D&L Industries（DNL）株式概要D&L Industries, Inc.は、食品原料、パーソナルケアおよびホームケア用オレオケミカル、プラスチック製品用原料、エアゾール製品用の製品をフィリピン国内外に提供している。 詳細DNL ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績3/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より25%で取引されている 収益は年間10.3%増加すると予測されています 過去1年間で収益は9.1%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 不安定な配当実績 すべてのリスクチェックを見るDNL Community Fair Values Create NarrativeSee what 64 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN55.6% undervaluedAnalystHighTarget•4mo agoBiodiesel Demand And New Facilities Will Drive Strong Long Term Performance125011AN21.7% undervaluedAnalystLowTarget•5mo agoBiodiesel Policy Delays And Tax Holiday Expiry May Restrain Margins Yet Support Long-Term Recovery6403AN48.6% undervaluedAnalystConsensusTarget•1y agoBatangas Plant Normalization To Improve Operations And Export Capacity1950109Top Analyst NarrativesAN55.6% undervaluedAnalystHighTarget•4mo agoBiodiesel Demand And New Facilities Will Drive Strong Long Term Performance125011AN21.7% undervaluedAnalystLowTarget•5mo agoBiodiesel Policy Delays And Tax Holiday Expiry May Restrain Margins Yet Support Long-Term Recovery6403AN48.6% undervaluedAnalystConsensusTarget•1y agoBatangas Plant Normalization To Improve Operations And Export Capacity1950109View all narrativesD&L Industries, Inc. 競合他社Lepanto Consolidated MiningSymbol: PSE:LCBMarket cap: ₱12.8bGlobal Ferronickel HoldingsSymbol: PSE:FNIMarket cap: ₱12.0bNickel AsiaSymbol: PSE:NIKLMarket cap: ₱66.9bMabuhay VinylSymbol: PSE:MVCMarket cap: ₱3.4b価格と性能株価の高値、安値、推移の概要D&L Industries過去の株価現在の株価₱3.6052週高値₱5.7152週安値₱3.25ベータ0.531ヶ月の変化-1.91%3ヶ月変化-16.67%1年変化-35.37%3年間の変化-50.68%5年間の変化-51.15%IPOからの変化65.14%最新ニュースお知らせ • May 22+ 1 more updateD&L Industries, Inc. to Report Q2, 2026 Results on Aug 05, 2026D&L Industries, Inc. announced that they will report Q2, 2026 results on Aug 05, 2026Major Estimate Revision • May 14Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₱55.7b to ₱54.9b. EPS estimate also fell from ₱0.434 per share to ₱0.376 per share. Net income forecast to grow 4.5% next year vs 35% growth forecast for Chemicals industry in Philippines. Consensus price target down from ₱6.58 to ₱6.12. Share price was steady at ₱3.55 over the past week.Price Target Changed • May 13Price target decreased by 11% to ₱6.00Down from ₱6.77, the current price target is an average from 4 analysts. New target price is 74% above last closing price of ₱3.45. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₱0.37 for next year compared to ₱0.36 last year.Reported Earnings • Apr 16Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₱0.36 (up from ₱0.33 in FY 2024). Revenue: ₱55.4b (up 36% from FY 2024). Net income: ₱2.59b (up 11% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to ₱3.70. The fair value is estimated to be ₱4.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Mar 25D&L Industries, Inc., Annual General Meeting, Jun 08, 2026D&L Industries, Inc., Annual General Meeting, Jun 08, 2026, at 09:00 W. Australia Standard Time.最新情報をもっと見るRecent updatesお知らせ • May 22+ 1 more updateD&L Industries, Inc. to Report Q2, 2026 Results on Aug 05, 2026D&L Industries, Inc. announced that they will report Q2, 2026 results on Aug 05, 2026Major Estimate Revision • May 14Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₱55.7b to ₱54.9b. EPS estimate also fell from ₱0.434 per share to ₱0.376 per share. Net income forecast to grow 4.5% next year vs 35% growth forecast for Chemicals industry in Philippines. Consensus price target down from ₱6.58 to ₱6.12. Share price was steady at ₱3.55 over the past week.Price Target Changed • May 13Price target decreased by 11% to ₱6.00Down from ₱6.77, the current price target is an average from 4 analysts. New target price is 74% above last closing price of ₱3.45. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₱0.37 for next year compared to ₱0.36 last year.Reported Earnings • Apr 16Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₱0.36 (up from ₱0.33 in FY 2024). Revenue: ₱55.4b (up 36% from FY 2024). Net income: ₱2.59b (up 11% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to ₱3.70. The fair value is estimated to be ₱4.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Mar 25D&L Industries, Inc., Annual General Meeting, Jun 08, 2026D&L Industries, Inc., Annual General Meeting, Jun 08, 2026, at 09:00 W. Australia Standard Time.Buy Or Sell Opportunity • Mar 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to ₱3.40. The fair value is estimated to be ₱4.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to decline by 1.7% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.Buy Or Sell Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock has risen 12% to ₱3.68. The fair value is estimated to be ₱4.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to decline by 1.7% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.New Risk • Feb 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₱32m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (₱32m sold).Recent Insider Transactions • Feb 03Key Executive recently sold ₱32m worth of stockOn the 30th of January, John Lao sold around 8m shares on-market at roughly ₱3.94 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by ₱32m.お知らせ • Jan 26D&L Industries Advances Natural Fiber Innovation with Launch of Abaca Plastic PelletD&L Industries, through its subsidiary D&L Polymer & Colours, Inc. (DLPC), announced a new milestone in its sustainability efforts with the launch of a 100% abaca pellet that is ready for direct use in plastics compounding. This advancement builds on the company's breakthrough last year, when DLPC first demonstrated the feasibility of incorporating natural fibers like abaca into plastics-an innovation that, at the time, required DLPC to manage all compounding and downstream application work in-house. The latest development marks a significant evolution: instead of DLPC exclusively processing the fibers into composite materials, the company can now supply abaca in a standardized pellet format that upstream plastic compounders can blend directly into their own formulations. This shift dramatically widens potential applications and enables far more scalable adoption across the plastics value chain. The new pellet technology transforms abaca -abundant, renewable, and considered the strongest natural fiber in the world - into a ready-to-use additive that fits seamlessly into the manufacturing processes of plastic compounders and processors. 100% Abaca pellet ready for plastic compounding. "Pelletization is the tipping point that finally makes natural fibers easy to use at scale. With a ready-to-compound 100% abaca pellet, manufacturers can incorporate sustainability into their products without changing their processes, opening an entirely new market where abaca can be handled just like any conventional polymer ingredient. The proprietary technology can also work with other locally sourced fibers such as pineapple, bakong, and vetiver, further expanding the country's potential to supply high -value bio-based materials," DLPC President & CEO Lester Lao commented. At the end of their life cycle, products made with natural fiber composites can enter conventional recycling or waste diversion systems, and depending on the formulation, can also be made compostable to support greater circularity. From a broader sustainability perspective, the implications are considerable. Natural fiber composites produced using these pellets can replace a meaningful portion of virgin polymers-with current formulations allowing dosing of up to 40% and the potential to go higher as technology advances - reducing dependence on fossil-based plastics while delivering improvements in strength, durability, and weight efficiency. The transition from DLPC-centric compounding to a pelletized, market-ready input, with a 100% Abaca pellet.Recent Insider Transactions • Dec 27Member of Advisory Board recently bought ₱1.8m worth of stockOn the 19th of December, Lee Lao bought around 500k shares on-market at roughly ₱3.60 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱4.1m. Insiders have collectively bought ₱20m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 15Investor Relations Manager recently bought ₱401k worth of stockOn the 10th of December, Crissa Marie Bondad bought around 120k shares on-market at roughly ₱3.34 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱3.8m. Insiders have collectively bought ₱7.8m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 06CEO, President & Executive Director recently bought ₱3.8m worth of stockOn the 3rd of December, Alvin Lao bought around 1m shares on-market at roughly ₱3.49 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱5.8m worth in shares.Recent Insider Transactions • Nov 22Lead Independent Non-Executive Director recently bought ₱380k worth of stockOn the 17th of November, Mercedita Nolledo bought around 100k shares on-market at roughly ₱3.80 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱932k. Insiders have collectively bought ₱3.0m more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₱3.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Chemicals industry in Asia. Total loss to shareholders of 44% over the past three years.Recent Insider Transactions • Sep 23Key Executive recently bought ₱99k worth of stockOn the 16th of September, John Lao bought around 20k shares on-market at roughly ₱4.96 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, there was an even bigger purchase from another insider worth ₱932k. This was John's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 28Investor Relations Manager recently bought ₱296k worth of stockOn the 26th of August, Crissa Marie Bondad bought around 63k shares on-market at roughly ₱4.69 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱2.1m more in shares than they have sold in the last 12 months.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.10 (vs ₱0.096 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.10 (up from ₱0.096 in 2Q 2024). Revenue: ₱12.3b (up 22% from 2Q 2024). Net income: ₱714.4m (up 2.3% from 2Q 2024). Profit margin: 5.8% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Jun 05D&L Industries, Inc. Announces Board ChangesD&L Industries, Inc. at the annual meeting of the stockholders held on 2 June 2025 elected the following as members of the Board of Directors to serve for the term 2025-2026: Atty. Mercedita S. Nolledo - Independent Director; Ms. Corazon S. de la Paz-Bernardo - Independent Director; Dr. Lydia R. Balatbat-Echauz - Independent Director. At the same meeting the Board constituted the following Committees for the term 2025-2026, as follows: Executive Committee: Chairperson: Mr. Yin Yong L. Lao; Members: Mr. John L. Lao; Mr. Alvin D. Lao; Mr. Dean A. Lao, Jr.; Mr. Vincent D. Lao; Mr. Lester A. Lao; Mr. Franco Diego Q. Lao; Audit Committee: Chairperson: Ms. Corazon S. de la Paz-Bernardo; Members: Atty. Mercedita S. Nolledo; Ms. Lydia Balatbat R. Echauz; Mr. Karl Kendrick T. Chua. The Audit Committee will perform the functions of the Related Party Transactions Committee. Corporate Governance Committee: Chairperson: Atty. Mercedita S. Nolledo; Members Dr. Lydia R. Balatbat-Echauz; Ms. Corazon S. de la Paz-Bernardo Mr. Yin Yong L. Lao; The Corporate Governance Committee will perform the functions of the Nomination Committee and Compensation/Remuneration Committee. Risk Oversight and Sustainability Committee: Chairperson: Dr. Lydia R. Balatbat-Echauz. Members: Ms. Corazon S. de la Paz-Bernardo; Mr. Karl Kendrick Chua; Mr. Alvin D. Lao; Mr. John L. Lao The Board also appointed the following to the Advisory Board for the term 2025-2026: Advisory Board: Mr. Dean L. Lao; Mr. Leon L. Lao; Mr. Alex L. Lao. Finally, the Independent Directors designated Atty. Mercedita S. Nolledo as Lead Independent Director of the Corporation.Declared Dividend • Jun 04Dividend increased to ₱0.21Dividend of ₱0.21 is 1.9% higher than last year. Ex-date: 17th June 2025 Payment date: 2nd July 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (50% 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 increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 03+ 1 more updateD&L Industries, Inc. Declares Special Cash Dividend, Payable on July 2, 2025At the meeting of the Board of Directors of D&L Industries, Inc. held today, 02 June 2025, through its Board of Directors, declared a special cash dividend of PHP 0.049 per share to all stockholders of record as of June 18, 2025, payable on July 2, 2025, Ex-date is on June 17, 2025.Major Estimate Revision • May 16Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₱42.8b to ₱51.6b. EPS estimate fell from ₱0.402 to ₱0.38. Net income forecast to grow 19% next year vs 29% growth forecast for Chemicals industry in Philippines. Consensus price target broadly unchanged at ₱7.08. Share price fell 2.8% to ₱5.64 over the past week.Reported Earnings • May 08First quarter 2025 earnings released: EPS: ₱0.10 (vs ₱0.09 in 1Q 2024)First quarter 2025 results: EPS: ₱0.10 (up from ₱0.09 in 1Q 2024). Revenue: ₱14.3b (up 62% from 1Q 2024). Net income: ₱681.1m (up 10% from 1Q 2024). Profit margin: 4.8% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 7% per year.お知らせ • May 02D&L Industries, Inc. to Report Q1, 2025 Results on May 07, 2025D&L Industries, Inc. announced that they will report Q1, 2025 results on May 07, 2025Price Target Changed • Apr 30Price target decreased by 8.4% to ₱6.96Down from ₱7.60, the current price target is an average from 5 analysts. New target price is 22% above last closing price of ₱5.70. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of ₱0.40 for next year compared to ₱0.33 last year.Recent Insider Transactions • Mar 25CEO, President & Executive Director recently bought ₱537k worth of stockOn the 19th of March, Alvin Lao bought around 100k shares on-market at roughly ₱5.37 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. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱959k worth in shares.Reported Earnings • Mar 17Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₱0.33 (up from ₱0.32 in FY 2023). Revenue: ₱40.7b (up 21% from FY 2023). Net income: ₱2.34b (up 2.0% from FY 2023). Profit margin: 5.8% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.Recent Insider Transactions • Mar 15Insider recently bought ₱502k worth of stockOn the 7th of March, Dean Lao bought around 90k shares on-market at roughly ₱5.58 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱6.2m more in shares than they have sold in the last 12 months.お知らせ • Feb 28D&L Industries, Inc., Annual General Meeting, Jun 02, 2025D&L Industries, Inc., Annual General Meeting, Jun 02, 2025, at 09:00 W. Australia Standard Time.Recent Insider Transactions • Feb 11Independent Non-Executive Director recently bought ₱299k worth of stockOn the 5th of February, Lydia R. Echauz bought around 50k shares on-market at roughly ₱5.99 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱618k. Insiders have collectively bought ₱5.7m more in shares than they have sold in the last 12 months.新しいナラティブ • Jan 16Batangas Plant Normalization To Improve Operations And Export Capacity The Batangas plant's increased capacity and focus on high-margin products are expected to boost profitability and margins. Recent Insider Transactions • Nov 26Investor Relations Manager recently bought ₱618k worth of stockOn the 20th of November, Crissa Marie Bondad bought around 100k shares on-market at roughly ₱6.18 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱5.4m more in shares than they have sold in the last 12 months.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱0.07 (vs ₱0.08 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.07 (down from ₱0.08 in 3Q 2023). Revenue: ₱10.5b (up 24% from 3Q 2023). Net income: ₱493.2m (down 11% from 3Q 2023). Profit margin: 4.7% (down from 6.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.お知らせ • Nov 05D&L Industries, Inc. to Report Q3, 2024 Results on Nov 05, 2024D&L Industries, Inc. announced that they will report Q3, 2024 results on Nov 05, 2024Recent Insider Transactions • Oct 25Corporate Information Officer recently bought ₱335k worth of stockOn the 18th of October, Kristine Ann Catindig-Ong bought around 50k shares on-market at roughly ₱6.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱61m more in shares than they bought in the last 12 months.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.10 (vs ₱0.09 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.10 (up from ₱0.09 in 2Q 2023). Revenue: ₱10.1b (up 30% from 2Q 2023). Net income: ₱698.4m (up 8.2% from 2Q 2023). Profit margin: 6.9% (down from 8.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 10% per year.Recent Insider Transactions • Jun 22Independent Non-Executive Director recently bought ₱300k worth of stockOn the 19th of June, Lydia R. Echauz bought around 50k shares on-market at roughly ₱6.00 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱266m more in shares than they bought in the last 12 months.Declared Dividend • Jun 05Dividend of ₱0.21 announcedShareholders will receive a dividend of ₱0.21. Ex-date: 18th June 2024 Payment date: 3rd July 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Recent Insider Transactions • May 25CEO, President & Executive Director recently bought ₱248k worth of stockOn the 21st of May, Alvin Lao bought around 40k shares on-market at roughly ₱6.20 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, there was an even bigger purchase from another insider worth ₱630k. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱874k worth in shares.Reported Earnings • May 14First quarter 2024 earnings released: EPS: ₱0.09 (vs ₱0.08 in 1Q 2023)First quarter 2024 results: EPS: ₱0.09 (up from ₱0.08 in 1Q 2023). Revenue: ₱8.83b (up 5.0% from 1Q 2023). Net income: ₱617.9m (up 4.0% from 1Q 2023). Profit margin: 7.0% (in line with 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.Recent Insider Transactions • Mar 20Investor Relations Manager recently bought ₱314k worth of stockOn the 18th of March, Crissa Marie Bondad bought around 50k shares on-market at roughly ₱6.27 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱270m more in shares than they bought in the last 12 months.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: ₱0.32 (vs ₱0.46 in FY 2022)Full year 2023 results: EPS: ₱0.32 (down from ₱0.46 in FY 2022). Revenue: ₱33.5b (down 23% from FY 2022). Net income: ₱2.30b (down 31% from FY 2022). Profit margin: 6.9% (down from 7.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 28D&L Industries, Inc., Annual General Meeting, Jun 03, 2024D&L Industries, Inc., Annual General Meeting, Jun 03, 2024, at 09:00 Singapore Standard Time.Recent Insider Transactions • Nov 29Key Executive recently sold ₱66m worth of stockOn the 21st of November, John Lao sold around 11m shares on-market at roughly ₱6.00 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₱205m. This was John's only on-market trade for the last 12 months.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.08 (vs ₱0.13 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.08 (down from ₱0.13 in 3Q 2022). Revenue: ₱8.49b (down 27% from 3Q 2022). Net income: ₱552.2m (down 39% from 3Q 2022). Profit margin: 6.5% (down from 7.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Sep 22Non-Executive Chairman of the Board recently sold ₱205m worth of stockOn the 20th of September, Yin Yong Lao sold around 33m shares on-market at roughly ₱6.22 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Yin Yong's only on-market trade for the last 12 months.Price Target Changed • Sep 18Price target decreased by 8.5% to ₱8.89Down from ₱9.72, the current price target is an average from 5 analysts. New target price is 42% above last closing price of ₱6.25. Stock is down 18% over the past year. The company is forecast to post earnings per share of ₱0.49 for next year compared to ₱0.46 last year.Recent Insider Transactions • Aug 24Corporate Information Officer recently bought ₱268k worth of stockOn the 22nd of August, Kristine Ann Catindig-Ong bought around 40k shares on-market at roughly ₱6.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱48m more in shares than they have sold in the last 12 months.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.09 (vs ₱0.13 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.09 (down from ₱0.13 in 2Q 2022). Revenue: ₱7.82b (down 37% from 2Q 2022). Net income: ₱645.6m (down 31% from 2Q 2022). Profit margin: 8.3% (up from 7.6% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.お知らせ • Aug 09D&L Industries, Inc. to Report Q2, 2023 Results on Aug 08, 2023D&L Industries, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023Board Change • Jul 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Corazon de la Paz-Bernardo was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Upcoming Dividend • Jun 08Upcoming dividend of ₱0.30 per share at 3.2% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (2.8%).お知らせ • Jun 07+ 1 more updateD&L Industries, Inc. Appoints Karl Kendrick T. Chua to its Board of DirectorsD&L Industries, Inc. announced that in its annual shareholder's meeting held on June 5, 2023, a new independent director, Mr. Karl Kendrick T. Chua, was elected to D&L Industries' Board of Directors. With Mr. Chua on the Board, four out of seven seats or a majority of the board continue to be held by independent directors. The three other independent directors are Atty. Mercedita S. Nolledo, Mrs. Corazon S. de la Paz-Bernardo, and Dr. Lydia R. Balatbat-Echauz. Mr. Chua was previously with the World Bank as an economist, and more recently served as Secretary of the National Economic and Development Authority and Undersecretary for Strategy, Economics, and Results at the Department of Finance. He has extensive experience in the areas of economic and fiscal policy, statistical development, national identification, labor and social protection policy, poverty analysis, and digital transformation, among others. He is a recipient of the 2018 Outstanding Young Men and Women of the Philippines (TOYM) Award in the field of Economic Development. Mr. Chua will take the place of Mr. Filemon T. Berba, who served on D&L's Board from 2012 until his passing last April 4, 2023. D&L's management would like to honor Mr. Berba for his invaluable contributions to the company's Board. Mr. Berba, with his wealth of leadership experience, vision, and dedication, played a key role in D&L's initiatives of upholding the standards of corporate governance in the company. Karl Kendrick T. Chua, Filipino, 44, is a former Secretary of the National Economic and Development Authority and Undersecretary for Strategy, Economics, and Results at the Department of Finance. He has extensive experience in the areas of economic and fiscal policy, statistical development, national identification, labor and social protection policy, poverty analysis, and digital transformation, among others. He is currently a board director of the Bank of the Philippine Islands (BPI) and a board adviser to the LH Paragon Group of Companies. Mr. Chua was a senior official in the Government of the Philippines for six years. As Secretary of Socioeconomic Planning and Chief Economist of the country, he provided strategic leadership on economic policy during the Covid-19 pandemic and the further liberalization of key sectors of the economy. He also oversaw the implementation of the national ID program. As Undersecretary in the Department of Finance, he led the technical team in the passage of the Comprehensive Tax Reform Program and the Rice Tariffication Law. Prior to joining the government, he was with the World Bank for 12 years and was the senior economist for the Philippines. Mr. Chua graduated from the Ateneo De Manila University in 2000 with a degree in B.S. Management Engineering. He earned his M.A. Economics (2003) and Ph.D Economics (2011) from the University of the Philippines, and is currently studying data science at the Asian Institute of Management.お知らせ • Jun 06+ 1 more updateD&L Industries, Inc. Announces Special Cash Dividend, Payable on July 14, 2023D&L Industries, Inc. announced special cash dividend PHP 0.06 per common share. Record Date is June 20, 2023. Payment Date is July 14, 2023.Major Estimate Revision • May 09Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱50.0b to ₱44.8b. EPS estimate fell from ₱0.555 to ₱0.508 per share. Net income forecast to grow 9.3% next year vs 31% growth forecast for Chemicals industry in Philippines. Consensus price target down from ₱9.72 to ₱9.17. Share price fell 5.1% to ₱7.88 over the past week.お知らせ • May 05D&L Industries, Inc. to Report Q1, 2023 Results on May 04, 2023D&L Industries, Inc. announced that they will report Q1, 2023 results on May 04, 2023Reported Earnings • Apr 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₱0.46 (up from ₱0.37 in FY 2021). Revenue: ₱43.5b (up 41% from FY 2021). Net income: ₱3.32b (up 26% from FY 2021). Profit margin: 7.6% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Independent Director Corazon de la Paz-Bernardo was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Recent Insider Transactions • Oct 26Insider recently bought ₱767k worth of stockOn the 24th of October, Dean Lao bought around 110k shares on-market at roughly ₱6.97 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱31m. Insiders have collectively bought ₱39m more in shares than they have sold in the last 12 months.Buying Opportunity • Oct 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be ₱8.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.Recent Insider Transactions • Sep 09Managing Director of Oleo-Fats Inc recently bought ₱31m worth of stockOn the 7th of September, Vincent Lao bought around 4m shares on-market at roughly ₱7.79 per share. This transaction increased Vincent's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱38m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 30Co-Founder recently sold ₱3.5m worth of stockOn the 22nd of August, Dean Lao sold around 468k shares on-market at roughly ₱7.53 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₱16m. Insiders have been net sellers, collectively disposing of ₱8.6m more than they bought in the last 12 months.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.12 (vs ₱0.10 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.12 (up from ₱0.10 in 2Q 2021). Revenue: ₱12.3b (up 79% from 2Q 2021). Net income: ₱850.6m (up 22% from 2Q 2021). Profit margin: 6.9% (down from 10% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 2.5% compared to a 23% growth forecast for the Chemicals industry in Philippines. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Aug 10D&L Industries, Inc. to Report Q2, 2022 Results on Aug 09, 2022D&L Industries, Inc. announced that they will report Q2, 2022 results on Aug 09, 2022Recent Insider Transactions • Jul 13CEO, President & Director recently bought ₱681k worth of stockOn the 6th of July, Alvin Lao bought around 100k shares on-market at roughly ₱6.81 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱2.0m. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱899k worth in shares.Recent Insider Transactions • Jun 16Vice Chairman of the Board recently bought ₱2.0m worth of stockOn the 14th of June, John Lao bought around 300k shares on-market at roughly ₱6.81 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱5.5m. This was John's only on-market trade for the last 12 months.Upcoming Dividend • Jun 09Upcoming dividend of ₱0.24 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Filipino dividend payers (4.7%). Lower than average of industry peers (2.4%).お知らせ • Jun 07+ 1 more updateD&L Industries, Inc. Declares Special Cash Dividends, Payable on July 15, 2022At the meeting of the Board of Directors of D&L Industries, Inc. held on June 6, 2022, the Board approved the declaration of special cash dividends of PHP 0.055 per share to all stockholders of record as of June 21, 2022, payable on July 15, 2022.Reported Earnings • May 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ₱0.37 (up from ₱0.28 in FY 2020). Revenue: ₱30.9b (up 42% from FY 2020). Net income: ₱2.64b (up 31% from FY 2020). Profit margin: 8.6% (down from 9.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 5.6% compared to a 22% growth forecast for the industry in Philippines. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Independent Director Corazon de la Paz-Bernardo was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 31D&L Industries, Inc., Annual General Meeting, Jun 06, 2022D&L Industries, Inc., Annual General Meeting, Jun 06, 2022. Agenda: To consider to delegate to the Board of Directors the power to amend the Corporation's By-Laws for purposes of complying with subsequent requirements of law and regulatory bodies including practices that the Corporation may be required to adopt and to reflect therein.Recent Insider Transactions • Mar 16CEO, President & Director recently bought ₱217k worth of stockOn the 8th of March, Alvin Lao bought around 30k shares on-market at roughly ₱7.25 per share. This was the largest purchase by an insider in the last 3 months. This was Alvin's only on-market trade for the last 12 months.Price Target Changed • Dec 16Price target increased to ₱9.63Up from ₱8.99, the current price target is an average from 5 analysts. New target price is 7.0% above last closing price of ₱9.00. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₱0.37 for next year compared to ₱0.28 last year.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.09 (vs ₱0.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱6.90b (up 53% from 2Q 2020). Net income: ₱671.4m (up 134% from 2Q 2020). Profit margin: 9.7% (up from 6.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jun 16Co-Founder & Member of Advisory Board recently sold ₱484m worth of stockOn the 14th of June, Leon Lao sold around 61m shares on-market at roughly ₱7.98 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱740m more than they bought in the last 12 months.お知らせ • Jun 08D&L Industries, Inc. Declares Special Cash Dividend, Payable on July 15, 2021D&L INDUSTRIES, INC. declared a special cash dividend of PHP 0.05 per share to all stockholders of record as of June 21, 2021, payable on July 15, 2021.Recent Insider Transactions • May 28Corporate Information Officer recently bought ₱187k worth of stockOn the 26th of May, Ann Catindig-Ong bought around 25k shares on-market at roughly ₱7.46 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱58m more in shares than they bought in the last 12 months.Reported Earnings • May 17First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: ₱7.00b (up 24% from 1Q 2020). Net income: ₱694.9m (up 35% from 1Q 2020). Profit margin: 9.9% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ₱25.6b to ₱24.6b. EPS estimate rose from ₱0.30 to ₱0.35. Net income forecast to grow 24% next year vs 34% growth forecast for Chemicals industry in Philippines. Consensus price target up from ₱7.31 to ₱8.24. Share price was steady at ₱7.60 over the past week.Price Target Changed • May 11Price target increased to ₱7.91Up from ₱7.31, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₱7.75. Stock is up 53% over the past year.Executive Departure • May 11CFO, Chief Compliance Officer & Treasurer has left the companyOn the 4th of May, Amorsolo Rosario's tenure as CFO, Chief Compliance Officer & Treasurer ended after less than a year in the role. As of December 2020, Amorsolo personally held only 270.00k shares (₱2.1m worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • Apr 29Full year 2020 earnings released: EPS ₱0.28 (vs ₱0.37 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱21.7b (down 2.9% from FY 2019). Net income: ₱2.01b (down 23% from FY 2019). Profit margin: 9.3% (down from 12% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.お知らせ • Mar 03+ 1 more updateD&L Industries, Inc., Annual General Meeting, Jun 07, 2021D&L Industries, Inc., Annual General Meeting, Jun 07, 2021.Recent Insider Transactions • Feb 05Vice Chairman recently bought ₱1.8m worth of stockOn the 2nd of February, John Lao bought around 275k shares on-market at roughly ₱6.67 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of ₱6.0m worth in shares.Recent Insider Transactions • Jan 28Assistant Corporate Secretary recently bought ₱804k worth of stockOn the 19th of January, Anne Lao bought around 110k shares on-market at roughly ₱7.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱1.8m. Despite this recent purchase, insiders have collectively sold ₱105m more in shares than they bought in the last 12 months.Recent Insider Transactions • Jan 07Member of Advisory Board recently sold ₱24m worth of stockOn the 5th of January, Alex Lao sold around 3m shares on-market at roughly ₱7.39 per share. In the last 3 months, there was an even bigger sale from another insider worth ₱50m. Insiders have been net sellers, collectively disposing of ₱111m more than they bought in the last 12 months.Is New 90 Day High Low • Dec 30New 90-day high: ₱7.70The company is up 40% from its price of ₱5.50 on 01 October 2020. The Filipino market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱2.07 per share.Recent Insider Transactions • Dec 29Chairman of the Board recently sold ₱50m worth of stockOn the 23rd of December, Yin Yong Lao sold around 7m shares on-market at roughly ₱7.35 per share. This was the largest sale by an insider in the last 3 months. This was Yin Yong's only on-market trade for the last 12 months.Is New 90 Day High Low • Dec 08New 90-day high: ₱7.45The company is up 35% from its price of ₱5.52 on 09 September 2020. The Filipino market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱9.59 per share.株主還元DNLPH ChemicalsPH 市場7D0%-1.5%-0.4%1Y-35.4%41.1%-11.2%株主還元を見る業界別リターン: DNL過去 1 年間で41.1 % の収益を上げたPH Chemicals業界を下回りました。リターン対市場: DNLは、過去 1 年間で-11.2 % のリターンを上げたPH市場を下回りました。価格変動Is DNL's price volatile compared to industry and market?DNL volatilityDNL Average Weekly Movement5.2%Chemicals Industry Average Movement7.0%Market Average Movement5.2%10% most volatile stocks in PH Market10.4%10% least volatile stocks in PH Market2.8%安定した株価: DNL 、 PH市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DNLの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19631,522Alvin Laodnl.com.phD&L Industries, Inc.は、食品原料、パーソナルケアおよびホームケア用オレオケミカル、プラスチック製品用原料、エアゾール製品用製品をフィリピンおよび海外で提供している。食品原料、着色料とプラスチック添加物、オレオケミカル、樹脂と粉体塗料、消費者向け製品のODM（相手先ブランドによる設計製造）部門を通じて事業を展開している。食品原料部門は、工業用油脂、食品原料、特殊油脂、調理用およびその他の特殊食品原料を食品メーカーやクイックサービス・レストラン・チェーンに提供し、洗浄剤や衛生剤などの食品安全ソリューションを提供している。着色料・プラスチック添加剤部門は、顔料ブレンド、着色料・添加剤マスターバッチ、エンジニアリングポリマーの製品ラインを提供し、消費財、家電製品、屋外家具に使用される精密着色、摩擦低減、抵抗性向上、プラスチック劣化などの特性を付加している。油脂化学品・樹脂・粉体塗料部門は、ココナッツメチルエステル/ココバイオディーゼル、その他の油脂化学品、植物油由来の化学品、ポリスチレン、アクリルエマルジョン、ポリエステルなどの樹脂、粉体塗料を提供している。消費者製品ODM部門は、エアゾール缶と部品、防虫剤、工業用メンテナンス化学品、家庭用およびパーソナルケア、その他の製品、およびエアゾール充填とコンパウンドの受託サービスを提供している。また、アジア、中国、米国、英国、EU、オーストラリアに製品を輸出している。D&Lインダストリーズ社は1963年に設立され、フィリピンのケソン市に本社を置いている。の子会社である。もっと見るD&L Industries, Inc. 基礎のまとめD&L Industries の収益と売上を時価総額と比較するとどうか。DNL 基礎統計学時価総額₱25.71b収益（TTM）₱2.63b売上高(TTM)₱53.95b9.8xPER（株価収益率0.5xP/SレシオDNL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DNL 損益計算書（TTM）収益₱53.95b売上原価₱46.88b売上総利益₱7.07bその他の費用₱4.45b収益₱2.63b直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）0.37グロス・マージン13.11%純利益率4.87%有利子負債／自己資本比率105.8%DNL の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.9%現在の配当利回り47%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 21:23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D&L Industries, Inc. 4 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。9 アナリスト機関Philip FelixBofA Global ResearchJoyce RamosCLSADenise JoaquinCOL Financial Group, Inc6 その他のアナリストを表示
お知らせ • May 22+ 1 more updateD&L Industries, Inc. to Report Q2, 2026 Results on Aug 05, 2026D&L Industries, Inc. announced that they will report Q2, 2026 results on Aug 05, 2026
Major Estimate Revision • May 14Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₱55.7b to ₱54.9b. EPS estimate also fell from ₱0.434 per share to ₱0.376 per share. Net income forecast to grow 4.5% next year vs 35% growth forecast for Chemicals industry in Philippines. Consensus price target down from ₱6.58 to ₱6.12. Share price was steady at ₱3.55 over the past week.
Price Target Changed • May 13Price target decreased by 11% to ₱6.00Down from ₱6.77, the current price target is an average from 4 analysts. New target price is 74% above last closing price of ₱3.45. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₱0.37 for next year compared to ₱0.36 last year.
Reported Earnings • Apr 16Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₱0.36 (up from ₱0.33 in FY 2024). Revenue: ₱55.4b (up 36% from FY 2024). Net income: ₱2.59b (up 11% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to ₱3.70. The fair value is estimated to be ₱4.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Mar 25D&L Industries, Inc., Annual General Meeting, Jun 08, 2026D&L Industries, Inc., Annual General Meeting, Jun 08, 2026, at 09:00 W. Australia Standard Time.
お知らせ • May 22+ 1 more updateD&L Industries, Inc. to Report Q2, 2026 Results on Aug 05, 2026D&L Industries, Inc. announced that they will report Q2, 2026 results on Aug 05, 2026
Major Estimate Revision • May 14Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₱55.7b to ₱54.9b. EPS estimate also fell from ₱0.434 per share to ₱0.376 per share. Net income forecast to grow 4.5% next year vs 35% growth forecast for Chemicals industry in Philippines. Consensus price target down from ₱6.58 to ₱6.12. Share price was steady at ₱3.55 over the past week.
Price Target Changed • May 13Price target decreased by 11% to ₱6.00Down from ₱6.77, the current price target is an average from 4 analysts. New target price is 74% above last closing price of ₱3.45. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₱0.37 for next year compared to ₱0.36 last year.
Reported Earnings • Apr 16Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₱0.36 (up from ₱0.33 in FY 2024). Revenue: ₱55.4b (up 36% from FY 2024). Net income: ₱2.59b (up 11% from FY 2024). Profit margin: 4.7% (down from 5.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to ₱3.70. The fair value is estimated to be ₱4.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Mar 25D&L Industries, Inc., Annual General Meeting, Jun 08, 2026D&L Industries, Inc., Annual General Meeting, Jun 08, 2026, at 09:00 W. Australia Standard Time.
Buy Or Sell Opportunity • Mar 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to ₱3.40. The fair value is estimated to be ₱4.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to decline by 1.7% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
Buy Or Sell Opportunity • Mar 09Now 21% undervaluedOver the last 90 days, the stock has risen 12% to ₱3.68. The fair value is estimated to be ₱4.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to decline by 1.7% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
New Risk • Feb 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₱32m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (₱32m sold).
Recent Insider Transactions • Feb 03Key Executive recently sold ₱32m worth of stockOn the 30th of January, John Lao sold around 8m shares on-market at roughly ₱3.94 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by ₱32m.
お知らせ • Jan 26D&L Industries Advances Natural Fiber Innovation with Launch of Abaca Plastic PelletD&L Industries, through its subsidiary D&L Polymer & Colours, Inc. (DLPC), announced a new milestone in its sustainability efforts with the launch of a 100% abaca pellet that is ready for direct use in plastics compounding. This advancement builds on the company's breakthrough last year, when DLPC first demonstrated the feasibility of incorporating natural fibers like abaca into plastics-an innovation that, at the time, required DLPC to manage all compounding and downstream application work in-house. The latest development marks a significant evolution: instead of DLPC exclusively processing the fibers into composite materials, the company can now supply abaca in a standardized pellet format that upstream plastic compounders can blend directly into their own formulations. This shift dramatically widens potential applications and enables far more scalable adoption across the plastics value chain. The new pellet technology transforms abaca -abundant, renewable, and considered the strongest natural fiber in the world - into a ready-to-use additive that fits seamlessly into the manufacturing processes of plastic compounders and processors. 100% Abaca pellet ready for plastic compounding. "Pelletization is the tipping point that finally makes natural fibers easy to use at scale. With a ready-to-compound 100% abaca pellet, manufacturers can incorporate sustainability into their products without changing their processes, opening an entirely new market where abaca can be handled just like any conventional polymer ingredient. The proprietary technology can also work with other locally sourced fibers such as pineapple, bakong, and vetiver, further expanding the country's potential to supply high -value bio-based materials," DLPC President & CEO Lester Lao commented. At the end of their life cycle, products made with natural fiber composites can enter conventional recycling or waste diversion systems, and depending on the formulation, can also be made compostable to support greater circularity. From a broader sustainability perspective, the implications are considerable. Natural fiber composites produced using these pellets can replace a meaningful portion of virgin polymers-with current formulations allowing dosing of up to 40% and the potential to go higher as technology advances - reducing dependence on fossil-based plastics while delivering improvements in strength, durability, and weight efficiency. The transition from DLPC-centric compounding to a pelletized, market-ready input, with a 100% Abaca pellet.
Recent Insider Transactions • Dec 27Member of Advisory Board recently bought ₱1.8m worth of stockOn the 19th of December, Lee Lao bought around 500k shares on-market at roughly ₱3.60 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱4.1m. Insiders have collectively bought ₱20m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 15Investor Relations Manager recently bought ₱401k worth of stockOn the 10th of December, Crissa Marie Bondad bought around 120k shares on-market at roughly ₱3.34 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱3.8m. Insiders have collectively bought ₱7.8m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 06CEO, President & Executive Director recently bought ₱3.8m worth of stockOn the 3rd of December, Alvin Lao bought around 1m shares on-market at roughly ₱3.49 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱5.8m worth in shares.
Recent Insider Transactions • Nov 22Lead Independent Non-Executive Director recently bought ₱380k worth of stockOn the 17th of November, Mercedita Nolledo bought around 100k shares on-market at roughly ₱3.80 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱932k. Insiders have collectively bought ₱3.0m more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₱3.80, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Chemicals industry in Asia. Total loss to shareholders of 44% over the past three years.
Recent Insider Transactions • Sep 23Key Executive recently bought ₱99k worth of stockOn the 16th of September, John Lao bought around 20k shares on-market at roughly ₱4.96 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, there was an even bigger purchase from another insider worth ₱932k. This was John's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 28Investor Relations Manager recently bought ₱296k worth of stockOn the 26th of August, Crissa Marie Bondad bought around 63k shares on-market at roughly ₱4.69 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱2.1m more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.10 (vs ₱0.096 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.10 (up from ₱0.096 in 2Q 2024). Revenue: ₱12.3b (up 22% from 2Q 2024). Net income: ₱714.4m (up 2.3% from 2Q 2024). Profit margin: 5.8% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Jun 05D&L Industries, Inc. Announces Board ChangesD&L Industries, Inc. at the annual meeting of the stockholders held on 2 June 2025 elected the following as members of the Board of Directors to serve for the term 2025-2026: Atty. Mercedita S. Nolledo - Independent Director; Ms. Corazon S. de la Paz-Bernardo - Independent Director; Dr. Lydia R. Balatbat-Echauz - Independent Director. At the same meeting the Board constituted the following Committees for the term 2025-2026, as follows: Executive Committee: Chairperson: Mr. Yin Yong L. Lao; Members: Mr. John L. Lao; Mr. Alvin D. Lao; Mr. Dean A. Lao, Jr.; Mr. Vincent D. Lao; Mr. Lester A. Lao; Mr. Franco Diego Q. Lao; Audit Committee: Chairperson: Ms. Corazon S. de la Paz-Bernardo; Members: Atty. Mercedita S. Nolledo; Ms. Lydia Balatbat R. Echauz; Mr. Karl Kendrick T. Chua. The Audit Committee will perform the functions of the Related Party Transactions Committee. Corporate Governance Committee: Chairperson: Atty. Mercedita S. Nolledo; Members Dr. Lydia R. Balatbat-Echauz; Ms. Corazon S. de la Paz-Bernardo Mr. Yin Yong L. Lao; The Corporate Governance Committee will perform the functions of the Nomination Committee and Compensation/Remuneration Committee. Risk Oversight and Sustainability Committee: Chairperson: Dr. Lydia R. Balatbat-Echauz. Members: Ms. Corazon S. de la Paz-Bernardo; Mr. Karl Kendrick Chua; Mr. Alvin D. Lao; Mr. John L. Lao The Board also appointed the following to the Advisory Board for the term 2025-2026: Advisory Board: Mr. Dean L. Lao; Mr. Leon L. Lao; Mr. Alex L. Lao. Finally, the Independent Directors designated Atty. Mercedita S. Nolledo as Lead Independent Director of the Corporation.
Declared Dividend • Jun 04Dividend increased to ₱0.21Dividend of ₱0.21 is 1.9% higher than last year. Ex-date: 17th June 2025 Payment date: 2nd July 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (50% 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 increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 03+ 1 more updateD&L Industries, Inc. Declares Special Cash Dividend, Payable on July 2, 2025At the meeting of the Board of Directors of D&L Industries, Inc. held today, 02 June 2025, through its Board of Directors, declared a special cash dividend of PHP 0.049 per share to all stockholders of record as of June 18, 2025, payable on July 2, 2025, Ex-date is on June 17, 2025.
Major Estimate Revision • May 16Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from ₱42.8b to ₱51.6b. EPS estimate fell from ₱0.402 to ₱0.38. Net income forecast to grow 19% next year vs 29% growth forecast for Chemicals industry in Philippines. Consensus price target broadly unchanged at ₱7.08. Share price fell 2.8% to ₱5.64 over the past week.
Reported Earnings • May 08First quarter 2025 earnings released: EPS: ₱0.10 (vs ₱0.09 in 1Q 2024)First quarter 2025 results: EPS: ₱0.10 (up from ₱0.09 in 1Q 2024). Revenue: ₱14.3b (up 62% from 1Q 2024). Net income: ₱681.1m (up 10% from 1Q 2024). Profit margin: 4.8% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • May 02D&L Industries, Inc. to Report Q1, 2025 Results on May 07, 2025D&L Industries, Inc. announced that they will report Q1, 2025 results on May 07, 2025
Price Target Changed • Apr 30Price target decreased by 8.4% to ₱6.96Down from ₱7.60, the current price target is an average from 5 analysts. New target price is 22% above last closing price of ₱5.70. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of ₱0.40 for next year compared to ₱0.33 last year.
Recent Insider Transactions • Mar 25CEO, President & Executive Director recently bought ₱537k worth of stockOn the 19th of March, Alvin Lao bought around 100k shares on-market at roughly ₱5.37 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. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱959k worth in shares.
Reported Earnings • Mar 17Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₱0.33 (up from ₱0.32 in FY 2023). Revenue: ₱40.7b (up 21% from FY 2023). Net income: ₱2.34b (up 2.0% from FY 2023). Profit margin: 5.8% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
Recent Insider Transactions • Mar 15Insider recently bought ₱502k worth of stockOn the 7th of March, Dean Lao bought around 90k shares on-market at roughly ₱5.58 per share. This transaction amounted to 4.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱6.2m more in shares than they have sold in the last 12 months.
お知らせ • Feb 28D&L Industries, Inc., Annual General Meeting, Jun 02, 2025D&L Industries, Inc., Annual General Meeting, Jun 02, 2025, at 09:00 W. Australia Standard Time.
Recent Insider Transactions • Feb 11Independent Non-Executive Director recently bought ₱299k worth of stockOn the 5th of February, Lydia R. Echauz bought around 50k shares on-market at roughly ₱5.99 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱618k. Insiders have collectively bought ₱5.7m more in shares than they have sold in the last 12 months.
新しいナラティブ • Jan 16Batangas Plant Normalization To Improve Operations And Export Capacity The Batangas plant's increased capacity and focus on high-margin products are expected to boost profitability and margins.
Recent Insider Transactions • Nov 26Investor Relations Manager recently bought ₱618k worth of stockOn the 20th of November, Crissa Marie Bondad bought around 100k shares on-market at roughly ₱6.18 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱5.4m more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: ₱0.07 (vs ₱0.08 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.07 (down from ₱0.08 in 3Q 2023). Revenue: ₱10.5b (up 24% from 3Q 2023). Net income: ₱493.2m (down 11% from 3Q 2023). Profit margin: 4.7% (down from 6.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • Nov 05D&L Industries, Inc. to Report Q3, 2024 Results on Nov 05, 2024D&L Industries, Inc. announced that they will report Q3, 2024 results on Nov 05, 2024
Recent Insider Transactions • Oct 25Corporate Information Officer recently bought ₱335k worth of stockOn the 18th of October, Kristine Ann Catindig-Ong bought around 50k shares on-market at roughly ₱6.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱61m more in shares than they bought in the last 12 months.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.10 (vs ₱0.09 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.10 (up from ₱0.09 in 2Q 2023). Revenue: ₱10.1b (up 30% from 2Q 2023). Net income: ₱698.4m (up 8.2% from 2Q 2023). Profit margin: 6.9% (down from 8.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 10% per year.
Recent Insider Transactions • Jun 22Independent Non-Executive Director recently bought ₱300k worth of stockOn the 19th of June, Lydia R. Echauz bought around 50k shares on-market at roughly ₱6.00 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱266m more in shares than they bought in the last 12 months.
Declared Dividend • Jun 05Dividend of ₱0.21 announcedShareholders will receive a dividend of ₱0.21. Ex-date: 18th June 2024 Payment date: 3rd July 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 29New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Recent Insider Transactions • May 25CEO, President & Executive Director recently bought ₱248k worth of stockOn the 21st of May, Alvin Lao bought around 40k shares on-market at roughly ₱6.20 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, there was an even bigger purchase from another insider worth ₱630k. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱874k worth in shares.
Reported Earnings • May 14First quarter 2024 earnings released: EPS: ₱0.09 (vs ₱0.08 in 1Q 2023)First quarter 2024 results: EPS: ₱0.09 (up from ₱0.08 in 1Q 2023). Revenue: ₱8.83b (up 5.0% from 1Q 2023). Net income: ₱617.9m (up 4.0% from 1Q 2023). Profit margin: 7.0% (in line with 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.
Recent Insider Transactions • Mar 20Investor Relations Manager recently bought ₱314k worth of stockOn the 18th of March, Crissa Marie Bondad bought around 50k shares on-market at roughly ₱6.27 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱270m more in shares than they bought in the last 12 months.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: ₱0.32 (vs ₱0.46 in FY 2022)Full year 2023 results: EPS: ₱0.32 (down from ₱0.46 in FY 2022). Revenue: ₱33.5b (down 23% from FY 2022). Net income: ₱2.30b (down 31% from FY 2022). Profit margin: 6.9% (down from 7.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 28D&L Industries, Inc., Annual General Meeting, Jun 03, 2024D&L Industries, Inc., Annual General Meeting, Jun 03, 2024, at 09:00 Singapore Standard Time.
Recent Insider Transactions • Nov 29Key Executive recently sold ₱66m worth of stockOn the 21st of November, John Lao sold around 11m shares on-market at roughly ₱6.00 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₱205m. This was John's only on-market trade for the last 12 months.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.08 (vs ₱0.13 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.08 (down from ₱0.13 in 3Q 2022). Revenue: ₱8.49b (down 27% from 3Q 2022). Net income: ₱552.2m (down 39% from 3Q 2022). Profit margin: 6.5% (down from 7.9% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Sep 22Non-Executive Chairman of the Board recently sold ₱205m worth of stockOn the 20th of September, Yin Yong Lao sold around 33m shares on-market at roughly ₱6.22 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Yin Yong's only on-market trade for the last 12 months.
Price Target Changed • Sep 18Price target decreased by 8.5% to ₱8.89Down from ₱9.72, the current price target is an average from 5 analysts. New target price is 42% above last closing price of ₱6.25. Stock is down 18% over the past year. The company is forecast to post earnings per share of ₱0.49 for next year compared to ₱0.46 last year.
Recent Insider Transactions • Aug 24Corporate Information Officer recently bought ₱268k worth of stockOn the 22nd of August, Kristine Ann Catindig-Ong bought around 40k shares on-market at roughly ₱6.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱48m more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.09 (vs ₱0.13 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.09 (down from ₱0.13 in 2Q 2022). Revenue: ₱7.82b (down 37% from 2Q 2022). Net income: ₱645.6m (down 31% from 2Q 2022). Profit margin: 8.3% (up from 7.6% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Aug 09D&L Industries, Inc. to Report Q2, 2023 Results on Aug 08, 2023D&L Industries, Inc. announced that they will report Q2, 2023 results on Aug 08, 2023
Board Change • Jul 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Corazon de la Paz-Bernardo was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Upcoming Dividend • Jun 08Upcoming dividend of ₱0.30 per share at 3.2% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Filipino dividend payers (5.7%). Higher than average of industry peers (2.8%).
お知らせ • Jun 07+ 1 more updateD&L Industries, Inc. Appoints Karl Kendrick T. Chua to its Board of DirectorsD&L Industries, Inc. announced that in its annual shareholder's meeting held on June 5, 2023, a new independent director, Mr. Karl Kendrick T. Chua, was elected to D&L Industries' Board of Directors. With Mr. Chua on the Board, four out of seven seats or a majority of the board continue to be held by independent directors. The three other independent directors are Atty. Mercedita S. Nolledo, Mrs. Corazon S. de la Paz-Bernardo, and Dr. Lydia R. Balatbat-Echauz. Mr. Chua was previously with the World Bank as an economist, and more recently served as Secretary of the National Economic and Development Authority and Undersecretary for Strategy, Economics, and Results at the Department of Finance. He has extensive experience in the areas of economic and fiscal policy, statistical development, national identification, labor and social protection policy, poverty analysis, and digital transformation, among others. He is a recipient of the 2018 Outstanding Young Men and Women of the Philippines (TOYM) Award in the field of Economic Development. Mr. Chua will take the place of Mr. Filemon T. Berba, who served on D&L's Board from 2012 until his passing last April 4, 2023. D&L's management would like to honor Mr. Berba for his invaluable contributions to the company's Board. Mr. Berba, with his wealth of leadership experience, vision, and dedication, played a key role in D&L's initiatives of upholding the standards of corporate governance in the company. Karl Kendrick T. Chua, Filipino, 44, is a former Secretary of the National Economic and Development Authority and Undersecretary for Strategy, Economics, and Results at the Department of Finance. He has extensive experience in the areas of economic and fiscal policy, statistical development, national identification, labor and social protection policy, poverty analysis, and digital transformation, among others. He is currently a board director of the Bank of the Philippine Islands (BPI) and a board adviser to the LH Paragon Group of Companies. Mr. Chua was a senior official in the Government of the Philippines for six years. As Secretary of Socioeconomic Planning and Chief Economist of the country, he provided strategic leadership on economic policy during the Covid-19 pandemic and the further liberalization of key sectors of the economy. He also oversaw the implementation of the national ID program. As Undersecretary in the Department of Finance, he led the technical team in the passage of the Comprehensive Tax Reform Program and the Rice Tariffication Law. Prior to joining the government, he was with the World Bank for 12 years and was the senior economist for the Philippines. Mr. Chua graduated from the Ateneo De Manila University in 2000 with a degree in B.S. Management Engineering. He earned his M.A. Economics (2003) and Ph.D Economics (2011) from the University of the Philippines, and is currently studying data science at the Asian Institute of Management.
お知らせ • Jun 06+ 1 more updateD&L Industries, Inc. Announces Special Cash Dividend, Payable on July 14, 2023D&L Industries, Inc. announced special cash dividend PHP 0.06 per common share. Record Date is June 20, 2023. Payment Date is July 14, 2023.
Major Estimate Revision • May 09Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₱50.0b to ₱44.8b. EPS estimate fell from ₱0.555 to ₱0.508 per share. Net income forecast to grow 9.3% next year vs 31% growth forecast for Chemicals industry in Philippines. Consensus price target down from ₱9.72 to ₱9.17. Share price fell 5.1% to ₱7.88 over the past week.
お知らせ • May 05D&L Industries, Inc. to Report Q1, 2023 Results on May 04, 2023D&L Industries, Inc. announced that they will report Q1, 2023 results on May 04, 2023
Reported Earnings • Apr 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₱0.46 (up from ₱0.37 in FY 2021). Revenue: ₱43.5b (up 41% from FY 2021). Net income: ₱3.32b (up 26% from FY 2021). Profit margin: 7.6% (down from 8.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 8.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in Asia. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Independent Director Corazon de la Paz-Bernardo was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Recent Insider Transactions • Oct 26Insider recently bought ₱767k worth of stockOn the 24th of October, Dean Lao bought around 110k shares on-market at roughly ₱6.97 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱31m. Insiders have collectively bought ₱39m more in shares than they have sold in the last 12 months.
Buying Opportunity • Oct 21Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be ₱8.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.
Recent Insider Transactions • Sep 09Managing Director of Oleo-Fats Inc recently bought ₱31m worth of stockOn the 7th of September, Vincent Lao bought around 4m shares on-market at roughly ₱7.79 per share. This transaction increased Vincent's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱38m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 30Co-Founder recently sold ₱3.5m worth of stockOn the 22nd of August, Dean Lao sold around 468k shares on-market at roughly ₱7.53 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₱16m. Insiders have been net sellers, collectively disposing of ₱8.6m more than they bought in the last 12 months.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.12 (vs ₱0.10 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.12 (up from ₱0.10 in 2Q 2021). Revenue: ₱12.3b (up 79% from 2Q 2021). Net income: ₱850.6m (up 22% from 2Q 2021). Profit margin: 6.9% (down from 10% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 2.5% compared to a 23% growth forecast for the Chemicals industry in Philippines. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Aug 10D&L Industries, Inc. to Report Q2, 2022 Results on Aug 09, 2022D&L Industries, Inc. announced that they will report Q2, 2022 results on Aug 09, 2022
Recent Insider Transactions • Jul 13CEO, President & Director recently bought ₱681k worth of stockOn the 6th of July, Alvin Lao bought around 100k shares on-market at roughly ₱6.81 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱2.0m. Alvin has been a buyer over the last 12 months, purchasing a net total of ₱899k worth in shares.
Recent Insider Transactions • Jun 16Vice Chairman of the Board recently bought ₱2.0m worth of stockOn the 14th of June, John Lao bought around 300k shares on-market at roughly ₱6.81 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱5.5m. This was John's only on-market trade for the last 12 months.
Upcoming Dividend • Jun 09Upcoming dividend of ₱0.24 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Filipino dividend payers (4.7%). Lower than average of industry peers (2.4%).
お知らせ • Jun 07+ 1 more updateD&L Industries, Inc. Declares Special Cash Dividends, Payable on July 15, 2022At the meeting of the Board of Directors of D&L Industries, Inc. held on June 6, 2022, the Board approved the declaration of special cash dividends of PHP 0.055 per share to all stockholders of record as of June 21, 2022, payable on July 15, 2022.
Reported Earnings • May 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: ₱0.37 (up from ₱0.28 in FY 2020). Revenue: ₱30.9b (up 42% from FY 2020). Net income: ₱2.64b (up 31% from FY 2020). Profit margin: 8.6% (down from 9.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 5.6% compared to a 22% growth forecast for the industry in Philippines. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 3 highly experienced directors. Independent Director Corazon de la Paz-Bernardo was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 31D&L Industries, Inc., Annual General Meeting, Jun 06, 2022D&L Industries, Inc., Annual General Meeting, Jun 06, 2022. Agenda: To consider to delegate to the Board of Directors the power to amend the Corporation's By-Laws for purposes of complying with subsequent requirements of law and regulatory bodies including practices that the Corporation may be required to adopt and to reflect therein.
Recent Insider Transactions • Mar 16CEO, President & Director recently bought ₱217k worth of stockOn the 8th of March, Alvin Lao bought around 30k shares on-market at roughly ₱7.25 per share. This was the largest purchase by an insider in the last 3 months. This was Alvin's only on-market trade for the last 12 months.
Price Target Changed • Dec 16Price target increased to ₱9.63Up from ₱8.99, the current price target is an average from 5 analysts. New target price is 7.0% above last closing price of ₱9.00. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₱0.37 for next year compared to ₱0.28 last year.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.09 (vs ₱0.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱6.90b (up 53% from 2Q 2020). Net income: ₱671.4m (up 134% from 2Q 2020). Profit margin: 9.7% (up from 6.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jun 16Co-Founder & Member of Advisory Board recently sold ₱484m worth of stockOn the 14th of June, Leon Lao sold around 61m shares on-market at roughly ₱7.98 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱740m more than they bought in the last 12 months.
お知らせ • Jun 08D&L Industries, Inc. Declares Special Cash Dividend, Payable on July 15, 2021D&L INDUSTRIES, INC. declared a special cash dividend of PHP 0.05 per share to all stockholders of record as of June 21, 2021, payable on July 15, 2021.
Recent Insider Transactions • May 28Corporate Information Officer recently bought ₱187k worth of stockOn the 26th of May, Ann Catindig-Ong bought around 25k shares on-market at roughly ₱7.46 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₱58m more in shares than they bought in the last 12 months.
Reported Earnings • May 17First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: ₱7.00b (up 24% from 1Q 2020). Net income: ₱694.9m (up 35% from 1Q 2020). Profit margin: 9.9% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
Major Estimate Revision • May 14Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from ₱25.6b to ₱24.6b. EPS estimate rose from ₱0.30 to ₱0.35. Net income forecast to grow 24% next year vs 34% growth forecast for Chemicals industry in Philippines. Consensus price target up from ₱7.31 to ₱8.24. Share price was steady at ₱7.60 over the past week.
Price Target Changed • May 11Price target increased to ₱7.91Up from ₱7.31, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₱7.75. Stock is up 53% over the past year.
Executive Departure • May 11CFO, Chief Compliance Officer & Treasurer has left the companyOn the 4th of May, Amorsolo Rosario's tenure as CFO, Chief Compliance Officer & Treasurer ended after less than a year in the role. As of December 2020, Amorsolo personally held only 270.00k shares (₱2.1m worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • Apr 29Full year 2020 earnings released: EPS ₱0.28 (vs ₱0.37 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱21.7b (down 2.9% from FY 2019). Net income: ₱2.01b (down 23% from FY 2019). Profit margin: 9.3% (down from 12% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • Mar 03+ 1 more updateD&L Industries, Inc., Annual General Meeting, Jun 07, 2021D&L Industries, Inc., Annual General Meeting, Jun 07, 2021.
Recent Insider Transactions • Feb 05Vice Chairman recently bought ₱1.8m worth of stockOn the 2nd of February, John Lao bought around 275k shares on-market at roughly ₱6.67 per share. This was the largest purchase by an insider in the last 3 months. John has been a buyer over the last 12 months, purchasing a net total of ₱6.0m worth in shares.
Recent Insider Transactions • Jan 28Assistant Corporate Secretary recently bought ₱804k worth of stockOn the 19th of January, Anne Lao bought around 110k shares on-market at roughly ₱7.31 per share. In the last 3 months, there was an even bigger purchase from another insider worth ₱1.8m. Despite this recent purchase, insiders have collectively sold ₱105m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Jan 07Member of Advisory Board recently sold ₱24m worth of stockOn the 5th of January, Alex Lao sold around 3m shares on-market at roughly ₱7.39 per share. In the last 3 months, there was an even bigger sale from another insider worth ₱50m. Insiders have been net sellers, collectively disposing of ₱111m more than they bought in the last 12 months.
Is New 90 Day High Low • Dec 30New 90-day high: ₱7.70The company is up 40% from its price of ₱5.50 on 01 October 2020. The Filipino market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱2.07 per share.
Recent Insider Transactions • Dec 29Chairman of the Board recently sold ₱50m worth of stockOn the 23rd of December, Yin Yong Lao sold around 7m shares on-market at roughly ₱7.35 per share. This was the largest sale by an insider in the last 3 months. This was Yin Yong's only on-market trade for the last 12 months.
Is New 90 Day High Low • Dec 08New 90-day high: ₱7.45The company is up 35% from its price of ₱5.52 on 09 September 2020. The Filipino market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₱9.59 per share.
