GMA Network（GMA7）株式概要GMA Network, Inc.はその子会社とともに、フィリピン国内および海外でラジオ・テレビ放送事業を行っている。 詳細GMA7 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0/6過去の実績4/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より80.2%で取引されている 過去1年間で収益は6.4%増加しました リスク分析過去5年間で収益は年間28.4%減少しました。 不安定な配当実績 すべてのリスクチェックを見るGMA7 Community Fair Values Create NarrativeSee what 52 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₱Current Price₱5.06121.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture022b2016201920222025202620282031Revenue ₱14.1bEarnings ₱1.2bAdvancedSet Fair ValueView all narrativesFeatured narrative•Media opportunityEva Live19 days ago author updated this narrativeCEFair Value from CeazarUS$7.4351.5% 割安 内在価値ディスカウントIs this the AI replacing marketing professionals? Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read full narrative2.8kusers have viewed this narrative14users have liked this narrative0users have commented on this narrative64users have followed this narrativeRead narrativeGMA Network, Inc. 競合他社Manila BroadcastingSymbol: PSE:MBCMarket cap: ₱2.4bAlter Ego MediaSymbol: ATSE:AEMMarket cap: €324.6mSecuoya Grupo de ComunicaciónSymbol: BME:SECMarket cap: €243.8mWowowSymbol: TSE:4839Market cap: JP¥33.7b価格と性能株価の高値、安値、推移の概要GMA Network過去の株価現在の株価₱5.0652週高値₱6.2552週安値₱5.04ベータ0.251ヶ月の変化-14.67%3ヶ月変化-15.53%1年変化-11.38%3年間の変化-48.47%5年間の変化-41.44%IPOからの変化-51.81%最新ニュースReported Earnings • Apr 16Full year 2025 earnings released: EPS: ₱0.45 (vs ₱0.42 in FY 2024)Full year 2025 results: EPS: ₱0.45 (up from ₱0.42 in FY 2024). Revenue: ₱18.1b (up 3.1% from FY 2024). Net income: ₱2.20b (up 54% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.お知らせ • Mar 27GMA Network, Inc., Annual General Meeting, Dec 09, 2026GMA Network, Inc., Annual General Meeting, Dec 09, 2026, at 10:00 W. Australia Standard Time. Location: applicaiton, Philippinesお知らせ • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.お知らせ • Jan 22GMA Network, Inc., Annual General Meeting, May 20, 2026GMA Network, Inc., Annual General Meeting, May 20, 2026, at 10:00 W. Australia Standard Time.最新情報をもっと見るRecent updatesReported Earnings • Apr 16Full year 2025 earnings released: EPS: ₱0.45 (vs ₱0.42 in FY 2024)Full year 2025 results: EPS: ₱0.45 (up from ₱0.42 in FY 2024). Revenue: ₱18.1b (up 3.1% from FY 2024). Net income: ₱2.20b (up 54% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.お知らせ • Mar 27GMA Network, Inc., Annual General Meeting, Dec 09, 2026GMA Network, Inc., Annual General Meeting, Dec 09, 2026, at 10:00 W. Australia Standard Time. Location: applicaiton, Philippinesお知らせ • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.お知らせ • Jan 22GMA Network, Inc., Annual General Meeting, May 20, 2026GMA Network, Inc., Annual General Meeting, May 20, 2026, at 10:00 W. Australia Standard Time.Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ₱0.021 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.021 (down from ₱0.17 in 3Q 2024). Revenue: ₱3.89b (down 17% from 3Q 2024). Net income: ₱102.7m (down 82% from 3Q 2024). Profit margin: 2.6% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.24 (vs ₱0.083 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.24 (up from ₱0.083 in 2Q 2024). Revenue: ₱5.41b (up 31% from 2Q 2024). Net income: ₱1.17b (up 320% from 2Q 2024). Profit margin: 22% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.New Risk • Jun 18New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (91% payout ratio).お知らせ • May 21GMA Network, Inc. Elects Maria Theresa E. De Mesa as Assistant Corporate SecretaryGMA Network, Inc. at the Organizational Meeting of the Board held on May 21, 2025, approved to elect Maria Theresa E. De Mesa as Assistant Corporate Secretary for the ensuing year.Upcoming Dividend • Apr 21Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 7.9%. Within top quartile of Filipino dividend payers (6.7%). Higher than average of industry peers (2.2%).New Risk • Apr 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (8.1% net profit margin). Significant insider selling over the past 3 months (₱3.0m sold).Reported Earnings • Apr 16Full year 2024 earnings released: EPS: ₱0.42 (vs ₱0.65 in FY 2023)Full year 2024 results: EPS: ₱0.42 (down from ₱0.65 in FY 2023). Revenue: ₱17.6b (down 5.8% from FY 2023). Net income: ₱2.07b (down 5.6% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Declared Dividend • Apr 02Dividend reduced to ₱0.50Dividend of ₱0.50 is 17% lower than last year. Ex-date: 28th April 2025 Payment date: 20th May 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (334% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.お知らせ • Mar 31GMA Network, Inc. Declares Cash Dividend for the Year Ended December 31, 2024, Payable on May 20, 2025GMA Network, Inc. in its Special Meeting of the Board of Directors declared Cash Dividends equivalent to PHP 0.50 per common share from the retained earnings of the Company as of December 31, 2024. Record Date: April 29, 2025. Payment Date: May 20, 2025.Recent Insider Transactions • Feb 18Independent Director recently sold ₱3.0m worth of stockOn the 13th of February, Artemio Panganiban sold around 497k shares on-market at roughly ₱6.07 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱6.9m more than they bought in the last 12 months.お知らせ • Feb 12Gma Network, Inc. Announces Retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group, Effective March 01, 2025GMA Network, Inc. announced retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group. The effective date of retirement is March 01, 2025.New Risk • Jan 23New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 123% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 138% Dividend per share is over 7x cash flows per share. Shareholders have been substantially diluted in the past year (123% increase in shares outstanding).お知らせ • Jan 23GMA Network, Inc., Annual General Meeting, May 21, 2025GMA Network, Inc., Annual General Meeting, May 21, 2025, at 10:00 W. Australia Standard Time.お知らせ • Jan 13GMA Network, Inc. Promotes Iaessa Valdellon to Senior Vice President for Public Affairs, Effective January 15, 2025GMA Network, Inc. promoted Iaessa Valdellon from FVP - Public Affairs to Senior Vice President for Public Affairs, effective January 15, 2025. Valdellon's leadership was instrumental in shaping GMA Public Affairs into a creative content powerhouse. Diversifying from documentaries and news magazine programs, GMA Public Affairs has also brought audiences soaps, romantic comedies, historical dramas, and even drama anthologies. These include the multi-awarded programs "Kapuso Mo, Jessica Soho," "I-Witness," "The Atom Araullo Specials," "Reporter's Notebook," "Lolong," and "Black Rider." Valdellon is also credited with creating the full programming grid for GMA News TV, which launched in 2011. While running the channel, she also co-wrote and produced the award-winning social realist series Bayan Ko and Titser. Valdellon is also the concurrent Executive Vice President for GMA Pictures, the Network's film-producing arm. Most recently, GMA Pictures achieved back-to-back wins at the Metro Manila Film Festival, with "Green Bones" winning Best Picture in 2024 and "Firefly" in 2023. Under Valdellon's helm, GMA Pictures has also collaborated with GMA Public Affairs for its first-ever investigative documentary film, "Lost Sabungeros." Released in 2024, the highly controversial film delves into the disappearance of over 30 cockfighters. A Kapuso for more than 20 years now, she started her work in GMA as Program Manager and pioneered in reality production with programs such as `Wish Ko Lang,' `Extra Challenge,' `Imbestigador,' and `Survivor Philippines' - bringing these to the top of Philippine television ratings. She has served as a New York Festivals grand jury member for six years and running. Valdellon has also been a juror for the Asian Academy Creative Awards since 2018. Valdellon is a graduate of Ateneo de Manila University, earning a bachelor's degree in Interdisciplinary Studies focusing on History and Communications.New Risk • Nov 17New major risk - Revenue and earnings growthEarnings have declined by 4.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 143% Cash payout ratio: 334% Earnings have declined by 4.3% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (₱3.9m sold).Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.26 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (down from ₱0.26 in 3Q 2023). Revenue: ₱4.69b (down 12% from 3Q 2023). Net income: ₱802.4m (down 9.7% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Oct 15Independent Director recently sold ₱352k worth of stockOn the 7th of October, Artemio Panganiban sold around 50k shares on-market at roughly ₱7.04 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₱2.1m. Insiders have been net sellers, collectively disposing of ₱3.9m more than they bought in the last 12 months.Recent Insider Transactions • Oct 05Independent Director recently sold ₱1.4m worth of stockOn the 2nd of October, Artemio Panganiban sold around 200k shares on-market at roughly ₱6.99 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.082 (vs ₱0.12 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.082 (down from ₱0.12 in 2Q 2023). Revenue: ₱4.12b (down 7.3% from 2Q 2023). Net income: ₱400.5m (flat on 2Q 2023). Profit margin: 9.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 17First quarter 2024 earnings released: EPS: ₱0.042 (vs ₱0.12 in 1Q 2023)First quarter 2024 results: EPS: ₱0.042 (down from ₱0.12 in 1Q 2023). Revenue: ₱3.66b (down 8.9% from 1Q 2023). Net income: ₱204.1m (down 51% from 1Q 2023). Profit margin: 5.6% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Declared Dividend • Apr 05Dividend of ₱0.60 announcedShareholders will receive a dividend of ₱0.60. Ex-date: 23rd April 2024 Payment date: 14th May 2024 Dividend yield will be 6.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (190% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 111% to bring the payout ratio under control, which is more than the 2.3% EPS growth achieved over the last 5 years.Buy Or Sell Opportunity • Apr 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to ₱9.00. The fair value is estimated to be ₱11.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.お知らせ • Jan 25GMA Network, Inc., Annual General Meeting, May 15, 2024GMA Network, Inc., Annual General Meeting, May 15, 2024, at 10:00 Singapore Standard Time.お知らせ • Dec 12+ 1 more updateGMA Network, Inc. Appoints Joel Marcelo G. Jimenez as Chairman of the Executive Committee Effective on January 1, 2024GMA Network, Inc. at its special meeting of board held on December 9, 2023 approved appointment of Joel Marcelo G. Jimenez as Chairman of the Executive Committee effective on January 1, 2024.Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be ₱10.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 190% Cash payout ratio: 104% Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.26 (vs ₱0.23 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.26 (up from ₱0.23 in 3Q 2022). Revenue: ₱5.31b (up 10% from 3Q 2022). Net income: ₱1.28b (up 70% from 3Q 2022). Profit margin: 24% (up from 16% in 3Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.12 (vs ₱0.39 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.12 (down from ₱0.39 in 2Q 2022). Revenue: ₱4.44b (down 27% from 2Q 2022). Net income: ₱581.5m (down 55% from 2Q 2022). Profit margin: 13% (down from 21% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Jun 02GMA Network, Inc. Promotes Oliver Victor B. Amoroso to Senior Vice PresidentGMA Network, Inc. announced the Promotion of Oliver Victor B. Amoroso as its new Senior Vice President effective June 1,2023 this year. Amoroso led the successful integration of GMA News Manila, GMA Regional TV, GMA News Online and Super Radyo DZBB into GMA Integrated News, solidifying its position as the Philippines' top multimedia news source and the "News Authority of the Filipino," living up to its commitment to bring top-notch reportage across all platforms - from exposés such as the alleged killing of high-profile inmates at the Bilibid to special reports such as the series "Banta ng Nagbabagong Klima" (The Climate Change Threat Series). With weather news being an integral part of daily lives, this 2023, GMA Integrated News also leveled- up its Weather Center, equipped with the latest technology, a new look and an expanded roster of forecasters. As the News Chief, Amoroso grew Regional TV news operations from three newscasts in 2016 to eleven newscasts in 2022, four of which were launched at the height of the coronavirus pandemic. Heeding the clamor from viewers in urban and rural areas, RTV launched the #LocalNewsMatters campaign which gives importance to community news. Amoroso also oversees the Network's regional operations, content and production, and business development, which include 12 TV stations strategically located across the Philippines and handles the Network's various initiatives and partnerships including sports production. With Amoroso at the helm, GMA Integrated News, Regional TV, and Synergy recently won local and international awards including the New York Festivals TV and Film Awards Silver World Medal for `Limitless,' two Excellence honors at the Philippine Quill Awards for the `GMA Masterclass Series' and 'Kapuso Barangayan on Wheels' initiatives, PMPC Star Awards for TV Best News Program for `24 Oras,' and received the 'Best Regional TV Network' at the Platinum Stallion National Media Awards, among others. A loyal Kapuso for 16 years, Amoroso graduated with distinction from Silliman University's College of Mass Communication.Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be ₱12.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.Reported Earnings • Apr 19Full year 2022 earnings released: EPS: ₱1.12 (vs ₱1.55 in FY 2021)Full year 2022 results: EPS: ₱1.12. Revenue: ₱21.6b (down 3.9% from FY 2021). Net income: ₱5.44b (up 4.5% from FY 2021). Profit margin: 25% (up from 23% in FY 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Apr 14Upcoming dividend of NT$1.10 per share at 12% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 16 May 2023. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 12%. Within top quartile of Filipino dividend payers (5.5%). Higher than average of industry peers (2.3%).お知らせ • Jan 26GMA Network, Inc., Annual General Meeting, May 17, 2023GMA Network, Inc., Annual General Meeting, May 17, 2023, at 10:00 Singapore Standard Time. Agenda: To consider Resignation of Atty. Anna Teresa M. Gozon-Valdes from the Audit and Risk Management Committee and appointment of Joel Marcelo G. Jimenez as member of the Audit and Risk Management Committee to serve the remainder of Atty. Gozon-Valdes' term.Recent Insider Transactions • Nov 23Independent Director recently sold ₱10m worth of stockOn the 17th of November, Artemio Panganiban sold around 1m shares on-market at roughly ₱10.20 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ₱0.23 (vs ₱0.48 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.23 (down from ₱0.48 in 3Q 2021). Revenue: ₱4.81b (down 19% from 3Q 2021). Net income: ₱757.4m (down 53% from 3Q 2021). Profit margin: 16% (down from 27% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Aug 22GMA Network, Inc. Appoints Anna Teresa M. Gozon-Valdes as Senior Vice President Effective Sep. 1, 2022GMA Network, Inc. appointed Anna Teresa M. Gozon-Valdes as Senior Vice President effective Sep. 1, 2022. Atty. Gozon-Valdes has been a director of GMA since 2000 and was part of the team that led GMA's phenomenal rise to the top. She serves in numerous leadership roles across the Network. Among these was setting up GMA New Media, the Network's digital media and technology arm and future-proofing agent. As President of GMA Worldwide, she led the team that distributed GMA's shows to territories in Asia, North America, Middle East, and Africa. Atty. Gozon-Valdes was also instrumental in pushing for new partnerships with new global platforms and in bringing some of the best foreign shows to the Filipinos such as Full House, Stairway to Heaven and Jewel in the Palace. Currently, she is the Programming Consultant to the Chairman/CEO of GMA Network, where she works with the Drama group and drives synergy across departments. She was one of the brains behind the iconic series Encantadia and Mulawin. She was one of the first to push for local adaptations of iconic foreign materials such as Marimar, Stairway to Heaven, Endless Love and other Korean dramas, as well as the upcoming live action drama Voltes V Legacy. She was recently appointed as Consultant of Sparkle, GMA's talent management arm and serves as President of GMA Films, Inc. where she led the production of several blockbuster movies such as Let the Love Begin, Lovestruck and Moments of Love.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ₱0.39 (vs ₱0.34 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.39 (up from ₱0.34 in 2Q 2021). Revenue: ₱6.08b (up 19% from 2Q 2021). Net income: ₱1.30b (up 15% from 2Q 2021). Profit margin: 21% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 05GMA Network, Inc. Announces Retirement of Marissa L. Flores as Senior Vice President News and Public AffairsGMA Network, Inc. announced retirement of Marissa L. Flores as Senior Vice President News and Public Affairs. Effective Date of Resignation is July 1, 2022. Ms. Flores has been engaged as a Consultant for the Company.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₱11.66, the stock trades at a trailing P/E ratio of 7.4x. Average forward P/E is 14x in the Media industry in Asia. Total returns to shareholders of 199% over the past three years.Reported Earnings • May 17First quarter 2022 earnings released: EPS: ₱0.44 (vs ₱0.41 in 1Q 2021)First quarter 2022 results: EPS: ₱0.44 (up from ₱0.41 in 1Q 2021). Revenue: ₱5.86b (up 7.4% from 1Q 2021). Net income: ₱2.12b (up 54% from 1Q 2021). Profit margin: 36% (up from 25% in 1Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target increased to ₱16.80Up from ₱10.90, the current price target is provided by 1 analyst. New target price is 28% above last closing price of ₱13.16. Stock is up 69% over the past year. The company posted earnings per share of ₱1.55 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 13Upcoming dividend of ₱1.45 per shareEligible shareholders must have bought the stock before 20 April 2022. Payment date: 17 May 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 79% respectively. Trailing yield: 9.2%. Within top quartile of Filipino dividend payers (4.4%). Higher than average of industry peers (2.4%).Reported Earnings • Apr 12Full year 2021 earnings released: EPS: ₱1.55 (vs ₱1.23 in FY 2020)Full year 2021 results: EPS: ₱1.55 (up from ₱1.23 in FY 2020). Revenue: ₱22.5b (up 16% from FY 2020). Net income: ₱7.53b (up 82% from FY 2020). Profit margin: 34% (up from 21% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Philippines. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28GMA Network, Inc., Annual General Meeting, May 18, 2022GMA Network, Inc., Annual General Meeting, May 18, 2022, at 10:00 Singapore Standard Time.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.48 (vs ₱0.51 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ₱5.96b (flat on 3Q 2020). Net income: ₱2.34b (up 36% from 3Q 2020). Profit margin: 39% (up from 29% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Executive Departure • Sep 28Compliance Officer & Corporate Secretary Roberto Rafael Lucila has left the companyOn the 18th of September, Roberto Rafael Lucila's tenure as Compliance Officer & Corporate Secretary ended. As of June 2021, Roberto Rafael still personally held only 19.00k shares (₱274k worth at the time). Roberto Rafael is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 9.67 years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱15.60, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 294% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.34 (vs ₱0.17 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱5.14b (up 60% from 2Q 2020). Net income: ₱1.64b (up 187% from 2Q 2020). Profit margin: 32% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱13.66, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 242% over the past three years.Recent Insider Transactions • Jul 30Insider recently sold ₱107k worth of stockOn the 21st of July, Roberto Rafael Lucila sold around 9k shares on-market at roughly ₱11.88 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₱1.3m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱10.64, the stock trades at a trailing P/E ratio of 7x. Average forward P/E is 17x in the Media industry in Asia. Total returns to shareholders of 156% over the past three years.Recent Insider Transactions • Jun 03Independent Director recently bought ₱445k worth of stockOn the 28th of May, Jaime Laya bought around 50k shares on-market at roughly ₱8.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱1.4m more in shares than they have sold in the last 12 months.Reported Earnings • May 18First quarter 2021 earnings released: EPS ₱0.41 (vs ₱0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₱5.46b (up 55% from 1Q 2020). Net income: ₱2.00b (up 403% from 1Q 2020). Profit margin: 37% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2020 earnings released: EPS ₱1.23 (vs ₱0.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱19.3b (up 17% from FY 2019). Net income: ₱5.98b (up 231% from FY 2019). Profit margin: 31% (up from 11% in FY 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 12Upcoming dividend of ₱1.35 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 18 May 2021. Trailing yield: 15%. Within top quartile of Filipino dividend payers (4.1%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱8.95, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 22x in the Media industry in Asia. Total returns to shareholders of 75% over the past three years.Is New 90 Day High Low • Feb 20New 90-day high: ₱7.19The company is up 26% from its price of ₱5.70 on 20 November 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 13% over the same period.Is New 90 Day High Low • Feb 04New 90-day high: ₱6.30The company is up 24% from its price of ₱5.08 on 06 November 2020. The Filipino market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period.お知らせ • Jan 29GMA Network, Inc., Annual General Meeting, May 19, 2021GMA Network, Inc., Annual General Meeting, May 19, 2021, at 10:00 Singapore Standard Time.Is New 90 Day High Low • Jan 14New 90-day high: ₱6.10The company is up 18% from its price of ₱5.17 on 16 October 2020. The Filipino market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Media industry, which is up 15% over the same period.Is New 90 Day High Low • Dec 05New 90-day high: ₱5.91The company is up 17% from its price of ₱5.05 on 04 September 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 31% over the same period.Is New 90 Day High Low • Nov 18New 90-day high: ₱5.45The company is up 7.0% from its price of ₱5.08 on 20 August 2020. The Filipino market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 13% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱5.91b (up 37% from 3Q 2019). Net income: ₱2.49b (up 200% from 3Q 2019). Profit margin: 42% (up from 19% in 3Q 2019). The increase in margin was primarily driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings.株主還元GMA7PH MediaPH 市場7D-1.7%1.6%0.6%1Y-11.4%10.1%-11.5%株主還元を見る業界別リターン: GMA7過去 1 年間で10.1 % の収益を上げたPH Media業界を下回りました。リターン対市場: GMA7は、過去 1 年間で-11.5 % のリターンをもたらしたPHマーケットと一致しました。価格変動Is GMA7's price volatile compared to industry and market?GMA7 volatilityGMA7 Average Weekly Movement3.5%Media Industry Average Movement6.4%Market Average Movement5.2%10% most volatile stocks in PH Market10.2%10% least volatile stocks in PH Market2.9%安定した株価: GMA7 、 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: GMA7の 週次ボラティリティ ( 4% ) 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19503,216Gilberto Duavitwww.gmanetwork.comGMA Network, Inc.は、その子会社とともに、フィリピン国内および海外でラジオ・テレビ放送事業に従事している。同社はまた、テレビ・エンターテインメントおよび映画制作、音楽録音、出版、ビデオ配信、テレビ・舞台・コンサート用セットの設計・建設・保守、イベント管理、営業実施、交通サービス・監視、輸送・人材派遣、プリプロダクションおよびポストプロダクション・サービスの提供にも携わっている。さらに、マルチメディア制作を含む広告やその他のプロモーションの企画、立案、取り扱い、ラジオ放送と管理、マーケティングと融合技術事業も行っている。GMAネットワーク社は1950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。もっと見るGMA Network, Inc. 基礎のまとめGMA Network の収益と売上を時価総額と比較するとどうか。GMA7 基礎統計学時価総額₱16.96b収益（TTM）₱1.52b売上高(TTM)₱18.12b11.2xPER（株価収益率0.9xP/SレシオGMA7 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GMA7 損益計算書（TTM）収益₱18.12b売上原価₱9.03b売上総利益₱9.08bその他の費用₱7.56b収益₱1.52b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.45グロス・マージン50.14%純利益率8.41%有利子負債／自己資本比率11.0%GMA7 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7.9%現在の配当利回り88%配当性向GMA7 配当は確実ですか？GMA7 配当履歴とベンチマークを見るGMA7 、いつまでに購入すれば配当金を受け取れますか？GMA Network 配当日配当落ち日Apr 17 2026配当支払日May 15 2026配当落ちまでの日数22 days配当支払日までの日数6 daysGMA7 配当は確実ですか？GMA7 配当履歴とベンチマークを見る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2026/05/08 13:58終値2026/05/08 00:00収益2025/12/31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GMA Network, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Hazel TanedoCLSAAntonio SaludDeutsche BankJaclyn JimenezMaybank Research Pte. Ltd.
Featured narrative•Media opportunityEva Live19 days ago author updated this narrativeCEFair Value from CeazarUS$7.4351.5% 割安 内在価値ディスカウントIs this the AI replacing marketing professionals? Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read full narrative2.8kusers have viewed this narrative14users have liked this narrative0users have commented on this narrative64users have followed this narrativeRead narrative
Reported Earnings • Apr 16Full year 2025 earnings released: EPS: ₱0.45 (vs ₱0.42 in FY 2024)Full year 2025 results: EPS: ₱0.45 (up from ₱0.42 in FY 2024). Revenue: ₱18.1b (up 3.1% from FY 2024). Net income: ₱2.20b (up 54% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.
Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).
Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.
お知らせ • Mar 27GMA Network, Inc., Annual General Meeting, Dec 09, 2026GMA Network, Inc., Annual General Meeting, Dec 09, 2026, at 10:00 W. Australia Standard Time. Location: applicaiton, Philippines
お知らせ • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.
お知らせ • Jan 22GMA Network, Inc., Annual General Meeting, May 20, 2026GMA Network, Inc., Annual General Meeting, May 20, 2026, at 10:00 W. Australia Standard Time.
Reported Earnings • Apr 16Full year 2025 earnings released: EPS: ₱0.45 (vs ₱0.42 in FY 2024)Full year 2025 results: EPS: ₱0.45 (up from ₱0.42 in FY 2024). Revenue: ₱18.1b (up 3.1% from FY 2024). Net income: ₱2.20b (up 54% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.
Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).
Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.
お知らせ • Mar 27GMA Network, Inc., Annual General Meeting, Dec 09, 2026GMA Network, Inc., Annual General Meeting, Dec 09, 2026, at 10:00 W. Australia Standard Time. Location: applicaiton, Philippines
お知らせ • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.
お知らせ • Jan 22GMA Network, Inc., Annual General Meeting, May 20, 2026GMA Network, Inc., Annual General Meeting, May 20, 2026, at 10:00 W. Australia Standard Time.
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ₱0.021 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.021 (down from ₱0.17 in 3Q 2024). Revenue: ₱3.89b (down 17% from 3Q 2024). Net income: ₱102.7m (down 82% from 3Q 2024). Profit margin: 2.6% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.24 (vs ₱0.083 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.24 (up from ₱0.083 in 2Q 2024). Revenue: ₱5.41b (up 31% from 2Q 2024). Net income: ₱1.17b (up 320% from 2Q 2024). Profit margin: 22% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
New Risk • Jun 18New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (91% payout ratio).
お知らせ • May 21GMA Network, Inc. Elects Maria Theresa E. De Mesa as Assistant Corporate SecretaryGMA Network, Inc. at the Organizational Meeting of the Board held on May 21, 2025, approved to elect Maria Theresa E. De Mesa as Assistant Corporate Secretary for the ensuing year.
Upcoming Dividend • Apr 21Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 7.9%. Within top quartile of Filipino dividend payers (6.7%). Higher than average of industry peers (2.2%).
New Risk • Apr 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (8.1% net profit margin). Significant insider selling over the past 3 months (₱3.0m sold).
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: ₱0.42 (vs ₱0.65 in FY 2023)Full year 2024 results: EPS: ₱0.42 (down from ₱0.65 in FY 2023). Revenue: ₱17.6b (down 5.8% from FY 2023). Net income: ₱2.07b (down 5.6% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Declared Dividend • Apr 02Dividend reduced to ₱0.50Dividend of ₱0.50 is 17% lower than last year. Ex-date: 28th April 2025 Payment date: 20th May 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (334% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
お知らせ • Mar 31GMA Network, Inc. Declares Cash Dividend for the Year Ended December 31, 2024, Payable on May 20, 2025GMA Network, Inc. in its Special Meeting of the Board of Directors declared Cash Dividends equivalent to PHP 0.50 per common share from the retained earnings of the Company as of December 31, 2024. Record Date: April 29, 2025. Payment Date: May 20, 2025.
Recent Insider Transactions • Feb 18Independent Director recently sold ₱3.0m worth of stockOn the 13th of February, Artemio Panganiban sold around 497k shares on-market at roughly ₱6.07 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱6.9m more than they bought in the last 12 months.
お知らせ • Feb 12Gma Network, Inc. Announces Retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group, Effective March 01, 2025GMA Network, Inc. announced retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group. The effective date of retirement is March 01, 2025.
New Risk • Jan 23New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 123% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 138% Dividend per share is over 7x cash flows per share. Shareholders have been substantially diluted in the past year (123% increase in shares outstanding).
お知らせ • Jan 23GMA Network, Inc., Annual General Meeting, May 21, 2025GMA Network, Inc., Annual General Meeting, May 21, 2025, at 10:00 W. Australia Standard Time.
お知らせ • Jan 13GMA Network, Inc. Promotes Iaessa Valdellon to Senior Vice President for Public Affairs, Effective January 15, 2025GMA Network, Inc. promoted Iaessa Valdellon from FVP - Public Affairs to Senior Vice President for Public Affairs, effective January 15, 2025. Valdellon's leadership was instrumental in shaping GMA Public Affairs into a creative content powerhouse. Diversifying from documentaries and news magazine programs, GMA Public Affairs has also brought audiences soaps, romantic comedies, historical dramas, and even drama anthologies. These include the multi-awarded programs "Kapuso Mo, Jessica Soho," "I-Witness," "The Atom Araullo Specials," "Reporter's Notebook," "Lolong," and "Black Rider." Valdellon is also credited with creating the full programming grid for GMA News TV, which launched in 2011. While running the channel, she also co-wrote and produced the award-winning social realist series Bayan Ko and Titser. Valdellon is also the concurrent Executive Vice President for GMA Pictures, the Network's film-producing arm. Most recently, GMA Pictures achieved back-to-back wins at the Metro Manila Film Festival, with "Green Bones" winning Best Picture in 2024 and "Firefly" in 2023. Under Valdellon's helm, GMA Pictures has also collaborated with GMA Public Affairs for its first-ever investigative documentary film, "Lost Sabungeros." Released in 2024, the highly controversial film delves into the disappearance of over 30 cockfighters. A Kapuso for more than 20 years now, she started her work in GMA as Program Manager and pioneered in reality production with programs such as `Wish Ko Lang,' `Extra Challenge,' `Imbestigador,' and `Survivor Philippines' - bringing these to the top of Philippine television ratings. She has served as a New York Festivals grand jury member for six years and running. Valdellon has also been a juror for the Asian Academy Creative Awards since 2018. Valdellon is a graduate of Ateneo de Manila University, earning a bachelor's degree in Interdisciplinary Studies focusing on History and Communications.
New Risk • Nov 17New major risk - Revenue and earnings growthEarnings have declined by 4.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 143% Cash payout ratio: 334% Earnings have declined by 4.3% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (₱3.9m sold).
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.26 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (down from ₱0.26 in 3Q 2023). Revenue: ₱4.69b (down 12% from 3Q 2023). Net income: ₱802.4m (down 9.7% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Oct 15Independent Director recently sold ₱352k worth of stockOn the 7th of October, Artemio Panganiban sold around 50k shares on-market at roughly ₱7.04 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₱2.1m. Insiders have been net sellers, collectively disposing of ₱3.9m more than they bought in the last 12 months.
Recent Insider Transactions • Oct 05Independent Director recently sold ₱1.4m worth of stockOn the 2nd of October, Artemio Panganiban sold around 200k shares on-market at roughly ₱6.99 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.082 (vs ₱0.12 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.082 (down from ₱0.12 in 2Q 2023). Revenue: ₱4.12b (down 7.3% from 2Q 2023). Net income: ₱400.5m (flat on 2Q 2023). Profit margin: 9.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 17First quarter 2024 earnings released: EPS: ₱0.042 (vs ₱0.12 in 1Q 2023)First quarter 2024 results: EPS: ₱0.042 (down from ₱0.12 in 1Q 2023). Revenue: ₱3.66b (down 8.9% from 1Q 2023). Net income: ₱204.1m (down 51% from 1Q 2023). Profit margin: 5.6% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Declared Dividend • Apr 05Dividend of ₱0.60 announcedShareholders will receive a dividend of ₱0.60. Ex-date: 23rd April 2024 Payment date: 14th May 2024 Dividend yield will be 6.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (190% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 111% to bring the payout ratio under control, which is more than the 2.3% EPS growth achieved over the last 5 years.
Buy Or Sell Opportunity • Apr 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to ₱9.00. The fair value is estimated to be ₱11.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
お知らせ • Jan 25GMA Network, Inc., Annual General Meeting, May 15, 2024GMA Network, Inc., Annual General Meeting, May 15, 2024, at 10:00 Singapore Standard Time.
お知らせ • Dec 12+ 1 more updateGMA Network, Inc. Appoints Joel Marcelo G. Jimenez as Chairman of the Executive Committee Effective on January 1, 2024GMA Network, Inc. at its special meeting of board held on December 9, 2023 approved appointment of Joel Marcelo G. Jimenez as Chairman of the Executive Committee effective on January 1, 2024.
Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be ₱10.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 190% Cash payout ratio: 104% Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.26 (vs ₱0.23 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.26 (up from ₱0.23 in 3Q 2022). Revenue: ₱5.31b (up 10% from 3Q 2022). Net income: ₱1.28b (up 70% from 3Q 2022). Profit margin: 24% (up from 16% in 3Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.12 (vs ₱0.39 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.12 (down from ₱0.39 in 2Q 2022). Revenue: ₱4.44b (down 27% from 2Q 2022). Net income: ₱581.5m (down 55% from 2Q 2022). Profit margin: 13% (down from 21% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Jun 02GMA Network, Inc. Promotes Oliver Victor B. Amoroso to Senior Vice PresidentGMA Network, Inc. announced the Promotion of Oliver Victor B. Amoroso as its new Senior Vice President effective June 1,2023 this year. Amoroso led the successful integration of GMA News Manila, GMA Regional TV, GMA News Online and Super Radyo DZBB into GMA Integrated News, solidifying its position as the Philippines' top multimedia news source and the "News Authority of the Filipino," living up to its commitment to bring top-notch reportage across all platforms - from exposés such as the alleged killing of high-profile inmates at the Bilibid to special reports such as the series "Banta ng Nagbabagong Klima" (The Climate Change Threat Series). With weather news being an integral part of daily lives, this 2023, GMA Integrated News also leveled- up its Weather Center, equipped with the latest technology, a new look and an expanded roster of forecasters. As the News Chief, Amoroso grew Regional TV news operations from three newscasts in 2016 to eleven newscasts in 2022, four of which were launched at the height of the coronavirus pandemic. Heeding the clamor from viewers in urban and rural areas, RTV launched the #LocalNewsMatters campaign which gives importance to community news. Amoroso also oversees the Network's regional operations, content and production, and business development, which include 12 TV stations strategically located across the Philippines and handles the Network's various initiatives and partnerships including sports production. With Amoroso at the helm, GMA Integrated News, Regional TV, and Synergy recently won local and international awards including the New York Festivals TV and Film Awards Silver World Medal for `Limitless,' two Excellence honors at the Philippine Quill Awards for the `GMA Masterclass Series' and 'Kapuso Barangayan on Wheels' initiatives, PMPC Star Awards for TV Best News Program for `24 Oras,' and received the 'Best Regional TV Network' at the Platinum Stallion National Media Awards, among others. A loyal Kapuso for 16 years, Amoroso graduated with distinction from Silliman University's College of Mass Communication.
Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be ₱12.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.
Reported Earnings • Apr 19Full year 2022 earnings released: EPS: ₱1.12 (vs ₱1.55 in FY 2021)Full year 2022 results: EPS: ₱1.12. Revenue: ₱21.6b (down 3.9% from FY 2021). Net income: ₱5.44b (up 4.5% from FY 2021). Profit margin: 25% (up from 23% in FY 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Apr 14Upcoming dividend of NT$1.10 per share at 12% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 16 May 2023. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 12%. Within top quartile of Filipino dividend payers (5.5%). Higher than average of industry peers (2.3%).
お知らせ • Jan 26GMA Network, Inc., Annual General Meeting, May 17, 2023GMA Network, Inc., Annual General Meeting, May 17, 2023, at 10:00 Singapore Standard Time. Agenda: To consider Resignation of Atty. Anna Teresa M. Gozon-Valdes from the Audit and Risk Management Committee and appointment of Joel Marcelo G. Jimenez as member of the Audit and Risk Management Committee to serve the remainder of Atty. Gozon-Valdes' term.
Recent Insider Transactions • Nov 23Independent Director recently sold ₱10m worth of stockOn the 17th of November, Artemio Panganiban sold around 1m shares on-market at roughly ₱10.20 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ₱0.23 (vs ₱0.48 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.23 (down from ₱0.48 in 3Q 2021). Revenue: ₱4.81b (down 19% from 3Q 2021). Net income: ₱757.4m (down 53% from 3Q 2021). Profit margin: 16% (down from 27% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Aug 22GMA Network, Inc. Appoints Anna Teresa M. Gozon-Valdes as Senior Vice President Effective Sep. 1, 2022GMA Network, Inc. appointed Anna Teresa M. Gozon-Valdes as Senior Vice President effective Sep. 1, 2022. Atty. Gozon-Valdes has been a director of GMA since 2000 and was part of the team that led GMA's phenomenal rise to the top. She serves in numerous leadership roles across the Network. Among these was setting up GMA New Media, the Network's digital media and technology arm and future-proofing agent. As President of GMA Worldwide, she led the team that distributed GMA's shows to territories in Asia, North America, Middle East, and Africa. Atty. Gozon-Valdes was also instrumental in pushing for new partnerships with new global platforms and in bringing some of the best foreign shows to the Filipinos such as Full House, Stairway to Heaven and Jewel in the Palace. Currently, she is the Programming Consultant to the Chairman/CEO of GMA Network, where she works with the Drama group and drives synergy across departments. She was one of the brains behind the iconic series Encantadia and Mulawin. She was one of the first to push for local adaptations of iconic foreign materials such as Marimar, Stairway to Heaven, Endless Love and other Korean dramas, as well as the upcoming live action drama Voltes V Legacy. She was recently appointed as Consultant of Sparkle, GMA's talent management arm and serves as President of GMA Films, Inc. where she led the production of several blockbuster movies such as Let the Love Begin, Lovestruck and Moments of Love.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ₱0.39 (vs ₱0.34 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.39 (up from ₱0.34 in 2Q 2021). Revenue: ₱6.08b (up 19% from 2Q 2021). Net income: ₱1.30b (up 15% from 2Q 2021). Profit margin: 21% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 05GMA Network, Inc. Announces Retirement of Marissa L. Flores as Senior Vice President News and Public AffairsGMA Network, Inc. announced retirement of Marissa L. Flores as Senior Vice President News and Public Affairs. Effective Date of Resignation is July 1, 2022. Ms. Flores has been engaged as a Consultant for the Company.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₱11.66, the stock trades at a trailing P/E ratio of 7.4x. Average forward P/E is 14x in the Media industry in Asia. Total returns to shareholders of 199% over the past three years.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: ₱0.44 (vs ₱0.41 in 1Q 2021)First quarter 2022 results: EPS: ₱0.44 (up from ₱0.41 in 1Q 2021). Revenue: ₱5.86b (up 7.4% from 1Q 2021). Net income: ₱2.12b (up 54% from 1Q 2021). Profit margin: 36% (up from 25% in 1Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target increased to ₱16.80Up from ₱10.90, the current price target is provided by 1 analyst. New target price is 28% above last closing price of ₱13.16. Stock is up 69% over the past year. The company posted earnings per share of ₱1.55 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 13Upcoming dividend of ₱1.45 per shareEligible shareholders must have bought the stock before 20 April 2022. Payment date: 17 May 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 79% respectively. Trailing yield: 9.2%. Within top quartile of Filipino dividend payers (4.4%). Higher than average of industry peers (2.4%).
Reported Earnings • Apr 12Full year 2021 earnings released: EPS: ₱1.55 (vs ₱1.23 in FY 2020)Full year 2021 results: EPS: ₱1.55 (up from ₱1.23 in FY 2020). Revenue: ₱22.5b (up 16% from FY 2020). Net income: ₱7.53b (up 82% from FY 2020). Profit margin: 34% (up from 21% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Philippines. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28GMA Network, Inc., Annual General Meeting, May 18, 2022GMA Network, Inc., Annual General Meeting, May 18, 2022, at 10:00 Singapore Standard Time.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.48 (vs ₱0.51 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ₱5.96b (flat on 3Q 2020). Net income: ₱2.34b (up 36% from 3Q 2020). Profit margin: 39% (up from 29% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Executive Departure • Sep 28Compliance Officer & Corporate Secretary Roberto Rafael Lucila has left the companyOn the 18th of September, Roberto Rafael Lucila's tenure as Compliance Officer & Corporate Secretary ended. As of June 2021, Roberto Rafael still personally held only 19.00k shares (₱274k worth at the time). Roberto Rafael is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 9.67 years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱15.60, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 294% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.34 (vs ₱0.17 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱5.14b (up 60% from 2Q 2020). Net income: ₱1.64b (up 187% from 2Q 2020). Profit margin: 32% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱13.66, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 242% over the past three years.
Recent Insider Transactions • Jul 30Insider recently sold ₱107k worth of stockOn the 21st of July, Roberto Rafael Lucila sold around 9k shares on-market at roughly ₱11.88 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₱1.3m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱10.64, the stock trades at a trailing P/E ratio of 7x. Average forward P/E is 17x in the Media industry in Asia. Total returns to shareholders of 156% over the past three years.
Recent Insider Transactions • Jun 03Independent Director recently bought ₱445k worth of stockOn the 28th of May, Jaime Laya bought around 50k shares on-market at roughly ₱8.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱1.4m more in shares than they have sold in the last 12 months.
Reported Earnings • May 18First quarter 2021 earnings released: EPS ₱0.41 (vs ₱0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₱5.46b (up 55% from 1Q 2020). Net income: ₱2.00b (up 403% from 1Q 2020). Profit margin: 37% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS ₱1.23 (vs ₱0.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱19.3b (up 17% from FY 2019). Net income: ₱5.98b (up 231% from FY 2019). Profit margin: 31% (up from 11% in FY 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 12Upcoming dividend of ₱1.35 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 18 May 2021. Trailing yield: 15%. Within top quartile of Filipino dividend payers (4.1%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱8.95, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 22x in the Media industry in Asia. Total returns to shareholders of 75% over the past three years.
Is New 90 Day High Low • Feb 20New 90-day high: ₱7.19The company is up 26% from its price of ₱5.70 on 20 November 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 13% over the same period.
Is New 90 Day High Low • Feb 04New 90-day high: ₱6.30The company is up 24% from its price of ₱5.08 on 06 November 2020. The Filipino market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period.
お知らせ • Jan 29GMA Network, Inc., Annual General Meeting, May 19, 2021GMA Network, Inc., Annual General Meeting, May 19, 2021, at 10:00 Singapore Standard Time.
Is New 90 Day High Low • Jan 14New 90-day high: ₱6.10The company is up 18% from its price of ₱5.17 on 16 October 2020. The Filipino market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Media industry, which is up 15% over the same period.
Is New 90 Day High Low • Dec 05New 90-day high: ₱5.91The company is up 17% from its price of ₱5.05 on 04 September 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 31% over the same period.
Is New 90 Day High Low • Nov 18New 90-day high: ₱5.45The company is up 7.0% from its price of ₱5.08 on 20 August 2020. The Filipino market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 13% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱5.91b (up 37% from 3Q 2019). Net income: ₱2.49b (up 200% from 3Q 2019). Profit margin: 42% (up from 19% in 3Q 2019). The increase in margin was primarily driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings.
