Aboitiz Power Corporation

Report azionario PSE:AP

Capitalizzazione di mercato: ₱315.6b

Aboitiz Power Gestione

Criteri Gestione verificati 4/4

Aboitiz Power Il CEO è Danel Aboitiz, nominato in Jul2024, ha un mandato di 1.83 anni. possiede direttamente 0.31% delle azioni della società, per un valore di ₱ 963.61M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.2 anni e 3.2 anni.

Informazioni chiave

Danel Aboitiz

Amministratore delegato

₱2.5m

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO1.8yrs
Proprietà del CEO0.3%
Durata media del management2.2yrs
Durata media del Consiglio di amministrazione3.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 15

AP: Governance Reforms And Potential Green Energy Acquisition Will Support Earnings Quality

Analysts have kept their fair value estimate for Aboitiz Power steady at ₱51.11, with only slight refinements to assumptions such as the discount rate and future P/E used in their pricing models. What's in the News The Board of Directors approved amendments to the Board Audit Committee Charter at the April 27, 2026 meeting to align the committee's composition with the Corporate Governance Code for Publicly Listed Companies (company disclosure).
Aggiornamento della narrazione Apr 29

AP: Dividend Moves And Governance Reforms Will Support Future Earnings Quality

Analysts now place Aboitiz Power's fair value at ₱51.11, compared with the earlier ₱49.91. They cite updated assumptions on revenue growth, margins and a lower future P/E multiple as key drivers of the revised price target.
Aggiornamento della narrazione Apr 15

AP: Governance Moves And India Talks Will Shape Future Dividend-Focused Upside

Analysts have maintained their fair value estimate for Aboitiz Power at ₱45.00. The unchanged price target reflects updated assumptions, including a slightly higher discount rate, a lower revenue growth outlook, a higher profit margin, and a lower future P/E multiple.
Aggiornamento della narrazione Apr 01

AP: Dividend Resilience And Green Energy Expansion Will Support Bullish Outlook

Analysts have maintained their ₱55.86 price target for Aboitiz Power, noting slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E to align with their latest view of the company’s risk and earnings profile. What's in the News The Board has set a meeting for March 24, 2026 to update the Environmental, Social, and Corporate Governance Committee charter; rename it as the Board Corporate Governance and Sustainability Committee; and revise the Related Party Transaction Committee charter, including its structure, membership, and duties (Board Meeting).
Aggiornamento della narrazione Mar 18

AP: Dividend Uplift And Green Energy Expansion Will Support Bullish Outlook

Analysts now place Aboitiz Power's fair value at ₱55.86 compared to the previous estimate of ₱54.30, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The board approved a special cash dividend of ₱0.93 per share, payable on March 27, 2026, to stockholders of record on March 19, 2026, with an ex-date of March 18, 2026, funded from unrestricted retained earnings as of December 31, 2025 (company disclosure).
Aggiornamento della narrazione Mar 03

AP: Potential India Deal And Governance Changes Will Shape Balanced Future Upside

Analysts have lifted their price target on Aboitiz Power from ₱32.06 to ₱45.00, citing updated assumptions that include a slightly lower discount rate, modestly adjusted revenue growth expectations, a higher profit margin estimate, and a richer future P/E multiple. What's in the News Aboitiz Power is reported to be in talks to buy a majority stake in Hyderabad based Fourth Partner Energy, a company focused on supplying green energy to commercial and industrial customers in India, with some existing investors said to be looking to reduce their holdings (Key Developments).
Aggiornamento della narrazione Feb 17

AP: Governance Reforms Will Support Confidence In Future Earnings Quality

Analysts have lifted their price target for Aboitiz Power from ₱46.54 to ₱49.91, reflecting updated views on its fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News A board meeting is scheduled for Jan 27, 2026 to review and approve amendments to the Board Audit Committee Charter, including changes to committee composition, internal audit leadership, and alignment with the amended Board Protocol (company disclosure).
Aggiornamento della narrazione Feb 03

AP: New Solar Buildout And Governance Changes Will Limit Future Share Upside

Analysts have trimmed their price target on Aboitiz Power slightly, reflecting updated assumptions around discount rate, revenue growth, profit margins, and future P/E. These changes leave their fair value estimate broadly unchanged at about ₱32.06 per share.
Aggiornamento della narrazione Jan 20

AP: Future Governance Shifts And Solar Expansion Will Restrain Share Upside

Analysts have nudged their fair value estimate for Aboitiz Power to about ₱32.06 per share, reflecting updated views on discount rates, revenue growth, profit margins, and the stock's forward P/E profile. What's in the News Aboitiz Power Corporation approved the adoption of its charter, updating its formal corporate governance framework and internal rules (company filing).
Aggiornamento della narrazione Jan 05

AP: Governance Changes And New Solar Project Will Support Balanced Outlook

Analysts have lifted their fair value estimate for Aboitiz Power from ₱45.54 to ₱46.54, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and forward P/E expectations. What's in the News Aboitiz Power Corporation approved the adoption of its charter, updating its formal governing document for corporate operations and oversight (Key Developments).
Aggiornamento della narrazione Dec 15

AP: Large Solar Expansion And Index Inclusion Will Support Bullish Outlook

Analysts have trimmed their price target on Aboitiz Power slightly, holding it at PHP 54.30, reflecting modestly higher discount rate assumptions and slightly softer long term revenue growth and profit margin forecasts. What's in the News Aboitiz Power Corp.
Aggiornamento della narrazione Aug 28

Renewable Expansion In The Philippines Will Secure Future Advantage

Aboitiz Power’s lower net profit margin and higher future P/E signal deteriorating profitability and a more expensive forward valuation, leading to a modest decrease in the consensus fair value from ₱46.70 to ₱45.82. What's in the News Aboitiz Power's joint venture with Scatec ASA (SNAP) received Energy Regulatory Commission approval for an increased rate on long-term ancillary services contracts, raising it from PHP 1.5 to PHP 2.25/kWh effective July 2025.
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Nuova narrazione Dec 29

Solar Expansion And Chromite Acquisition To Power Earnings Surge And Margin Growth

Renewable growth and solar projects are projected to boost Aboitiz Power's revenue, with diversified energy strategies enhancing earnings and net margins.

AMMINISTRATORE DELEGATO

Danel Aboitiz (43 yo)

1.8yrs
Mandato
₱2,500,000
Compensazione

Mr. Danel C. Aboitiz is President and Chief Executive Officer of Aboitiz Power Corporation from July 1, 2024 and served as its Chief Commercial & Stakeholder Engagement Officer until July 1, 2024 and serve...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Danel Aboitiz
President1.8yrs₱2.50m0.31%
₱ 963.6m
Juan Alejandro Aboitiz
Senior VP2.5yrsNessun dato0.037%
₱ 117.6m
Joseph Lacson
Chief Investment Officerno dataNessun datoNessun dato
Jacqui De Jesus
Investor Relations Officerno dataNessun datoNessun dato
Manuel Alberto Colayco
Senior VP and Chief Legal3.8yrsNessun datoNessun dato
Susan Valdez
Chief Corporate Services Officer13.4yrsNessun datoNessun dato
Anton Mari Perdices
Chief Operating Officer of AboitizPower Distribution Business Groupno dataNessun datoNessun dato
Celso Caballero
Chief Operating Officer of Aboitiz Power Transition Business Groupno dataNessun datoNessun dato
Jeihan Borlaza
First VP & CFO of Distribution Business Groupno dataNessun datoNessun dato
Mark Angelou Dinglasan
Internal Audit Head & Chief Audit Executive1.3yrsNessun datoNessun dato
Maria Racquel Bustamante
Senior VP1.5yrsNessun dato0.00035%
₱ 1.1m
James Arnold Villaroman
President & COO of Aboitiz Renewablesno dataNessun datoNessun dato
2.2yrs
Durata media
51yo
Età media

Gestione esperta: Il team dirigenziale di AP è considerato esperto (durata media dell'incarico 2.2 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Danel Aboitiz
President7.4yrs₱2.50m0.31%
₱ 963.6m
Antonio Canova
Non-Executive Director1.8yrs₱4.70m0%
₱ 0
Toshiro Kudama
Non-Executive Director4.4yrs₱4.40m0%
₱ 0
Erramon Isidro Aboitiz
Non-Executive Director2.1yrs₱4.05m0.19%
₱ 613.6m
Hwee Hua Tan
Independent Directorno dataNessun dato0%
₱ 0
Cesar Romero
Independent Director3.6yrs₱7.00m0%
₱ 0
Sabin Aboitiz
Non-Executive Chairman5.1yrs₱3.83m0.31%
₱ 985.6m
Izumi Kai
Vice-Chairman of Board2.8yrs₱4.85m0%
₱ 0
Estela Perlas-Bernabe
Independent Director1.1yrs₱3.75m0.000040%
₱ 126.2k
3.2yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AP sono considerati esperti (durata media dell'incarico 3.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 07:25
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Aboitiz Power Corporation è coperta da 11 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Julian Vincent RoxasBofA Global Research
Eunice DolatreCGS International
Jame OsmanCitigroup Inc