Vistamalls（STR）株式概要ビスタモールズ社は子会社を通じて、フィリピンの小売モールとビジネス・プロセス・アウトソーシング商業センターの賃貸事業を行っている。 詳細STR ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金3/6報酬株価収益率（ 1.2 x） PH市場（ 7.6 x）を下回っています。リスク分析4.29%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るSTR Community Fair Values Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₱Current Price₱1.010% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture030b2016201920222025202620282031Revenue ₱30.4bEarnings ₱15.1bAdvancedSet Fair ValueView all narrativesVistamalls, Inc. 競合他社AyalaLand Logistics HoldingsSymbol: PSE:ALLHCMarket cap: ₱7.0bD.M. Wenceslao & AssociatesSymbol: PSE:DMWMarket cap: ₱17.0bDoubleDragonSymbol: PSE:DDMarket cap: ₱23.8bPTFC RedevelopmentSymbol: PSE:TFCMarket cap: ₱1.9b価格と性能株価の高値、安値、推移の概要Vistamalls過去の株価現在の株価₱1.0152週高値₱1.9952週安値₱1.00ベータ0.0851ヶ月の変化-5.61%3ヶ月変化-12.17%1年変化-32.67%3年間の変化-64.31%5年間の変化-73.28%IPOからの変化12.22%最新ニュースUpcoming Dividend • Jan 07Upcoming dividend of ₱0.043 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 05 February 2026. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Filipino dividend payers (6.0%). Higher than average of industry peers (2.8%).お知らせ • Dec 30Vistamalls, Inc. announces Annual dividend, payable on February 05, 2026Vistamalls, Inc. announced Annual dividend of PHP 0.0433 per share payable on February 05, 2026, ex-date on January 14, 2026 and record date on January 15, 2026.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ₱0.31 (vs ₱0.32 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.31 (down from ₱0.32 in 3Q 2024). Revenue: ₱4.09b (down 3.1% from 3Q 2024). Net income: ₱2.61b (down 1.9% from 3Q 2024). Profit margin: 64% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 14Vistamalls, Inc. to Report Nine Months, 2025 Results on Nov 13, 2025Vistamalls, Inc. announced that they will report nine months, 2025 results on Nov 13, 2025Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₱0.33 (vs ₱0.23 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.33 (up from ₱0.23 in 2Q 2024). Revenue: ₱4.08b (up 19% from 2Q 2024). Net income: ₱2.78b (up 46% from 2Q 2024). Profit margin: 68% (up from 56% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Jul 28Vistamalls, Inc. Announces Board and Committee AppointmentsVistamalls, Inc. announced at its Annual Stockholders' Meeting held on July 28, 2025 announced the appointment of Marilou O. Adea as director of the company for the year 2025. Ms Adea was elected as independent director. The following officers were elected as members of the Management Committee of the Company: Manuel Paolo A. Villar Camille A. Villar,Brian N. Edang. The constitution of Corporate Governance Committee are as follows: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member,Manuel B. Villar, Jr. - Member,Board Risk Oversight Committee: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member, Manuel Paolo A. Villar - Member, Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member, Achawin Asavabhokin - Member.最新情報をもっと見るRecent updatesUpcoming Dividend • Jan 07Upcoming dividend of ₱0.043 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 05 February 2026. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Filipino dividend payers (6.0%). Higher than average of industry peers (2.8%).お知らせ • Dec 30Vistamalls, Inc. announces Annual dividend, payable on February 05, 2026Vistamalls, Inc. announced Annual dividend of PHP 0.0433 per share payable on February 05, 2026, ex-date on January 14, 2026 and record date on January 15, 2026.Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ₱0.31 (vs ₱0.32 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.31 (down from ₱0.32 in 3Q 2024). Revenue: ₱4.09b (down 3.1% from 3Q 2024). Net income: ₱2.61b (down 1.9% from 3Q 2024). Profit margin: 64% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 14Vistamalls, Inc. to Report Nine Months, 2025 Results on Nov 13, 2025Vistamalls, Inc. announced that they will report nine months, 2025 results on Nov 13, 2025Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₱0.33 (vs ₱0.23 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.33 (up from ₱0.23 in 2Q 2024). Revenue: ₱4.08b (up 19% from 2Q 2024). Net income: ₱2.78b (up 46% from 2Q 2024). Profit margin: 68% (up from 56% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Jul 28Vistamalls, Inc. Announces Board and Committee AppointmentsVistamalls, Inc. announced at its Annual Stockholders' Meeting held on July 28, 2025 announced the appointment of Marilou O. Adea as director of the company for the year 2025. Ms Adea was elected as independent director. The following officers were elected as members of the Management Committee of the Company: Manuel Paolo A. Villar Camille A. Villar,Brian N. Edang. The constitution of Corporate Governance Committee are as follows: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member,Manuel B. Villar, Jr. - Member,Board Risk Oversight Committee: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member, Manuel Paolo A. Villar - Member, Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member, Achawin Asavabhokin - Member.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₱1.79, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 6x in the Real Estate industry in Philippines. Total loss to shareholders of 45% over the past three years.New Risk • Jun 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Board Change • Jun 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Cherrylyn Prado-Caoile 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 • Jun 02+ 1 more updateVistamalls, Inc. to Report Fiscal Year 2024 Results on Jun 02, 2025Vistamalls, Inc. announced that they will report fiscal year 2024 results at 9:30 AM, Singapore Standard Time on Jun 02, 2025お知らせ • May 13Vistamalls, Inc., Annual General Meeting, Jul 03, 2025Vistamalls, Inc., Annual General Meeting, Jul 03, 2025.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.32 (vs ₱0.21 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.32 (up from ₱0.21 in 3Q 2023). Revenue: ₱3.82b (up 4.5% from 3Q 2023). Net income: ₱2.66b (up 52% from 3Q 2023). Profit margin: 70% (up from 48% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Nov 13Vistamalls, Inc. Declares Cash Dividends for 2024, Payable on 12 December 2024The Board of Vistamalls, Inc. approved the declaration of cash dividends of PHP 0.0365 for 2024 which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date: 28 November 2024. Payment Date: 12 December 2024.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₱0.23 (vs ₱0.37 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.23 (down from ₱0.37 in 2Q 2023). Revenue: ₱3.28b (down 23% from 2Q 2023). Net income: ₱1.90b (down 38% from 2Q 2023). Profit margin: 58% (down from 72% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Aug 14Vistamalls, Inc. to Report Q2, 2024 Results on Aug 14, 2024Vistamalls, Inc. announced that they will report Q2, 2024 results on Aug 14, 2024New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).お知らせ • Jun 24Vistamalls, Inc. Approves Management AppointmentsVistamalls, Inc. approved the election of members of the Management Committee of the Company: Manuel Paolo A. Villar, Camille A. Villar and Brian N. Edang. Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member and Achawin Asavabhokin - Member. The company also elected Cynthia J. Javarez as Chief Risk Officer, at its AGM held on June 24, 2024. Nomination Committee: Manuel B. Villar, Jr. - Chairman, Achawin Asavabhokin - Member and Cherrylyn P. Caoile (Independent Director) - Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar - Chairman, Camille A. Villar - Member and Cherrylyn P. Caoile (Independent Director) - Member. Audit Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member and Cynthia J. Javarez - Member. Corporate Governance Committee: Cherrylyn P. Caoile (Independent Director) - Chairman, Marilou O. Adea (Independent Director) - Member and Manuel B. Villar, Jr. - Member. Board Risk Oversight Committee:Cherrylyn P. Caoile (Independent Director) - Chairman, Marilou O. Adea (Independent Director) - Member and Manuel Paolo A. Villar - Member Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member and Achawin Asavabhokin - Member.お知らせ • May 25Vistamalls, Inc. Announces Executive ChangesVistamalls, Inc. announced that in the special meeting of the Board of Directors of the Company held on May 24, 2024, the Board has approved the appointment of Ms. Leamor Harlea as officer-in-charge for the position of Chief Audit Executive OIC, effective May 27, 2024. She will be temporarily taking over the functions of Chief Audit Executive currently held by Melissa Camille Z. Domingo, who will be taking study leave for a year.お知らせ • May 03Vistamalls, Inc., Annual General Meeting, Jun 24, 2024Vistamalls, Inc., Annual General Meeting, Jun 24, 2024.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: ₱1.01 (vs ₱0.99 in FY 2022)Full year 2023 results: EPS: ₱1.01 (up from ₱0.99 in FY 2022). Revenue: ₱13.1b (up 4.1% from FY 2022). Net income: ₱8.53b (up 2.0% from FY 2022). Profit margin: 65% (down from 66% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₱0.21 (vs ₱0.20 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.21 (up from ₱0.20 in 3Q 2022). Revenue: ₱3.65b (up 40% from 3Q 2022). Net income: ₱1.75b (up 4.4% from 3Q 2022). Profit margin: 48% (down from 64% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Nov 14Vistamalls, Inc. to Report Nine Months, 2023 Results on Nov 14, 2023Vistamalls, Inc. announced that they will report nine months, 2023 results on Nov 14, 2023New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).お知らせ • Sep 29Vistamalls, Inc. Approves Cash Dividend, Payable on October 27, 2023Vistamalls, Inc. approved cash dividend of PHP 0.0306 which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is 13 October 2023. Payment Date is 27 October 2023.New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₱0.32 (vs ₱0.09 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.32 (up from ₱0.09 in 2Q 2022). Revenue: ₱4.15b (up 17% from 2Q 2022). Net income: ₱2.66b (up 235% from 2Q 2022). Profit margin: 64% (up from 22% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jun 27Vistamalls, Inc. Announces Executive ChangesVistamalls, Inc. at the AGM, the shareholders approved the election of Mr. Manuel B. Villar, Jr. was elected as Chairman; the following persons were elected as officers of the Company: Manuel Paolo A. Villar - President; Cynthia J. Javarez - Treasurer & Chief Risk Officer; Brian N. Edang - Chief Financial Officer & Head of Investor Relations; Ma. Nalen SJ Rosero - Corporate Secretary & Chief Information Officer; Arbin Omar P. Cariño - Assistant Corporate Secretary & Compliance Officer; Rowena B. Bandigan - Chief Accountant; and Melissa Camille Z. Domingo - Chief Audit Executive. The following officers were elected as members of the Management Committee of the company: Manuel Paolo A. Villar; Camille A. Villar; and Brian N. Edang. The following directors were elected as members of the following committees of the Board: Nomination Committee: Manuel B. Villar, Jr. – Chairman; Achawin Asavabhokin – Member; Cherrylyn P. Caoile (Independent Director) – Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar – Chairman; Camille A. Villar – Member; Cherrylyn P. Caoile (Independent Director) – Member. Audit Committee: Marilou O. Adea (Independent Director) – Chairman; Cherrylyn P. Caoile (Independent Director) – Member; Cynthia J. Javarez – Member. Corporate Governance Committee: Cherrylyn P. Caoile (Independent Director) – Chairman; Marilou O. Adea (Independent Director) – Member; Manuel B. Villar, Jr. – Member. Board Risk Oversight Committee: Cherrylyn P. Caoile (Independent Director) – Chairman; Marilou O. Adea (Independent Director) – Member; Manuel Paolo A. Villar – Member. Related Party Transactions Committee: Marilou O. Adea (Independent Director) – Chairman; Cherrylyn P. Caoile (Independent Director) – Member; and Achawin Asavabhokin – Member.Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.3%. The fair value is estimated to be ₱3.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 48%.Reported Earnings • May 04Full year 2022 earnings released: EPS: ₱0.99 (vs ₱0.52 in FY 2021)Full year 2022 results: EPS: ₱0.99 (up from ₱0.52 in FY 2021). Revenue: ₱12.1b (up 32% from FY 2021). Net income: ₱8.36b (up 90% from FY 2021). Profit margin: 69% (up from 48% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₱3.48, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 9x in the Real Estate industry in Philippines. Total loss to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱3.48, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 8x in the Real Estate industry in Philippines. Total loss to shareholders of 36% over the past three years.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₱0.20 (vs ₱0.08 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.20 (up from ₱0.08 in 3Q 2021). Revenue: ₱2.61b (up 39% from 3Q 2021). Net income: ₱1.68b (up 148% from 3Q 2021). Profit margin: 64% (up from 36% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Cherrylyn Prado-Caoile 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. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 37% share price gain to ₱4.45, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 8x in the Real Estate industry in Philippines. Total loss to shareholders of 20% over the past three years.Upcoming Dividend • Oct 04Upcoming dividend of ₱0.026 per shareEligible shareholders must have bought the stock before 11 October 2022. Payment date: 27 October 2022. Payout ratio is a comfortable 2.5% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Filipino dividend payers (5.8%). Lower than average of industry peers (1.0%).お知らせ • Oct 01Vistamalls, Inc. Approves Cash Dividend, Payable on 27 October 2022Vistamalls, Inc. approved cash dividend of Php 0.0262 which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is 14 October 2022. Payment Date is 27 October 2022.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.17 (vs ₱0.086 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.17 (up from ₱0.086 in 2Q 2021). Revenue: ₱2.63b (up 52% from 2Q 2021). Net income: ₱1.46b (up 101% from 2Q 2021). Profit margin: 55% (up from 42% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 31Vistamalls, Inc. to Report Q4, 2022 Results on May 30, 2022Vistamalls, Inc. announced that they will report Q4, 2022 results on May 30, 2022お知らせ • May 25Vistamalls, Inc. Announces Director ChangesVistamalls, Inc. announced that effective May 24, 2022, Atty. Arbin Omar P. Cariño was duly nominated and elected as Assistant Corporate Secretary & Compliance Officer of Vistamalls, Inc. due to resignation of Atty. Jo Marie Lazaro-Lim.Reported Earnings • May 24Full year 2021 earnings released: EPS: ₱0.52 (vs ₱0.32 in FY 2020)Full year 2021 results: EPS: ₱0.52 (up from ₱0.32 in FY 2020). Revenue: ₱9.23b (up 29% from FY 2020). Net income: ₱4.41b (up 62% from FY 2020). Profit margin: 48% (up from 38% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • May 02Vistamalls, Inc., Annual General Meeting, Jun 27, 2022Vistamalls, Inc., Annual General Meeting, Jun 27, 2022.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 Cherrylyn Prado-Caoile 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.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱4.29, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 12x in the Real Estate industry in Philippines. Total loss to shareholders of 27% over the past three years.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.08 (vs ₱0.049 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₱1.87b (up 43% from 3Q 2020). Net income: ₱675.0m (up 64% from 3Q 2020). Profit margin: 36% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Oct 05Upcoming dividend of ₱0.016 per shareEligible shareholders must have bought the stock before 12 October 2021. Payment date: 28 October 2021. Trailing yield: 0.4%. Lower than top quartile of Filipino dividend payers (4.1%). Lower than average of industry peers (0.7%).Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.086 (vs ₱0.043 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱1.73b (up 42% from 2Q 2020). Net income: ₱727.0m (up 101% from 2Q 2020). Profit margin: 42% (up from 30% 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 8% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Reported Earnings • May 27First quarter 2021 earnings released: EPS ₱0.11 (vs ₱0.094 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ₱2.02b (down 3.4% from 1Q 2020). Net income: ₱920.0m (up 16% from 1Q 2020). Profit margin: 46% (up from 38% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • May 11Full year 2020 earnings released: EPS ₱0.32 (vs ₱0.31 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₱7.27b (down 2.0% from FY 2019). Net income: ₱2.72b (up 3.6% from FY 2019). Profit margin: 37% (up from 35% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Executive Departure • Apr 18Independent Director has left the companyOn the 6th of April, Joel Bodegon's tenure as Independent Director ended after 10.5 years in the role. As of December 2020, Joel personally held only 1.00k shares (₱4.2k worth at the time). Joel is the only executive to leave the company over the last 12 months.Is New 90 Day High Low • Feb 23New 90-day low: ₱3.98The company is down 18% from its price of ₱4.85 on 25 November 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 4.0% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.049The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱1.31b (down 25% from 3Q 2019). Net income: ₱411.0m (down 42% from 3Q 2019). Profit margin: 31% (down from 41% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Nov 17New 90-day high: ₱4.25The company is up 11% from its price of ₱3.82 on 19 August 2020. The Filipino market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 17% over the same period.お知らせ • Nov 13Vistamalls, Inc. to Report Nine Months, 2020 Results on Nov 13, 2020Vistamalls, Inc. announced that they will report nine months, 2020 results on Nov 13, 2020Is New 90 Day High Low • Oct 30New 90-day high: ₱4.13The company is up 4.0% from its price of ₱3.99 on 30 July 2020. The Filipino market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 5.0% over the same period.Upcoming Dividend • Oct 05Upcoming Dividend of ₱0.016 Per ShareWill be paid on the 29th of October to those who are registered shareholders by the 12th of October. The trailing yield of 1.5% is below the top quartile of Filipino dividend payers (4.6%), but is in line with industry peers (1.7%).Is New 90 Day High Low • Oct 01New 90-day low: ₱3.58The company is down 1.0% from its price of ₱3.61 on 03 July 2020. The Filipino market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is down 13% over the same period.株主還元STRPH Real EstatePH 市場7D-1.9%-1.3%-1.7%1Y-32.7%-15.5%-10.8%株主還元を見る業界別リターン: STR過去 1 年間で-15.5 % の収益を上げたPH Real Estate業界を下回りました。リターン対市場: STRは、過去 1 年間で-10.8 % のリターンを上げたPH市場を下回りました。価格変動Is STR's price volatile compared to industry and market?STR volatilitySTR Average Weekly Movement7.2%Real Estate Industry Average Movement5.8%Market Average Movement5.2%10% most volatile stocks in PH Market10.4%10% least volatile stocks in PH Market2.8%安定した株価: STR 、 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: STRの 週次ボラティリティ ( 7% ) 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1969185Manuel Paolo Villarwww.vistamalls.com.phVistamalls, Inc.は、子会社を通じてフィリピンの小売モールやビジネスプロセスアウトソーシング商業センターの賃貸事業を行っている。同社は以前Starmalls, Inc.として知られていたが、2019年9月にVistamalls, Inc.に社名を変更した。同社は1969年に法人化され、フィリピンのラスピナス市に本社を置いている。Vistamalls, Inc.はVista Land & Lifescapes, Inc.の子会社である。もっと見るVistamalls, Inc. 基礎のまとめVistamalls の収益と売上を時価総額と比較するとどうか。STR 基礎統計学時価総額₱8.51b収益（TTM）₱7.40b売上高(TTM)₱14.89b1.2xPER（株価収益率0.6xP/SレシオSTR 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STR 損益計算書（TTM）収益₱14.89b売上原価₱202.41m売上総利益₱14.68bその他の費用₱7.29b収益₱7.40b直近の収益報告Sep 30, 2025次回決算日該当なし一株当たり利益（EPS）0.88グロス・マージン98.64%純利益率49.68%有利子負債／自己資本比率1.6%STR 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4.3%現在の配当利回り5%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 20:07終値2026/05/22 00:00収益2025/09/30年間収益2024/12/31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Vistamalls, 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
Upcoming Dividend • Jan 07Upcoming dividend of ₱0.043 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 05 February 2026. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Filipino dividend payers (6.0%). Higher than average of industry peers (2.8%).
お知らせ • Dec 30Vistamalls, Inc. announces Annual dividend, payable on February 05, 2026Vistamalls, Inc. announced Annual dividend of PHP 0.0433 per share payable on February 05, 2026, ex-date on January 14, 2026 and record date on January 15, 2026.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ₱0.31 (vs ₱0.32 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.31 (down from ₱0.32 in 3Q 2024). Revenue: ₱4.09b (down 3.1% from 3Q 2024). Net income: ₱2.61b (down 1.9% from 3Q 2024). Profit margin: 64% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 14Vistamalls, Inc. to Report Nine Months, 2025 Results on Nov 13, 2025Vistamalls, Inc. announced that they will report nine months, 2025 results on Nov 13, 2025
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₱0.33 (vs ₱0.23 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.33 (up from ₱0.23 in 2Q 2024). Revenue: ₱4.08b (up 19% from 2Q 2024). Net income: ₱2.78b (up 46% from 2Q 2024). Profit margin: 68% (up from 56% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Jul 28Vistamalls, Inc. Announces Board and Committee AppointmentsVistamalls, Inc. announced at its Annual Stockholders' Meeting held on July 28, 2025 announced the appointment of Marilou O. Adea as director of the company for the year 2025. Ms Adea was elected as independent director. The following officers were elected as members of the Management Committee of the Company: Manuel Paolo A. Villar Camille A. Villar,Brian N. Edang. The constitution of Corporate Governance Committee are as follows: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member,Manuel B. Villar, Jr. - Member,Board Risk Oversight Committee: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member, Manuel Paolo A. Villar - Member, Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member, Achawin Asavabhokin - Member.
Upcoming Dividend • Jan 07Upcoming dividend of ₱0.043 per shareEligible shareholders must have bought the stock before 14 January 2026. Payment date: 05 February 2026. Payout ratio is a comfortable 4.9% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Filipino dividend payers (6.0%). Higher than average of industry peers (2.8%).
お知らせ • Dec 30Vistamalls, Inc. announces Annual dividend, payable on February 05, 2026Vistamalls, Inc. announced Annual dividend of PHP 0.0433 per share payable on February 05, 2026, ex-date on January 14, 2026 and record date on January 15, 2026.
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: ₱0.31 (vs ₱0.32 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.31 (down from ₱0.32 in 3Q 2024). Revenue: ₱4.09b (down 3.1% from 3Q 2024). Net income: ₱2.61b (down 1.9% from 3Q 2024). Profit margin: 64% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 14Vistamalls, Inc. to Report Nine Months, 2025 Results on Nov 13, 2025Vistamalls, Inc. announced that they will report nine months, 2025 results on Nov 13, 2025
Reported Earnings • Aug 16Second quarter 2025 earnings released: EPS: ₱0.33 (vs ₱0.23 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.33 (up from ₱0.23 in 2Q 2024). Revenue: ₱4.08b (up 19% from 2Q 2024). Net income: ₱2.78b (up 46% from 2Q 2024). Profit margin: 68% (up from 56% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Jul 28Vistamalls, Inc. Announces Board and Committee AppointmentsVistamalls, Inc. announced at its Annual Stockholders' Meeting held on July 28, 2025 announced the appointment of Marilou O. Adea as director of the company for the year 2025. Ms Adea was elected as independent director. The following officers were elected as members of the Management Committee of the Company: Manuel Paolo A. Villar Camille A. Villar,Brian N. Edang. The constitution of Corporate Governance Committee are as follows: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member,Manuel B. Villar, Jr. - Member,Board Risk Oversight Committee: Cherrylyn P. Caoile (Independent Director) - Chairman,Marilou O. Adea (Independent Director) - Member, Manuel Paolo A. Villar - Member, Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member, Achawin Asavabhokin - Member.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₱1.79, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 6x in the Real Estate industry in Philippines. Total loss to shareholders of 45% over the past three years.
New Risk • Jun 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Board Change • Jun 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Director Cherrylyn Prado-Caoile 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 • Jun 02+ 1 more updateVistamalls, Inc. to Report Fiscal Year 2024 Results on Jun 02, 2025Vistamalls, Inc. announced that they will report fiscal year 2024 results at 9:30 AM, Singapore Standard Time on Jun 02, 2025
お知らせ • May 13Vistamalls, Inc., Annual General Meeting, Jul 03, 2025Vistamalls, Inc., Annual General Meeting, Jul 03, 2025.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.32 (vs ₱0.21 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.32 (up from ₱0.21 in 3Q 2023). Revenue: ₱3.82b (up 4.5% from 3Q 2023). Net income: ₱2.66b (up 52% from 3Q 2023). Profit margin: 70% (up from 48% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Nov 13Vistamalls, Inc. Declares Cash Dividends for 2024, Payable on 12 December 2024The Board of Vistamalls, Inc. approved the declaration of cash dividends of PHP 0.0365 for 2024 which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date: 28 November 2024. Payment Date: 12 December 2024.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ₱0.23 (vs ₱0.37 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.23 (down from ₱0.37 in 2Q 2023). Revenue: ₱3.28b (down 23% from 2Q 2023). Net income: ₱1.90b (down 38% from 2Q 2023). Profit margin: 58% (down from 72% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Aug 14Vistamalls, Inc. to Report Q2, 2024 Results on Aug 14, 2024Vistamalls, Inc. announced that they will report Q2, 2024 results on Aug 14, 2024
New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (31% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (8.5% average weekly change).
お知らせ • Jun 24Vistamalls, Inc. Approves Management AppointmentsVistamalls, Inc. approved the election of members of the Management Committee of the Company: Manuel Paolo A. Villar, Camille A. Villar and Brian N. Edang. Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member and Achawin Asavabhokin - Member. The company also elected Cynthia J. Javarez as Chief Risk Officer, at its AGM held on June 24, 2024. Nomination Committee: Manuel B. Villar, Jr. - Chairman, Achawin Asavabhokin - Member and Cherrylyn P. Caoile (Independent Director) - Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar - Chairman, Camille A. Villar - Member and Cherrylyn P. Caoile (Independent Director) - Member. Audit Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member and Cynthia J. Javarez - Member. Corporate Governance Committee: Cherrylyn P. Caoile (Independent Director) - Chairman, Marilou O. Adea (Independent Director) - Member and Manuel B. Villar, Jr. - Member. Board Risk Oversight Committee:Cherrylyn P. Caoile (Independent Director) - Chairman, Marilou O. Adea (Independent Director) - Member and Manuel Paolo A. Villar - Member Related Party Transactions Committee: Marilou O. Adea (Independent Director) - Chairman, Cherrylyn P. Caoile (Independent Director) - Member and Achawin Asavabhokin - Member.
お知らせ • May 25Vistamalls, Inc. Announces Executive ChangesVistamalls, Inc. announced that in the special meeting of the Board of Directors of the Company held on May 24, 2024, the Board has approved the appointment of Ms. Leamor Harlea as officer-in-charge for the position of Chief Audit Executive OIC, effective May 27, 2024. She will be temporarily taking over the functions of Chief Audit Executive currently held by Melissa Camille Z. Domingo, who will be taking study leave for a year.
お知らせ • May 03Vistamalls, Inc., Annual General Meeting, Jun 24, 2024Vistamalls, Inc., Annual General Meeting, Jun 24, 2024.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: ₱1.01 (vs ₱0.99 in FY 2022)Full year 2023 results: EPS: ₱1.01 (up from ₱0.99 in FY 2022). Revenue: ₱13.1b (up 4.1% from FY 2022). Net income: ₱8.53b (up 2.0% from FY 2022). Profit margin: 65% (down from 66% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: ₱0.21 (vs ₱0.20 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.21 (up from ₱0.20 in 3Q 2022). Revenue: ₱3.65b (up 40% from 3Q 2022). Net income: ₱1.75b (up 4.4% from 3Q 2022). Profit margin: 48% (down from 64% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Nov 14Vistamalls, Inc. to Report Nine Months, 2023 Results on Nov 14, 2023Vistamalls, Inc. announced that they will report nine months, 2023 results on Nov 14, 2023
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Filipino stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.1% average weekly change).
お知らせ • Sep 29Vistamalls, Inc. Approves Cash Dividend, Payable on October 27, 2023Vistamalls, Inc. approved cash dividend of PHP 0.0306 which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is 13 October 2023. Payment Date is 27 October 2023.
New Risk • Aug 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₱0.32 (vs ₱0.09 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.32 (up from ₱0.09 in 2Q 2022). Revenue: ₱4.15b (up 17% from 2Q 2022). Net income: ₱2.66b (up 235% from 2Q 2022). Profit margin: 64% (up from 22% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jun 27Vistamalls, Inc. Announces Executive ChangesVistamalls, Inc. at the AGM, the shareholders approved the election of Mr. Manuel B. Villar, Jr. was elected as Chairman; the following persons were elected as officers of the Company: Manuel Paolo A. Villar - President; Cynthia J. Javarez - Treasurer & Chief Risk Officer; Brian N. Edang - Chief Financial Officer & Head of Investor Relations; Ma. Nalen SJ Rosero - Corporate Secretary & Chief Information Officer; Arbin Omar P. Cariño - Assistant Corporate Secretary & Compliance Officer; Rowena B. Bandigan - Chief Accountant; and Melissa Camille Z. Domingo - Chief Audit Executive. The following officers were elected as members of the Management Committee of the company: Manuel Paolo A. Villar; Camille A. Villar; and Brian N. Edang. The following directors were elected as members of the following committees of the Board: Nomination Committee: Manuel B. Villar, Jr. – Chairman; Achawin Asavabhokin – Member; Cherrylyn P. Caoile (Independent Director) – Member. Compensation and Remuneration Committee: Manuel Paolo A. Villar – Chairman; Camille A. Villar – Member; Cherrylyn P. Caoile (Independent Director) – Member. Audit Committee: Marilou O. Adea (Independent Director) – Chairman; Cherrylyn P. Caoile (Independent Director) – Member; Cynthia J. Javarez – Member. Corporate Governance Committee: Cherrylyn P. Caoile (Independent Director) – Chairman; Marilou O. Adea (Independent Director) – Member; Manuel B. Villar, Jr. – Member. Board Risk Oversight Committee: Cherrylyn P. Caoile (Independent Director) – Chairman; Marilou O. Adea (Independent Director) – Member; Manuel Paolo A. Villar – Member. Related Party Transactions Committee: Marilou O. Adea (Independent Director) – Chairman; Cherrylyn P. Caoile (Independent Director) – Member; and Achawin Asavabhokin – Member.
Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.3%. The fair value is estimated to be ₱3.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 48%.
Reported Earnings • May 04Full year 2022 earnings released: EPS: ₱0.99 (vs ₱0.52 in FY 2021)Full year 2022 results: EPS: ₱0.99 (up from ₱0.52 in FY 2021). Revenue: ₱12.1b (up 32% from FY 2021). Net income: ₱8.36b (up 90% from FY 2021). Profit margin: 69% (up from 48% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₱3.48, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 9x in the Real Estate industry in Philippines. Total loss to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱3.48, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 8x in the Real Estate industry in Philippines. Total loss to shareholders of 36% over the past three years.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₱0.20 (vs ₱0.08 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.20 (up from ₱0.08 in 3Q 2021). Revenue: ₱2.61b (up 39% from 3Q 2021). Net income: ₱1.68b (up 148% from 3Q 2021). Profit margin: 64% (up from 36% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Cherrylyn Prado-Caoile 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. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 37% share price gain to ₱4.45, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 8x in the Real Estate industry in Philippines. Total loss to shareholders of 20% over the past three years.
Upcoming Dividend • Oct 04Upcoming dividend of ₱0.026 per shareEligible shareholders must have bought the stock before 11 October 2022. Payment date: 27 October 2022. Payout ratio is a comfortable 2.5% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Filipino dividend payers (5.8%). Lower than average of industry peers (1.0%).
お知らせ • Oct 01Vistamalls, Inc. Approves Cash Dividend, Payable on 27 October 2022Vistamalls, Inc. approved cash dividend of Php 0.0262 which shall be payable in cash to all its stockholders on the basis of outstanding stocks held by them. Record Date is 14 October 2022. Payment Date is 27 October 2022.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.17 (vs ₱0.086 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.17 (up from ₱0.086 in 2Q 2021). Revenue: ₱2.63b (up 52% from 2Q 2021). Net income: ₱1.46b (up 101% from 2Q 2021). Profit margin: 55% (up from 42% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 31Vistamalls, Inc. to Report Q4, 2022 Results on May 30, 2022Vistamalls, Inc. announced that they will report Q4, 2022 results on May 30, 2022
お知らせ • May 25Vistamalls, Inc. Announces Director ChangesVistamalls, Inc. announced that effective May 24, 2022, Atty. Arbin Omar P. Cariño was duly nominated and elected as Assistant Corporate Secretary & Compliance Officer of Vistamalls, Inc. due to resignation of Atty. Jo Marie Lazaro-Lim.
Reported Earnings • May 24Full year 2021 earnings released: EPS: ₱0.52 (vs ₱0.32 in FY 2020)Full year 2021 results: EPS: ₱0.52 (up from ₱0.32 in FY 2020). Revenue: ₱9.23b (up 29% from FY 2020). Net income: ₱4.41b (up 62% from FY 2020). Profit margin: 48% (up from 38% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • May 02Vistamalls, Inc., Annual General Meeting, Jun 27, 2022Vistamalls, Inc., Annual General Meeting, Jun 27, 2022.
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 Cherrylyn Prado-Caoile 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.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱4.29, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 12x in the Real Estate industry in Philippines. Total loss to shareholders of 27% over the past three years.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.08 (vs ₱0.049 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₱1.87b (up 43% from 3Q 2020). Net income: ₱675.0m (up 64% from 3Q 2020). Profit margin: 36% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Oct 05Upcoming dividend of ₱0.016 per shareEligible shareholders must have bought the stock before 12 October 2021. Payment date: 28 October 2021. Trailing yield: 0.4%. Lower than top quartile of Filipino dividend payers (4.1%). Lower than average of industry peers (0.7%).
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.086 (vs ₱0.043 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱1.73b (up 42% from 2Q 2020). Net income: ₱727.0m (up 101% from 2Q 2020). Profit margin: 42% (up from 30% 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 8% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Reported Earnings • May 27First quarter 2021 earnings released: EPS ₱0.11 (vs ₱0.094 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ₱2.02b (down 3.4% from 1Q 2020). Net income: ₱920.0m (up 16% from 1Q 2020). Profit margin: 46% (up from 38% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • May 11Full year 2020 earnings released: EPS ₱0.32 (vs ₱0.31 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₱7.27b (down 2.0% from FY 2019). Net income: ₱2.72b (up 3.6% from FY 2019). Profit margin: 37% (up from 35% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Executive Departure • Apr 18Independent Director has left the companyOn the 6th of April, Joel Bodegon's tenure as Independent Director ended after 10.5 years in the role. As of December 2020, Joel personally held only 1.00k shares (₱4.2k worth at the time). Joel is the only executive to leave the company over the last 12 months.
Is New 90 Day High Low • Feb 23New 90-day low: ₱3.98The company is down 18% from its price of ₱4.85 on 25 November 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 4.0% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.049The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱1.31b (down 25% from 3Q 2019). Net income: ₱411.0m (down 42% from 3Q 2019). Profit margin: 31% (down from 41% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Nov 17New 90-day high: ₱4.25The company is up 11% from its price of ₱3.82 on 19 August 2020. The Filipino market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 17% over the same period.
お知らせ • Nov 13Vistamalls, Inc. to Report Nine Months, 2020 Results on Nov 13, 2020Vistamalls, Inc. announced that they will report nine months, 2020 results on Nov 13, 2020
Is New 90 Day High Low • Oct 30New 90-day high: ₱4.13The company is up 4.0% from its price of ₱3.99 on 30 July 2020. The Filipino market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is up 5.0% over the same period.
Upcoming Dividend • Oct 05Upcoming Dividend of ₱0.016 Per ShareWill be paid on the 29th of October to those who are registered shareholders by the 12th of October. The trailing yield of 1.5% is below the top quartile of Filipino dividend payers (4.6%), but is in line with industry peers (1.7%).
Is New 90 Day High Low • Oct 01New 90-day low: ₱3.58The company is down 1.0% from its price of ₱3.61 on 03 July 2020. The Filipino market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is down 13% over the same period.
