View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest Events2GO Group 過去の業績過去 基準チェック /362GO Groupは、平均年間8%の収益成長を遂げていますが、 Shipping業界の収益は、年間 成長しています。収益は、平均年間3.5% 5.1%収益成長率で 減少しています。 2GO Groupの自己資本利益率は45.3%であり、純利益率は2.6%です。主要情報7.96%収益成長率7.73%EPS成長率Shipping 業界の成長41.61%収益成長率-5.13%株主資本利益率45.29%ネット・マージン2.60%前回の決算情報31 Mar 2023最近の業績更新Reported Earnings • May 13First quarter 2023 earnings released: EPS: ₱0.076 (vs ₱0.014 loss in 1Q 2022)First quarter 2023 results: EPS: ₱0.076 (up from ₱0.014 loss in 1Q 2022). Revenue: ₱5.16b (up 29% from 1Q 2022). Net income: ₱186.8m (up ₱221.7m from 1Q 2022). Profit margin: 3.6% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 28Full year 2022 earnings released: EPS: ₱0.13 (vs ₱0.47 loss in FY 2021)Full year 2022 results: EPS: ₱0.13 (up from ₱0.47 loss in FY 2021). Revenue: ₱19.3b (up 25% from FY 2021). Net income: ₱308.8m (up ₱1.45b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 16Third quarter 2022 earnings released: EPS: ₱0.067 (vs ₱0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.067 (up from ₱0.14 loss in 3Q 2021). Revenue: ₱5.10b (up 37% from 3Q 2021). Net income: ₱165.3m (up ₱506.6m from 3Q 2021). Profit margin: 3.2% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.044 (vs ₱0.13 loss in 2Q 2021)Second quarter 2022 results: EPS: ₱0.044 (up from ₱0.13 loss in 2Q 2021). Revenue: ₱4.71b (up 24% from 2Q 2021). Net income: ₱108.1m (up ₱416.8m from 2Q 2021). Profit margin: 2.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.Reported Earnings • May 14First quarter 2022 earnings released: ₱0.014 loss per share (vs ₱0.12 loss in 1Q 2021)First quarter 2022 results: ₱0.014 loss per share (up from ₱0.12 loss in 1Q 2021). Revenue: ₱3.99b (flat on 1Q 2021). Net loss: ₱34.9m (loss narrowed 88% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 16% per year.Reported Earnings • Apr 14Full year 2021 earnings released: ₱0.47 loss per share (vs ₱0.75 loss in FY 2020)Full year 2021 results: ₱0.47 loss per share (up from ₱0.75 loss in FY 2020). Revenue: ₱15.4b (down 12% from FY 2020). Net loss: ₱1.14b (loss narrowed 38% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesお知らせ • Jul 03The Philippine Stock Exchange Oks 2GO's Voluntary DelistingThe Philippine Stock Exchange, on June 29, 2023, approved the voluntary delisting of logistics and transportation firm 2GO Group Inc. effective July 17. The firm's board of directors and stockholders approved the decision to quit the PSE's main board in February. 2GO said at the time that its share price no longer reflected its intrinsic value.お知らせ • May 192GO Group Set to Voluntarily Delist from Philippine Stock Exchange Starting July 172GO Group, Inc. has filed a petition to finally delist from the main board of the Philippine Stock Exchange (PSE) effective on July 17. In a regulatory filing on May 18, 2023, 2GO said the voluntary delisting was proposed by and is fully supported by its two major shareholders, SM Investments Corp. (SMIC) and Trident Investments Holdings Pte. Ltd. The move is the final step in the company’s bid to go private, which started on Feb. 28, when the board of directors of SMIC approved the holding of a voluntary tender offer for up to 378,817,279 common shares or 15.39% of the issued and outstanding common stock of 2GO. The shares were priced based on a fairness valuation report prepared by BPI Capital Corp. The tender offer was conducted by SMIC with a view to the voluntary delisting of 2GO’s common shares from the main board of the stock exchange. During 2GO’s annual stockholders’ meeting on April 18, shareholders owning 2,409,564,081 common shares or 97.86% of the outstanding common stock of the company voted in favor of the voluntary delisting with no shareholder voting against the move.Reported Earnings • May 13First quarter 2023 earnings released: EPS: ₱0.076 (vs ₱0.014 loss in 1Q 2022)First quarter 2023 results: EPS: ₱0.076 (up from ₱0.014 loss in 1Q 2022). Revenue: ₱5.16b (up 29% from 1Q 2022). Net income: ₱186.8m (up ₱221.7m from 1Q 2022). Profit margin: 3.6% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 28Full year 2022 earnings released: EPS: ₱0.13 (vs ₱0.47 loss in FY 2021)Full year 2022 results: EPS: ₱0.13 (up from ₱0.47 loss in FY 2021). Revenue: ₱19.3b (up 25% from FY 2021). Net income: ₱308.8m (up ₱1.45b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 16Third quarter 2022 earnings released: EPS: ₱0.067 (vs ₱0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.067 (up from ₱0.14 loss in 3Q 2021). Revenue: ₱5.10b (up 37% from 3Q 2021). Net income: ₱165.3m (up ₱506.6m from 3Q 2021). Profit margin: 3.2% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.044 (vs ₱0.13 loss in 2Q 2021)Second quarter 2022 results: EPS: ₱0.044 (up from ₱0.13 loss in 2Q 2021). Revenue: ₱4.71b (up 24% from 2Q 2021). Net income: ₱108.1m (up ₱416.8m from 2Q 2021). Profit margin: 2.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.Board Change • May 31High number of new directorsNon-Independent Director Stephen Ly was the last director to join the board, commencing their role in 2021.Reported Earnings • May 14First quarter 2022 earnings released: ₱0.014 loss per share (vs ₱0.12 loss in 1Q 2021)First quarter 2022 results: ₱0.014 loss per share (up from ₱0.12 loss in 1Q 2021). Revenue: ₱3.99b (flat on 1Q 2021). Net loss: ₱34.9m (loss narrowed 88% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 16% per year.Board Change • Apr 27High number of new directorsNon-Independent Director Stephen Ly was the last director to join the board, commencing their role in 2021.Reported Earnings • Apr 14Full year 2021 earnings released: ₱0.47 loss per share (vs ₱0.75 loss in FY 2020)Full year 2021 results: ₱0.47 loss per share (up from ₱0.75 loss in FY 2020). Revenue: ₱15.4b (down 12% from FY 2020). Net loss: ₱1.14b (loss narrowed 38% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Apr 07+ 1 more update2GO Group, Inc. Announces Change of Corporate Governance and Compliance OfficerAt the meeting of the Board of Directors of 2GO Group, Inc. held on April 6, 2022, the Board accepted the resignation of Mr. Noel Ang as Corporate Governance and Compliance Officer of 2GO. At the same meeting, the Board approved the appointment of Atty. Jufil E. Siquian as the new Corporate Governance and Compliance Officer. Atty. Siquian has is currently Head of Legal- AVP of 2GO. He started his career as a Junior Associate for five yearsin law firms before joining the corporate world. He joined RFM Corporation in 2007 as a Corporate Legal Counsel and moved up to the rank of Assistant Vice President and Head of Corporate Legal & Labor Relations and CorporateSecretary. He spent 11 years with RFM Corporation before joining Coca- Cola Beverages Philippines then moved to his latest stint with Carlsberg Group, based in Cambodia as Legal Director.Executive Departure • Dec 01Chief Operating Officer Waldo Basilla has left the companyOn the 20th of November, Waldo Basilla's tenure as Chief Operating Officer ended. We don't have any record of a personal shareholding under Waldo's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.42 years, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Nov 13Third quarter 2021 earnings released: ₱0.14 loss per share (vs ₱0.13 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ₱3.71b (down 19% from 3Q 2020). Net loss: ₱341.3m (loss widened 9.5% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 18Second quarter 2021 earnings released: ₱0.13 loss per share (vs ₱0.25 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: ₱3.80b (down 3.2% from 2Q 2020). Net loss: ₱308.7m (loss narrowed 50% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Reported Earnings • May 20First quarter 2021 earnings released: ₱0.12 loss per share (vs ₱0.044 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ₱3.99b (down 23% from 1Q 2020). Net loss: ₱291.1m (loss widened 167% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Executive Departure • Apr 17Lead Independent Non-Executive Director has left the companyOn the 15th of April, Joseph Tan's tenure as Lead Independent Non-Executive Director ended after 4.2 years in the role. As of December 2020, Joseph personally held only 100.00 shares (₱830 worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • Apr 01Full year 2020 earnings released: ₱0.75 loss per share (vs ₱0.17 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₱17.4b (down 19% from FY 2019). Net loss: ₱1.84b (loss widened 342% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Mar 19SM Investments Corporation (PSE:SM) authorized the conduct of a mandatory tender offer to acquire remaining 37.8% stake in 2GO Group, Inc. (PSE:2GO) for PHP 7.9 billion.SM Investments Corporation (PSE:SM) authorized the conduct of a mandatory tender offer to acquire remaining 37.8% stake in 2GO Group, Inc. (PSE:2GO) for PHP 7.9 billion on March 18, 2021. In related deal SM Investments Corporation (PSE:SM) agreed to acquire additional 31.7% stake in 2GO from Chelsea Logistics and Infrastructure Holdings Corp. on March 18, 2021.Reported Earnings • Mar 16Full year 2020 earnings released: ₱0.75 loss per share (vs ₱0.17 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₱17.4b (down 19% from FY 2019). Net loss: ₱1.84b (loss widened 342% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Mar 112GO Group, Inc., Annual General Meeting, Apr 23, 20212GO Group, Inc., Annual General Meeting, Apr 23, 2021, at 01:00 Coordinated Universal Time. Agenda: To consider call to Order; to consider certification of Notice and Quorum; to consider approval of Minutes of Annual Meeting of Stockholders held on June 18, 2020; to consider approval of Annual Report for 2020; to consider approval and Ratification of the Acts of the Board of Directors and Management; to consider election of Directors for 2021-2022; to consider appointment of External Auditor; to consider Other Matters.Is New 90 Day High Low • Jan 21New 90-day low: ₱8.20The company is down 8.0% from its price of ₱8.95 on 23 October 2020. The Filipino market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 55% over the same period.Is New 90 Day High Low • Jan 04New 90-day low: ₱8.27The company is down 3.0% from its price of ₱8.50 on 07 October 2020. The Filipino market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 55% over the same period.Reported Earnings • Nov 12Third quarter 2020 earnings released: ₱0.13 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ₱4.60b (down 14% from 3Q 2019). Net loss: ₱311.7m (loss narrowed 45% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 11New 90-day high: ₱9.25The company is up 9.0% from its price of ₱8.45 on 13 August 2020. The Filipino market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 27% over the same period.Is New 90 Day High Low • Oct 21New 90-day high: ₱9.20The company is up 2.0% from its price of ₱9.03 on 23 July 2020. The Filipino market is also up 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Shipping industry, which is up 16% over the same period.収支内訳2GO Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史PSE:2GO 収益、費用、利益 ( )PHP Millions日付収益収益G+A経費研究開発費31 Mar 2320,4345311,008031 Dec 2219,268309987030 Sep 2217,703361,288030 Jun 2216,315-4711,266031 Mar 2215,412-8881,461031 Dec 2115,408-1,1441,267030 Sep 2115,220-1,742833030 Jun 2116,110-1,712694031 Mar 2116,234-2,025619031 Dec 2017,409-1,843878030 Sep 2018,880-9851,171030 Jun 2019,373-1,1471,438031 Mar 2021,085-3471,440031 Dec 1921,410-4171,054030 Sep 1919,347-7991,522030 Jun 1919,369-1,2281,585031 Mar 1919,428-1,2471,713031 Dec 1819,666-1,0281,894030 Sep 1821,433-1,0901,618030 Jun 1821,924-2341,632031 Mar 1822,428-101,444031 Dec 1719,287-3842,134030 Sep 1721,241-511,832030 Jun 1720,347-1101,738031 Mar 1719,7471131,916031 Dec 1619,0543301,744030 Sep 1618,7726161,123030 Jun 1617,6227791,186031 Mar 1616,627751985001 Jan 1616,383971,122030 Sep 1516,1561,1111,323030 Jun 1515,9821,1141,163031 Mar 1515,1599661,137031 Dec 1414,427828853030 Sep 1413,233456981030 Jun 1412,6892711,016031 Mar 1412,9192501,176031 Dec 1313,3732121,170030 Sep 1314,0703541,253030 Jun 1314,4615451,255031 Mar 1314,052-611,134031 Dec 1213,654-3661,088030 Sep 1213,600-7191,0090質の高い収益: 2GOは 高品質の収益 を持っています。利益率の向上: 2GO過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 2GO過去 5 年間で収益を上げており、収益は年間8%増加しています。成長の加速: 2GOは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: 2GO昨年収益を上げたため、昨年の収益成長をShipping業界 ( 2.8% ) と比較することは困難です。株主資本利益率高いROE: 2GOの 自己資本利益率 ( 45.29% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health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2023/07/19 11:36終値2023/05/05 00:00収益2023/03/31年間収益2022/12/31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2GO Group, Inc. 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
Reported Earnings • May 13First quarter 2023 earnings released: EPS: ₱0.076 (vs ₱0.014 loss in 1Q 2022)First quarter 2023 results: EPS: ₱0.076 (up from ₱0.014 loss in 1Q 2022). Revenue: ₱5.16b (up 29% from 1Q 2022). Net income: ₱186.8m (up ₱221.7m from 1Q 2022). Profit margin: 3.6% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 28Full year 2022 earnings released: EPS: ₱0.13 (vs ₱0.47 loss in FY 2021)Full year 2022 results: EPS: ₱0.13 (up from ₱0.47 loss in FY 2021). Revenue: ₱19.3b (up 25% from FY 2021). Net income: ₱308.8m (up ₱1.45b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 16Third quarter 2022 earnings released: EPS: ₱0.067 (vs ₱0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.067 (up from ₱0.14 loss in 3Q 2021). Revenue: ₱5.10b (up 37% from 3Q 2021). Net income: ₱165.3m (up ₱506.6m from 3Q 2021). Profit margin: 3.2% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.044 (vs ₱0.13 loss in 2Q 2021)Second quarter 2022 results: EPS: ₱0.044 (up from ₱0.13 loss in 2Q 2021). Revenue: ₱4.71b (up 24% from 2Q 2021). Net income: ₱108.1m (up ₱416.8m from 2Q 2021). Profit margin: 2.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.
Reported Earnings • May 14First quarter 2022 earnings released: ₱0.014 loss per share (vs ₱0.12 loss in 1Q 2021)First quarter 2022 results: ₱0.014 loss per share (up from ₱0.12 loss in 1Q 2021). Revenue: ₱3.99b (flat on 1Q 2021). Net loss: ₱34.9m (loss narrowed 88% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 16% per year.
Reported Earnings • Apr 14Full year 2021 earnings released: ₱0.47 loss per share (vs ₱0.75 loss in FY 2020)Full year 2021 results: ₱0.47 loss per share (up from ₱0.75 loss in FY 2020). Revenue: ₱15.4b (down 12% from FY 2020). Net loss: ₱1.14b (loss narrowed 38% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 03The Philippine Stock Exchange Oks 2GO's Voluntary DelistingThe Philippine Stock Exchange, on June 29, 2023, approved the voluntary delisting of logistics and transportation firm 2GO Group Inc. effective July 17. The firm's board of directors and stockholders approved the decision to quit the PSE's main board in February. 2GO said at the time that its share price no longer reflected its intrinsic value.
お知らせ • May 192GO Group Set to Voluntarily Delist from Philippine Stock Exchange Starting July 172GO Group, Inc. has filed a petition to finally delist from the main board of the Philippine Stock Exchange (PSE) effective on July 17. In a regulatory filing on May 18, 2023, 2GO said the voluntary delisting was proposed by and is fully supported by its two major shareholders, SM Investments Corp. (SMIC) and Trident Investments Holdings Pte. Ltd. The move is the final step in the company’s bid to go private, which started on Feb. 28, when the board of directors of SMIC approved the holding of a voluntary tender offer for up to 378,817,279 common shares or 15.39% of the issued and outstanding common stock of 2GO. The shares were priced based on a fairness valuation report prepared by BPI Capital Corp. The tender offer was conducted by SMIC with a view to the voluntary delisting of 2GO’s common shares from the main board of the stock exchange. During 2GO’s annual stockholders’ meeting on April 18, shareholders owning 2,409,564,081 common shares or 97.86% of the outstanding common stock of the company voted in favor of the voluntary delisting with no shareholder voting against the move.
Reported Earnings • May 13First quarter 2023 earnings released: EPS: ₱0.076 (vs ₱0.014 loss in 1Q 2022)First quarter 2023 results: EPS: ₱0.076 (up from ₱0.014 loss in 1Q 2022). Revenue: ₱5.16b (up 29% from 1Q 2022). Net income: ₱186.8m (up ₱221.7m from 1Q 2022). Profit margin: 3.6% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 28Full year 2022 earnings released: EPS: ₱0.13 (vs ₱0.47 loss in FY 2021)Full year 2022 results: EPS: ₱0.13 (up from ₱0.47 loss in FY 2021). Revenue: ₱19.3b (up 25% from FY 2021). Net income: ₱308.8m (up ₱1.45b from FY 2021). Profit margin: 1.6% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 24% 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 16Third quarter 2022 earnings released: EPS: ₱0.067 (vs ₱0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: ₱0.067 (up from ₱0.14 loss in 3Q 2021). Revenue: ₱5.10b (up 37% from 3Q 2021). Net income: ₱165.3m (up ₱506.6m from 3Q 2021). Profit margin: 3.2% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.044 (vs ₱0.13 loss in 2Q 2021)Second quarter 2022 results: EPS: ₱0.044 (up from ₱0.13 loss in 2Q 2021). Revenue: ₱4.71b (up 24% from 2Q 2021). Net income: ₱108.1m (up ₱416.8m from 2Q 2021). Profit margin: 2.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.
Board Change • May 31High number of new directorsNon-Independent Director Stephen Ly was the last director to join the board, commencing their role in 2021.
Reported Earnings • May 14First quarter 2022 earnings released: ₱0.014 loss per share (vs ₱0.12 loss in 1Q 2021)First quarter 2022 results: ₱0.014 loss per share (up from ₱0.12 loss in 1Q 2021). Revenue: ₱3.99b (flat on 1Q 2021). Net loss: ₱34.9m (loss narrowed 88% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 16% per year.
Board Change • Apr 27High number of new directorsNon-Independent Director Stephen Ly was the last director to join the board, commencing their role in 2021.
Reported Earnings • Apr 14Full year 2021 earnings released: ₱0.47 loss per share (vs ₱0.75 loss in FY 2020)Full year 2021 results: ₱0.47 loss per share (up from ₱0.75 loss in FY 2020). Revenue: ₱15.4b (down 12% from FY 2020). Net loss: ₱1.14b (loss narrowed 38% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 07+ 1 more update2GO Group, Inc. Announces Change of Corporate Governance and Compliance OfficerAt the meeting of the Board of Directors of 2GO Group, Inc. held on April 6, 2022, the Board accepted the resignation of Mr. Noel Ang as Corporate Governance and Compliance Officer of 2GO. At the same meeting, the Board approved the appointment of Atty. Jufil E. Siquian as the new Corporate Governance and Compliance Officer. Atty. Siquian has is currently Head of Legal- AVP of 2GO. He started his career as a Junior Associate for five yearsin law firms before joining the corporate world. He joined RFM Corporation in 2007 as a Corporate Legal Counsel and moved up to the rank of Assistant Vice President and Head of Corporate Legal & Labor Relations and CorporateSecretary. He spent 11 years with RFM Corporation before joining Coca- Cola Beverages Philippines then moved to his latest stint with Carlsberg Group, based in Cambodia as Legal Director.
Executive Departure • Dec 01Chief Operating Officer Waldo Basilla has left the companyOn the 20th of November, Waldo Basilla's tenure as Chief Operating Officer ended. We don't have any record of a personal shareholding under Waldo's name. A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.42 years, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Nov 13Third quarter 2021 earnings released: ₱0.14 loss per share (vs ₱0.13 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ₱3.71b (down 19% from 3Q 2020). Net loss: ₱341.3m (loss widened 9.5% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 18Second quarter 2021 earnings released: ₱0.13 loss per share (vs ₱0.25 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: ₱3.80b (down 3.2% from 2Q 2020). Net loss: ₱308.7m (loss narrowed 50% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 20First quarter 2021 earnings released: ₱0.12 loss per share (vs ₱0.044 loss in 1Q 2020)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: ₱3.99b (down 23% from 1Q 2020). Net loss: ₱291.1m (loss widened 167% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Executive Departure • Apr 17Lead Independent Non-Executive Director has left the companyOn the 15th of April, Joseph Tan's tenure as Lead Independent Non-Executive Director ended after 4.2 years in the role. As of December 2020, Joseph personally held only 100.00 shares (₱830 worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • Apr 01Full year 2020 earnings released: ₱0.75 loss per share (vs ₱0.17 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₱17.4b (down 19% from FY 2019). Net loss: ₱1.84b (loss widened 342% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 19SM Investments Corporation (PSE:SM) authorized the conduct of a mandatory tender offer to acquire remaining 37.8% stake in 2GO Group, Inc. (PSE:2GO) for PHP 7.9 billion.SM Investments Corporation (PSE:SM) authorized the conduct of a mandatory tender offer to acquire remaining 37.8% stake in 2GO Group, Inc. (PSE:2GO) for PHP 7.9 billion on March 18, 2021. In related deal SM Investments Corporation (PSE:SM) agreed to acquire additional 31.7% stake in 2GO from Chelsea Logistics and Infrastructure Holdings Corp. on March 18, 2021.
Reported Earnings • Mar 16Full year 2020 earnings released: ₱0.75 loss per share (vs ₱0.17 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: ₱17.4b (down 19% from FY 2019). Net loss: ₱1.84b (loss widened 342% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 112GO Group, Inc., Annual General Meeting, Apr 23, 20212GO Group, Inc., Annual General Meeting, Apr 23, 2021, at 01:00 Coordinated Universal Time. Agenda: To consider call to Order; to consider certification of Notice and Quorum; to consider approval of Minutes of Annual Meeting of Stockholders held on June 18, 2020; to consider approval of Annual Report for 2020; to consider approval and Ratification of the Acts of the Board of Directors and Management; to consider election of Directors for 2021-2022; to consider appointment of External Auditor; to consider Other Matters.
Is New 90 Day High Low • Jan 21New 90-day low: ₱8.20The company is down 8.0% from its price of ₱8.95 on 23 October 2020. The Filipino market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 55% over the same period.
Is New 90 Day High Low • Jan 04New 90-day low: ₱8.27The company is down 3.0% from its price of ₱8.50 on 07 October 2020. The Filipino market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 55% over the same period.
Reported Earnings • Nov 12Third quarter 2020 earnings released: ₱0.13 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: ₱4.60b (down 14% from 3Q 2019). Net loss: ₱311.7m (loss narrowed 45% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 11New 90-day high: ₱9.25The company is up 9.0% from its price of ₱8.45 on 13 August 2020. The Filipino market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 27% over the same period.
Is New 90 Day High Low • Oct 21New 90-day high: ₱9.20The company is up 2.0% from its price of ₱9.03 on 23 July 2020. The Filipino market is also up 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Shipping industry, which is up 16% over the same period.