A. Soriano（ANS）株式概要A.ソリアーノ・コーポレーションは子会社を通じてフィリピンでリゾート事業、ケーブル・電線製造事業、その他の事業を行っている。 詳細ANS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績5/6財務の健全性4/6配当金3/6報酬株価収益率（ 2.4 x） PH市場（ 7.8 x）を下回っています。過去1年間で収益は334.1%増加しました リスク分析高いレベルの非現金収入 4.41%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るANS Community Fair Values Create NarrativeSee what 66 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₱Current Price₱17.0020.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b40b2016201920222025202620282031Revenue ₱40.2bEarnings ₱15.5bAdvancedSet Fair ValueView all narrativesA. Soriano Corporation 競合他社Top Frontier Investment HoldingsSymbol: PSE:TFHIMarket cap: ₱22.5bConcepcion IndustrialSymbol: PSE:CICMarket cap: ₱5.0bAlliance Global GroupSymbol: PSE:AGIMarket cap: ₱70.4bGuangdong Real-Design Intelligent TechnologySymbol: SZSE:301135Market cap: CN¥2.3b価格と性能株価の高値、安値、推移の概要A. Soriano過去の株価現在の株価₱17.0052週高値₱17.0052週安値₱12.02ベータ0.131ヶ月の変化8.42%3ヶ月変化6.92%1年変化20.74%3年間の変化57.41%5年間の変化146.38%IPOからの変化608.34%最新ニュースReported Earnings • May 12First quarter 2026 earnings released: EPS: ₱2.44 (vs ₱0.29 loss in 1Q 2025)First quarter 2026 results: EPS: ₱2.44 (up from ₱0.29 loss in 1Q 2025). Revenue: ₱6.52b (up 108% from 1Q 2025). Net income: ₱3.00b (up ₱3.36b from 1Q 2025). Profit margin: 46% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: ₱4.44 (vs ₱3.81 in FY 2024)Full year 2025 results: EPS: ₱4.44 (up from ₱3.81 in FY 2024). Revenue: ₱19.5b (up 16% from FY 2024). Net income: ₱5.44b (up 16% from FY 2024). Profit margin: 28% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 04Dividend of ₱0.50 announcedDividend of ₱0.50 is the same as last year. Ex-date: 16th March 2026 Payment date: 8th April 2026 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (21% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 03A. Soriano Corporation announces Annual dividend, payable on April 08, 2026A. Soriano Corporation announced Annual dividend of PHP 0.5000 per share payable on April 08, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.お知らせ • Feb 24A. Soriano Corporation, Annual General Meeting, Apr 15, 2026A. Soriano Corporation, Annual General Meeting, Apr 15, 2026, at 10:00 W. Australia Standard Time. Location: no physical venue for the asm., PhilippinesRecent Insider Transactions • Dec 24Insider recently bought ₱93k worth of stockOn the 19th of December, Eduardo Soriano bought around 7k shares on-market at roughly ₱14.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱6.4m more in shares than they bought in the last 12 months.最新情報をもっと見るRecent updatesReported Earnings • May 12First quarter 2026 earnings released: EPS: ₱2.44 (vs ₱0.29 loss in 1Q 2025)First quarter 2026 results: EPS: ₱2.44 (up from ₱0.29 loss in 1Q 2025). Revenue: ₱6.52b (up 108% from 1Q 2025). Net income: ₱3.00b (up ₱3.36b from 1Q 2025). Profit margin: 46% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: ₱4.44 (vs ₱3.81 in FY 2024)Full year 2025 results: EPS: ₱4.44 (up from ₱3.81 in FY 2024). Revenue: ₱19.5b (up 16% from FY 2024). Net income: ₱5.44b (up 16% from FY 2024). Profit margin: 28% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 04Dividend of ₱0.50 announcedDividend of ₱0.50 is the same as last year. Ex-date: 16th March 2026 Payment date: 8th April 2026 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (21% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 03A. Soriano Corporation announces Annual dividend, payable on April 08, 2026A. Soriano Corporation announced Annual dividend of PHP 0.5000 per share payable on April 08, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.お知らせ • Feb 24A. Soriano Corporation, Annual General Meeting, Apr 15, 2026A. Soriano Corporation, Annual General Meeting, Apr 15, 2026, at 10:00 W. Australia Standard Time. Location: no physical venue for the asm., PhilippinesRecent Insider Transactions • Dec 24Insider recently bought ₱93k worth of stockOn the 19th of December, Eduardo Soriano bought around 7k shares on-market at roughly ₱14.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱6.4m more in shares than they bought in the last 12 months.Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: ₱1.44 (vs ₱1.04 in 3Q 2024)Third quarter 2025 results: EPS: ₱1.44 (up from ₱1.04 in 3Q 2024). Revenue: ₱5.13b (up 26% from 3Q 2024). Net income: ₱1.77b (up 39% from 3Q 2024). Profit margin: 35% (up from 31% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.お知らせ • Oct 03Inoza Business Holdings, Inc. acquired an unknown minority stake in The Bistro Group from A. Soriano Corporation (PSE:ANS) for PHP 1.9 billion.Inoza Business Holdings, Inc. acquired an unknown minority stake in The Bistro Group from A. Soriano Corporation (PSE:ANS) for PHP 1.9 billion on October 1, 2025. A cash consideration of PHP 1.91 billion will be paid by Inoza Business Holdings, Inc. As part of consideration, PHP 1.91 billion is paid towards common equity of The Bistro Group. Inoza Business Holdings, Inc. completed the acquisition of an unknown minority stake in The Bistro Group from A. Soriano Corporation (PSE:ANS) on October 1, 2025.Upcoming Dividend • Sep 24Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 01 October 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of Filipino dividend payers (6.1%). Higher than average of industry peers (1.1%).Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₱1.26 (vs ₱0.93 in 2Q 2024)Second quarter 2025 results: EPS: ₱1.26 (up from ₱0.93 in 2Q 2024). Revenue: ₱4.68b (up 15% from 2Q 2024). Net income: ₱1.55b (up 36% from 2Q 2024). Profit margin: 33% (up from 28% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.Recent Insider Transactions • Jul 15Independent Director recently bought ₱736k worth of stockOn the 10th of July, Oscar Hilado bought around 50k shares on-market at roughly ₱14.72 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱6.5m more in shares than they bought in the last 12 months.Recent Insider Transactions • Jul 04Independent Director recently sold ₱356k worth of stockOn the 27th of June, Oscar Hilado sold around 25k shares on-market at roughly ₱14.24 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱7.2m more than they bought in the last 12 months.New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (14% net profit margin).Reported Earnings • May 15First quarter 2025 earnings released: ₱0.29 loss per share (vs ₱1.87 profit in 1Q 2024)First quarter 2025 results: ₱0.29 loss per share (down from ₱1.87 profit in 1Q 2024). Revenue: ₱3.14b (down 41% from 1Q 2024). Net loss: ₱358.5m (down 116% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • Mar 08Full year 2024 earnings releasedFull year 2024 results: Revenue: ₱16.8b (up 22% from FY 2023). Net income: ₱4.68b (up 83% from FY 2023). Profit margin: 28% (up from 19% in FY 2023). The increase in margin was driven by higher revenue.Declared Dividend • Feb 26Dividend of ₱0.50 announcedShareholders will receive a dividend of ₱0.50. Ex-date: 14th March 2025 Payment date: 11th April 2025 Dividend yield will be 5.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (11% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 24+ 1 more updateA. Soriano Corporation, Annual General Meeting, Apr 16, 2025A. Soriano Corporation, Annual General Meeting, Apr 16, 2025, at 10:00 W. Australia Standard Time.お知らせ • Feb 18A. Soriano Corporation Announces Demise of Eduardo J. Soriano, Vice-Chairman and DirectorA. Soriano Corporation announced the passing of Mr. Eduardo J. Soriano, Vice-Chairman and Director, February 17, 2025. He served as Director of A. Soriano Corporation ("Anscor") since 1980 and became Vice-Chairman in 1990. He was Anscor's Treasurer prior to his retirement in 2018. He is also the President of The Andres Soriano Foundation Inc. and a Director of Phelps Dodge International Philippines Inc.Recent Insider Transactions • Jan 09Independent Director recently sold ₱6.8m worth of stockOn the 3rd of January, Oscar Hilado sold around 500k shares on-market at roughly ₱13.70 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱19m more than they bought in the last 12 months.Buy Or Sell Opportunity • Nov 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₱13.02. The fair value is estimated to be ₱16.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 12%.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱1.04 (vs ₱0.30 in 3Q 2023)Third quarter 2024 results: EPS: ₱1.04 (up from ₱0.30 in 3Q 2023). Revenue: ₱4.08b (up 42% from 3Q 2023). Net income: ₱1.28b (up 249% from 3Q 2023). Profit margin: 31% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Nov 06Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 13 November 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of Filipino dividend payers (6.2%). Higher than average of industry peers (1.4%).お知らせ • Oct 29A. Soriano Corporation Approves Special Cash Dividend, Payable on November 29, 2024The Board of Directors of A. Soriano Corporation in its meeting held on October 29,2024, approved a special cash dividend of 25 Centavos (PHP 0.25) per share payable on November 29, 2024 to all stockholders of record as of November 14, 2024. Source of Dividend Payment: From the Company's unrestricted retained earnings as of September 30, 2024.Buy Or Sell Opportunity • Sep 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₱14.92. The fair value is estimated to be ₱12.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 4.1%.Buy Or Sell Opportunity • Aug 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to ₱15.00. The fair value is estimated to be ₱12.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 4.1%.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ₱0.93 (vs ₱0.34 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.93 (up from ₱0.34 in 2Q 2023). Revenue: ₱4.07b (up 31% from 2Q 2023). Net income: ₱1.14b (up 170% from 2Q 2023). Profit margin: 28% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to ₱12.70. The fair value is estimated to be ₱10.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 2.6%.Reported Earnings • May 15First quarter 2024 earnings released: EPS: ₱1.87 (vs ₱0.52 in 1Q 2023)First quarter 2024 results: EPS: ₱1.87 (up from ₱0.52 in 1Q 2023). Revenue: ₱5.36b (up 51% from 1Q 2023). Net income: ₱2.30b (up 260% from 1Q 2023). Profit margin: 43% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.New Risk • Apr 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 104% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (28% accrual ratio). Shareholders have been substantially diluted in the past year (104% increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 9x cash flows per share). Significant insider selling over the past 3 months (₱12m sold).Reported Earnings • Mar 07Full year 2023 earnings released: EPS: ₱2.08 (vs ₱2.28 in FY 2022)Full year 2023 results: EPS: ₱2.08 (down from ₱2.28 in FY 2022). Revenue: ₱13.8b (up 1.3% from FY 2022). Net income: ₱2.55b (down 8.9% from FY 2022). Profit margin: 19% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 06Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 25 March 2024. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 8.2%. Within top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.3%).Declared Dividend • Mar 01Dividend of ₱0.50 announcedDividend of ₱0.50 is the same as last year. Ex-date: 13th March 2024 Payment date: 25th March 2024 Dividend yield will be 8.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 28+ 1 more updateA. Soriano Corporation Approves Regular Cash Dividend, Payable on March 25, 2024A. Soriano Corporation announced that the Board of Directors of in its meeting held on February 28, 2024, approved a regular cash dividend of Fifty Centavos (PHP 0.50) per Common share payable on March 25, 2024 to all stockholders of record as of March 14, 2024.Recent Insider Transactions • Jan 18Independent Director recently sold ₱12m worth of stockOn the 15th of January, Oscar Hilado sold around 1m shares on-market at roughly ₱11.66 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • Nov 23Upcoming dividend of ₱0.50 per share at 8.9% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 8.9%. Within top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.4%).お知らせ • Nov 17A. Soriano Corporation Approves a Special Cash Dividend, Payable on December 12, 2023The Board of Directors of A. Soriano Corporation at its meeting held November 15,2023, approved a special cash dividend of Fifty Centavos (PHP 0.50) per share payable on December 12, 2023 to all stockholders of record as of December 1, 2023.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.30 (vs ₱0.19 loss in 3Q 2022)Third quarter 2023 results: EPS: ₱0.30 (up from ₱0.19 loss in 3Q 2022). Revenue: ₱2.87b (up 24% from 3Q 2022). Net income: ₱366.0m (up ₱594.2m from 3Q 2022). Profit margin: 13% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.New Risk • Aug 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: ₱0.34 (vs ₱0.65 loss in 2Q 2022)Second quarter 2023 results: EPS: ₱0.34 (up from ₱0.65 loss in 2Q 2022). Revenue: ₱3.12b (up 113% from 2Q 2022). Net income: ₱420.9m (up ₱1.22b from 2Q 2022). Profit margin: 14% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 12First quarter 2023 earnings released: EPS: ₱0.52 (vs ₱2.20 in 1Q 2022)First quarter 2023 results: EPS: ₱0.52 (down from ₱2.20 in 1Q 2022). Revenue: ₱3.54b (down 35% from 1Q 2022). Net income: ₱638.0m (down 76% from 1Q 2022). Profit margin: 18% (down from 49% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: ₱2.28 (vs ₱2.04 in FY 2021)Full year 2022 results: EPS: ₱2.28 (up from ₱2.04 in FY 2021). Revenue: ₱13.6b (up 20% from FY 2021). Net income: ₱2.80b (up 12% from FY 2021). Profit margin: 21% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 06Upcoming dividend of ₱0.50 per share at 4.8% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Filipino dividend payers (5.4%). Higher than average of industry peers (1.0%).Upcoming Dividend • Nov 16Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 23 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 5.6%. Lower than top quartile of Filipino dividend payers (5.8%). Higher than average of industry peers (1.0%).Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Johnson Robert Go was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 11A. Soriano Corporation Declares Special Dividend, Payable on December 15, 2022The Board of Directors of A. Soriano Corporation, in its meeting held on November 11, 2022, approved a special cash dividend of PHP 0.50 per share, payable on December 15, 2022 to all stockholders of record as of November 28,2022.お知らせ • Aug 30A. Soriano Corporation Ordinary Shares Deleted from OTC EquityA. Soriano Corporation ANS Ordinary Shares (Philippines) has been deleted from OTC Equity effective from August 29, 2022, due to Inactive Security.Reported Earnings • Aug 14Second quarter 2022 earnings released: ₱0.65 loss per share (vs ₱1.36 profit in 2Q 2021)Second quarter 2022 results: ₱0.65 loss per share (down from ₱1.36 profit in 2Q 2021). Revenue: ₱1.46b (down 60% from 2Q 2021). Net loss: ₱796.9m (down 148% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 17First quarter 2022 earnings released: EPS: ₱2.20 (vs ₱0.41 loss in 1Q 2021)First quarter 2022 results: EPS: ₱2.20 (up from ₱0.41 loss in 1Q 2021). Revenue: ₱5.47b (up 248% from 1Q 2021). Net income: ₱2.70b (up ₱3.20b from 1Q 2021). Profit margin: 49% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Johnson Robert Go was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 20A. Soriano Corporation Announces Management and Committee ChangesA. Soriano Corporation, at the organizational meeting of the Board of Directors held on April 20, 2022, appointed Mr. Lorenzo D. Lasco and Ma. Victoria L. Cruz as executive officers. Mr. William H. Ottiger was appointed as a member of executive committee and audit committee. Mr. Johnson Robert G. Go, Jr and Mr. Alfonso S. Yuchengco lll were appointed as a member of audit committee.Board Change • Apr 19Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Johnson Robert Go was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 08Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₱2.04 (up from ₱0.13 in FY 2020). Revenue: ₱11.4b (up 65% from FY 2020). Net income: ₱2.50b (up ₱2.34b from FY 2020). Profit margin: 22% (up from 2.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Mar 01Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 08 March 2022. Payment date: 05 April 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 5.9%. Within top quartile of Filipino dividend payers (3.9%). Higher than average of industry peers (0.9%).お知らせ • Feb 24+ 1 more updateA. Soriano Corporation Announces Dividend, Payable on April 5, 2022A. Soriano Corporation announced dividend of PHP 0.50 per share, payable on April 5, 2022 with record date of March 11, 2022.Upcoming Dividend • Nov 22Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 27 December 2021. Trailing yield: 6.5%. Within top quartile of Filipino dividend payers (4.0%). Higher than average of industry peers (0.8%).Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ₱0.86 (vs ₱0.25 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₱3.10b (up 105% from 3Q 2020). Net income: ₱1.05b (up ₱1.36b from 3Q 2020). Profit margin: 34% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ₱1.36 (vs ₱1.27 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ₱3.65b (up 48% from 2Q 2020). Net income: ₱1.67b (up 5.5% from 2Q 2020). Profit margin: 46% (down from 64% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • May 18First quarter 2021 earnings released: ₱0.41 loss per share (vs ₱2.06 loss in 1Q 2020)The company reported a soft first quarter result with weaker revenues and control over costs, although losses reduced. First quarter 2021 results: Revenue: ₱1.57b (down 323% from 1Q 2020). Net loss: ₱497.6m (loss narrowed 81% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 05Upcoming Dividend of ₱0.50 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 12th of March. The trailing yield of 14% is in the top quartile of Filipino dividend payers (4.1%), and it is higher than industry peers (1.1%).Reported Earnings • Mar 02Full year 2020 earnings released: EPS ₱0.13 (vs ₱1.53 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱6.88b (down 36% from FY 2019). Net income: ₱165.6m (down 91% from FY 2019). Profit margin: 2.4% (down from 17% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 20New 90-day high: ₱7.44The company is up 16% from its price of ₱6.39 on 20 November 2020. The Filipino market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is down 3.0% over the same period.お知らせ • Feb 18A. Soriano Corporation, Annual General Meeting, Apr 14, 2021A. Soriano Corporation, Annual General Meeting, Apr 14, 2021, at 10:00 Singapore Standard Time. Agenda: To consider and Approval of the minutes of previous meeting; to consider Presentation of the Chairman and Chief Executive Officer's Message to Stockholders; to consider Approval for Mr. Oscar J. Hilado to continue as Independent Director of the Company; to consider and Election of members of the Board of Directors; to consider and Appointment of external auditors of SGV & Co. will be presented for approval of the Stockholders; and to consider other matter also.Is New 90 Day High Low • Jan 19New 90-day high: ₱6.80The company is up 7.0% from its price of ₱6.36 on 22 October 2020. The Filipino market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 15% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: ₱0.25 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ₱1.51b (down 10% from 3Q 2019). Net loss: ₱302.9m (loss narrowed 21% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.株主還元ANSPH ElectricalPH 市場7D6.0%-4.7%1.6%1Y20.7%68.0%-4.7%株主還元を見る業界別リターン: ANS過去 1 年間で68 % の収益を上げたPH Electrical業界を下回りました。リターン対市場: ANS過去 1 年間で-4.7 % の収益を上げたPH市場を上回りました。価格変動Is ANS's price volatile compared to industry and market?ANS volatilityANS Average Weekly Movement6.9%Electrical Industry Average Movement7.8%Market Average Movement5.2%10% most volatile stocks in PH Market9.2%10% least volatile stocks in PH Market2.8%安定した株価: ANS 、 PH市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ANSの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1930907Andres Sorianowww.anscor.com.phA.ソリアーノ社は子会社を通じてフィリピンでリゾート事業、ケーブル・電線製造事業、その他の事業を展開している。建築用電線、電力ケーブル、アルミ電線・ケーブル、銅棒、自動車用電線、その他エネルギー関連商品の製造、輸出入、売買を行っている。また、ホテル・リゾートの宿泊、リラクゼーション、エンターテイメントなどのサービス、家具・什器・備品のセットアップ、別荘地の開発・販売、建築物の建設なども行っている。さらに、航空輸送、格納庫、不動産保有、管理サービスも提供している。同社は1930年に法人化され、フィリピンのマカティ市に本拠を置く。もっと見るA. Soriano Corporation 基礎のまとめA. Soriano の収益と売上を時価総額と比較するとどうか。ANS 基礎統計学時価総額₱20.87b収益（TTM）₱8.80b売上高(TTM)₱22.84b2.4xPER（株価収益率0.9xP/SレシオANS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ANS 損益計算書（TTM）収益₱22.84b売上原価₱11.70b売上総利益₱11.14bその他の費用₱2.34b収益₱8.80b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）7.17グロス・マージン48.78%純利益率38.53%有利子負債／自己資本比率1.9%ANS の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.4%現在の配当利回り7%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/06 01:29終値2026/06/05 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋A. Soriano Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Shengyang LiMaybank Research Pte. Ltd.
Reported Earnings • May 12First quarter 2026 earnings released: EPS: ₱2.44 (vs ₱0.29 loss in 1Q 2025)First quarter 2026 results: EPS: ₱2.44 (up from ₱0.29 loss in 1Q 2025). Revenue: ₱6.52b (up 108% from 1Q 2025). Net income: ₱3.00b (up ₱3.36b from 1Q 2025). Profit margin: 46% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: ₱4.44 (vs ₱3.81 in FY 2024)Full year 2025 results: EPS: ₱4.44 (up from ₱3.81 in FY 2024). Revenue: ₱19.5b (up 16% from FY 2024). Net income: ₱5.44b (up 16% from FY 2024). Profit margin: 28% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 04Dividend of ₱0.50 announcedDividend of ₱0.50 is the same as last year. Ex-date: 16th March 2026 Payment date: 8th April 2026 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (21% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 03A. Soriano Corporation announces Annual dividend, payable on April 08, 2026A. Soriano Corporation announced Annual dividend of PHP 0.5000 per share payable on April 08, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.
お知らせ • Feb 24A. Soriano Corporation, Annual General Meeting, Apr 15, 2026A. Soriano Corporation, Annual General Meeting, Apr 15, 2026, at 10:00 W. Australia Standard Time. Location: no physical venue for the asm., Philippines
Recent Insider Transactions • Dec 24Insider recently bought ₱93k worth of stockOn the 19th of December, Eduardo Soriano bought around 7k shares on-market at roughly ₱14.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱6.4m more in shares than they bought in the last 12 months.
Reported Earnings • May 12First quarter 2026 earnings released: EPS: ₱2.44 (vs ₱0.29 loss in 1Q 2025)First quarter 2026 results: EPS: ₱2.44 (up from ₱0.29 loss in 1Q 2025). Revenue: ₱6.52b (up 108% from 1Q 2025). Net income: ₱3.00b (up ₱3.36b from 1Q 2025). Profit margin: 46% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: ₱4.44 (vs ₱3.81 in FY 2024)Full year 2025 results: EPS: ₱4.44 (up from ₱3.81 in FY 2024). Revenue: ₱19.5b (up 16% from FY 2024). Net income: ₱5.44b (up 16% from FY 2024). Profit margin: 28% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 04Dividend of ₱0.50 announcedDividend of ₱0.50 is the same as last year. Ex-date: 16th March 2026 Payment date: 8th April 2026 Dividend yield will be 4.8%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (21% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 03A. Soriano Corporation announces Annual dividend, payable on April 08, 2026A. Soriano Corporation announced Annual dividend of PHP 0.5000 per share payable on April 08, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.
お知らせ • Feb 24A. Soriano Corporation, Annual General Meeting, Apr 15, 2026A. Soriano Corporation, Annual General Meeting, Apr 15, 2026, at 10:00 W. Australia Standard Time. Location: no physical venue for the asm., Philippines
Recent Insider Transactions • Dec 24Insider recently bought ₱93k worth of stockOn the 19th of December, Eduardo Soriano bought around 7k shares on-market at roughly ₱14.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱6.4m more in shares than they bought in the last 12 months.
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: ₱1.44 (vs ₱1.04 in 3Q 2024)Third quarter 2025 results: EPS: ₱1.44 (up from ₱1.04 in 3Q 2024). Revenue: ₱5.13b (up 26% from 3Q 2024). Net income: ₱1.77b (up 39% from 3Q 2024). Profit margin: 35% (up from 31% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Oct 03Inoza Business Holdings, Inc. acquired an unknown minority stake in The Bistro Group from A. Soriano Corporation (PSE:ANS) for PHP 1.9 billion.Inoza Business Holdings, Inc. acquired an unknown minority stake in The Bistro Group from A. Soriano Corporation (PSE:ANS) for PHP 1.9 billion on October 1, 2025. A cash consideration of PHP 1.91 billion will be paid by Inoza Business Holdings, Inc. As part of consideration, PHP 1.91 billion is paid towards common equity of The Bistro Group. Inoza Business Holdings, Inc. completed the acquisition of an unknown minority stake in The Bistro Group from A. Soriano Corporation (PSE:ANS) on October 1, 2025.
Upcoming Dividend • Sep 24Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 01 October 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of Filipino dividend payers (6.1%). Higher than average of industry peers (1.1%).
Reported Earnings • Aug 20Second quarter 2025 earnings released: EPS: ₱1.26 (vs ₱0.93 in 2Q 2024)Second quarter 2025 results: EPS: ₱1.26 (up from ₱0.93 in 2Q 2024). Revenue: ₱4.68b (up 15% from 2Q 2024). Net income: ₱1.55b (up 36% from 2Q 2024). Profit margin: 33% (up from 28% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.
Recent Insider Transactions • Jul 15Independent Director recently bought ₱736k worth of stockOn the 10th of July, Oscar Hilado bought around 50k shares on-market at roughly ₱14.72 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱6.5m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Jul 04Independent Director recently sold ₱356k worth of stockOn the 27th of June, Oscar Hilado sold around 25k shares on-market at roughly ₱14.24 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱7.2m more than they bought in the last 12 months.
New Risk • May 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (14% net profit margin).
Reported Earnings • May 15First quarter 2025 earnings released: ₱0.29 loss per share (vs ₱1.87 profit in 1Q 2024)First quarter 2025 results: ₱0.29 loss per share (down from ₱1.87 profit in 1Q 2024). Revenue: ₱3.14b (down 41% from 1Q 2024). Net loss: ₱358.5m (down 116% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • Mar 08Full year 2024 earnings releasedFull year 2024 results: Revenue: ₱16.8b (up 22% from FY 2023). Net income: ₱4.68b (up 83% from FY 2023). Profit margin: 28% (up from 19% in FY 2023). The increase in margin was driven by higher revenue.
Declared Dividend • Feb 26Dividend of ₱0.50 announcedShareholders will receive a dividend of ₱0.50. Ex-date: 14th March 2025 Payment date: 11th April 2025 Dividend yield will be 5.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (11% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 24+ 1 more updateA. Soriano Corporation, Annual General Meeting, Apr 16, 2025A. Soriano Corporation, Annual General Meeting, Apr 16, 2025, at 10:00 W. Australia Standard Time.
お知らせ • Feb 18A. Soriano Corporation Announces Demise of Eduardo J. Soriano, Vice-Chairman and DirectorA. Soriano Corporation announced the passing of Mr. Eduardo J. Soriano, Vice-Chairman and Director, February 17, 2025. He served as Director of A. Soriano Corporation ("Anscor") since 1980 and became Vice-Chairman in 1990. He was Anscor's Treasurer prior to his retirement in 2018. He is also the President of The Andres Soriano Foundation Inc. and a Director of Phelps Dodge International Philippines Inc.
Recent Insider Transactions • Jan 09Independent Director recently sold ₱6.8m worth of stockOn the 3rd of January, Oscar Hilado sold around 500k shares on-market at roughly ₱13.70 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱19m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Nov 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₱13.02. The fair value is estimated to be ₱16.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 12%.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱1.04 (vs ₱0.30 in 3Q 2023)Third quarter 2024 results: EPS: ₱1.04 (up from ₱0.30 in 3Q 2023). Revenue: ₱4.08b (up 42% from 3Q 2023). Net income: ₱1.28b (up 249% from 3Q 2023). Profit margin: 31% (up from 13% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Nov 06Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 13 November 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of Filipino dividend payers (6.2%). Higher than average of industry peers (1.4%).
お知らせ • Oct 29A. Soriano Corporation Approves Special Cash Dividend, Payable on November 29, 2024The Board of Directors of A. Soriano Corporation in its meeting held on October 29,2024, approved a special cash dividend of 25 Centavos (PHP 0.25) per share payable on November 29, 2024 to all stockholders of record as of November 14, 2024. Source of Dividend Payment: From the Company's unrestricted retained earnings as of September 30, 2024.
Buy Or Sell Opportunity • Sep 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₱14.92. The fair value is estimated to be ₱12.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 4.1%.
Buy Or Sell Opportunity • Aug 21Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to ₱15.00. The fair value is estimated to be ₱12.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 4.1%.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: ₱0.93 (vs ₱0.34 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.93 (up from ₱0.34 in 2Q 2023). Revenue: ₱4.07b (up 31% from 2Q 2023). Net income: ₱1.14b (up 170% from 2Q 2023). Profit margin: 28% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to ₱12.70. The fair value is estimated to be ₱10.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 2.6%.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: ₱1.87 (vs ₱0.52 in 1Q 2023)First quarter 2024 results: EPS: ₱1.87 (up from ₱0.52 in 1Q 2023). Revenue: ₱5.36b (up 51% from 1Q 2023). Net income: ₱2.30b (up 260% from 1Q 2023). Profit margin: 43% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
New Risk • Apr 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 104% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (28% accrual ratio). Shareholders have been substantially diluted in the past year (104% increase in shares outstanding). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 9x cash flows per share). Significant insider selling over the past 3 months (₱12m sold).
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: ₱2.08 (vs ₱2.28 in FY 2022)Full year 2023 results: EPS: ₱2.08 (down from ₱2.28 in FY 2022). Revenue: ₱13.8b (up 1.3% from FY 2022). Net income: ₱2.55b (down 8.9% from FY 2022). Profit margin: 19% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 06Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 25 March 2024. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 8.2%. Within top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.3%).
Declared Dividend • Mar 01Dividend of ₱0.50 announcedDividend of ₱0.50 is the same as last year. Ex-date: 13th March 2024 Payment date: 25th March 2024 Dividend yield will be 8.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 28+ 1 more updateA. Soriano Corporation Approves Regular Cash Dividend, Payable on March 25, 2024A. Soriano Corporation announced that the Board of Directors of in its meeting held on February 28, 2024, approved a regular cash dividend of Fifty Centavos (PHP 0.50) per Common share payable on March 25, 2024 to all stockholders of record as of March 14, 2024.
Recent Insider Transactions • Jan 18Independent Director recently sold ₱12m worth of stockOn the 15th of January, Oscar Hilado sold around 1m shares on-market at roughly ₱11.66 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • Nov 23Upcoming dividend of ₱0.50 per share at 8.9% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 8.9%. Within top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.4%).
お知らせ • Nov 17A. Soriano Corporation Approves a Special Cash Dividend, Payable on December 12, 2023The Board of Directors of A. Soriano Corporation at its meeting held November 15,2023, approved a special cash dividend of Fifty Centavos (PHP 0.50) per share payable on December 12, 2023 to all stockholders of record as of December 1, 2023.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.30 (vs ₱0.19 loss in 3Q 2022)Third quarter 2023 results: EPS: ₱0.30 (up from ₱0.19 loss in 3Q 2022). Revenue: ₱2.87b (up 24% from 3Q 2022). Net income: ₱366.0m (up ₱594.2m from 3Q 2022). Profit margin: 13% (up from net loss in 3Q 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.
New Risk • Aug 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: ₱0.34 (vs ₱0.65 loss in 2Q 2022)Second quarter 2023 results: EPS: ₱0.34 (up from ₱0.65 loss in 2Q 2022). Revenue: ₱3.12b (up 113% from 2Q 2022). Net income: ₱420.9m (up ₱1.22b from 2Q 2022). Profit margin: 14% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 12First quarter 2023 earnings released: EPS: ₱0.52 (vs ₱2.20 in 1Q 2022)First quarter 2023 results: EPS: ₱0.52 (down from ₱2.20 in 1Q 2022). Revenue: ₱3.54b (down 35% from 1Q 2022). Net income: ₱638.0m (down 76% from 1Q 2022). Profit margin: 18% (down from 49% in 1Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: ₱2.28 (vs ₱2.04 in FY 2021)Full year 2022 results: EPS: ₱2.28 (up from ₱2.04 in FY 2021). Revenue: ₱13.6b (up 20% from FY 2021). Net income: ₱2.80b (up 12% from FY 2021). Profit margin: 21% (down from 22% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 06Upcoming dividend of ₱0.50 per share at 4.8% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 10 April 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.8%. Lower than top quartile of Filipino dividend payers (5.4%). Higher than average of industry peers (1.0%).
Upcoming Dividend • Nov 16Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 23 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 5.6%. Lower than top quartile of Filipino dividend payers (5.8%). Higher than average of industry peers (1.0%).
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Johnson Robert Go was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 11A. Soriano Corporation Declares Special Dividend, Payable on December 15, 2022The Board of Directors of A. Soriano Corporation, in its meeting held on November 11, 2022, approved a special cash dividend of PHP 0.50 per share, payable on December 15, 2022 to all stockholders of record as of November 28,2022.
お知らせ • Aug 30A. Soriano Corporation Ordinary Shares Deleted from OTC EquityA. Soriano Corporation ANS Ordinary Shares (Philippines) has been deleted from OTC Equity effective from August 29, 2022, due to Inactive Security.
Reported Earnings • Aug 14Second quarter 2022 earnings released: ₱0.65 loss per share (vs ₱1.36 profit in 2Q 2021)Second quarter 2022 results: ₱0.65 loss per share (down from ₱1.36 profit in 2Q 2021). Revenue: ₱1.46b (down 60% from 2Q 2021). Net loss: ₱796.9m (down 148% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: ₱2.20 (vs ₱0.41 loss in 1Q 2021)First quarter 2022 results: EPS: ₱2.20 (up from ₱0.41 loss in 1Q 2021). Revenue: ₱5.47b (up 248% from 1Q 2021). Net income: ₱2.70b (up ₱3.20b from 1Q 2021). Profit margin: 49% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Johnson Robert Go was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 20A. Soriano Corporation Announces Management and Committee ChangesA. Soriano Corporation, at the organizational meeting of the Board of Directors held on April 20, 2022, appointed Mr. Lorenzo D. Lasco and Ma. Victoria L. Cruz as executive officers. Mr. William H. Ottiger was appointed as a member of executive committee and audit committee. Mr. Johnson Robert G. Go, Jr and Mr. Alfonso S. Yuchengco lll were appointed as a member of audit committee.
Board Change • Apr 19Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Johnson Robert Go was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 08Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₱2.04 (up from ₱0.13 in FY 2020). Revenue: ₱11.4b (up 65% from FY 2020). Net income: ₱2.50b (up ₱2.34b from FY 2020). Profit margin: 22% (up from 2.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Mar 01Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 08 March 2022. Payment date: 05 April 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 5.9%. Within top quartile of Filipino dividend payers (3.9%). Higher than average of industry peers (0.9%).
お知らせ • Feb 24+ 1 more updateA. Soriano Corporation Announces Dividend, Payable on April 5, 2022A. Soriano Corporation announced dividend of PHP 0.50 per share, payable on April 5, 2022 with record date of March 11, 2022.
Upcoming Dividend • Nov 22Upcoming dividend of ₱0.25 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 27 December 2021. Trailing yield: 6.5%. Within top quartile of Filipino dividend payers (4.0%). Higher than average of industry peers (0.8%).
Reported Earnings • Nov 15Third quarter 2021 earnings released: EPS ₱0.86 (vs ₱0.25 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₱3.10b (up 105% from 3Q 2020). Net income: ₱1.05b (up ₱1.36b from 3Q 2020). Profit margin: 34% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS ₱1.36 (vs ₱1.27 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ₱3.65b (up 48% from 2Q 2020). Net income: ₱1.67b (up 5.5% from 2Q 2020). Profit margin: 46% (down from 64% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • May 18First quarter 2021 earnings released: ₱0.41 loss per share (vs ₱2.06 loss in 1Q 2020)The company reported a soft first quarter result with weaker revenues and control over costs, although losses reduced. First quarter 2021 results: Revenue: ₱1.57b (down 323% from 1Q 2020). Net loss: ₱497.6m (loss narrowed 81% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 05Upcoming Dividend of ₱0.50 Per ShareWill be paid on the 14th of April to those who are registered shareholders by the 12th of March. The trailing yield of 14% is in the top quartile of Filipino dividend payers (4.1%), and it is higher than industry peers (1.1%).
Reported Earnings • Mar 02Full year 2020 earnings released: EPS ₱0.13 (vs ₱1.53 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱6.88b (down 36% from FY 2019). Net income: ₱165.6m (down 91% from FY 2019). Profit margin: 2.4% (down from 17% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 20New 90-day high: ₱7.44The company is up 16% from its price of ₱6.39 on 20 November 2020. The Filipino market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Industrials industry, which is down 3.0% over the same period.
お知らせ • Feb 18A. Soriano Corporation, Annual General Meeting, Apr 14, 2021A. Soriano Corporation, Annual General Meeting, Apr 14, 2021, at 10:00 Singapore Standard Time. Agenda: To consider and Approval of the minutes of previous meeting; to consider Presentation of the Chairman and Chief Executive Officer's Message to Stockholders; to consider Approval for Mr. Oscar J. Hilado to continue as Independent Director of the Company; to consider and Election of members of the Board of Directors; to consider and Appointment of external auditors of SGV & Co. will be presented for approval of the Stockholders; and to consider other matter also.
Is New 90 Day High Low • Jan 19New 90-day high: ₱6.80The company is up 7.0% from its price of ₱6.36 on 22 October 2020. The Filipino market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Industrials industry, which is up 15% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: ₱0.25 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ₱1.51b (down 10% from 3Q 2019). Net loss: ₱302.9m (loss narrowed 21% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
