View Future GrowthSBS Philippines 過去の業績過去 基準チェック /16SBS Philippinesの収益は年間平均-71.3%の割合で減少していますが、 Trade Distributors業界の収益は年間 増加しています。収益は年間11.6% 3.9%割合で 増加しています。 SBS Philippinesの自己資本利益率は0.1%であり、純利益率は1.9%です。主要情報-71.28%収益成長率-71.34%EPS成長率Trade Distributors 業界の成長18.43%収益成長率3.88%株主資本利益率0.13%ネット・マージン1.85%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: ₱0.006 (vs ₱0.007 in 1Q 2025)First quarter 2026 results: EPS: ₱0.006 (down from ₱0.007 in 1Q 2025). Revenue: ₱308.1m (up 32% from 1Q 2025). Net income: ₱12.0m (down 12% from 1Q 2025). Profit margin: 3.9% (down from 5.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ₱0.011 (vs ₱0.014 in FY 2024)Full year 2025 results: EPS: ₱0.011 (down from ₱0.014 in FY 2024). Revenue: ₱967.2m (down 14% from FY 2024). Net income: ₱20.8m (down 22% from FY 2024). Profit margin: 2.2% (down from 2.4% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: ₱0.004 (vs ₱0.005 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.004 (down from ₱0.005 in 3Q 2024). Revenue: ₱272.2m (flat on 3Q 2024). Net income: ₱6.22m (down 38% from 3Q 2024). Profit margin: 2.3% (down from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ₱0.005 (vs ₱0.001 loss in 2Q 2024)Second quarter 2025 results: EPS: ₱0.005 (up from ₱0.001 loss in 2Q 2024). Revenue: ₱246.4m (down 11% from 2Q 2024). Net income: ₱7.91m (up ₱9.92m from 2Q 2024). Profit margin: 3.2% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 07First quarter 2025 earnings released: EPS: ₱0.009 (vs ₱0.008 in 1Q 2024)First quarter 2025 results: EPS: ₱0.009 (up from ₱0.008 in 1Q 2024). Revenue: ₱234.1m (down 18% from 1Q 2024). Net income: ₱13.5m (up 7.3% from 1Q 2024). Profit margin: 5.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 04Full year 2024 earnings released: EPS: ₱0.017 (vs ₱0.03 in FY 2023)Full year 2024 results: EPS: ₱0.017 (down from ₱0.03 in FY 2023). Revenue: ₱1.12b (up 8.2% from FY 2023). Net income: ₱26.7m (down 42% from FY 2023). Profit margin: 2.4% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.すべての更新を表示Recent updatesReported Earnings • Apr 30First quarter 2026 earnings released: EPS: ₱0.006 (vs ₱0.007 in 1Q 2025)First quarter 2026 results: EPS: ₱0.006 (down from ₱0.007 in 1Q 2025). Revenue: ₱308.1m (up 32% from 1Q 2025). Net income: ₱12.0m (down 12% from 1Q 2025). Profit margin: 3.9% (down from 5.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 25Asst. Treasurer recently bought ₱549k worth of stockOn the 19th of March, Necisto Sytengco bought around 196k shares on-market at roughly ₱2.80 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱3.5m worth in shares.Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ₱0.011 (vs ₱0.014 in FY 2024)Full year 2025 results: EPS: ₱0.011 (down from ₱0.014 in FY 2024). Revenue: ₱967.2m (down 14% from FY 2024). Net income: ₱20.8m (down 22% from FY 2024). Profit margin: 2.2% (down from 2.4% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 27SBS Philippines Corporation, Annual General Meeting, Jun 26, 2026SBS Philippines Corporation, Annual General Meeting, Jun 26, 2026, at 15:00 W. Australia Standard Time.Board Change • Dec 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Helen De Guzman 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 • Nov 09Third quarter 2025 earnings released: EPS: ₱0.004 (vs ₱0.005 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.004 (down from ₱0.005 in 3Q 2024). Revenue: ₱272.2m (flat on 3Q 2024). Net income: ₱6.22m (down 38% from 3Q 2024). Profit margin: 2.3% (down from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.New Risk • Oct 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₱4.94b (US$85.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 50% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₱4.94b market cap, or US$85.2m).Board Change • Sep 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Helen De Guzman 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 • Aug 13Second quarter 2025 earnings released: EPS: ₱0.005 (vs ₱0.001 loss in 2Q 2024)Second quarter 2025 results: EPS: ₱0.005 (up from ₱0.001 loss in 2Q 2024). Revenue: ₱246.4m (down 11% from 2Q 2024). Net income: ₱7.91m (up ₱9.92m from 2Q 2024). Profit margin: 3.2% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jul 19Vice Chairman of the Board recently bought ₱2.9m worth of stockOn the 16th of July, Necisto Sytengco bought around 798k shares on-market at roughly ₱3.69 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱3.2m worth in shares.お知らせ • Jul 02SBS Philippines Corporation Appoints Jose Ma. Jason J. Francisco as Data Protection OfficerSBS Philippines Corporation announced that at its organizational meeting held on June 27, 2025, approved the appointment of Jose Ma. Jason J. Francisco as data protection officer.Reported Earnings • May 07First quarter 2025 earnings released: EPS: ₱0.009 (vs ₱0.008 in 1Q 2024)First quarter 2025 results: EPS: ₱0.009 (up from ₱0.008 in 1Q 2024). Revenue: ₱234.1m (down 18% from 1Q 2024). Net income: ₱13.5m (up 7.3% from 1Q 2024). Profit margin: 5.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Mar 11Vice Chairman of the Board recently bought ₱152k worth of stockOn the 6th of March, Necisto Sytengco bought around 32k shares on-market at roughly ₱4.75 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱1.2m worth in shares.Reported Earnings • Mar 04Full year 2024 earnings released: EPS: ₱0.017 (vs ₱0.03 in FY 2023)Full year 2024 results: EPS: ₱0.017 (down from ₱0.03 in FY 2023). Revenue: ₱1.12b (up 8.2% from FY 2023). Net income: ₱26.7m (down 42% from FY 2023). Profit margin: 2.4% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Feb 27SBS Philippines Corporation announces Annual dividend, payable on March 25, 2025SBS Philippines Corporation announced Annual dividend of PHP 0.0050 per share payable on March 25, 2025, ex-date on March 11, 2025 and record date on March 12, 2025.お知らせ • Feb 26SBS Philippines Corporation, Annual General Meeting, Jun 27, 2025SBS Philippines Corporation, Annual General Meeting, Jun 27, 2025. Location: dasmarinas hall, makati sports club gallardo streets, salcedo villa, l.p. leviste street, makati United StatesNew Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ₱0.006 (vs ₱0.004 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.006 (up from ₱0.004 in 3Q 2023). Revenue: ₱270.3m (up 1.4% from 3Q 2023). Net income: ₱9.95m (up 48% from 3Q 2023). Profit margin: 3.7% (up from 2.5% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Oct 29Vice Chairman of the Board recently bought ₱148k worth of stockOn the 24th of October, Necisto Sytengco bought around 40k shares on-market at roughly ₱3.70 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱11m worth in shares.New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₱5.70b (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (₱5.70b market cap, or US$98.1m).Reported Earnings • Aug 11Second quarter 2024 earnings released: ₱0.001 loss per share (vs ₱0.004 profit in 2Q 2023)Second quarter 2024 results: ₱0.001 loss per share (down from ₱0.004 profit in 2Q 2023). Revenue: ₱277.7m (up 12% from 2Q 2023). Net loss: ₱2.01m (down 131% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.お知らせ • Jun 08SBS Philippines Corporation Announces Changes in Board CommitteesSBS Philippines Corporation at the Board of Directors held after the stockholders' meeting on June 05, 2024 the following were appointed as members of the various committees: Related Party Transactions Committee: Chairman - Roberto F. Anonas, Jr.; Member - Helen T. De Guzman; Member - Geocel D. Olanday. Other committees are: Executive Committee: Chairman - Gerry D. Tan; Member - Esmeraldo A. Tepace; Member - Aylene Y. Sytengco; Member - Necisto Y. Sytengco II; Member - Lali Y. Sytengco; Audit and Risk Oversight Committee: Chairman - Helen T. De Guzman; Member - Roberto F. Anonas, Jr.; Member - Geocel D. Olanday. Corporate Governance Committee: Chairman - Geocel D. Olanday; Member - Roberto F. Anonas, Jr.; Member - Helen T. De Guzman; Member - Necisto Y. Sytengco II; Member - Esmeraldo A. Tepace; Nomination and Remuneration Committee: Chairman - Ricardo Nicanor N. Jacinto; Member - Necisto Y. Sytengco II; Member - Aylene Y. Sytengco; Member - Geocel D. Olanday; Finance and Investment Committee: Chairman - Aylene Y. Sytengco; Member - Necisto Y. Sytengco II - Member Gerry D. Tan; Member - Roberto F. Anonas, Jr.; Member - Geocel D. Olanday.お知らせ • May 26SBS Philippines Corporation Approves the Declaration of Cash Dividend, 2024. Payable on June 21,2024SBS Philippines Corporation approved the declaration of cash dividend equivalent to PHP 0.0055 per common share for a total of approximately PHP 8,525,000.00 to stockholders of record as of June 07, 2024. Payment date has been set to June 21, 2024.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: ₱0.008 (vs ₱0.008 in 1Q 2023)First quarter 2024 results: EPS: ₱0.008 (in line with 1Q 2023). Revenue: ₱285.7m (up 9.0% from 1Q 2023). Net income: ₱12.6m (down 2.0% from 1Q 2023). Profit margin: 4.4% (down from 4.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Mar 26Vice Chairman of the Board recently bought ₱904k worth of stockOn the 21st of March, Necisto Sytengco bought around 226k shares on-market at roughly ₱4.00 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱25m worth in shares.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: ₱0.03 (vs ₱0.079 in FY 2022)Full year 2023 results: EPS: ₱0.03 (down from ₱0.079 in FY 2022). Revenue: ₱1.03b (down 13% from FY 2022). Net income: ₱46.3m (down 62% from FY 2022). Profit margin: 4.5% (down from 10% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Feb 27SBS Philippines Corporation, Annual General Meeting, Jun 05, 2024SBS Philippines Corporation, Annual General Meeting, Jun 05, 2024, at 15:00 Singapore Standard Time. Agenda: To consider the approval of the minutes of the previous Annual Stockholders' Meeting; to consider presentation of the 2023 Annual Report of the management to the stockholders and approval of the 2023 Audited Consolidated Financial Statements of the Company and its subsidiary; to consider the ratification of all acts and resolutions of the Board of Directors and Management since the last meeting of the stockholders; to consider the appointment of independent auditors; to consider Election of directors; and to consider other matters.Recent Insider Transactions • Nov 28Vice Chairman of the Board recently bought ₱2.7m worth of stockOn the 22nd of November, Necisto Sytengco bought around 700k shares on-market at roughly ₱3.82 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱18m worth in shares.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: ₱0.004 (vs ₱0.017 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.004 (down from ₱0.017 in 3Q 2022). Revenue: ₱266.6m (down 14% from 3Q 2022). Net income: ₱6.72m (down 74% from 3Q 2022). Profit margin: 2.5% (down from 8.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ₱0.004 (vs ₱0.025 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.004 (down from ₱0.025 in 2Q 2022). Revenue: ₱249.2m (down 22% from 2Q 2022). Net income: ₱6.45m (down 83% from 2Q 2022). Profit margin: 2.6% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jul 20Vice Chairman of the Board recently bought ₱15m worth of stockOn the 17th of July, Necisto Sytengco bought around 4m shares on-market at roughly ₱3.83 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱16m worth in shares.お知らせ • Jul 06+ 1 more updateSBS Philippines Corporation Appoints Atty. Monina Jane S. Nazal as Corporate Information Officer and Chief Compliance OfficerSBS Philippines Corporation announced that during the Board of Directors' Organizational Meeting, Atty. Monina Jane S. Nazal is appointed as Corporate Information Officer and Chief Compliance Officer. Date of appointment is July 3, 2023.Reported Earnings • May 11First quarter 2023 earnings released: EPS: ₱0.008 (vs ₱0.02 in 1Q 2022)First quarter 2023 results: EPS: ₱0.008 (down from ₱0.02 in 1Q 2022). Revenue: ₱262.1m (down 9.2% from 1Q 2022). Net income: ₱12.9m (down 59% from 1Q 2022). Profit margin: 4.9% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 11% per year.Reported Earnings • Mar 17Full year 2022 earnings released: EPS: ₱0.079 (vs ₱0.13 in FY 2021)Full year 2022 results: EPS: ₱0.079 (down from ₱0.13 in FY 2021). Revenue: ₱1.19b (up 45% from FY 2021). Net income: ₱122.2m (down 38% from FY 2021). Profit margin: 10% (down from 24% 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 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₱4.50, the stock trades at a trailing P/E ratio of 62.2x. Average trailing P/E is 11x in the Trade Distributors industry in Asia. Total loss to shareholders of 51% over the past three years.Recent Insider Transactions • Jan 10Vice Chairman of the Board recently bought ₱464k worth of stockOn the 4th of January, Necisto Sytengco bought around 121k shares on-market at roughly ₱3.84 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱4.3m worth in shares.Recent Insider Transactions • Jan 05Vice Chairman of the Board recently bought ₱222k worth of stockOn the 29th of December, Necisto Sytengco bought around 60k shares on-market at roughly ₱3.71 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱383k. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱4.6m worth in shares.Recent Insider Transactions • Dec 02Vice Chairman of the Board recently bought ₱121k worth of stockOn the 28th of November, Necisto Sytengco bought around 34k shares on-market at roughly ₱3.56 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱5.1m worth in shares.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₱0.017 (vs ₱0.001 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.017 (up from ₱0.001 loss in 3Q 2021). Revenue: ₱310.8m (up 66% from 3Q 2021). Net income: ₱26.1m (up ₱27.2m from 3Q 2021). Profit margin: 8.4% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.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. 5 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Helen De Guzman 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.Recent Insider Transactions • Sep 13Vice Chairman of the Board recently bought ₱72k worth of stockOn the 8th of September, Necisto Sytengco bought around 20k shares on-market at roughly ₱3.60 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱16m worth in shares.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ₱0.025 (vs ₱0.12 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.025 (down from ₱0.12 in 2Q 2021). Revenue: ₱318.1m (up 39% from 2Q 2021). Net income: ₱38.3m (down 80% from 2Q 2021). Profit margin: 12% (down from 84% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 07Upcoming dividend of ₱0.025 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 02 August 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Filipino dividend payers (4.9%). Lower than average of industry peers (3.8%).お知らせ • Jun 23SBS Philippines Corporation Approves to Issue Cash Dividends, Payable on August 2, 2022SBS Philippines Corporation announced that the Board of Directors approved to issue cash dividends amounting to PHP 0.025 to all shareholders of record as of July 19, 2022 with payment date of August 2, 2022.Recent Insider Transactions • May 27Vice Chairman of the Board recently bought ₱156k worth of stockOn the 24th of May, Necisto Sytengco bought around 40k shares on-market at roughly ₱3.91 per share. In the last 3 months, they made an even bigger purchase worth ₱380k. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱38m worth in shares.Reported Earnings • May 10First quarter 2022 earnings released: EPS: ₱0.02 (vs ₱0.007 loss in 1Q 2021)First quarter 2022 results: EPS: ₱0.02 (up from ₱0.007 loss in 1Q 2021). Revenue: ₱288.7m (up 66% from 1Q 2021). Net income: ₱31.0m (up ₱42.4m from 1Q 2021). Profit margin: 11% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.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. 6 non-independent directors. Independent Director Helen De Guzman 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.Reported Earnings • Apr 20Full year 2021 earnings released: EPS: ₱0.12 (vs ₱0.47 in FY 2020)Full year 2021 results: EPS: ₱0.12 (down from ₱0.47 in FY 2020). Revenue: ₱818.9m (down 14% from FY 2020). Net income: ₱196.9m (down 73% from FY 2020). Profit margin: 24% (down from 76% in FY 2020). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Feb 24Vice Chairman of the Board recently bought ₱609k worth of stockOn the 21st of February, Necisto Sytengco bought around 150k shares on-market at roughly ₱4.06 per share. In the last 3 months, they made an even bigger purchase worth ₱790k. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱36m worth in shares.Recent Insider Transactions • Jan 21Investor Relations Officer recently bought ₱79k worth of stockOn the 18th of January, Sabrina Poon-Sytengco bought around 20k shares on-market at roughly ₱3.95 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱3.2m. Insiders have collectively bought ₱43m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 11Vice Chairman of the Board recently bought ₱790k worth of stockOn the 6th of January, Necisto Sytengco bought around 200k shares on-market at roughly ₱3.95 per share. In the last 3 months, they made an even bigger purchase worth ₱3.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱45m worth in shares.Recent Insider Transactions • Jan 05Vice Chairman of the Board recently bought ₱575k worth of stockOn the 29th of December, Necisto Sytengco bought around 145k shares on-market at roughly ₱3.97 per share. In the last 3 months, they made an even bigger purchase worth ₱3.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱46m worth in shares.Recent Insider Transactions • Dec 29Vice Chairman of the Board recently bought ₱488k worth of stockOn the 23rd of December, Necisto Sytengco bought around 123k shares on-market at roughly ₱3.97 per share. In the last 3 months, they made an even bigger purchase worth ₱3.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱45m worth in shares.Recent Insider Transactions • Nov 20Vice Chairman of the Board recently bought ₱1.7m worth of stockOn the 17th of November, Necisto Sytengco bought around 430k shares on-market at roughly ₱4.03 per share. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱42m worth in shares.Reported Earnings • Nov 12Third quarter 2021 earnings released: ₱0.001 loss per share (vs ₱0.006 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₱187.1m (down 30% from 3Q 2020). Net loss: ₱1.14m (down 113% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Oct 19Vice Chairman of the Board recently bought ₱425k worth of stockOn the 13th of October, Necisto Sytengco bought around 100k shares on-market at roughly ₱4.25 per share. In the last 3 months, they made an even bigger purchase worth ₱2.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱38m worth in shares.Recent Insider Transactions • Sep 22Vice Chairman of the Board recently bought ₱425k worth of stockOn the 17th of September, Necisto Sytengco bought around 100k shares on-market at roughly ₱4.25 per share. In the last 3 months, they made an even bigger purchase worth ₱24m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱63m worth in shares.Recent Insider Transactions • Sep 07Vice Chairman of the Board recently bought ₱210k worth of stockOn the 2nd of September, Necisto Sytengco bought around 50k shares on-market at roughly ₱4.20 per share. In the last 3 months, they made an even bigger purchase worth ₱4.4m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱38m worth in shares.Recent Insider Transactions • Aug 27Vice Chairman of the Board recently bought ₱207k worth of stockOn the 24th of August, Necisto Sytengco bought around 50k shares on-market at roughly ₱4.15 per share. In the last 3 months, they made an even bigger purchase worth ₱4.4m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱37m worth in shares.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS ₱0.12 (vs ₱0.008 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₱228.3m (down 8.0% from 2Q 2020). Net income: ₱192.7m (up ₱205.2m from 2Q 2020). Profit margin: 84% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 12Upcoming dividend of ₱0.022 per shareEligible shareholders must have bought the stock before 19 July 2021. Payment date: 05 August 2021. Trailing yield: 0.5%. Lower than top quartile of Filipino dividend payers (4.0%). Lower than average of industry peers (3.2%).Recent Insider Transactions • Jul 06Investor Relations Officer recently bought ₱337k worth of stockOn the 1st of July, Sabrina Poon-Sytengco bought around 80k shares on-market at roughly ₱4.21 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱32m more in shares than they have sold in the last 12 months.お知らせ • Jun 18Royal Cargo, Inc. completed the acquisition of 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS).Royal Cargo, Inc. signed Contract to acquire 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) for approximately PHP 590 million on June 2, 2021. Under the terms, Royal Cargo, Inc. will acquire 89,055,000 shares representing 65% stake at a price per share of PHP 6.569. The consideration amount is paybable on or before June 14, 2021. The transaction is approved by the board of SBS Philippines Corporation. Completion of due diligence review and performance of pre-closing undertakings including the signing of the execution documents. Royal Cargo, Inc. completed the acquisition of 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) on June 17, 2021. Under the revised terms, Royal Cargo, Inc. will acquire 89,055,000 shares representing 65% stake at a price per share of PHP 6.6113.お知らせ • Jun 03Royal Cargo, Inc. signed Contract to acquire 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) for approximately PHP 590 million.Royal Cargo, Inc. signed Contract to acquire 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) for approximately PHP 590 million on June 2, 2021. Under the terms, Royal Cargo, Inc. will acquire 89,055,000 shares representing 65% stake at a price per share of PHP 6.569. The consideration amount is paybable on or before June 14, 2021. The transaction is approved by the board of SBS Philippines Corporation. Completion of due diligence review and performance of pre-closing undertakings including the signing of the execution documents.Reported Earnings • May 12First quarter 2021 earnings released: ₱0.01 loss per share (vs ₱0.007 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: ₱174.1m (down 39% from 1Q 2020). Net loss: ₱11.5m (down 200% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 18New 90-day low: ₱4.55The company is down 6.0% from its price of ₱4.85 on 20 November 2020. The Filipino market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 16% over the same period.Recent Insider Transactions • Jan 12Investor Relations Officer recently bought ₱523k worth of stockOn the 7th of January, Sabrina Poon-Sytengco bought around 100k shares on-market at roughly ₱5.23 per share. In the last 3 months, they made an even bigger purchase worth ₱3.7m. Insiders have collectively bought ₱15m more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Dec 09New 90-day high: ₱5.37The company is up 25% from its price of ₱4.30 on 11 September 2020. The Filipino market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 4.0% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ₱0.006The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱267.4m (down 25% from 3Q 2019). Net income: ₱9.00m (down 69% from 3Q 2019). Profit margin: 3.4% (down from 8.0% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Sep 24New 90-day low: ₱4.01The company is down 17% from its price of ₱4.81 on 25 June 2020. The Filipino market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 10.0% over the same period.お知らせ • Sep 18SBS Philippines Corporation Announces Management ChangesSBS Philippines Corporation at its Organizational Meeting held on September 17, 2020, approved the management changes. The corporation appointed Aileen Lou G. Codamon as AVP- Controller and re-designated Ricardo Nicanor N. Jacinto, Vice Chairman to Chairman of the Board; Aylene Y. Sytengco, Compliance Officer, CFO and Treasurer to Vice Chairman, CFO & Treasurer; Necisto Y. Sytengco,II, SVP Marketing Operations & Asst. Treasurer to Vice Chaiman, SVP Marketing Operations & Asst. Treasurer; Jose Fidel R. Acuña, Corporate Information Officer to Corporate Information Officer & Compliance Officer; and Lali Y. Sytengco, VIce President for Purchasing to Vice President for Supply Chain. These changes are effective from September 17, 2020.収支内訳SBS Philippines の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史PSE:SBS 収益、費用、利益 ( )PHP Millions日付収益収益G+A経費研究開発費31 Mar 261,0411981031 Dec 259672180030 Sep 251,0383476030 Jun 251,0363873031 Mar 251,0682875031 Dec 241,1192774030 Sep 241,0914074030 Jun 241,0873778031 Mar 241,0584683031 Dec 231,0354690030 Sep 231,04953106030 Jun 231,09372103031 Mar 231,16210498031 Dec 221,18812295030 Sep 221,14711215030 Jun 221,0238517031 Mar 2293323923031 Dec 2181919787030 Sep 21745885126030 Jun 21825899122031 Mar 21845698110031 Dec 2095472422030 Sep 201,0791267030 Jun 201,1682880031 Mar 201,2424697031 Dec 191,26135107030 Sep 191,234187148030 Jun 191,207167148031 Mar 191,156162140031 Dec 181,173193132030 Sep 181,25465122030 Jun 181,17771123031 Mar 181,15793117031 Dec 171,100101116030 Sep 17992105132030 Jun 17998154106031 Mar 171,013992106031 Dec 161,0021,01297030 Sep 161,0211,02386030 Jun 1699999768031 Mar 16948174104031 Dec 1594015995030 Sep 15982155117030 Jun 151,0311391300質の高い収益: SBSは 高品質の収益 を持っています。利益率の向上: SBSの現在の純利益率 (1.9%)は、昨年(2.6%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SBSの収益は過去 5 年間で年間71.3%減少しました。成長の加速: SBSは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SBSは過去 1 年間で収益成長率がマイナス ( -30.2% ) となったため、 Trade Distributors業界平均 ( 6.4% ) と比較することが困難です。株主資本利益率高いROE: SBSの 自己資本利益率 ( 0.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/05/22 02:20終値2026/05/22 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SBS Philippines 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。0
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: ₱0.006 (vs ₱0.007 in 1Q 2025)First quarter 2026 results: EPS: ₱0.006 (down from ₱0.007 in 1Q 2025). Revenue: ₱308.1m (up 32% from 1Q 2025). Net income: ₱12.0m (down 12% from 1Q 2025). Profit margin: 3.9% (down from 5.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ₱0.011 (vs ₱0.014 in FY 2024)Full year 2025 results: EPS: ₱0.011 (down from ₱0.014 in FY 2024). Revenue: ₱967.2m (down 14% from FY 2024). Net income: ₱20.8m (down 22% from FY 2024). Profit margin: 2.2% (down from 2.4% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: ₱0.004 (vs ₱0.005 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.004 (down from ₱0.005 in 3Q 2024). Revenue: ₱272.2m (flat on 3Q 2024). Net income: ₱6.22m (down 38% from 3Q 2024). Profit margin: 2.3% (down from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ₱0.005 (vs ₱0.001 loss in 2Q 2024)Second quarter 2025 results: EPS: ₱0.005 (up from ₱0.001 loss in 2Q 2024). Revenue: ₱246.4m (down 11% from 2Q 2024). Net income: ₱7.91m (up ₱9.92m from 2Q 2024). Profit margin: 3.2% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: ₱0.009 (vs ₱0.008 in 1Q 2024)First quarter 2025 results: EPS: ₱0.009 (up from ₱0.008 in 1Q 2024). Revenue: ₱234.1m (down 18% from 1Q 2024). Net income: ₱13.5m (up 7.3% from 1Q 2024). Profit margin: 5.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 04Full year 2024 earnings released: EPS: ₱0.017 (vs ₱0.03 in FY 2023)Full year 2024 results: EPS: ₱0.017 (down from ₱0.03 in FY 2023). Revenue: ₱1.12b (up 8.2% from FY 2023). Net income: ₱26.7m (down 42% from FY 2023). Profit margin: 2.4% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: ₱0.006 (vs ₱0.007 in 1Q 2025)First quarter 2026 results: EPS: ₱0.006 (down from ₱0.007 in 1Q 2025). Revenue: ₱308.1m (up 32% from 1Q 2025). Net income: ₱12.0m (down 12% from 1Q 2025). Profit margin: 3.9% (down from 5.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 25Asst. Treasurer recently bought ₱549k worth of stockOn the 19th of March, Necisto Sytengco bought around 196k shares on-market at roughly ₱2.80 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱3.5m worth in shares.
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: ₱0.011 (vs ₱0.014 in FY 2024)Full year 2025 results: EPS: ₱0.011 (down from ₱0.014 in FY 2024). Revenue: ₱967.2m (down 14% from FY 2024). Net income: ₱20.8m (down 22% from FY 2024). Profit margin: 2.2% (down from 2.4% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 27SBS Philippines Corporation, Annual General Meeting, Jun 26, 2026SBS Philippines Corporation, Annual General Meeting, Jun 26, 2026, at 15:00 W. Australia Standard Time.
Board Change • Dec 03Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Helen De Guzman 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 • Nov 09Third quarter 2025 earnings released: EPS: ₱0.004 (vs ₱0.005 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.004 (down from ₱0.005 in 3Q 2024). Revenue: ₱272.2m (flat on 3Q 2024). Net income: ₱6.22m (down 38% from 3Q 2024). Profit margin: 2.3% (down from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
New Risk • Oct 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₱4.94b (US$85.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 50% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₱4.94b market cap, or US$85.2m).
Board Change • Sep 05Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Helen De Guzman 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 • Aug 13Second quarter 2025 earnings released: EPS: ₱0.005 (vs ₱0.001 loss in 2Q 2024)Second quarter 2025 results: EPS: ₱0.005 (up from ₱0.001 loss in 2Q 2024). Revenue: ₱246.4m (down 11% from 2Q 2024). Net income: ₱7.91m (up ₱9.92m from 2Q 2024). Profit margin: 3.2% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jul 19Vice Chairman of the Board recently bought ₱2.9m worth of stockOn the 16th of July, Necisto Sytengco bought around 798k shares on-market at roughly ₱3.69 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱3.2m worth in shares.
お知らせ • Jul 02SBS Philippines Corporation Appoints Jose Ma. Jason J. Francisco as Data Protection OfficerSBS Philippines Corporation announced that at its organizational meeting held on June 27, 2025, approved the appointment of Jose Ma. Jason J. Francisco as data protection officer.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: ₱0.009 (vs ₱0.008 in 1Q 2024)First quarter 2025 results: EPS: ₱0.009 (up from ₱0.008 in 1Q 2024). Revenue: ₱234.1m (down 18% from 1Q 2024). Net income: ₱13.5m (up 7.3% from 1Q 2024). Profit margin: 5.8% (up from 4.4% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Mar 11Vice Chairman of the Board recently bought ₱152k worth of stockOn the 6th of March, Necisto Sytengco bought around 32k shares on-market at roughly ₱4.75 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱1.2m worth in shares.
Reported Earnings • Mar 04Full year 2024 earnings released: EPS: ₱0.017 (vs ₱0.03 in FY 2023)Full year 2024 results: EPS: ₱0.017 (down from ₱0.03 in FY 2023). Revenue: ₱1.12b (up 8.2% from FY 2023). Net income: ₱26.7m (down 42% from FY 2023). Profit margin: 2.4% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 27SBS Philippines Corporation announces Annual dividend, payable on March 25, 2025SBS Philippines Corporation announced Annual dividend of PHP 0.0050 per share payable on March 25, 2025, ex-date on March 11, 2025 and record date on March 12, 2025.
お知らせ • Feb 26SBS Philippines Corporation, Annual General Meeting, Jun 27, 2025SBS Philippines Corporation, Annual General Meeting, Jun 27, 2025. Location: dasmarinas hall, makati sports club gallardo streets, salcedo villa, l.p. leviste street, makati United States
New Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: ₱0.006 (vs ₱0.004 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.006 (up from ₱0.004 in 3Q 2023). Revenue: ₱270.3m (up 1.4% from 3Q 2023). Net income: ₱9.95m (up 48% from 3Q 2023). Profit margin: 3.7% (up from 2.5% in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Oct 29Vice Chairman of the Board recently bought ₱148k worth of stockOn the 24th of October, Necisto Sytengco bought around 40k shares on-market at roughly ₱3.70 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱11m worth in shares.
New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₱5.70b (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (3.4% net profit margin). Market cap is less than US$100m (₱5.70b market cap, or US$98.1m).
Reported Earnings • Aug 11Second quarter 2024 earnings released: ₱0.001 loss per share (vs ₱0.004 profit in 2Q 2023)Second quarter 2024 results: ₱0.001 loss per share (down from ₱0.004 profit in 2Q 2023). Revenue: ₱277.7m (up 12% from 2Q 2023). Net loss: ₱2.01m (down 131% from profit in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 08SBS Philippines Corporation Announces Changes in Board CommitteesSBS Philippines Corporation at the Board of Directors held after the stockholders' meeting on June 05, 2024 the following were appointed as members of the various committees: Related Party Transactions Committee: Chairman - Roberto F. Anonas, Jr.; Member - Helen T. De Guzman; Member - Geocel D. Olanday. Other committees are: Executive Committee: Chairman - Gerry D. Tan; Member - Esmeraldo A. Tepace; Member - Aylene Y. Sytengco; Member - Necisto Y. Sytengco II; Member - Lali Y. Sytengco; Audit and Risk Oversight Committee: Chairman - Helen T. De Guzman; Member - Roberto F. Anonas, Jr.; Member - Geocel D. Olanday. Corporate Governance Committee: Chairman - Geocel D. Olanday; Member - Roberto F. Anonas, Jr.; Member - Helen T. De Guzman; Member - Necisto Y. Sytengco II; Member - Esmeraldo A. Tepace; Nomination and Remuneration Committee: Chairman - Ricardo Nicanor N. Jacinto; Member - Necisto Y. Sytengco II; Member - Aylene Y. Sytengco; Member - Geocel D. Olanday; Finance and Investment Committee: Chairman - Aylene Y. Sytengco; Member - Necisto Y. Sytengco II - Member Gerry D. Tan; Member - Roberto F. Anonas, Jr.; Member - Geocel D. Olanday.
お知らせ • May 26SBS Philippines Corporation Approves the Declaration of Cash Dividend, 2024. Payable on June 21,2024SBS Philippines Corporation approved the declaration of cash dividend equivalent to PHP 0.0055 per common share for a total of approximately PHP 8,525,000.00 to stockholders of record as of June 07, 2024. Payment date has been set to June 21, 2024.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: ₱0.008 (vs ₱0.008 in 1Q 2023)First quarter 2024 results: EPS: ₱0.008 (in line with 1Q 2023). Revenue: ₱285.7m (up 9.0% from 1Q 2023). Net income: ₱12.6m (down 2.0% from 1Q 2023). Profit margin: 4.4% (down from 4.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Mar 26Vice Chairman of the Board recently bought ₱904k worth of stockOn the 21st of March, Necisto Sytengco bought around 226k shares on-market at roughly ₱4.00 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱25m worth in shares.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: ₱0.03 (vs ₱0.079 in FY 2022)Full year 2023 results: EPS: ₱0.03 (down from ₱0.079 in FY 2022). Revenue: ₱1.03b (down 13% from FY 2022). Net income: ₱46.3m (down 62% from FY 2022). Profit margin: 4.5% (down from 10% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 27SBS Philippines Corporation, Annual General Meeting, Jun 05, 2024SBS Philippines Corporation, Annual General Meeting, Jun 05, 2024, at 15:00 Singapore Standard Time. Agenda: To consider the approval of the minutes of the previous Annual Stockholders' Meeting; to consider presentation of the 2023 Annual Report of the management to the stockholders and approval of the 2023 Audited Consolidated Financial Statements of the Company and its subsidiary; to consider the ratification of all acts and resolutions of the Board of Directors and Management since the last meeting of the stockholders; to consider the appointment of independent auditors; to consider Election of directors; and to consider other matters.
Recent Insider Transactions • Nov 28Vice Chairman of the Board recently bought ₱2.7m worth of stockOn the 22nd of November, Necisto Sytengco bought around 700k shares on-market at roughly ₱3.82 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱18m worth in shares.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: ₱0.004 (vs ₱0.017 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.004 (down from ₱0.017 in 3Q 2022). Revenue: ₱266.6m (down 14% from 3Q 2022). Net income: ₱6.72m (down 74% from 3Q 2022). Profit margin: 2.5% (down from 8.4% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: ₱0.004 (vs ₱0.025 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.004 (down from ₱0.025 in 2Q 2022). Revenue: ₱249.2m (down 22% from 2Q 2022). Net income: ₱6.45m (down 83% from 2Q 2022). Profit margin: 2.6% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jul 20Vice Chairman of the Board recently bought ₱15m worth of stockOn the 17th of July, Necisto Sytengco bought around 4m shares on-market at roughly ₱3.83 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱16m worth in shares.
お知らせ • Jul 06+ 1 more updateSBS Philippines Corporation Appoints Atty. Monina Jane S. Nazal as Corporate Information Officer and Chief Compliance OfficerSBS Philippines Corporation announced that during the Board of Directors' Organizational Meeting, Atty. Monina Jane S. Nazal is appointed as Corporate Information Officer and Chief Compliance Officer. Date of appointment is July 3, 2023.
Reported Earnings • May 11First quarter 2023 earnings released: EPS: ₱0.008 (vs ₱0.02 in 1Q 2022)First quarter 2023 results: EPS: ₱0.008 (down from ₱0.02 in 1Q 2022). Revenue: ₱262.1m (down 9.2% from 1Q 2022). Net income: ₱12.9m (down 59% from 1Q 2022). Profit margin: 4.9% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 11% per year.
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: ₱0.079 (vs ₱0.13 in FY 2021)Full year 2022 results: EPS: ₱0.079 (down from ₱0.13 in FY 2021). Revenue: ₱1.19b (up 45% from FY 2021). Net income: ₱122.2m (down 38% from FY 2021). Profit margin: 10% (down from 24% 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 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₱4.50, the stock trades at a trailing P/E ratio of 62.2x. Average trailing P/E is 11x in the Trade Distributors industry in Asia. Total loss to shareholders of 51% over the past three years.
Recent Insider Transactions • Jan 10Vice Chairman of the Board recently bought ₱464k worth of stockOn the 4th of January, Necisto Sytengco bought around 121k shares on-market at roughly ₱3.84 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱4.3m worth in shares.
Recent Insider Transactions • Jan 05Vice Chairman of the Board recently bought ₱222k worth of stockOn the 29th of December, Necisto Sytengco bought around 60k shares on-market at roughly ₱3.71 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱383k. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱4.6m worth in shares.
Recent Insider Transactions • Dec 02Vice Chairman of the Board recently bought ₱121k worth of stockOn the 28th of November, Necisto Sytengco bought around 34k shares on-market at roughly ₱3.56 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱5.1m worth in shares.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₱0.017 (vs ₱0.001 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.017 (up from ₱0.001 loss in 3Q 2021). Revenue: ₱310.8m (up 66% from 3Q 2021). Net income: ₱26.1m (up ₱27.2m from 3Q 2021). Profit margin: 8.4% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
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. 5 experienced directors. 3 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Helen De Guzman 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.
Recent Insider Transactions • Sep 13Vice Chairman of the Board recently bought ₱72k worth of stockOn the 8th of September, Necisto Sytengco bought around 20k shares on-market at roughly ₱3.60 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. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱16m worth in shares.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ₱0.025 (vs ₱0.12 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.025 (down from ₱0.12 in 2Q 2021). Revenue: ₱318.1m (up 39% from 2Q 2021). Net income: ₱38.3m (down 80% from 2Q 2021). Profit margin: 12% (down from 84% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 07Upcoming dividend of ₱0.025 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 02 August 2022. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Filipino dividend payers (4.9%). Lower than average of industry peers (3.8%).
お知らせ • Jun 23SBS Philippines Corporation Approves to Issue Cash Dividends, Payable on August 2, 2022SBS Philippines Corporation announced that the Board of Directors approved to issue cash dividends amounting to PHP 0.025 to all shareholders of record as of July 19, 2022 with payment date of August 2, 2022.
Recent Insider Transactions • May 27Vice Chairman of the Board recently bought ₱156k worth of stockOn the 24th of May, Necisto Sytengco bought around 40k shares on-market at roughly ₱3.91 per share. In the last 3 months, they made an even bigger purchase worth ₱380k. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱38m worth in shares.
Reported Earnings • May 10First quarter 2022 earnings released: EPS: ₱0.02 (vs ₱0.007 loss in 1Q 2021)First quarter 2022 results: EPS: ₱0.02 (up from ₱0.007 loss in 1Q 2021). Revenue: ₱288.7m (up 66% from 1Q 2021). Net income: ₱31.0m (up ₱42.4m from 1Q 2021). Profit margin: 11% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
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. 6 non-independent directors. Independent Director Helen De Guzman 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.
Reported Earnings • Apr 20Full year 2021 earnings released: EPS: ₱0.12 (vs ₱0.47 in FY 2020)Full year 2021 results: EPS: ₱0.12 (down from ₱0.47 in FY 2020). Revenue: ₱818.9m (down 14% from FY 2020). Net income: ₱196.9m (down 73% from FY 2020). Profit margin: 24% (down from 76% in FY 2020). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Feb 24Vice Chairman of the Board recently bought ₱609k worth of stockOn the 21st of February, Necisto Sytengco bought around 150k shares on-market at roughly ₱4.06 per share. In the last 3 months, they made an even bigger purchase worth ₱790k. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱36m worth in shares.
Recent Insider Transactions • Jan 21Investor Relations Officer recently bought ₱79k worth of stockOn the 18th of January, Sabrina Poon-Sytengco bought around 20k shares on-market at roughly ₱3.95 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱3.2m. Insiders have collectively bought ₱43m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 11Vice Chairman of the Board recently bought ₱790k worth of stockOn the 6th of January, Necisto Sytengco bought around 200k shares on-market at roughly ₱3.95 per share. In the last 3 months, they made an even bigger purchase worth ₱3.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱45m worth in shares.
Recent Insider Transactions • Jan 05Vice Chairman of the Board recently bought ₱575k worth of stockOn the 29th of December, Necisto Sytengco bought around 145k shares on-market at roughly ₱3.97 per share. In the last 3 months, they made an even bigger purchase worth ₱3.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱46m worth in shares.
Recent Insider Transactions • Dec 29Vice Chairman of the Board recently bought ₱488k worth of stockOn the 23rd of December, Necisto Sytengco bought around 123k shares on-market at roughly ₱3.97 per share. In the last 3 months, they made an even bigger purchase worth ₱3.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱45m worth in shares.
Recent Insider Transactions • Nov 20Vice Chairman of the Board recently bought ₱1.7m worth of stockOn the 17th of November, Necisto Sytengco bought around 430k shares on-market at roughly ₱4.03 per share. This was the largest purchase by an insider in the last 3 months. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱42m worth in shares.
Reported Earnings • Nov 12Third quarter 2021 earnings released: ₱0.001 loss per share (vs ₱0.006 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₱187.1m (down 30% from 3Q 2020). Net loss: ₱1.14m (down 113% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Oct 19Vice Chairman of the Board recently bought ₱425k worth of stockOn the 13th of October, Necisto Sytengco bought around 100k shares on-market at roughly ₱4.25 per share. In the last 3 months, they made an even bigger purchase worth ₱2.2m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱38m worth in shares.
Recent Insider Transactions • Sep 22Vice Chairman of the Board recently bought ₱425k worth of stockOn the 17th of September, Necisto Sytengco bought around 100k shares on-market at roughly ₱4.25 per share. In the last 3 months, they made an even bigger purchase worth ₱24m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱63m worth in shares.
Recent Insider Transactions • Sep 07Vice Chairman of the Board recently bought ₱210k worth of stockOn the 2nd of September, Necisto Sytengco bought around 50k shares on-market at roughly ₱4.20 per share. In the last 3 months, they made an even bigger purchase worth ₱4.4m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱38m worth in shares.
Recent Insider Transactions • Aug 27Vice Chairman of the Board recently bought ₱207k worth of stockOn the 24th of August, Necisto Sytengco bought around 50k shares on-market at roughly ₱4.15 per share. In the last 3 months, they made an even bigger purchase worth ₱4.4m. Necisto has been a buyer over the last 12 months, purchasing a net total of ₱37m worth in shares.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS ₱0.12 (vs ₱0.008 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₱228.3m (down 8.0% from 2Q 2020). Net income: ₱192.7m (up ₱205.2m from 2Q 2020). Profit margin: 84% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 12Upcoming dividend of ₱0.022 per shareEligible shareholders must have bought the stock before 19 July 2021. Payment date: 05 August 2021. Trailing yield: 0.5%. Lower than top quartile of Filipino dividend payers (4.0%). Lower than average of industry peers (3.2%).
Recent Insider Transactions • Jul 06Investor Relations Officer recently bought ₱337k worth of stockOn the 1st of July, Sabrina Poon-Sytengco bought around 80k shares on-market at roughly ₱4.21 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱32m more in shares than they have sold in the last 12 months.
お知らせ • Jun 18Royal Cargo, Inc. completed the acquisition of 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS).Royal Cargo, Inc. signed Contract to acquire 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) for approximately PHP 590 million on June 2, 2021. Under the terms, Royal Cargo, Inc. will acquire 89,055,000 shares representing 65% stake at a price per share of PHP 6.569. The consideration amount is paybable on or before June 14, 2021. The transaction is approved by the board of SBS Philippines Corporation. Completion of due diligence review and performance of pre-closing undertakings including the signing of the execution documents. Royal Cargo, Inc. completed the acquisition of 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) on June 17, 2021. Under the revised terms, Royal Cargo, Inc. will acquire 89,055,000 shares representing 65% stake at a price per share of PHP 6.6113.
お知らせ • Jun 03Royal Cargo, Inc. signed Contract to acquire 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) for approximately PHP 590 million.Royal Cargo, Inc. signed Contract to acquire 65% stake in Lence Holdings Corp. from SBS Philippines Corporation (PSE:SBS) for approximately PHP 590 million on June 2, 2021. Under the terms, Royal Cargo, Inc. will acquire 89,055,000 shares representing 65% stake at a price per share of PHP 6.569. The consideration amount is paybable on or before June 14, 2021. The transaction is approved by the board of SBS Philippines Corporation. Completion of due diligence review and performance of pre-closing undertakings including the signing of the execution documents.
Reported Earnings • May 12First quarter 2021 earnings released: ₱0.01 loss per share (vs ₱0.007 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: ₱174.1m (down 39% from 1Q 2020). Net loss: ₱11.5m (down 200% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 18New 90-day low: ₱4.55The company is down 6.0% from its price of ₱4.85 on 20 November 2020. The Filipino market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 16% over the same period.
Recent Insider Transactions • Jan 12Investor Relations Officer recently bought ₱523k worth of stockOn the 7th of January, Sabrina Poon-Sytengco bought around 100k shares on-market at roughly ₱5.23 per share. In the last 3 months, they made an even bigger purchase worth ₱3.7m. Insiders have collectively bought ₱15m more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Dec 09New 90-day high: ₱5.37The company is up 25% from its price of ₱4.30 on 11 September 2020. The Filipino market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 4.0% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS ₱0.006The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱267.4m (down 25% from 3Q 2019). Net income: ₱9.00m (down 69% from 3Q 2019). Profit margin: 3.4% (down from 8.0% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Sep 24New 90-day low: ₱4.01The company is down 17% from its price of ₱4.81 on 25 June 2020. The Filipino market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 10.0% over the same period.
お知らせ • Sep 18SBS Philippines Corporation Announces Management ChangesSBS Philippines Corporation at its Organizational Meeting held on September 17, 2020, approved the management changes. The corporation appointed Aileen Lou G. Codamon as AVP- Controller and re-designated Ricardo Nicanor N. Jacinto, Vice Chairman to Chairman of the Board; Aylene Y. Sytengco, Compliance Officer, CFO and Treasurer to Vice Chairman, CFO & Treasurer; Necisto Y. Sytengco,II, SVP Marketing Operations & Asst. Treasurer to Vice Chaiman, SVP Marketing Operations & Asst. Treasurer; Jose Fidel R. Acuña, Corporate Information Officer to Corporate Information Officer & Compliance Officer; and Lali Y. Sytengco, VIce President for Purchasing to Vice President for Supply Chain. These changes are effective from September 17, 2020.