Globe Telecom（GLO）株式概要
グローブ・テレコムは、フィリピンにおいて個人消費者、法人、中小企業向けに電気通信サービスを提供している。 詳細
GLO Community Fair Values
Create NarrativeSee what 278 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Globe Telecom, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₱1,692.00 |
| 52週高値 | ₱2,004.00 |
| 52週安値 | ₱1,401.00 |
| ベータ | 0.28 |
| 1ヶ月の変化 | 2.48% |
| 3ヶ月変化 | -1.51% |
| 1年変化 | -14.55% |
| 3年間の変化 | -1.05% |
| 5年間の変化 | -6.57% |
| IPOからの変化 | 336.20% |
最新ニュース
ナラティブ更新 • Apr 25
GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability
Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.ナラティブ更新 • Apr 09
GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives
Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.ナラティブ更新 • Mar 26
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms
Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.ナラティブ更新 • Mar 12
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives
Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).ナラティブ更新 • Feb 24
GLO: Future Returns Will Rely On Dividends And Satellite Connectivity
Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).Recent updates
ナラティブ更新 • Apr 25
GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability
Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.ナラティブ更新 • Apr 09
GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives
Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.ナラティブ更新 • Mar 26
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms
Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.ナラティブ更新 • Mar 12
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives
Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).ナラティブ更新 • Feb 24
GLO: Future Returns Will Rely On Dividends And Satellite Connectivity
Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).ナラティブ更新 • Feb 10
GLO: Dividends And Satellite Connectivity Will Shape Returns At Fair Valuation
Analysts have lifted their fair value estimate for Globe Telecom to ₱1,650 from ₱1,550, citing updated assumptions that include a shift from a 0.30% revenue contraction to 3.74% revenue growth expectations, a slightly lower discount rate of 11.25% versus 11.39%, a modest trim to forecast profit margin to 14.48% from 14.95%, and a small adjustment in future P/E expectations to 11.23x from 11.56x. What's in the News Globe became the first operator in Southeast Asia and the second in Asia to offer Starlink's Direct to Cell satellite service, enabling data, voice, and messaging for standard LTE phones, with only a clear view of the sky required (Key Developments).ナラティブ更新 • Jan 25
GLO: Dividends And New ICT Venture Will Shape Returns At Fair Valuation
Analysts have kept their price target for Globe Telecom at ₱1,550, citing small adjustments to revenue growth, profit margin, and future P/E assumptions that largely offset each other in their valuation work. What's in the News Globe closed a joint venture with Singapore based NCS Pte.ナラティブ更新 • Jan 10
GLO: Dividends And New ICT Venture Will Shape Future Return Profile
Analysts have kept their price target for Globe Telecom unchanged at ₱1,550.00. They cite small adjustments to revenue expectations and margin outlook that do not materially alter their valuation or assumed forward P/E multiple.ナラティブ更新 • Dec 13
GLO: Future Dividend And Margin Outlook Will Shape Balanced Return Profile
Analysts have trimmed their 12 month price target for Globe Telecom to ₱1,550 from ₱1,650, reflecting slightly softer revenue growth expectations, improved profitability, and a lower assumed future price to earnings multiple. What's in the News Board meeting scheduled for December 9, 2025, to set the date of the 2026 Annual Stockholders' Meeting and address other corporate matters (company filing) Board meeting on November 6, 2025, to approve a fourth quarter cash dividend of ₱25.00 per common share, payable on December 5, 2025, to shareholders of record as of November 20, 2025 (company filing) Valuation Changes Fair Value Estimate: Reduced from ₱1,650 to ₱1,550, indicating a modest downgrade in the 12 month price target.
ナラティブ更新 • Aug 28
Digital Transformation And Network Expansion Will Create Future Opportunity
The slight downward revision in Globe Telecom’s analyst price target primarily reflects modestly softer revenue growth expectations, with consensus estimates declining from 2.1% to 2.0% per annum, resulting in a lowered fair value from ₱2256 to ₱2197. What's in the News Globe Fintech Innovations, Inc.
新しいナラティブ • Dec 09
STT Data Center Expansion, GCash Scaling, And 5G Boom To Supercharge Revenue And Boost Net Margins
Data center expansions and strategic leadership changes are set to boost revenue and improve margins through sustainable IT capacity and customer-centric approaches.株主還元
| GLO | PH Wireless Telecom | PH 市場 | |
|---|---|---|---|
| 7D | 2.7% | 3.0% | 1.6% |
| 1Y | -14.5% | 23.1% | -11.1% |
業界別リターン: GLO過去 1 年間で19.1 % の収益を上げたPH Wireless Telecom業界を下回りました。
リターン対市場: GLOは、過去 1 年間で-11.5 % のリターンを上げたPH市場を下回りました。
価格変動
| GLO volatility | |
|---|---|
| GLO Average Weekly Movement | 3.0% |
| Wireless Telecom Industry Average Movement | 4.0% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in PH Market | 10.2% |
| 10% least volatile stocks in PH Market | 3.0% |
安定した株価: GLO 、 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: GLOの 週次ボラティリティ ( 3% ) 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 |
|---|---|---|---|
| 1935 | 6,662 | Carl Raymond Cruz | www.globe.com.ph |
グローブ・テレコムはフィリピンで個人消費者、法人、中小企業向けに電気通信サービスを提供している。移動体通信サービス事業と有線通信サービス事業を通じて事業を展開している。同社は、「Globe Postpaid and Prepaid」、「Touch Mobile」ブランドのデジタル無線通信サービス、デジタル・モバイル・コミュニケーションおよびインターネット・オン・ザ・ゴー・サービス、音声、SMS、データおよび付加価値サービス、国際長距離通信サービスまたはキャリア・サービス、エンド・ツー・エンドのデータ・ソリューションを含む法人向けデータ・サービスを提供している。また、有線および固定無線ブロードバンド・サービス、GCashブランドの電子決済・送金サービス、コンテンツ・ダウンロード、モバイル・コマース・サービス、その他の付加価値サービス、技術およびITコンサルティング・サービス、クラウドソフトウェア開発サービス、電子書籍ソリューション、サポートおよび業界別ソリューション、倉庫および物流サービス、データ管理なども提供している。さらに、マーケティングおよび流通活動、データセンター管理、サポートおよびシェアードサービスの提供にも携わっている。旧社名はGMCR, Inc.で、1998年8月にグローブテレコム, Inc.に社名変更した。グローブテレコムは1935年に設立され、フィリピンのタギッグ市に本社を置いている。
Globe Telecom, Inc. 基礎のまとめ
| GLO 基礎統計学 | |
|---|---|
| 時価総額 | ₱244.44b |
| 収益（TTM） | ₱21.84b |
| 売上高(TTM) | ₱178.41b |
11.2x
PER（株価収益率1.4x
P/SレシオGLO は割高か？
公正価値と評価分析を参照収益と収入
| GLO 損益計算書（TTM） | |
|---|---|
| 収益 | ₱178.41b |
| 売上原価 | ₱30.05b |
| 売上総利益 | ₱148.36b |
| その他の費用 | ₱126.51b |
| 収益 | ₱21.84b |
直近の収益報告
Dec 31, 2025
次回決算日
May 13, 2026
| 一株当たり利益（EPS） | 151.18 |
| グロス・マージン | 83.16% |
| 純利益率 | 12.24% |
| 有利子負債／自己資本比率 | 146.9% |
GLO の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
5.9%
現在の配当利回り66%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/08 01:00 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Globe Telecom, Inc. 11 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。25
| アナリスト | 機関 |
|---|---|
| Sukriti Bansal | BofA Global Research |
| Daphne Sze | CGS International |
| Ralph Christian Bodollo | CGS International |