View Financial HealthPacific Online Systems 配当と自社株買い配当金 基準チェック /06Pacific Online Systems現在配当金を支払っていません。主要情報0%配当利回り0%バイバック利回り総株主利回り0%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • Mar 06Upcoming dividend of ₱0.10 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.4%).Declared Dividend • Mar 04Dividend of ₱0.10 announcedDividend of ₱0.10 is the same as last year. Ex-date: 13th March 2024 Payment date: 26th March 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 68% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.6% EPS decline seen over the last 5 years.すべての更新を表示Recent updatesReported Earnings • Apr 28First quarter 2026 earnings released: EPS: ₱0.036 (vs ₱0.03 in 1Q 2025)First quarter 2026 results: EPS: ₱0.036 (up from ₱0.03 in 1Q 2025). Revenue: ₱129.5m (flat on 1Q 2025). Net income: ₱29.5m (up 21% from 1Q 2025). Profit margin: 23% (up from 19% in 1Q 2025). 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 • Mar 10Full year 2025 earnings released: EPS: ₱0.07 (vs ₱0.022 in FY 2024)Full year 2025 results: EPS: ₱0.07 (up from ₱0.022 in FY 2024). Revenue: ₱524.2m (flat on FY 2024). Net income: ₱57.6m (up 217% from FY 2024). Profit margin: 11% (up from 3.4% in FY 2024). 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.お知らせ • Feb 27Pacific Online Systems Corporation, Annual General Meeting, Apr 27, 2026Pacific Online Systems Corporation, Annual General Meeting, Apr 27, 2026, at 10:00 W. Australia Standard Time. Location: via zoom webinar, PhilippinesReported Earnings • Oct 24Third quarter 2025 earnings released: ₱0.021 loss per share (vs ₱0.006 profit in 3Q 2024)Third quarter 2025 results: ₱0.021 loss per share (down from ₱0.006 profit in 3Q 2024). Revenue: ₱129.5m (flat on 3Q 2024). Net loss: ₱8.14m (down 261% from profit 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 18% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₱2.20, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₱1.68, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₱2.11, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 54% over the past three years.Reported Earnings • Jul 25First half 2025 earnings released: EPS: ₱0.035 (vs ₱0.001 loss in 1H 2024)First half 2025 results: EPS: ₱0.035 (up from ₱0.001 loss in 1H 2024). Revenue: ₱258.9m (flat on 1H 2024). Net income: ₱28.4m (up ₱29.0m from 1H 2024). Profit margin: 11% (up from net loss in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Reported Earnings • Apr 15Full year 2024 earnings released: EPS: ₱0.022 (vs ₱0.32 in FY 2023)Full year 2024 results: EPS: ₱0.022 (down from ₱0.32 in FY 2023). Revenue: ₱527.5m (down 12% from FY 2023). Net income: ₱18.1m (down 93% from FY 2023). Profit margin: 3.4% (down from 45% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.New Risk • Apr 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Cash payout ratio: 166% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin). Market cap is less than US$100m (₱3.12b market cap, or US$54.9m).Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₱3.19, the stock trades at a trailing P/E ratio of 53.7x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 95% over the past three years.お知らせ • Feb 21+ 1 more updatePacific Online Systems Corporation, Annual General Meeting, Jun 27, 2025Pacific Online Systems Corporation, Annual General Meeting, Jun 27, 2025, at 14:00 W. Australia Standard Time. Location: via zoom webinar, PhilippinesValuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱4.61, the stock trades at a trailing P/E ratio of 77.5x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 171% over the past three years.お知らせ • Jan 27Pacific Online Systems Corporation Announces Resignation of Anna Josefina G. Esteban as Chief Audit Executive Effective 10 February 2025Pacific Online Systems Corporation advised that Ms. Anna Josefina G. Esteban has tendered her resignation as the Chief Audit Executive (CAE) effective close of business of 10 February 2025. During the Corporation's Board of Directors meeting earlier, the Board has accepted her resignation. Appropriate subsequent disclosures shall be filed once Ms. Esteban's replacement has been appointed. Reason(s) for Resignation is due to Personal Reasons.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 32%After last week's 32% share price gain to ₱3.49, the stock trades at a trailing P/E ratio of 58.7x. Average trailing P/E is 11x in the Hospitality industry in Philippines. Total returns to shareholders of 108% over the past three years.New Risk • Dec 16New 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 6.9% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Cash payout ratio: 166% Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin). Market cap is less than US$100m (₱2.11b market cap, or US$36.0m).Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: ₱0.006 (vs ₱0.097 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.006 (down from ₱0.097 in 3Q 2023). Revenue: ₱129.3m (down 19% from 3Q 2023). Net income: ₱5.07m (down 94% from 3Q 2023). Profit margin: 3.9% (down from 52% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 72% 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 • Aug 03Second quarter 2024 earnings released: ₱0.018 loss per share (vs ₱0.062 profit in 2Q 2023)Second quarter 2024 results: ₱0.018 loss per share (down from ₱0.062 profit in 2Q 2023). Revenue: ₱129.6m (down 21% from 2Q 2023). Net loss: ₱14.5m (down 128% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₱4.06, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 15x in the Hospitality industry in Philippines. Total returns to shareholders of 110% over the past three years.New Risk • Jun 05New 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 8.5% 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 High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₱4.06b market cap, or US$69.1m).Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₱4.90, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 150% over the past three years.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₱3.89, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 96% over the past three years.Reported Earnings • May 10First quarter 2024 earnings released: EPS: ₱0.017 (vs ₱0.11 in 1Q 2023)First quarter 2024 results: EPS: ₱0.017 (down from ₱0.11 in 1Q 2023). Revenue: ₱138.9m (down 23% from 1Q 2023). Net income: ₱13.9m (down 85% from 1Q 2023). Profit margin: 10.0% (down from 52% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 06Upcoming dividend of ₱0.10 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.4%).Declared Dividend • Mar 04Dividend of ₱0.10 announcedDividend of ₱0.10 is the same as last year. Ex-date: 13th March 2024 Payment date: 26th March 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 68% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.6% EPS decline seen over the last 5 years.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: ₱0.32 (vs ₱0.23 in FY 2022)Full year 2023 results: EPS: ₱0.32 (up from ₱0.23 in FY 2022). Revenue: ₱601.6m (up 16% from FY 2022). Net income: ₱272.7m (up 43% from FY 2022). Profit margin: 45% (up from 37% in FY 2022). Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17Pacific Online Systems Corporation, Annual General Meeting, Jun 28, 2024Pacific Online Systems Corporation, Annual General Meeting, Jun 28, 2024, at 14:00 Singapore Standard Time. Agenda: To consider Call to Order; to Approval of the Minutes of the Annual Meeting of Stockholders held on May 26, 2023; to Approval of 2023 Operations and Results; to approval Ratification of all Acts of the Board of Directors and Management during their term of office; to approval Election of Directors for 2024-2025; to approval Appointment of External Auditors; to consider other matters.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₱4.00, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 89% over the past three years.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₱3.77, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 83% over the past three years.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: ₱0.097 (vs ₱0.09 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.097 (up from ₱0.09 in 3Q 2022). Revenue: ₱159.0m (up 14% from 3Q 2022). Net income: ₱81.8m (up 4.1% from 3Q 2022). Profit margin: 52% (down from 56% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₱3.38, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 85% over the past three years.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₱3.00, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 76% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₱4.16, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 130% over the past three years.New Risk • Aug 19New 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 7.3% 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 Risks Earnings have declined by 8.1% per year over the past 5 years. High level of non-cash earnings (59% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (₱2.05b market cap, or US$36.5m).Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₱2.43, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 11x in the Hospitality industry in Philippines. Total returns to shareholders of 28% over the past three years.Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ₱0.062 (vs ₱0.045 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.062 (up from ₱0.045 in 2Q 2022). Revenue: ₱164.3m (up 43% from 2Q 2022). Net income: ₱52.0m (up 38% from 2Q 2022). Profit margin: 32% (down from 33% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 31Pacific Online Systems Corporation Announces Board ChangesPacific Online Systems Corporation at its AGM held on 26 May 2023 elected Joseph T. Chua as Independent Director. The following directors, on the other hand, were elected as members of the various Committees of the Board of Directors of the Corporation: EXECUTIVE COMMITTEE: Willy N. Ocier - Chairman; Jackson T. Ongsip - Member; Armin Antonio B. Raquel Santos – Member. AUDIT COMMITTEE: Joseph T. Chua - Chairman; Roberto V. Antonio - Member; Tarcisio M. Medalla - Member; Ma. Gracia M. Pulido Tan – Member. RISK OVERSIGHT COMMITTEE: Ma. Gracia M. Pulido Tan – Chairperson; Roberto V. Antonio - Member; Tarcisio M. Medalla - Member; Joseph T. Chua - Member. CORPORATE GOVERNANCE COMMITTEE: Roberto V. Antonio - Chairman; Joseph T. Chua - Member; Ma. Gracia M. Pulido Tan – Member. RELATED PARTY TRANSACTIONS COMMITTEE: Roberto V. Antonio - Chairman; Henry N. Ocier - Member; Raul B. De Mesa - Member; Joseph T. Chua - Member; Ma. Gracia M. Pulido Tan – Member.Reported Earnings • Apr 13Full year 2022 earnings released: EPS: ₱0.23 (vs ₱0.17 loss in FY 2021)Full year 2022 results: EPS: ₱0.23 (up from ₱0.17 loss in FY 2021). Revenue: ₱519.1m (up 22% from FY 2021). Net income: ₱191.1m (up ₱331.4m from FY 2021). Profit margin: 37% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Pacific Online Systems Corporation, Annual General Meeting, May 26, 2023Pacific Online Systems Corporation, Annual General Meeting, May 26, 2023, at 11:00 Singapore Standard Time. Agenda: To consider Proof of Notice of Meeting and Quorum; to consider and Approval of the Minutes of the Annual Meeting of Stockholders held on May 27, 2022; to consider and Approval of 2022 Operations and Results; to consider and Ratification of all Acts of the Board of Directors and Management during their term of office; to consider and Election of Directors for 2023-2024; to consider and Appointment of External Auditors; and to consider other matter also.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₱0.09 (vs ₱0.05 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.09 (up from ₱0.05 loss in 3Q 2021). Revenue: ₱139.2m (up 44% from 3Q 2021). Net income: ₱78.6m (up ₱125.2m from 3Q 2021). Profit margin: 56% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less 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 Roberto Antonio was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 14Pacific Online Systems Corporation Announces Management ChangesPacific Online Systems Corporation announced that at the meeting of its board of directors held on September 13, 2022, Mr. Roberto V. Antonio was elected as an Independent Member of the Corporation's Board of Directors. Mr. Antonio will be serving the unexpired portion of the term of Atty. Roberto C.O. Lim who recently resigned when he assumed office as Undersecretary of the Department of Transportation. Mr. Antonio presently sits as an independent director of Premium Leisure Corp. and is connected in different capacities with the following private entities: President of Kalimera Inc., RVA & Sons Inc., and RVA International Trading Corporation; Chairman of RVA Hatch Inc.; Vice Chairman of Right Eight Security Agency Inc.; Consultant of Mustang Holdings Inc.; as well as President of the La Salle Greenhills Foundation and Board Member of the La Salle Greenhills Alumni. Mr. Antonio finished his Bachelor of Science in Economics Degree from De La Salle University and his Masters in Business Economics Degree from the University of Asia and the Pacific. After his election as director, Mr. Antonio was also appointed as Chairman of the Related Party Transactions Committee and Member of the Audit and Risk Oversight Committees. With said appointments, the Board Committees concerned shall now be composed of the following: Related Party Transactions Committee: Roberto V. Antonio (Independent) - Chairman; Ma. Gracia M. Pulido Tan (Independent) - Member; Laurito E. Serrano (Independent) - Member; Henry N. Ocier (Non-Executive) - Member and Raul B. De Mesa (No-Executive) - Member. Audit Committee: Laurito E. Serrano (Independent) - Chairman; Tarcisio M. Medalla (Non-Executive) - Member; Ma. Gracia M. Pulido Tan (Independent) - Member and Roberto V. Antonio (Independent) - Member. Risk Oversight Committee: Ma. Gracia M. Pulido Tan (Independent) - Chairperson; Tarcisio M. Medalla (Non-Executive) - Member; Laurito E. Serrano (Independent) - Member and Roberto V. Antonio (Independent) - Member. Appointment of Officers: Ms. Michelle Angeli T. Hernandez was also designated as the Corporation's Compliance Officer, vice Ms. Grace L. Gatdula, September 13, 2022. Ms. Hernandez, 51, Filipino, is the Compliance Officer, Chief Risk Officer and Vice President for Governance of Belle Corporation. She is mainly responsible for developing, implementing and managing various strategies, processes and policies related to Corporate Governance, Enterprise Risk Management and Corporate Affairs for the Company and its subsidiaries. She is also the Compliance Officer and Chief Risk Officer of Premium Leisure Corp., and Chief Risk Officer of APC Group Inc. She has a bachelor's degree in Tourism (Cum Laude) from the University of Sto. Tomas. Ms. Gatdula, on the other hand, promoted from Compliance Officer/Contact for Investor Relations to Data Privacy Officer/Contact for Investor Relations, vice Ms. Ma. Meliza C. Romillo, effective September 13, 2022.お知らせ • Aug 06Pacific Online Systems Corporation Announces Committee ChangesPacific Online Systems Corporation announced the appointment of Mr. Raul B. De Mesa was appointed as member of the Corporation's Related Party Transactions Committee at the meeting of the Corporation's Board of Directors held on 4 August 2022. With this appointment, the Related Party Transactions Committee shall now be composed of the following: Ma. Gracia M. Pulido Tan (Independent), Laurito E. Serrano (Independent), Henry N. Ocier (Non-Executive), and Raul B. De Mesa (No-Executive). Mr. Roberto C.O. Lim who recently resigned as member of the Corporation's Board of Directors, as disclosed on 1 August 2022, has also been deemed resigned as Chairmanship of the Related Party Transactions Committee and the Corporate Governance Committee, as well as his membership in the Audit and Risk Oversight Committees.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: ₱0.044 (vs ₱0.038 loss in 2Q 2021)Second quarter 2022 results: EPS: ₱0.044 (up from ₱0.038 loss in 2Q 2021). Revenue: ₱114.8m (up 39% from 2Q 2021). Net income: ₱37.6m (up ₱69.4m from 2Q 2021). Profit margin: 33% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 02Pacific Online Systems Corporation Announces Resignation of Roberto Co Lim as Independent DirectorPacific Online Systems Corporation announced the resignation of Roberto Co Lim as independent director of the Corporation, effective immediately, in view of his acceptance of his appointment to the Department of Transportation where he will serve as Undersecretary. Effective Date of Resignation is Aug. 1, 2022, Reason(s) for Resignation is appointment of DOTr.お知らせ • Jun 11Pacific Online Systems Corporation Elects Raul B De Mesa as A Non-Executive Member of the Board of DirectorsPacific Online Systems Corporation at its board meeting held on 09 June 2022 elected Mr. Raul B De Mesa as a non-executive member of the Board of Directors. Mr. De Mesa is currently the Chairman of AbaCore Capital Holdings Inc. and a director at CAP Life Insurance Corporation. He is a distinguished banker and has gained a wealth of experience in the financial industry. He previously served as the President and Chief Executive Officer of Bank of Commerce which was preceded by about 37 years of service in the banking industry, specifically in institutions like the Security Bank, Manila Banking Corporation, and Far East Bank and Trust Company.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: ₱0.013 (vs ₱0.015 loss in 1Q 2021)First quarter 2022 results: EPS: ₱0.013 (up from ₱0.015 loss in 1Q 2021). Revenue: ₱104.1m (down 15% from 1Q 2021). Net income: ₱11.4m (up ₱24.2m from 1Q 2021). Profit margin: 11% (up from net loss in 1Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as 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 Maria Gracia M. Tan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 29Full year 2021 earnings released: ₱0.17 loss per share (vs ₱0.49 loss in FY 2020)Full year 2021 results: ₱0.17 loss per share (up from ₱0.49 loss in FY 2020). Revenue: ₱426.3m (up 43% from FY 2020). Net loss: ₱140.3m (loss narrowed 67% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.お知らせ • Feb 16Pacific Online Systems Corporation Announces Retirement of Ma. Concepcion T. Sangil as Vice President-Human Resources Management, Effective February 16, 2022Pacific Online Systems Corporation announced that Ms. Sangil has retired from her position as Vice President-Human Resources Management effective February 16, 2022.お知らせ • Feb 11Pacific Online Systems Corporation, Annual General Meeting, May 27, 2022Pacific Online Systems Corporation, Annual General Meeting, May 27, 2022, at 11:00 Singapore Standard Time. Agenda: To consider approval of 2021 Operations and Results (including Audited Financial Statements); to consider ratification of All Acts of the Board of Directors and Management; to consider election of Directors; to consider appointment of External Auditors; and to transact other matters.Reported Earnings • Nov 12Third quarter 2021 earnings released: ₱0.11 loss per share (vs ₱0.13 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ₱97.0m (up 135% from 3Q 2020). Net loss: ₱46.6m (loss narrowed 59% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 13Second quarter 2021 earnings released: ₱0.038 loss per share (vs ₱0.16 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ₱82.6m (up ₱82.5m from 2Q 2020). Net loss: ₱31.8m (loss narrowed 76% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 25First quarter 2021 earnings released: ₱0.015 loss per share (vs ₱0.033 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: ₱122.8m (down 32% from 1Q 2020). Net loss: ₱12.8m (loss narrowed 55% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Executive Departure • Apr 22Corporate Secretary has left the companyOn the 14th of April, A. Bayani Tan's tenure as Corporate Secretary ended after 14.0 years in the role. As of December 2020, A. Bayani personally held 1.41m shares (₱3.0m worth at the time). A total of 2 executives have left over the last 12 months.Executive Departure • Apr 17Independent Director has left the companyOn the 15th of April, Joseph Tan's tenure as Independent Director ended after 3.7 years in the role. As of December 2020, Joseph personally held only 200.00 shares (₱422 worth at the time). Joseph is the only executive to leave the company over the last 12 months.お知らせ • Mar 02Pacific Online Systems Corporation, Annual General Meeting, May 28, 2021Pacific Online Systems Corporation, Annual General Meeting, May 28, 2021, at 11:00 Singapore Standard Time. Agenda: To consider Call to Order; to proof of notice of meeting; to certification of quorum; to approval of the minutes of the previous stockholders' meeting; to approval of 2020 operations and results; to ratification of all acts of the board of directors and officers; to election of directors; to appointment of external auditors; and to consider other matter.Is New 90 Day High Low • Dec 16New 90-day high: ₱2.20The company is up 13% from its price of ₱1.94 on 17 September 2020. The Filipino market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 44% over the same period.Is New 90 Day High Low • Nov 24New 90-day high: ₱2.15The company is up 11% from its price of ₱1.94 on 26 August 2020. The Filipino market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 41% over the same period.Is New 90 Day High Low • Oct 01New 90-day low: ₱1.85The company is down 7.0% from its price of ₱1.99 on 03 July 2020. The Filipino market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 3.0% over the same period.お知らせ • Jul 30An unknown buyer completed the acquisition of Lucky Circle Corporation from Pacific Online Systems Corporation (PSE:LOTO).An unknown buyer agreed to acquire Lucky Circle Corporation from Pacific Online Systems Corporation (PSE:LOTO) on February 13, 2020. The Lucky Circle Corporation shares to be sold will be paid for in cash. 125 million shares will be sold for a offer per share of PHP 1.082. The selling price will be paid upon execution of the sale documents. Board of Directors gave approval on February 13, 2020. An unknown buyer completed the acquisition of Lucky Circle Corporation from Pacific Online Systems Corporation (PSE:LOTO) on February 29, 2020.決済の安定と成長配当データの取得安定した配当: LOTOの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: LOTOの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Pacific Online Systems 配当利回り対市場LOTO 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (LOTO)0%市場下位25% (PH)2.7%市場トップ25% (PH)6.4%業界平均 (Hospitality)3.6%アナリスト予想 (LOTO) (最長3年)n/a注目すべき配当: LOTOは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: LOTOは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: LOTO PH市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: LOTOが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YPH 市場の強力な配当支払い企業。View Management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 01:29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Pacific Online Systems 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
Upcoming Dividend • Mar 06Upcoming dividend of ₱0.10 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.4%).
Declared Dividend • Mar 04Dividend of ₱0.10 announcedDividend of ₱0.10 is the same as last year. Ex-date: 13th March 2024 Payment date: 26th March 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 68% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.6% EPS decline seen over the last 5 years.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: ₱0.036 (vs ₱0.03 in 1Q 2025)First quarter 2026 results: EPS: ₱0.036 (up from ₱0.03 in 1Q 2025). Revenue: ₱129.5m (flat on 1Q 2025). Net income: ₱29.5m (up 21% from 1Q 2025). Profit margin: 23% (up from 19% in 1Q 2025). 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 • Mar 10Full year 2025 earnings released: EPS: ₱0.07 (vs ₱0.022 in FY 2024)Full year 2025 results: EPS: ₱0.07 (up from ₱0.022 in FY 2024). Revenue: ₱524.2m (flat on FY 2024). Net income: ₱57.6m (up 217% from FY 2024). Profit margin: 11% (up from 3.4% in FY 2024). 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.
お知らせ • Feb 27Pacific Online Systems Corporation, Annual General Meeting, Apr 27, 2026Pacific Online Systems Corporation, Annual General Meeting, Apr 27, 2026, at 10:00 W. Australia Standard Time. Location: via zoom webinar, Philippines
Reported Earnings • Oct 24Third quarter 2025 earnings released: ₱0.021 loss per share (vs ₱0.006 profit in 3Q 2024)Third quarter 2025 results: ₱0.021 loss per share (down from ₱0.006 profit in 3Q 2024). Revenue: ₱129.5m (flat on 3Q 2024). Net loss: ₱8.14m (down 261% from profit 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 18% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₱2.20, the stock trades at a trailing P/E ratio of 38.4x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₱1.68, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₱2.11, the stock trades at a trailing P/E ratio of 36.8x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Jul 25First half 2025 earnings released: EPS: ₱0.035 (vs ₱0.001 loss in 1H 2024)First half 2025 results: EPS: ₱0.035 (up from ₱0.001 loss in 1H 2024). Revenue: ₱258.9m (flat on 1H 2024). Net income: ₱28.4m (up ₱29.0m from 1H 2024). Profit margin: 11% (up from net loss in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 15Full year 2024 earnings released: EPS: ₱0.022 (vs ₱0.32 in FY 2023)Full year 2024 results: EPS: ₱0.022 (down from ₱0.32 in FY 2023). Revenue: ₱527.5m (down 12% from FY 2023). Net income: ₱18.1m (down 93% from FY 2023). Profit margin: 3.4% (down from 45% in FY 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Cash payout ratio: 166% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin). Market cap is less than US$100m (₱3.12b market cap, or US$54.9m).
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₱3.19, the stock trades at a trailing P/E ratio of 53.7x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 95% over the past three years.
お知らせ • Feb 21+ 1 more updatePacific Online Systems Corporation, Annual General Meeting, Jun 27, 2025Pacific Online Systems Corporation, Annual General Meeting, Jun 27, 2025, at 14:00 W. Australia Standard Time. Location: via zoom webinar, Philippines
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱4.61, the stock trades at a trailing P/E ratio of 77.5x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 171% over the past three years.
お知らせ • Jan 27Pacific Online Systems Corporation Announces Resignation of Anna Josefina G. Esteban as Chief Audit Executive Effective 10 February 2025Pacific Online Systems Corporation advised that Ms. Anna Josefina G. Esteban has tendered her resignation as the Chief Audit Executive (CAE) effective close of business of 10 February 2025. During the Corporation's Board of Directors meeting earlier, the Board has accepted her resignation. Appropriate subsequent disclosures shall be filed once Ms. Esteban's replacement has been appointed. Reason(s) for Resignation is due to Personal Reasons.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 32%After last week's 32% share price gain to ₱3.49, the stock trades at a trailing P/E ratio of 58.7x. Average trailing P/E is 11x in the Hospitality industry in Philippines. Total returns to shareholders of 108% over the past three years.
New Risk • Dec 16New 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 6.9% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 164% Cash payout ratio: 166% Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.7% net profit margin). Market cap is less than US$100m (₱2.11b market cap, or US$36.0m).
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: ₱0.006 (vs ₱0.097 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.006 (down from ₱0.097 in 3Q 2023). Revenue: ₱129.3m (down 19% from 3Q 2023). Net income: ₱5.07m (down 94% from 3Q 2023). Profit margin: 3.9% (down from 52% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 72% 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 • Aug 03Second quarter 2024 earnings released: ₱0.018 loss per share (vs ₱0.062 profit in 2Q 2023)Second quarter 2024 results: ₱0.018 loss per share (down from ₱0.062 profit in 2Q 2023). Revenue: ₱129.6m (down 21% from 2Q 2023). Net loss: ₱14.5m (down 128% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₱4.06, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 15x in the Hospitality industry in Philippines. Total returns to shareholders of 110% over the past three years.
New Risk • Jun 05New 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 8.5% 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 High level of non-cash earnings (36% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (₱4.06b market cap, or US$69.1m).
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₱4.90, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 150% over the past three years.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₱3.89, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 96% over the past three years.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: ₱0.017 (vs ₱0.11 in 1Q 2023)First quarter 2024 results: EPS: ₱0.017 (down from ₱0.11 in 1Q 2023). Revenue: ₱138.9m (down 23% from 1Q 2023). Net income: ₱13.9m (down 85% from 1Q 2023). Profit margin: 10.0% (down from 52% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 06Upcoming dividend of ₱0.10 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 26 March 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (1.4%).
Declared Dividend • Mar 04Dividend of ₱0.10 announcedDividend of ₱0.10 is the same as last year. Ex-date: 13th March 2024 Payment date: 26th March 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 68% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.6% EPS decline seen over the last 5 years.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: ₱0.32 (vs ₱0.23 in FY 2022)Full year 2023 results: EPS: ₱0.32 (up from ₱0.23 in FY 2022). Revenue: ₱601.6m (up 16% from FY 2022). Net income: ₱272.7m (up 43% from FY 2022). Profit margin: 45% (up from 37% in FY 2022). Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17Pacific Online Systems Corporation, Annual General Meeting, Jun 28, 2024Pacific Online Systems Corporation, Annual General Meeting, Jun 28, 2024, at 14:00 Singapore Standard Time. Agenda: To consider Call to Order; to Approval of the Minutes of the Annual Meeting of Stockholders held on May 26, 2023; to Approval of 2023 Operations and Results; to approval Ratification of all Acts of the Board of Directors and Management during their term of office; to approval Election of Directors for 2024-2025; to approval Appointment of External Auditors; to consider other matters.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₱4.00, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 14x in the Hospitality industry in Philippines. Total returns to shareholders of 89% over the past three years.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₱3.77, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 83% over the past three years.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: ₱0.097 (vs ₱0.09 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.097 (up from ₱0.09 in 3Q 2022). Revenue: ₱159.0m (up 14% from 3Q 2022). Net income: ₱81.8m (up 4.1% from 3Q 2022). Profit margin: 52% (down from 56% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₱3.38, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 12x in the Hospitality industry in Philippines. Total returns to shareholders of 85% over the past three years.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₱3.00, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 76% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₱4.16, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 13x in the Hospitality industry in Philippines. Total returns to shareholders of 130% over the past three years.
New Risk • Aug 19New 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 7.3% 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 Risks Earnings have declined by 8.1% per year over the past 5 years. High level of non-cash earnings (59% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (₱2.05b market cap, or US$36.5m).
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₱2.43, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 11x in the Hospitality industry in Philippines. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Aug 12Second quarter 2023 earnings released: EPS: ₱0.062 (vs ₱0.045 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.062 (up from ₱0.045 in 2Q 2022). Revenue: ₱164.3m (up 43% from 2Q 2022). Net income: ₱52.0m (up 38% from 2Q 2022). Profit margin: 32% (down from 33% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 31Pacific Online Systems Corporation Announces Board ChangesPacific Online Systems Corporation at its AGM held on 26 May 2023 elected Joseph T. Chua as Independent Director. The following directors, on the other hand, were elected as members of the various Committees of the Board of Directors of the Corporation: EXECUTIVE COMMITTEE: Willy N. Ocier - Chairman; Jackson T. Ongsip - Member; Armin Antonio B. Raquel Santos – Member. AUDIT COMMITTEE: Joseph T. Chua - Chairman; Roberto V. Antonio - Member; Tarcisio M. Medalla - Member; Ma. Gracia M. Pulido Tan – Member. RISK OVERSIGHT COMMITTEE: Ma. Gracia M. Pulido Tan – Chairperson; Roberto V. Antonio - Member; Tarcisio M. Medalla - Member; Joseph T. Chua - Member. CORPORATE GOVERNANCE COMMITTEE: Roberto V. Antonio - Chairman; Joseph T. Chua - Member; Ma. Gracia M. Pulido Tan – Member. RELATED PARTY TRANSACTIONS COMMITTEE: Roberto V. Antonio - Chairman; Henry N. Ocier - Member; Raul B. De Mesa - Member; Joseph T. Chua - Member; Ma. Gracia M. Pulido Tan – Member.
Reported Earnings • Apr 13Full year 2022 earnings released: EPS: ₱0.23 (vs ₱0.17 loss in FY 2021)Full year 2022 results: EPS: ₱0.23 (up from ₱0.17 loss in FY 2021). Revenue: ₱519.1m (up 22% from FY 2021). Net income: ₱191.1m (up ₱331.4m from FY 2021). Profit margin: 37% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Pacific Online Systems Corporation, Annual General Meeting, May 26, 2023Pacific Online Systems Corporation, Annual General Meeting, May 26, 2023, at 11:00 Singapore Standard Time. Agenda: To consider Proof of Notice of Meeting and Quorum; to consider and Approval of the Minutes of the Annual Meeting of Stockholders held on May 27, 2022; to consider and Approval of 2022 Operations and Results; to consider and Ratification of all Acts of the Board of Directors and Management during their term of office; to consider and Election of Directors for 2023-2024; to consider and Appointment of External Auditors; and to consider other matter also.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: ₱0.09 (vs ₱0.05 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.09 (up from ₱0.05 loss in 3Q 2021). Revenue: ₱139.2m (up 44% from 3Q 2021). Net income: ₱78.6m (up ₱125.2m from 3Q 2021). Profit margin: 56% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less 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 Roberto Antonio was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 14Pacific Online Systems Corporation Announces Management ChangesPacific Online Systems Corporation announced that at the meeting of its board of directors held on September 13, 2022, Mr. Roberto V. Antonio was elected as an Independent Member of the Corporation's Board of Directors. Mr. Antonio will be serving the unexpired portion of the term of Atty. Roberto C.O. Lim who recently resigned when he assumed office as Undersecretary of the Department of Transportation. Mr. Antonio presently sits as an independent director of Premium Leisure Corp. and is connected in different capacities with the following private entities: President of Kalimera Inc., RVA & Sons Inc., and RVA International Trading Corporation; Chairman of RVA Hatch Inc.; Vice Chairman of Right Eight Security Agency Inc.; Consultant of Mustang Holdings Inc.; as well as President of the La Salle Greenhills Foundation and Board Member of the La Salle Greenhills Alumni. Mr. Antonio finished his Bachelor of Science in Economics Degree from De La Salle University and his Masters in Business Economics Degree from the University of Asia and the Pacific. After his election as director, Mr. Antonio was also appointed as Chairman of the Related Party Transactions Committee and Member of the Audit and Risk Oversight Committees. With said appointments, the Board Committees concerned shall now be composed of the following: Related Party Transactions Committee: Roberto V. Antonio (Independent) - Chairman; Ma. Gracia M. Pulido Tan (Independent) - Member; Laurito E. Serrano (Independent) - Member; Henry N. Ocier (Non-Executive) - Member and Raul B. De Mesa (No-Executive) - Member. Audit Committee: Laurito E. Serrano (Independent) - Chairman; Tarcisio M. Medalla (Non-Executive) - Member; Ma. Gracia M. Pulido Tan (Independent) - Member and Roberto V. Antonio (Independent) - Member. Risk Oversight Committee: Ma. Gracia M. Pulido Tan (Independent) - Chairperson; Tarcisio M. Medalla (Non-Executive) - Member; Laurito E. Serrano (Independent) - Member and Roberto V. Antonio (Independent) - Member. Appointment of Officers: Ms. Michelle Angeli T. Hernandez was also designated as the Corporation's Compliance Officer, vice Ms. Grace L. Gatdula, September 13, 2022. Ms. Hernandez, 51, Filipino, is the Compliance Officer, Chief Risk Officer and Vice President for Governance of Belle Corporation. She is mainly responsible for developing, implementing and managing various strategies, processes and policies related to Corporate Governance, Enterprise Risk Management and Corporate Affairs for the Company and its subsidiaries. She is also the Compliance Officer and Chief Risk Officer of Premium Leisure Corp., and Chief Risk Officer of APC Group Inc. She has a bachelor's degree in Tourism (Cum Laude) from the University of Sto. Tomas. Ms. Gatdula, on the other hand, promoted from Compliance Officer/Contact for Investor Relations to Data Privacy Officer/Contact for Investor Relations, vice Ms. Ma. Meliza C. Romillo, effective September 13, 2022.
お知らせ • Aug 06Pacific Online Systems Corporation Announces Committee ChangesPacific Online Systems Corporation announced the appointment of Mr. Raul B. De Mesa was appointed as member of the Corporation's Related Party Transactions Committee at the meeting of the Corporation's Board of Directors held on 4 August 2022. With this appointment, the Related Party Transactions Committee shall now be composed of the following: Ma. Gracia M. Pulido Tan (Independent), Laurito E. Serrano (Independent), Henry N. Ocier (Non-Executive), and Raul B. De Mesa (No-Executive). Mr. Roberto C.O. Lim who recently resigned as member of the Corporation's Board of Directors, as disclosed on 1 August 2022, has also been deemed resigned as Chairmanship of the Related Party Transactions Committee and the Corporate Governance Committee, as well as his membership in the Audit and Risk Oversight Committees.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: ₱0.044 (vs ₱0.038 loss in 2Q 2021)Second quarter 2022 results: EPS: ₱0.044 (up from ₱0.038 loss in 2Q 2021). Revenue: ₱114.8m (up 39% from 2Q 2021). Net income: ₱37.6m (up ₱69.4m from 2Q 2021). Profit margin: 33% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 02Pacific Online Systems Corporation Announces Resignation of Roberto Co Lim as Independent DirectorPacific Online Systems Corporation announced the resignation of Roberto Co Lim as independent director of the Corporation, effective immediately, in view of his acceptance of his appointment to the Department of Transportation where he will serve as Undersecretary. Effective Date of Resignation is Aug. 1, 2022, Reason(s) for Resignation is appointment of DOTr.
お知らせ • Jun 11Pacific Online Systems Corporation Elects Raul B De Mesa as A Non-Executive Member of the Board of DirectorsPacific Online Systems Corporation at its board meeting held on 09 June 2022 elected Mr. Raul B De Mesa as a non-executive member of the Board of Directors. Mr. De Mesa is currently the Chairman of AbaCore Capital Holdings Inc. and a director at CAP Life Insurance Corporation. He is a distinguished banker and has gained a wealth of experience in the financial industry. He previously served as the President and Chief Executive Officer of Bank of Commerce which was preceded by about 37 years of service in the banking industry, specifically in institutions like the Security Bank, Manila Banking Corporation, and Far East Bank and Trust Company.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: ₱0.013 (vs ₱0.015 loss in 1Q 2021)First quarter 2022 results: EPS: ₱0.013 (up from ₱0.015 loss in 1Q 2021). Revenue: ₱104.1m (down 15% from 1Q 2021). Net income: ₱11.4m (up ₱24.2m from 1Q 2021). Profit margin: 11% (up from net loss in 1Q 2021). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as 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 Maria Gracia M. Tan was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 29Full year 2021 earnings released: ₱0.17 loss per share (vs ₱0.49 loss in FY 2020)Full year 2021 results: ₱0.17 loss per share (up from ₱0.49 loss in FY 2020). Revenue: ₱426.3m (up 43% from FY 2020). Net loss: ₱140.3m (loss narrowed 67% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 16Pacific Online Systems Corporation Announces Retirement of Ma. Concepcion T. Sangil as Vice President-Human Resources Management, Effective February 16, 2022Pacific Online Systems Corporation announced that Ms. Sangil has retired from her position as Vice President-Human Resources Management effective February 16, 2022.
お知らせ • Feb 11Pacific Online Systems Corporation, Annual General Meeting, May 27, 2022Pacific Online Systems Corporation, Annual General Meeting, May 27, 2022, at 11:00 Singapore Standard Time. Agenda: To consider approval of 2021 Operations and Results (including Audited Financial Statements); to consider ratification of All Acts of the Board of Directors and Management; to consider election of Directors; to consider appointment of External Auditors; and to transact other matters.
Reported Earnings • Nov 12Third quarter 2021 earnings released: ₱0.11 loss per share (vs ₱0.13 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ₱97.0m (up 135% from 3Q 2020). Net loss: ₱46.6m (loss narrowed 59% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 13Second quarter 2021 earnings released: ₱0.038 loss per share (vs ₱0.16 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ₱82.6m (up ₱82.5m from 2Q 2020). Net loss: ₱31.8m (loss narrowed 76% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 25First quarter 2021 earnings released: ₱0.015 loss per share (vs ₱0.033 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: ₱122.8m (down 32% from 1Q 2020). Net loss: ₱12.8m (loss narrowed 55% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Executive Departure • Apr 22Corporate Secretary has left the companyOn the 14th of April, A. Bayani Tan's tenure as Corporate Secretary ended after 14.0 years in the role. As of December 2020, A. Bayani personally held 1.41m shares (₱3.0m worth at the time). A total of 2 executives have left over the last 12 months.
Executive Departure • Apr 17Independent Director has left the companyOn the 15th of April, Joseph Tan's tenure as Independent Director ended after 3.7 years in the role. As of December 2020, Joseph personally held only 200.00 shares (₱422 worth at the time). Joseph is the only executive to leave the company over the last 12 months.
お知らせ • Mar 02Pacific Online Systems Corporation, Annual General Meeting, May 28, 2021Pacific Online Systems Corporation, Annual General Meeting, May 28, 2021, at 11:00 Singapore Standard Time. Agenda: To consider Call to Order; to proof of notice of meeting; to certification of quorum; to approval of the minutes of the previous stockholders' meeting; to approval of 2020 operations and results; to ratification of all acts of the board of directors and officers; to election of directors; to appointment of external auditors; and to consider other matter.
Is New 90 Day High Low • Dec 16New 90-day high: ₱2.20The company is up 13% from its price of ₱1.94 on 17 September 2020. The Filipino market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 44% over the same period.
Is New 90 Day High Low • Nov 24New 90-day high: ₱2.15The company is up 11% from its price of ₱1.94 on 26 August 2020. The Filipino market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 41% over the same period.
Is New 90 Day High Low • Oct 01New 90-day low: ₱1.85The company is down 7.0% from its price of ₱1.99 on 03 July 2020. The Filipino market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 3.0% over the same period.
お知らせ • Jul 30An unknown buyer completed the acquisition of Lucky Circle Corporation from Pacific Online Systems Corporation (PSE:LOTO).An unknown buyer agreed to acquire Lucky Circle Corporation from Pacific Online Systems Corporation (PSE:LOTO) on February 13, 2020. The Lucky Circle Corporation shares to be sold will be paid for in cash. 125 million shares will be sold for a offer per share of PHP 1.082. The selling price will be paid upon execution of the sale documents. Board of Directors gave approval on February 13, 2020. An unknown buyer completed the acquisition of Lucky Circle Corporation from Pacific Online Systems Corporation (PSE:LOTO) on February 29, 2020.