Manila Electric Company

PSE:MER 株式レポート

時価総額:₱693.2b

Manila Electric マネジメント

マネジメント 基準チェック /44

現在、CEO に関する十分な情報がありません。

主要情報

Manny Pangilinan

最高経営責任者

₱2.3m

報酬総額

CEO給与比率n/a
CEO在任期間3yrs
CEOの所有権0.009%
経営陣の平均在職期間6.9yrs
取締役会の平均在任期間12.4yrs

経営陣の近況

Recent updates

ナラティブの更新 May 15

MER: Future Returns Will Rely On Dividends And Power Grid Digitalization

Analysts have lifted their fair value price target for Manila Electric from ₱637.05 to ₱661.86, citing updated assumptions for revenue growth, profit margins, the discount rate and a slightly lower future P/E multiple. What's in the News Board meeting scheduled on May 4, 2026 to review Manila Electric Company’s financial and operating results for the first quarter of 2026, with comparisons against the first quarter of 2025 (Key Developments).
ナラティブの更新 Apr 25

MER: Future Returns Will Rely On Dividends And Grid Digitalization Collaboration

Analysts have increased their fair value estimate for Manila Electric slightly, from ₱636.41 to ₱637.05. This reflects updated assumptions that include modestly lower revenue growth, a small uplift in profit margin and a largely unchanged forward P/E multiple.
ナラティブの更新 Apr 10

MER: Stable Outlook Will Rely On Dividends And Grid Digitalization Initiatives

Analysts have kept their ₱636.41 price target for Manila Electric unchanged, citing essentially stable assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for power distribution networks (Key Developments).
ナラティブの更新 Mar 27

MER: Steady Outlook As Dividends And Gas Contract Extension Support Future Returns

Narrative Update on Manila Electric Price Target The analyst price target for Manila Electric remains effectively unchanged at around ₱636.41, as analysts keep their assumptions for discount rate, revenue growth, profit margins and future P/E broadly consistent with prior estimates. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for a 400 V distribution network, aiming to integrate digital systems across the grid (Key Developments).
ナラティブの更新 Mar 12

MER: Dividend Plans And Contract Extension Will Support Steady Forward Outlook

Analysts have raised their price target on Manila Electric, moving fair value from ₱623.63 to about ₱636.41 as they incorporate updated assumptions on revenue growth, profit margins, the discount rate, and future P/E. What's in the News A board meeting is scheduled on Feb 25, 2026 to review full year 2025 financial and operating results with 2024 comparatives and to consider a cash dividend of ₱16.672 per share, with a record date on Mar 26, 2026 and payment on Apr 20, 2026 (Key Developments).
ナラティブの更新 Feb 25

MER: Contract Extension And Board Actions Will Support Steady Forward Outlook

Analysts have kept their price target for Manila Electric broadly unchanged at around ₱623.63, with only marginal tweaks to revenue growth, profit margin, discount rate, and future P/E assumptions reflected in their latest update. What's in the News The Energy Regulatory Commission approved a five month extension of Manila Electric Co.'s gas power supply contract with First Gen unit First Gas Power Corp., allowing Meralco to keep sourcing power from the Sta.
ナラティブの更新 Feb 11

MER: Contract Extension And Board Calendar Will Support Steady Forward Outlook

Analysts have lifted their fair value estimate for Manila Electric to ₱623.63 from ₱614.25, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The Energy Regulatory Commission approved a five month extension of Meralco's gas power supply contract with First Gen's First Gas Power Corp., allowing continued sourcing from the Sta.
ナラティブの更新 Jan 27

MER: Board Calendar And Steady P/E Assumptions Will Support Fair Outlook

Analysts have raised their price target for Manila Electric to ₱614.25 from ₱603.38, reflecting updated assumptions that include slightly softer revenue growth, a small improvement in profit margin, and a marginally higher future P/E of 14.92x. What's in the News Board meeting set for January 26, 2026, to review and approve the agenda and notice for the annual stockholders' meeting scheduled on June 30, 2026, at 10:00 a.m. (Key Developments) Directors will consider April 10, 2026, as the record date for determining stockholders entitled to receive notice of and vote at the June 30, 2026, annual stockholders' meeting.
ナラティブの更新 Jan 12

MER: Smart Grid Rollout And Steady Metrics Will Support Fair Valuation

Analysts have lifted their fair value estimate for Manila Electric slightly, from ₱598.21 to about ₱603.38. This reflects refreshed views on its projected revenue growth, profit margins, and future P/E assumptions.
ナラティブの更新 Dec 26

MER: Smart Grid Expansion Will Support Stable Margins And Fairly Valued Outlook

Analysts have maintained their price target for Manila Electric at PHP 598.21, as slightly softer long term revenue growth assumptions are seen as being offset by a modestly stronger profit margin outlook and an unchanged future valuation multiple. What's in the News A board meeting is set for December 3, 2025 to approve various rank conferments effective January 1, 2026 (Key Developments) A board meeting is scheduled on October 27, 2025 to approve Manila Electric's financial and operating results for the first nine months of 2025, with 2024 comparatives (Key Developments) An Itron collaboration has been announced to deploy Advanced Metering Infrastructure across Metro Manila, starting with 73,000 endpoints as part of Meralco's multi year smart grid modernization program (Key Developments) Valuation Changes Fair Value: Unchanged at approximately ₱598.21 per share, indicating a stable overall valuation outlook.
ナラティブの更新 Dec 12

MER: Smart Grid Rollout Will Support Stable Outlook And Customer Experience

Narrative Update on Manila Electric Analysts have maintained their price target for Manila Electric at PHP 598.21 per share, reflecting unchanged assumptions on discount rate, revenue growth, profit margins, and future valuation multiples. This signals steady confidence in the company’s current earnings and growth outlook.
ナラティブの更新 Nov 28

MER: Fair Value Maintained as Smart Grid Connectivity Set to Expand

Analysts have maintained their price target for Manila Electric at ₱598.21 per share, citing minimal changes in growth forecasts and stable profit margin expectations as the rationale for the steady outlook. What's in the News Manila Electric Company will hold a Board Meeting on October 27, 2025 to approve the Company's financial and operating results for the first nine months of 2025.
ナラティブの更新 Nov 13

MER: Fair Value Supported as Smart Grid Rollout Poised to Advance

Narrative Update: Manila Electric Analyst Price Target Adjustment Analysts have maintained their fair value estimate for Manila Electric at ₱598.21 per share. They cite modest improvements in projected revenue growth and profit margin, which are balanced by a slightly higher discount rate and a marginally lower future price-to-earnings ratio.
ナラティブの更新 Oct 30

MER: Smart Grid Modernization Will Drive Improved Customer Satisfaction And Energy Management

Analysts have raised the fair value estimate for Manila Electric from ₱588.56 to ₱598.21. This change is attributed to updated projections, even though growth and margin expectations have slightly moderated.
ナラティブの更新 Sep 15

Large-scale Renewables And Grid Modernization Will Shape Future Growth

Manila Electric’s consensus revenue growth forecast has edged down slightly, while its future P/E remains stable, resulting in only a marginal increase in the analyst price target from ₱582.64 to ₱588.56. What's in the News Board approved cash dividends of PhP11.328 per share, payable to shareholders of record as of August 27, 2025.
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新しいナラティブ Nov 25

Meralco's Expanding Network And Renewable Energy Innovations Power Growth Potential

Strong growth in sales volume and power generation, including renewable projects, is set to boost future revenues and operational margins.

CEO

Manny Pangilinan (79 yo)

3yrs
在職期間
₱2,262,000
報酬

Mr. Manuel Velez Pangilinan, also known as Manny, serves as Director since December 22, 2023 at Axelum Resources Corp. He has been Chairman of SP New Energy Corporation since 2023. He had been President an...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Manuel Pangilinan
Chairman & CEO3yrs₱2.26m0.0087%
₱ 60.2m
Betty Siy-Yap
CFO, Chief Risk Officer & Senior VP16.8yrsデータなしデータなし
Ronnie Aperocho
Executive VP & COO2.8yrsデータなし0%
₱ 0
Roque Bacani
Senior Vice President & Chief Information Officer6.9yrsデータなしデータなし
Paul Jayson Ramos
VP & Chief Investor Relations Officer1.8yrsデータなしデータなし
William Pamintuan
SVP, Chief Legal Counselno dataデータなしデータなし
Agapito Del Zaldarriaga
VP & Head of Corporate Communications5.4yrsデータなし0.00092%
₱ 6.4m
Hans Joachim Montenegro
First VPless than a yearデータなし0.000020%
₱ 138.6k
Ross Raymond B. Ravelo
First VP & Chief Sustainability Officer15yrsデータなしデータなし
Bennette Bachoco
First VP and Head of DU Finance and Financial Planning & Reporting14.8yrsデータなしデータなし
Ireneo Bonifacio Acuña
VP & Head of Utility Partnerships13.3yrsデータなし0.0016%
₱ 11.3m
Ferdinand Geluz
SVP and Head of DU Subsidiaries & Strategic Partnerships13.3yrsデータなし0.0014%
₱ 9.8m
6.9yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: MERの経営陣は経験豊富で経験豊富です(平均在職期間は6.9年)。


取締役

名称ポジション在職期間報酬所有権
Manuel Pangilinan
Chairman & CEO17yrs₱2.26m0.0087%
₱ 60.2m
Victorico P. Vargas
Non Executive Director7yrs₱2.81m0.0026%
₱ 17.8m
Pedro Emilio Roxas
Independent Director16yrs₱3.40m0.00053%
₱ 3.7m
Ray Espinosa
Non-Executive Director17yrs₱2.34m0.0063%
₱ 43.7m
Lance Gokongwei
Vice Chairman12.4yrs₱2.83m0.0030%
₱ 21.1m
Patrick Henry Go
Director2.3yrs₱2.78m0.00059%
₱ 4.1m
Jose Maria Lim
Non Executive Director14yrs₱3.20m0.016%
₱ 113.1m
James Gokongwei
Non Executive Director12.4yrs₱3.13m0.019%
₱ 131.9m
Lydia R. Echauz
Independent Director5yrs₱3.08m0.0019%
₱ 13.0m
June Cheryl Cabal-Revilla
Non-Executive Director3yrs₱3.05m0.00089%
₱ 6.2m
Artemio Panganiban
Lead Independent Director18yrs₱2.61m0.0033%
₱ 22.9m
12.4yrs
平均在職期間
73yo
平均年齢

経験豊富なボード: MERの 取締役会 は経験豊富で 経験豊富 です ( 12.4年の平均在任期間)。


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2026/05/21 03:37
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Manila Electric Company 10 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。15

アナリスト機関
Julian Vincent RoxasBofA Global Research
Eunice DolatreCGS International
Jan Derrick GuarinCLSA