LMG (LMG) 주식 개요LMG 주식회사는 큰 사업체가 없습니다. 자세히 보기LMG 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적2/6재무 건전성6/6배당0/6강점지난 1년간 수익이 82.2% 증가했습니다.위험 분석지난 5년간 매년 수익이 8.4% 감소했습니다.수익이 USD$1m 미만입니다(₱0)높은 수준의 비현금 수입의미 있는 시가총액이 없습니다(₱484M)모든 위험 점검 보기LMG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₱Current Price₱0.25해당 없음내재 할인율Est. Revenue$PastFuture-56m48m2016201920222025202620282031Revenue ₱1.0Earnings ₱0AdvancedSet Fair ValueView all narrativesLMG Corp. 경쟁사EEISymbol: PSE:EEIMarket cap: ₱2.1bBri-ChemSymbol: TSX:BRYMarket cap: CA$10.8mT.C.J. AsiaSymbol: SET:TCJMarket cap: ฿249.2mKian Santang MuliatamaSymbol: IDX:RGASMarket cap: Rp141.5b가격 이력 및 성과LMG 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₱0.2552주 최고가₱0.4052주 최저가₱0.15베타0.321개월 변동0%3개월 변동-7.41%1년 변동47.06%3년 변동-15.25%5년 변동-41.18%IPO 이후 변동-16.67%최근 뉴스 및 업데이트Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.New Risk • Apr 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 228% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 12% per year over the past 5 years. High level of non-cash earnings (228% accrual ratio). Revenue is less than US$1m (₱28m revenue, or US$466k). Market cap is less than US$10m (₱483.9m market cap, or US$8.11m).Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.Board Change • Feb 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.New Risk • Nov 05New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₱541.9m (US$9.21m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 3.2% per year over the past 5 years. High level of non-cash earnings (574% accrual ratio). Revenue is less than US$1m. Market cap is less than US$10m (₱541.9m market cap, or US$9.21m).Board Change • Sep 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.더 많은 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.New Risk • Apr 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 228% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 12% per year over the past 5 years. High level of non-cash earnings (228% accrual ratio). Revenue is less than US$1m (₱28m revenue, or US$466k). Market cap is less than US$10m (₱483.9m market cap, or US$8.11m).Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.Board Change • Feb 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.New Risk • Nov 05New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₱541.9m (US$9.21m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 3.2% per year over the past 5 years. High level of non-cash earnings (574% accrual ratio). Revenue is less than US$1m. Market cap is less than US$10m (₱541.9m market cap, or US$9.21m).Board Change • Sep 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.공시 • Aug 07LMG Corp., Annual General Meeting, Sep 18, 2025LMG Corp., Annual General Meeting, Sep 18, 2025, at 09:00 W. Australia Standard Time.Board Change • May 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.Board Change • Apr 23Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.Board Change • Jan 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.Board Change • Jan 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.공시 • Aug 10LMG Corp., Annual General Meeting, Sep 12, 2024LMG Corp., Annual General Meeting, Sep 12, 2024, at 09:00 W. Australia Standard Time.New Risk • May 17New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₱503.2m (US$8.72m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). High level of non-cash earnings (157% accrual ratio). Revenue is less than US$1m. Market cap is less than US$10m (₱503.2m market cap, or US$8.72m).Board Change • Apr 10Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.공시 • Jan 12LMG Corp. Announces the Closure of and the Retirement of Business in Pasig City for the Transfer and Registration of Its Operations in Taguig CityThe Board of Directors of LMG Corp. (the Corporation) held a special meeting on 9 January 2024 at Unit 1915, PSE Tower, 5th Avenue corner 28th Street, Bonifacio Global City, Taguig City. During the meeting, the Board authorized the closure of and the retirement of business of the Corporation in Pasig City for the transfer and registration of its operations in Taguig City.Board Change • Dec 01Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.공시 • Oct 27LMG Corp. Announces Committee ChangesLMG Corp. held its organizational meeting on October 26, 2023. The following were appointed by the Board of Directors as members of the Committees: Board Risk Oversight Committee: Rafael L. Andrada (Chairman of the Committee); Sixto S. Esquivias IV (Member); and Eduardo H. Yap (Member). Related Party Transactions Committee: Sixto S. Esquivias IV (Chairman of the Committee); Wilbert S. Cua (Member); and Regis V. Puno (Member).Board Change • Sep 05Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.공시 • Aug 12LMG Corp., Annual General Meeting, Sep 21, 2023LMG Corp., Annual General Meeting, Sep 21, 2023.공시 • Jun 09Maxwealth Infinity Holdings Corp entered into a Share Purchase Agreement to acquire 67% stake in LMG Corp. (PSE:LMG) from Ann Marrieta L. Sytin, Robinson W. Siao, and Value Quest Securities Corporation for approximately PHP 400 million.Maxwealth Infinity Holdings Corp entered into a Share Purchase Agreement to acquire 67% stake in LMG Corp. (PSE:LMG) from Ann Marrieta L. Sytin, Robinson W. Siao, and Value Quest Securities Corporation for approximately PHP 400 million on June 6, 2023. As reported, Ann Marrieta L. Sytin, Robinson W. Siao, and Value Quest Securities, Corp. on behalf of Rommel L. Sytin, Eduardo H. Yap, and Brandon Derick S. Sy will sell 129,674,598 common shares in LMG Corp. for PHP 3.10006744728 per share. Ann Marrieta L. Sytin will sell 98.6 million shares, Robinson W. Siao wil sell 29 million shares and Value Quest Securities, Corp. will sell 2.1 million shares in LMG Corp. The closing of the transaction and the full payment of LMG’s shares held by the sellers are subject to, among others, Maxwealth’s successful conduct and completion of a tender offer of the shares held by the other shareholders of LMG. The parties intend to conduct the tender offer and close the transaction within the next sixty (60) days.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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.공시 • Jul 28LMG Corp., Annual General Meeting, Sep 15, 2022LMG Corp., Annual General Meeting, Sep 15, 2022, at 09:30 Singapore Standard Time. Agenda: To consider annual report of officers and approval of the audited financial statements of the Corporation as of December 31, 2021; to consider approval and ratification of acts and proceedings of the Board of Directors, the Board Committees and Management during their respective terms of offices; to consider approval of the amendment of the Articles of Incorporation to reflect the change in principal address of the Corporation; to consider Approval of the amendment of the By-Laws; to consider election of Board of Directors for the ensuing year; to consider ratification of corporate acts to comply with the Integrated Annual Corporate Governance Report as of June 30, 2022; and to consider other matters.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₱3.00, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 11x in the Trade Distributors industry in Asia. Total loss to shareholders of 29% over the past three years.Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to ₱3.04, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 11x in the Trade Distributors industry in Asia. Total loss to shareholders of 28% over the past three years.Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.Executive Departure • Apr 17Independent Lead Director has left the companyOn the 15th of April, Joseph Tan's tenure as Independent Lead Director ended after 2.6 years in the role. As of December 2020, Joseph personally held only 101.00 shares (₱449 worth at the time). Joseph is the only executive to leave the company over the last 12 months.공시 • Mar 15LMG Corp. to Report Fiscal Year 2020 Results on Mar 15, 2021LMG Corp. announced that they will report fiscal year 2020 results on Mar 15, 2021Is New 90 Day High Low • Feb 12New 90-day high: ₱5.00The company is up 13% from its price of ₱4.42 on 13 November 2020. The Filipino market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 14% over the same period.Is New 90 Day High Low • Jan 12New 90-day low: ₱4.16The company is down 4.0% from its price of ₱4.32 on 15 October 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 10.0% over the same period.Recent Insider Transactions • Dec 23Chairman of the Board recently sold ₱40m worth of stockOn the 16th of December, Rommel Sytin sold around 9m shares on-market at roughly ₱4.50 per share. This was the largest sale by an insider in the last 3 months. This was Rommel's only on-market trade for the last 12 months.공시 • Sep 18LMG Chemicals Corporation Announces Executive ChangesLMG Chemicals Corporation announced that at the board meeting held on September 17, 2020, it has appointed members to the related party transaction committee: Chairman of the Committee Sixto S. Esquivias IV, Member Joseph C. Tan, and Member Regis V. Puno. Investment committee: Chairman of the Committee Robinson W. Siao, Member Rommel L. Sytin, Member Joseph C. Tan, and Member Rafael L. Andrada.주주 수익률LMGPH Trade DistributorsPH 시장7D0%-2.2%0.5%1Y47.1%53.1%-10.5%전체 주주 수익률 보기수익률 대 산업: LMG은 지난 1년 동안 53%의 수익을 기록한 PH Trade Distributors 산업보다 저조한 성과를 냈습니다.수익률 대 시장: LMG은 지난 1년 동안 -11.2%를 기록한 PH 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is LMG's price volatile compared to industry and market?LMG volatilityLMG Average Weekly Movement1.3%Trade Distributors Industry Average Movement6.3%Market Average Movement5.2%10% most volatile stocks in PH Market10.0%10% least volatile stocks in PH Market2.9%안정적인 주가: LMG는 지난 3개월 동안 PH 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: LMG의 주간 변동성은 지난 1년간 11%에서 1%로 감소했습니다.회사 소개설립직원 수CEO웹사이트1970n/aRobinson Siaowww.lmg.ph는 이렇다 할 사업을 영위하고 있지 않습니다. 이전에는 화학 무역업에 종사했습니다. 인프라 및 중장비 산업에서 사업 기회를 모색하고 있습니다.더 보기LMG Corp. 기초 지표 요약LMG의 순이익과 매출은 시가총액과 어떻게 비교됩니까?LMG 기초 통계시가총액₱483.86m순이익 (TTM)₱31.35m매출 (TTM)n/a15.4x주가수익비율(P/E)0.0x주가매출비율(P/S)LMG는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표LMG 손익계산서 (TTM)매출₱0매출원가₱0총이익₱0기타 비용-₱31.35m순이익₱31.35m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.016총이익률0.00%순이익률0.00%부채/자본 비율0%LMG의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 02:12종가2026/05/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스LMG Corp.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
New Risk • Apr 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 228% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 12% per year over the past 5 years. High level of non-cash earnings (228% accrual ratio). Revenue is less than US$1m (₱28m revenue, or US$466k). Market cap is less than US$10m (₱483.9m market cap, or US$8.11m).
Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
Board Change • Feb 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
New Risk • Nov 05New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₱541.9m (US$9.21m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 3.2% per year over the past 5 years. High level of non-cash earnings (574% accrual ratio). Revenue is less than US$1m. Market cap is less than US$10m (₱541.9m market cap, or US$9.21m).
Board Change • Sep 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
New Risk • Apr 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 228% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 12% per year over the past 5 years. High level of non-cash earnings (228% accrual ratio). Revenue is less than US$1m (₱28m revenue, or US$466k). Market cap is less than US$10m (₱483.9m market cap, or US$8.11m).
Board Change • Mar 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
Board Change • Feb 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
New Risk • Nov 05New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₱541.9m (US$9.21m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 3.2% per year over the past 5 years. High level of non-cash earnings (574% accrual ratio). Revenue is less than US$1m. Market cap is less than US$10m (₱541.9m market cap, or US$9.21m).
Board Change • Sep 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
공시 • Aug 07LMG Corp., Annual General Meeting, Sep 18, 2025LMG Corp., Annual General Meeting, Sep 18, 2025, at 09:00 W. Australia Standard Time.
Board Change • May 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
Board Change • Apr 23Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
Board Change • Jan 31Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
Board Change • Jan 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
공시 • Aug 10LMG Corp., Annual General Meeting, Sep 12, 2024LMG Corp., Annual General Meeting, Sep 12, 2024, at 09:00 W. Australia Standard Time.
New Risk • May 17New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₱503.2m (US$8.72m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). High level of non-cash earnings (157% accrual ratio). Revenue is less than US$1m. Market cap is less than US$10m (₱503.2m market cap, or US$8.72m).
Board Change • Apr 10Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
공시 • Jan 12LMG Corp. Announces the Closure of and the Retirement of Business in Pasig City for the Transfer and Registration of Its Operations in Taguig CityThe Board of Directors of LMG Corp. (the Corporation) held a special meeting on 9 January 2024 at Unit 1915, PSE Tower, 5th Avenue corner 28th Street, Bonifacio Global City, Taguig City. During the meeting, the Board authorized the closure of and the retirement of business of the Corporation in Pasig City for the transfer and registration of its operations in Taguig City.
Board Change • Dec 01Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
공시 • Oct 27LMG Corp. Announces Committee ChangesLMG Corp. held its organizational meeting on October 26, 2023. The following were appointed by the Board of Directors as members of the Committees: Board Risk Oversight Committee: Rafael L. Andrada (Chairman of the Committee); Sixto S. Esquivias IV (Member); and Eduardo H. Yap (Member). Related Party Transactions Committee: Sixto S. Esquivias IV (Chairman of the Committee); Wilbert S. Cua (Member); and Regis V. Puno (Member).
Board Change • Sep 05Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
공시 • Aug 12LMG Corp., Annual General Meeting, Sep 21, 2023LMG Corp., Annual General Meeting, Sep 21, 2023.
공시 • Jun 09Maxwealth Infinity Holdings Corp entered into a Share Purchase Agreement to acquire 67% stake in LMG Corp. (PSE:LMG) from Ann Marrieta L. Sytin, Robinson W. Siao, and Value Quest Securities Corporation for approximately PHP 400 million.Maxwealth Infinity Holdings Corp entered into a Share Purchase Agreement to acquire 67% stake in LMG Corp. (PSE:LMG) from Ann Marrieta L. Sytin, Robinson W. Siao, and Value Quest Securities Corporation for approximately PHP 400 million on June 6, 2023. As reported, Ann Marrieta L. Sytin, Robinson W. Siao, and Value Quest Securities, Corp. on behalf of Rommel L. Sytin, Eduardo H. Yap, and Brandon Derick S. Sy will sell 129,674,598 common shares in LMG Corp. for PHP 3.10006744728 per share. Ann Marrieta L. Sytin will sell 98.6 million shares, Robinson W. Siao wil sell 29 million shares and Value Quest Securities, Corp. will sell 2.1 million shares in LMG Corp. The closing of the transaction and the full payment of LMG’s shares held by the sellers are subject to, among others, Maxwealth’s successful conduct and completion of a tender offer of the shares held by the other shareholders of LMG. The parties intend to conduct the tender offer and close the transaction within the next sixty (60) days.
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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
공시 • Jul 28LMG Corp., Annual General Meeting, Sep 15, 2022LMG Corp., Annual General Meeting, Sep 15, 2022, at 09:30 Singapore Standard Time. Agenda: To consider annual report of officers and approval of the audited financial statements of the Corporation as of December 31, 2021; to consider approval and ratification of acts and proceedings of the Board of Directors, the Board Committees and Management during their respective terms of offices; to consider approval of the amendment of the Articles of Incorporation to reflect the change in principal address of the Corporation; to consider Approval of the amendment of the By-Laws; to consider election of Board of Directors for the ensuing year; to consider ratification of corporate acts to comply with the Integrated Annual Corporate Governance Report as of June 30, 2022; and to consider other matters.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₱3.00, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 11x in the Trade Distributors industry in Asia. Total loss to shareholders of 29% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to ₱3.04, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 11x in the Trade Distributors industry in Asia. Total loss to shareholders of 28% over the past three years.
Board Change • Apr 27Less 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. 8 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Wilbert Cua 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.
Executive Departure • Apr 17Independent Lead Director has left the companyOn the 15th of April, Joseph Tan's tenure as Independent Lead Director ended after 2.6 years in the role. As of December 2020, Joseph personally held only 101.00 shares (₱449 worth at the time). Joseph is the only executive to leave the company over the last 12 months.
공시 • Mar 15LMG Corp. to Report Fiscal Year 2020 Results on Mar 15, 2021LMG Corp. announced that they will report fiscal year 2020 results on Mar 15, 2021
Is New 90 Day High Low • Feb 12New 90-day high: ₱5.00The company is up 13% from its price of ₱4.42 on 13 November 2020. The Filipino market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 14% over the same period.
Is New 90 Day High Low • Jan 12New 90-day low: ₱4.16The company is down 4.0% from its price of ₱4.32 on 15 October 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 10.0% over the same period.
Recent Insider Transactions • Dec 23Chairman of the Board recently sold ₱40m worth of stockOn the 16th of December, Rommel Sytin sold around 9m shares on-market at roughly ₱4.50 per share. This was the largest sale by an insider in the last 3 months. This was Rommel's only on-market trade for the last 12 months.
공시 • Sep 18LMG Chemicals Corporation Announces Executive ChangesLMG Chemicals Corporation announced that at the board meeting held on September 17, 2020, it has appointed members to the related party transaction committee: Chairman of the Committee Sixto S. Esquivias IV, Member Joseph C. Tan, and Member Regis V. Puno. Investment committee: Chairman of the Committee Robinson W. Siao, Member Rommel L. Sytin, Member Joseph C. Tan, and Member Rafael L. Andrada.
