View ValuationHaus Talk 将来の成長Future 基準チェック /06現在、 Haus Talkの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Real Estate 収益成長1.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 01Haus Talk, Inc., Annual General Meeting, Jul 29, 2026Haus Talk, Inc., Annual General Meeting, Jul 29, 2026, at 14:30 W. Australia Standard Time.Reported Earnings • May 14Full year 2025 earnings released: EPS: ₱0.14 (vs ₱0.15 in FY 2024)Full year 2025 results: EPS: ₱0.14 (down from ₱0.15 in FY 2024). Revenue: ₱1.41b (flat on FY 2024). Net income: ₱359.4m (down 2.0% from FY 2024). Profit margin: 25% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ₱0.063 (vs ₱0.069 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.063 (down from ₱0.069 in 3Q 2024). Revenue: ₱602.1m (down 3.4% from 3Q 2024). Net income: ₱156.7m (down 8.8% from 3Q 2024). Profit margin: 26% (down from 28% in 3Q 2024). 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 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 07Upcoming dividend of ₱0.03 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Filipino dividend payers (6.6%). In line with average of industry peers (3.1%).Declared Dividend • Oct 17Dividend increased to ₱0.03Dividend of ₱0.03 is 50% higher than last year. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (12% 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 34% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Oct 16Haus Talk, Inc. announces Annual dividend, payable on December 10, 2025Haus Talk, Inc. announced Annual dividend of PHP 0.0300 per share payable on December 10, 2025, ex-date on November 14, 2025 and record date on November 17, 2025.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.037 (vs ₱0.034 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.037 (up from ₱0.034 in 2Q 2024). Revenue: ₱371.0m (down 3.7% from 2Q 2024). Net income: ₱93.7m (up 9.1% from 2Q 2024). Profit margin: 25% (up from 22% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Haus Talk, Inc., Annual General Meeting, Jul 30, 2025Haus Talk, Inc., Annual General Meeting, Jul 30, 2025, at 14:00 W. Australia Standard Time.Reported Earnings • Apr 17Full year 2024 earnings released: EPS: ₱0.15 (vs ₱0.097 in FY 2023)Full year 2024 results: EPS: ₱0.15 (up from ₱0.097 in FY 2023). Revenue: ₱1.41b (up 38% from FY 2023). Net income: ₱366.8m (up 51% from FY 2023). Profit margin: 26% (up from 24% in FY 2023). The increase in margin was driven by higher 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 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ₱0.069 (vs ₱0.026 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.069 (up from ₱0.026 in 3Q 2023). Revenue: ₱624.1m (up 112% from 3Q 2023). Net income: ₱171.9m (up 168% from 3Q 2023). Profit margin: 28% (up from 22% in 3Q 2023). The increase in margin was driven by higher revenue.Upcoming Dividend • Oct 31Upcoming dividend of ₱0.02 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Filipino dividend payers (6.3%). In line with average of industry peers (2.0%).New Risk • Oct 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₱2.73b market cap, or US$47.2m).Declared Dividend • Oct 11Dividend increased to ₱0.02Dividend of ₱0.02 is 81% higher than last year. Ex-date: 7th November 2024 Payment date: 2nd December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%.お知らせ • Oct 10Haus Talk, Inc. Announces Cash Dividend, Payable on December 2, 2024Haus Talk, Inc. at its board meeting held on October 9, 2024 approved declaration of a cash dividend in the total amount of PHP 50,000,000.00, equivalent to PHP 0.02 per common share. The cash dividend shall be taken from the unrestricted retained earnings of the Corporation as of December 31, 2023, to be made available to all stockholders of record as of November 8, 2024 and payable on December 2, 2024.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.034 (vs ₱0.018 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.034 (up from ₱0.018 in 2Q 2023). Revenue: ₱385.4m (up 84% from 2Q 2023). Net income: ₱85.9m (up 93% from 2Q 2023). Profit margin: 22% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue.お知らせ • May 26Haus Talk, Inc., Annual General Meeting, Sep 25, 2024Haus Talk, Inc., Annual General Meeting, Sep 25, 2024.New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Market cap is less than US$100m (₱2.53b market cap, or US$43.9m).Reported Earnings • May 02Full year 2023 earnings released: EPS: ₱0.097 (vs ₱0.055 in FY 2022)Full year 2023 results: EPS: ₱0.097 (up from ₱0.055 in FY 2022). Revenue: ₱1.05b (up 66% from FY 2022). Net income: ₱242.6m (up 76% from FY 2022). Profit margin: 23% (up from 22% in FY 2022). The increase in margin was driven by higher revenue.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₱0.026 (vs ₱0.011 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.026 (up from ₱0.011 in 3Q 2022). Revenue: ₱293.8m (up 60% from 3Q 2022). Net income: ₱64.1m (up 140% from 3Q 2022). Profit margin: 22% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue.お知らせ • Oct 17Haus Talk, Inc. Announces Cash Dividend, Payable On December 5, 2023of HAUS TALK, INC announced that at the meeting of the Board of Directors held on October 16, 2023, the Board approved the declaration of a cash dividend in the total amount of Twenty Seven Million Six Hundred Eighty-Eight Thousand Seven Hundred Thirty-Three Pesos and Forty Centavos (PHP 27,688,733.40), equivalent to One Centavo (PHP 0.01) per common share. The cash dividend shall be taken from the unrestricted retained earnings of the Corporation as of December 31, 2022, to be made available to all stockholders of record as of November 8, 2023 and payable on December 5, 2023.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.018 (vs ₱0.016 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.018 (up from ₱0.016 in 2Q 2022). Revenue: ₱232.0m (up 20% from 2Q 2022). Net income: ₱43.5m (up 11% from 2Q 2022). Profit margin: 19% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses.Recent Insider Transactions • Jun 22President recently bought ₱425k worth of stockOn the 20th of June, Maria Madlambayan bought around 500k shares on-market at roughly ₱0.85 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. Maria has been a buyer over the last 12 months, purchasing a net total of ₱2.0m worth in shares.Reported Earnings • May 03Full year 2022 earnings released: EPS: ₱0.055 (vs ₱0.049 in FY 2021)Full year 2022 results: EPS: ₱0.055 (up from ₱0.049 in FY 2021). Revenue: ₱635.5m (up 45% from FY 2021). Net income: ₱138.1m (up 42% from FY 2021). Profit margin: 22% (in line with FY 2021).Recent Insider Transactions • Feb 14Key Executive recently bought ₱521k worth of stockOn the 10th of February, Terence Restituto Madlambayan bought around 501k shares on-market at roughly ₱1.04 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. Terence Restituto has been a buyer over the last 12 months, purchasing a net total of ₱1.6m worth in shares.Recent Insider Transactions • Jan 29President recently bought ₱520k worth of stockOn the 26th of January, Maria Madlambayan bought around 500k shares on-market at roughly ₱1.04 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. This was Maria's only on-market trade for the last 12 months.Reported Earnings • Nov 22Third quarter 2022 earnings released: EPS: ₱0.011 (vs ₱0.02 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.011 (down from ₱0.02 in 3Q 2021). Revenue: ₱183.3m (up 4.4% from 3Q 2021). Net income: ₱26.7m (down 34% from 3Q 2021). Profit margin: 15% (down from 23% in 3Q 2021). The decrease in margin was driven by higher expenses.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Sep 08+ 1 more updateHaus Talk, Inc., Annual General Meeting, Oct 19, 2022Haus Talk, Inc., Annual General Meeting, Oct 19, 2022, at 10:30 Singapore Standard Time.お知らせ • Aug 23Haus Talk, Inc. Announces Adoption of A Dividend PolicyThe Board of Directors of HAUS TALK, INC. approved on August 23, 2022, the adoption of a dividend policy. Under the dividend policy, the Corporation shall maintain an annual dividend payout ratio of at least 20% of the Corporation's recurring net income for the preceding calendar year. The Board of Directors shall have the authority to declare dividends subject to the requirements of applicable laws and regulations and the absence of circumstances which may restrict their declaration and payment.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.016 (vs ₱0.008 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.016 (up from ₱0.008 in 2Q 2021). Revenue: ₱193.6m (up 118% from 2Q 2021). Net income: ₱39.4m (up 145% from 2Q 2021). Profit margin: 20% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • May 19Full year 2021 earnings released: EPS: ₱0.049 (vs ₱0.025 in FY 2020)Full year 2021 results: EPS: ₱0.049 (up from ₱0.025 in FY 2020). Revenue: ₱441.3m (up 52% from FY 2020). Net income: ₱97.4m (up 93% from FY 2020). Profit margin: 22% (up from 17% in FY 2020). The increase in margin was driven by higher revenue.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 29+ 1 more updateHaus Talk, Inc. Approves Executive Changes, Effective April 1, 2022Haus Talk, Inc. announced that at its board meeting held on March 28, 2022, the board approved the resignation of Ms. Noemi D. Madlambayan as corporate secretary and her appointment as VP for Purchasing and Assistant Corporate Secretary, all effective April 1, 2022. The appointment of the incumbent Asst. Corporate Secretary Atty. Lyra Gracia Y. Lipae-Fabella to replace Ms. Noemi D. Madlambayan as Corporate Secretary, also effective April 1, 2022.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱1.04, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 13x in the Real Estate industry in Philippines.お知らせ • Jan 18Haus Talk, Inc. has completed an IPO in the amount of PHP 750 million.Haus Talk, Inc. has completed an IPO in the amount of PHP 750 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 350,000,000 Price\Range: PHP 1.5 Security Name: Common Shares Security Type: Common Stock Securities Offered: 150,000,000 Price\Range: PHP 1.5Board Change • Jan 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Haus Talk は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測PSE:HTI - アナリストの将来予測と過去の財務データ ( )PHP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20261,286325-1,395-1,380N/A12/31/20251,412359-1,236-1,221N/A9/30/20251,424370-817-783N/A6/30/20251,444385-1,205-1,162N/A3/31/20251,459377-451-398N/A12/31/20241,412367-529-477N/A9/30/20241,544401-869-819N/A6/30/20241,214293-585-548N/A3/31/20241,060251-689-658N/A12/31/20231,026222-412-380N/A9/30/2023745168532697N/A6/30/2023634130368530N/A3/31/2023597126438597N/A12/31/2022633138-764-597N/A9/30/2022823180-541326N/A6/30/2022737167-486378N/A3/31/2022569132-1,107-241N/A12/31/20214399756914N/A9/30/202130350-862-859N/A6/30/202132559-891-887N/A3/31/202132657-245-241N/A12/31/202029050-59-58N/A12/31/20192401N/A-43N/A12/31/2018384119N/A-1,102N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HTIの予測収益成長が 貯蓄率 ( 6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: HTIの収益がPH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: HTIの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: HTIの収益がPH市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: HTIの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HTIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YReal-estate-management-and-development 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 05:30終値2026/06/10 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Haus Talk, 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。0
お知らせ • Jun 01Haus Talk, Inc., Annual General Meeting, Jul 29, 2026Haus Talk, Inc., Annual General Meeting, Jul 29, 2026, at 14:30 W. Australia Standard Time.
Reported Earnings • May 14Full year 2025 earnings released: EPS: ₱0.14 (vs ₱0.15 in FY 2024)Full year 2025 results: EPS: ₱0.14 (down from ₱0.15 in FY 2024). Revenue: ₱1.41b (flat on FY 2024). Net income: ₱359.4m (down 2.0% from FY 2024). Profit margin: 25% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ₱0.063 (vs ₱0.069 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.063 (down from ₱0.069 in 3Q 2024). Revenue: ₱602.1m (down 3.4% from 3Q 2024). Net income: ₱156.7m (down 8.8% from 3Q 2024). Profit margin: 26% (down from 28% in 3Q 2024). 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 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 07Upcoming dividend of ₱0.03 per shareEligible shareholders must have bought the stock before 14 November 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Filipino dividend payers (6.6%). In line with average of industry peers (3.1%).
Declared Dividend • Oct 17Dividend increased to ₱0.03Dividend of ₱0.03 is 50% higher than last year. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 2.9%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (12% 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 34% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 16Haus Talk, Inc. announces Annual dividend, payable on December 10, 2025Haus Talk, Inc. announced Annual dividend of PHP 0.0300 per share payable on December 10, 2025, ex-date on November 14, 2025 and record date on November 17, 2025.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.037 (vs ₱0.034 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.037 (up from ₱0.034 in 2Q 2024). Revenue: ₱371.0m (down 3.7% from 2Q 2024). Net income: ₱93.7m (up 9.1% from 2Q 2024). Profit margin: 25% (up from 22% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Haus Talk, Inc., Annual General Meeting, Jul 30, 2025Haus Talk, Inc., Annual General Meeting, Jul 30, 2025, at 14:00 W. Australia Standard Time.
Reported Earnings • Apr 17Full year 2024 earnings released: EPS: ₱0.15 (vs ₱0.097 in FY 2023)Full year 2024 results: EPS: ₱0.15 (up from ₱0.097 in FY 2023). Revenue: ₱1.41b (up 38% from FY 2023). Net income: ₱366.8m (up 51% from FY 2023). Profit margin: 26% (up from 24% in FY 2023). The increase in margin was driven by higher 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 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: ₱0.069 (vs ₱0.026 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.069 (up from ₱0.026 in 3Q 2023). Revenue: ₱624.1m (up 112% from 3Q 2023). Net income: ₱171.9m (up 168% from 3Q 2023). Profit margin: 28% (up from 22% in 3Q 2023). The increase in margin was driven by higher revenue.
Upcoming Dividend • Oct 31Upcoming dividend of ₱0.02 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Filipino dividend payers (6.3%). In line with average of industry peers (2.0%).
New Risk • Oct 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.9% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₱2.73b market cap, or US$47.2m).
Declared Dividend • Oct 11Dividend increased to ₱0.02Dividend of ₱0.02 is 81% higher than last year. Ex-date: 7th November 2024 Payment date: 2nd December 2024 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%.
お知らせ • Oct 10Haus Talk, Inc. Announces Cash Dividend, Payable on December 2, 2024Haus Talk, Inc. at its board meeting held on October 9, 2024 approved declaration of a cash dividend in the total amount of PHP 50,000,000.00, equivalent to PHP 0.02 per common share. The cash dividend shall be taken from the unrestricted retained earnings of the Corporation as of December 31, 2023, to be made available to all stockholders of record as of November 8, 2024 and payable on December 2, 2024.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.034 (vs ₱0.018 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.034 (up from ₱0.018 in 2Q 2023). Revenue: ₱385.4m (up 84% from 2Q 2023). Net income: ₱85.9m (up 93% from 2Q 2023). Profit margin: 22% (up from 21% in 2Q 2023). The increase in margin was driven by higher revenue.
お知らせ • May 26Haus Talk, Inc., Annual General Meeting, Sep 25, 2024Haus Talk, Inc., Annual General Meeting, Sep 25, 2024.
New Risk • May 16New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risk Market cap is less than US$100m (₱2.53b market cap, or US$43.9m).
Reported Earnings • May 02Full year 2023 earnings released: EPS: ₱0.097 (vs ₱0.055 in FY 2022)Full year 2023 results: EPS: ₱0.097 (up from ₱0.055 in FY 2022). Revenue: ₱1.05b (up 66% from FY 2022). Net income: ₱242.6m (up 76% from FY 2022). Profit margin: 23% (up from 22% in FY 2022). The increase in margin was driven by higher revenue.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: ₱0.026 (vs ₱0.011 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.026 (up from ₱0.011 in 3Q 2022). Revenue: ₱293.8m (up 60% from 3Q 2022). Net income: ₱64.1m (up 140% from 3Q 2022). Profit margin: 22% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue.
お知らせ • Oct 17Haus Talk, Inc. Announces Cash Dividend, Payable On December 5, 2023of HAUS TALK, INC announced that at the meeting of the Board of Directors held on October 16, 2023, the Board approved the declaration of a cash dividend in the total amount of Twenty Seven Million Six Hundred Eighty-Eight Thousand Seven Hundred Thirty-Three Pesos and Forty Centavos (PHP 27,688,733.40), equivalent to One Centavo (PHP 0.01) per common share. The cash dividend shall be taken from the unrestricted retained earnings of the Corporation as of December 31, 2022, to be made available to all stockholders of record as of November 8, 2023 and payable on December 5, 2023.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.018 (vs ₱0.016 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.018 (up from ₱0.016 in 2Q 2022). Revenue: ₱232.0m (up 20% from 2Q 2022). Net income: ₱43.5m (up 11% from 2Q 2022). Profit margin: 19% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses.
Recent Insider Transactions • Jun 22President recently bought ₱425k worth of stockOn the 20th of June, Maria Madlambayan bought around 500k shares on-market at roughly ₱0.85 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. Maria has been a buyer over the last 12 months, purchasing a net total of ₱2.0m worth in shares.
Reported Earnings • May 03Full year 2022 earnings released: EPS: ₱0.055 (vs ₱0.049 in FY 2021)Full year 2022 results: EPS: ₱0.055 (up from ₱0.049 in FY 2021). Revenue: ₱635.5m (up 45% from FY 2021). Net income: ₱138.1m (up 42% from FY 2021). Profit margin: 22% (in line with FY 2021).
Recent Insider Transactions • Feb 14Key Executive recently bought ₱521k worth of stockOn the 10th of February, Terence Restituto Madlambayan bought around 501k shares on-market at roughly ₱1.04 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. Terence Restituto has been a buyer over the last 12 months, purchasing a net total of ₱1.6m worth in shares.
Recent Insider Transactions • Jan 29President recently bought ₱520k worth of stockOn the 26th of January, Maria Madlambayan bought around 500k shares on-market at roughly ₱1.04 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. This was Maria's only on-market trade for the last 12 months.
Reported Earnings • Nov 22Third quarter 2022 earnings released: EPS: ₱0.011 (vs ₱0.02 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.011 (down from ₱0.02 in 3Q 2021). Revenue: ₱183.3m (up 4.4% from 3Q 2021). Net income: ₱26.7m (down 34% from 3Q 2021). Profit margin: 15% (down from 23% in 3Q 2021). The decrease in margin was driven by higher expenses.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Sep 08+ 1 more updateHaus Talk, Inc., Annual General Meeting, Oct 19, 2022Haus Talk, Inc., Annual General Meeting, Oct 19, 2022, at 10:30 Singapore Standard Time.
お知らせ • Aug 23Haus Talk, Inc. Announces Adoption of A Dividend PolicyThe Board of Directors of HAUS TALK, INC. approved on August 23, 2022, the adoption of a dividend policy. Under the dividend policy, the Corporation shall maintain an annual dividend payout ratio of at least 20% of the Corporation's recurring net income for the preceding calendar year. The Board of Directors shall have the authority to declare dividends subject to the requirements of applicable laws and regulations and the absence of circumstances which may restrict their declaration and payment.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.016 (vs ₱0.008 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.016 (up from ₱0.008 in 2Q 2021). Revenue: ₱193.6m (up 118% from 2Q 2021). Net income: ₱39.4m (up 145% from 2Q 2021). Profit margin: 20% (up from 18% in 2Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • May 19Full year 2021 earnings released: EPS: ₱0.049 (vs ₱0.025 in FY 2020)Full year 2021 results: EPS: ₱0.049 (up from ₱0.025 in FY 2020). Revenue: ₱441.3m (up 52% from FY 2020). Net income: ₱97.4m (up 93% from FY 2020). Profit margin: 22% (up from 17% in FY 2020). The increase in margin was driven by higher revenue.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 29+ 1 more updateHaus Talk, Inc. Approves Executive Changes, Effective April 1, 2022Haus Talk, Inc. announced that at its board meeting held on March 28, 2022, the board approved the resignation of Ms. Noemi D. Madlambayan as corporate secretary and her appointment as VP for Purchasing and Assistant Corporate Secretary, all effective April 1, 2022. The appointment of the incumbent Asst. Corporate Secretary Atty. Lyra Gracia Y. Lipae-Fabella to replace Ms. Noemi D. Madlambayan as Corporate Secretary, also effective April 1, 2022.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱1.04, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 13x in the Real Estate industry in Philippines.
お知らせ • Jan 18Haus Talk, Inc. has completed an IPO in the amount of PHP 750 million.Haus Talk, Inc. has completed an IPO in the amount of PHP 750 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 350,000,000 Price\Range: PHP 1.5 Security Name: Common Shares Security Type: Common Stock Securities Offered: 150,000,000 Price\Range: PHP 1.5
Board Change • Jan 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Angelico Salud was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.