of Trading Activity

 

  • Equity

By Entity

 

  • Brokers-Dealers

Key Target Audience

 

  • Brokers
  • Dealers
  • Investment Banking and Private Equity Firms
  • Government Authority
  • Financial Institutions

Time Period Captured in the Report:

  • Historical Period: FY’2014-FY’2018
  • Forecast Period: FY’2019E-FY’2023E


Companies

Companies Covered:

 

  • UBS Securities
  • CLSA
  • Credit Suisse
  • COL Financial
  • Deutsche Regis Partners
  • Maybank ATR Kim
  • Macquarie Capital
  • Mandarin Securities
  • SB Equities
  • J.P. Morgan Securities