View Financial HealthGMA Network 배당 및 자사주 매입배당 기준 점검 4/6GMA Network 수익으로 충분히 충당되는 현재 수익률 7.91% 보유한 배당금 지급 회사입니다. 다음 지급일은 15th May, 2026 이며 배당락일은 다음과 같습니다. 17th April, 2026.핵심 정보7.9%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률5.9%다음 배당 지급일15 May 26배당락일17 Apr 26주당 배당금n/a배당 성향88%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.공지 • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.Upcoming Dividend • Apr 21Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 7.9%. Within top quartile of Filipino dividend payers (6.7%). Higher than average of industry peers (2.2%).Declared Dividend • Apr 02Dividend reduced to ₱0.50Dividend of ₱0.50 is 17% lower than last year. Ex-date: 28th April 2025 Payment date: 20th May 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (334% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.공지 • Mar 31GMA Network, Inc. Declares Cash Dividend for the Year Ended December 31, 2024, Payable on May 20, 2025GMA Network, Inc. in its Special Meeting of the Board of Directors declared Cash Dividends equivalent to PHP 0.50 per common share from the retained earnings of the Company as of December 31, 2024. Record Date: April 29, 2025. Payment Date: May 20, 2025.모든 업데이트 보기Recent updatesReported Earnings • Apr 16Full year 2025 earnings released: EPS: ₱0.45 (vs ₱0.42 in FY 2024)Full year 2025 results: EPS: ₱0.45 (up from ₱0.42 in FY 2024). Revenue: ₱18.1b (up 3.1% from FY 2024). Net income: ₱2.20b (up 54% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.공지 • Mar 27GMA Network, Inc., Annual General Meeting, Dec 09, 2026GMA Network, Inc., Annual General Meeting, Dec 09, 2026, at 10:00 W. Australia Standard Time. Location: applicaiton, Philippines공지 • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.공지 • Jan 22GMA Network, Inc., Annual General Meeting, May 20, 2026GMA Network, Inc., Annual General Meeting, May 20, 2026, at 10:00 W. Australia Standard Time.Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ₱0.021 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.021 (down from ₱0.17 in 3Q 2024). Revenue: ₱3.89b (down 17% from 3Q 2024). Net income: ₱102.7m (down 82% from 3Q 2024). Profit margin: 2.6% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% 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.Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.24 (vs ₱0.083 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.24 (up from ₱0.083 in 2Q 2024). Revenue: ₱5.41b (up 31% from 2Q 2024). Net income: ₱1.17b (up 320% from 2Q 2024). Profit margin: 22% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% 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.New Risk • Jun 18New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (91% payout ratio).공지 • May 21GMA Network, Inc. Elects Maria Theresa E. De Mesa as Assistant Corporate SecretaryGMA Network, Inc. at the Organizational Meeting of the Board held on May 21, 2025, approved to elect Maria Theresa E. De Mesa as Assistant Corporate Secretary for the ensuing year.Upcoming Dividend • Apr 21Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 7.9%. Within top quartile of Filipino dividend payers (6.7%). Higher than average of industry peers (2.2%).New Risk • Apr 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (8.1% net profit margin). Significant insider selling over the past 3 months (₱3.0m sold).Reported Earnings • Apr 16Full year 2024 earnings released: EPS: ₱0.42 (vs ₱0.65 in FY 2023)Full year 2024 results: EPS: ₱0.42 (down from ₱0.65 in FY 2023). Revenue: ₱17.6b (down 5.8% from FY 2023). Net income: ₱2.07b (down 5.6% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Declared Dividend • Apr 02Dividend reduced to ₱0.50Dividend of ₱0.50 is 17% lower than last year. Ex-date: 28th April 2025 Payment date: 20th May 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (334% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.공지 • Mar 31GMA Network, Inc. Declares Cash Dividend for the Year Ended December 31, 2024, Payable on May 20, 2025GMA Network, Inc. in its Special Meeting of the Board of Directors declared Cash Dividends equivalent to PHP 0.50 per common share from the retained earnings of the Company as of December 31, 2024. Record Date: April 29, 2025. Payment Date: May 20, 2025.Recent Insider Transactions • Feb 18Independent Director recently sold ₱3.0m worth of stockOn the 13th of February, Artemio Panganiban sold around 497k shares on-market at roughly ₱6.07 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱6.9m more than they bought in the last 12 months.공지 • Feb 12Gma Network, Inc. Announces Retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group, Effective March 01, 2025GMA Network, Inc. announced retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group. The effective date of retirement is March 01, 2025.New Risk • Jan 23New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 123% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 138% Dividend per share is over 7x cash flows per share. Shareholders have been substantially diluted in the past year (123% increase in shares outstanding).공지 • Jan 23GMA Network, Inc., Annual General Meeting, May 21, 2025GMA Network, Inc., Annual General Meeting, May 21, 2025, at 10:00 W. Australia Standard Time.공지 • Jan 13GMA Network, Inc. Promotes Iaessa Valdellon to Senior Vice President for Public Affairs, Effective January 15, 2025GMA Network, Inc. promoted Iaessa Valdellon from FVP - Public Affairs to Senior Vice President for Public Affairs, effective January 15, 2025. Valdellon's leadership was instrumental in shaping GMA Public Affairs into a creative content powerhouse. Diversifying from documentaries and news magazine programs, GMA Public Affairs has also brought audiences soaps, romantic comedies, historical dramas, and even drama anthologies. These include the multi-awarded programs "Kapuso Mo, Jessica Soho," "I-Witness," "The Atom Araullo Specials," "Reporter's Notebook," "Lolong," and "Black Rider." Valdellon is also credited with creating the full programming grid for GMA News TV, which launched in 2011. While running the channel, she also co-wrote and produced the award-winning social realist series Bayan Ko and Titser. Valdellon is also the concurrent Executive Vice President for GMA Pictures, the Network's film-producing arm. Most recently, GMA Pictures achieved back-to-back wins at the Metro Manila Film Festival, with "Green Bones" winning Best Picture in 2024 and "Firefly" in 2023. Under Valdellon's helm, GMA Pictures has also collaborated with GMA Public Affairs for its first-ever investigative documentary film, "Lost Sabungeros." Released in 2024, the highly controversial film delves into the disappearance of over 30 cockfighters. A Kapuso for more than 20 years now, she started her work in GMA as Program Manager and pioneered in reality production with programs such as `Wish Ko Lang,' `Extra Challenge,' `Imbestigador,' and `Survivor Philippines' - bringing these to the top of Philippine television ratings. She has served as a New York Festivals grand jury member for six years and running. Valdellon has also been a juror for the Asian Academy Creative Awards since 2018. Valdellon is a graduate of Ateneo de Manila University, earning a bachelor's degree in Interdisciplinary Studies focusing on History and Communications.New Risk • Nov 17New major risk - Revenue and earnings growthEarnings have declined by 4.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 143% Cash payout ratio: 334% Earnings have declined by 4.3% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (₱3.9m sold).Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.26 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (down from ₱0.26 in 3Q 2023). Revenue: ₱4.69b (down 12% from 3Q 2023). Net income: ₱802.4m (down 9.7% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Oct 15Independent Director recently sold ₱352k worth of stockOn the 7th of October, Artemio Panganiban sold around 50k shares on-market at roughly ₱7.04 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₱2.1m. Insiders have been net sellers, collectively disposing of ₱3.9m more than they bought in the last 12 months.Recent Insider Transactions • Oct 05Independent Director recently sold ₱1.4m worth of stockOn the 2nd of October, Artemio Panganiban sold around 200k shares on-market at roughly ₱6.99 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.082 (vs ₱0.12 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.082 (down from ₱0.12 in 2Q 2023). Revenue: ₱4.12b (down 7.3% from 2Q 2023). Net income: ₱400.5m (flat on 2Q 2023). Profit margin: 9.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 44% 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.Reported Earnings • Apr 17First quarter 2024 earnings released: EPS: ₱0.042 (vs ₱0.12 in 1Q 2023)First quarter 2024 results: EPS: ₱0.042 (down from ₱0.12 in 1Q 2023). Revenue: ₱3.66b (down 8.9% from 1Q 2023). Net income: ₱204.1m (down 51% from 1Q 2023). Profit margin: 5.6% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Declared Dividend • Apr 05Dividend of ₱0.60 announcedShareholders will receive a dividend of ₱0.60. Ex-date: 23rd April 2024 Payment date: 14th May 2024 Dividend yield will be 6.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (190% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 111% to bring the payout ratio under control, which is more than the 2.3% EPS growth achieved over the last 5 years.Buy Or Sell Opportunity • Apr 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to ₱9.00. The fair value is estimated to be ₱11.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.공지 • Jan 25GMA Network, Inc., Annual General Meeting, May 15, 2024GMA Network, Inc., Annual General Meeting, May 15, 2024, at 10:00 Singapore Standard Time.공지 • Dec 12+ 1 more updateGMA Network, Inc. Appoints Joel Marcelo G. Jimenez as Chairman of the Executive Committee Effective on January 1, 2024GMA Network, Inc. at its special meeting of board held on December 9, 2023 approved appointment of Joel Marcelo G. Jimenez as Chairman of the Executive Committee effective on January 1, 2024.Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be ₱10.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 190% Cash payout ratio: 104% Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.26 (vs ₱0.23 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.26 (up from ₱0.23 in 3Q 2022). Revenue: ₱5.31b (up 10% from 3Q 2022). Net income: ₱1.28b (up 70% from 3Q 2022). Profit margin: 24% (up from 16% in 3Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.12 (vs ₱0.39 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.12 (down from ₱0.39 in 2Q 2022). Revenue: ₱4.44b (down 27% from 2Q 2022). Net income: ₱581.5m (down 55% from 2Q 2022). Profit margin: 13% (down from 21% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.공지 • Jun 02GMA Network, Inc. Promotes Oliver Victor B. Amoroso to Senior Vice PresidentGMA Network, Inc. announced the Promotion of Oliver Victor B. Amoroso as its new Senior Vice President effective June 1,2023 this year. Amoroso led the successful integration of GMA News Manila, GMA Regional TV, GMA News Online and Super Radyo DZBB into GMA Integrated News, solidifying its position as the Philippines' top multimedia news source and the "News Authority of the Filipino," living up to its commitment to bring top-notch reportage across all platforms - from exposés such as the alleged killing of high-profile inmates at the Bilibid to special reports such as the series "Banta ng Nagbabagong Klima" (The Climate Change Threat Series). With weather news being an integral part of daily lives, this 2023, GMA Integrated News also leveled- up its Weather Center, equipped with the latest technology, a new look and an expanded roster of forecasters. As the News Chief, Amoroso grew Regional TV news operations from three newscasts in 2016 to eleven newscasts in 2022, four of which were launched at the height of the coronavirus pandemic. Heeding the clamor from viewers in urban and rural areas, RTV launched the #LocalNewsMatters campaign which gives importance to community news. Amoroso also oversees the Network's regional operations, content and production, and business development, which include 12 TV stations strategically located across the Philippines and handles the Network's various initiatives and partnerships including sports production. With Amoroso at the helm, GMA Integrated News, Regional TV, and Synergy recently won local and international awards including the New York Festivals TV and Film Awards Silver World Medal for `Limitless,' two Excellence honors at the Philippine Quill Awards for the `GMA Masterclass Series' and 'Kapuso Barangayan on Wheels' initiatives, PMPC Star Awards for TV Best News Program for `24 Oras,' and received the 'Best Regional TV Network' at the Platinum Stallion National Media Awards, among others. A loyal Kapuso for 16 years, Amoroso graduated with distinction from Silliman University's College of Mass Communication.Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be ₱12.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.Reported Earnings • Apr 19Full year 2022 earnings released: EPS: ₱1.12 (vs ₱1.55 in FY 2021)Full year 2022 results: EPS: ₱1.12. Revenue: ₱21.6b (down 3.9% from FY 2021). Net income: ₱5.44b (up 4.5% from FY 2021). Profit margin: 25% (up from 23% in FY 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Apr 14Upcoming dividend of NT$1.10 per share at 12% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 16 May 2023. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 12%. Within top quartile of Filipino dividend payers (5.5%). Higher than average of industry peers (2.3%).공지 • Jan 26GMA Network, Inc., Annual General Meeting, May 17, 2023GMA Network, Inc., Annual General Meeting, May 17, 2023, at 10:00 Singapore Standard Time. Agenda: To consider Resignation of Atty. Anna Teresa M. Gozon-Valdes from the Audit and Risk Management Committee and appointment of Joel Marcelo G. Jimenez as member of the Audit and Risk Management Committee to serve the remainder of Atty. Gozon-Valdes' term.Recent Insider Transactions • Nov 23Independent Director recently sold ₱10m worth of stockOn the 17th of November, Artemio Panganiban sold around 1m shares on-market at roughly ₱10.20 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ₱0.23 (vs ₱0.48 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.23 (down from ₱0.48 in 3Q 2021). Revenue: ₱4.81b (down 19% from 3Q 2021). Net income: ₱757.4m (down 53% from 3Q 2021). Profit margin: 16% (down from 27% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Board Change • Nov 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. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공지 • Aug 22GMA Network, Inc. Appoints Anna Teresa M. Gozon-Valdes as Senior Vice President Effective Sep. 1, 2022GMA Network, Inc. appointed Anna Teresa M. Gozon-Valdes as Senior Vice President effective Sep. 1, 2022. Atty. Gozon-Valdes has been a director of GMA since 2000 and was part of the team that led GMA's phenomenal rise to the top. She serves in numerous leadership roles across the Network. Among these was setting up GMA New Media, the Network's digital media and technology arm and future-proofing agent. As President of GMA Worldwide, she led the team that distributed GMA's shows to territories in Asia, North America, Middle East, and Africa. Atty. Gozon-Valdes was also instrumental in pushing for new partnerships with new global platforms and in bringing some of the best foreign shows to the Filipinos such as Full House, Stairway to Heaven and Jewel in the Palace. Currently, she is the Programming Consultant to the Chairman/CEO of GMA Network, where she works with the Drama group and drives synergy across departments. She was one of the brains behind the iconic series Encantadia and Mulawin. She was one of the first to push for local adaptations of iconic foreign materials such as Marimar, Stairway to Heaven, Endless Love and other Korean dramas, as well as the upcoming live action drama Voltes V Legacy. She was recently appointed as Consultant of Sparkle, GMA's talent management arm and serves as President of GMA Films, Inc. where she led the production of several blockbuster movies such as Let the Love Begin, Lovestruck and Moments of Love.Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ₱0.39 (vs ₱0.34 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.39 (up from ₱0.34 in 2Q 2021). Revenue: ₱6.08b (up 19% from 2Q 2021). Net income: ₱1.30b (up 15% from 2Q 2021). Profit margin: 21% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공지 • Jul 05GMA Network, Inc. Announces Retirement of Marissa L. Flores as Senior Vice President News and Public AffairsGMA Network, Inc. announced retirement of Marissa L. Flores as Senior Vice President News and Public Affairs. Effective Date of Resignation is July 1, 2022. Ms. Flores has been engaged as a Consultant for the Company.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₱11.66, the stock trades at a trailing P/E ratio of 7.4x. Average forward P/E is 14x in the Media industry in Asia. Total returns to shareholders of 199% over the past three years.Reported Earnings • May 17First quarter 2022 earnings released: EPS: ₱0.44 (vs ₱0.41 in 1Q 2021)First quarter 2022 results: EPS: ₱0.44 (up from ₱0.41 in 1Q 2021). Revenue: ₱5.86b (up 7.4% from 1Q 2021). Net income: ₱2.12b (up 54% from 1Q 2021). Profit margin: 36% (up from 25% in 1Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target increased to ₱16.80Up from ₱10.90, the current price target is provided by 1 analyst. New target price is 28% above last closing price of ₱13.16. Stock is up 69% over the past year. The company posted earnings per share of ₱1.55 last year.Board Change • Apr 27Less 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. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 13Upcoming dividend of ₱1.45 per shareEligible shareholders must have bought the stock before 20 April 2022. Payment date: 17 May 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 79% respectively. Trailing yield: 9.2%. Within top quartile of Filipino dividend payers (4.4%). Higher than average of industry peers (2.4%).Reported Earnings • Apr 12Full year 2021 earnings released: EPS: ₱1.55 (vs ₱1.23 in FY 2020)Full year 2021 results: EPS: ₱1.55 (up from ₱1.23 in FY 2020). Revenue: ₱22.5b (up 16% from FY 2020). Net income: ₱7.53b (up 82% from FY 2020). Profit margin: 34% (up from 21% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Philippines. 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 44% per year, which means it is significantly lagging earnings growth.공지 • Jan 28GMA Network, Inc., Annual General Meeting, May 18, 2022GMA Network, Inc., Annual General Meeting, May 18, 2022, at 10:00 Singapore Standard Time.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.48 (vs ₱0.51 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ₱5.96b (flat on 3Q 2020). Net income: ₱2.34b (up 36% from 3Q 2020). Profit margin: 39% (up from 29% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Executive Departure • Sep 28Compliance Officer & Corporate Secretary Roberto Rafael Lucila has left the companyOn the 18th of September, Roberto Rafael Lucila's tenure as Compliance Officer & Corporate Secretary ended. As of June 2021, Roberto Rafael still personally held only 19.00k shares (₱274k worth at the time). Roberto Rafael is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 9.67 years.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱15.60, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 294% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.34 (vs ₱0.17 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱5.14b (up 60% from 2Q 2020). Net income: ₱1.64b (up 187% from 2Q 2020). Profit margin: 32% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱13.66, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 242% over the past three years.Recent Insider Transactions • Jul 30Insider recently sold ₱107k worth of stockOn the 21st of July, Roberto Rafael Lucila sold around 9k shares on-market at roughly ₱11.88 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₱1.3m more than they sold in the last 12 months.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱10.64, the stock trades at a trailing P/E ratio of 7x. Average forward P/E is 17x in the Media industry in Asia. Total returns to shareholders of 156% over the past three years.Recent Insider Transactions • Jun 03Independent Director recently bought ₱445k worth of stockOn the 28th of May, Jaime Laya bought around 50k shares on-market at roughly ₱8.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱1.4m more in shares than they have sold in the last 12 months.Reported Earnings • May 18First quarter 2021 earnings released: EPS ₱0.41 (vs ₱0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₱5.46b (up 55% from 1Q 2020). Net income: ₱2.00b (up 403% from 1Q 2020). Profit margin: 37% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 16Full year 2020 earnings released: EPS ₱1.23 (vs ₱0.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱19.3b (up 17% from FY 2019). Net income: ₱5.98b (up 231% from FY 2019). Profit margin: 31% (up from 11% in FY 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 12Upcoming dividend of ₱1.35 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 18 May 2021. Trailing yield: 15%. Within top quartile of Filipino dividend payers (4.1%). Higher than average of industry peers (1.8%).Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱8.95, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 22x in the Media industry in Asia. Total returns to shareholders of 75% over the past three years.Is New 90 Day High Low • Feb 20New 90-day high: ₱7.19The company is up 26% from its price of ₱5.70 on 20 November 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 13% over the same period.Is New 90 Day High Low • Feb 04New 90-day high: ₱6.30The company is up 24% from its price of ₱5.08 on 06 November 2020. The Filipino market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period.공지 • Jan 29GMA Network, Inc., Annual General Meeting, May 19, 2021GMA Network, Inc., Annual General Meeting, May 19, 2021, at 10:00 Singapore Standard Time.Is New 90 Day High Low • Jan 14New 90-day high: ₱6.10The company is up 18% from its price of ₱5.17 on 16 October 2020. The Filipino market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Media industry, which is up 15% over the same period.Is New 90 Day High Low • Dec 05New 90-day high: ₱5.91The company is up 17% from its price of ₱5.05 on 04 September 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 31% over the same period.Is New 90 Day High Low • Nov 18New 90-day high: ₱5.45The company is up 7.0% from its price of ₱5.08 on 20 August 2020. The Filipino market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 13% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱5.91b (up 37% from 3Q 2019). Net income: ₱2.49b (up 200% from 3Q 2019). Profit margin: 42% (up from 19% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: GMA7 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: GMA7 의 배당금 지급액은 지난 10 년 동안 증가하지 않았습니다.배당 수익률 vs 시장GMA Network 배당 수익률 vs 시장GMA7의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (GMA7)7.9%시장 하위 25% (PH)2.7%시장 상위 25% (PH)6.4%업계 평균 (Media)2.1%분석가 예측 (GMA7) (최대 3년)n/a주목할만한 배당금: GMA7 의 배당금( 7.91% )은 PH 시장에서 배당금 지급자의 하위 25%( 2.7% )보다 높습니다.고배당: GMA7 의 배당금( 7.91% )은 PH 시장( 6.4% )주주 대상 이익 배당수익 보장: 현재 지불 비율 ( 88.4% )에서 GMA7 의 지불은 수입으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 32.5% )로 GMA7 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPH 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/09 12:30종가2026/05/08 00:00수익2025/12/31연간 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 소스GMA Network, Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hazel TanedoCLSAAntonio SaludDeutsche BankJaclyn JimenezMaybank Research Pte. Ltd.
Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).
Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.
공지 • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.
Upcoming Dividend • Apr 21Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 7.9%. Within top quartile of Filipino dividend payers (6.7%). Higher than average of industry peers (2.2%).
Declared Dividend • Apr 02Dividend reduced to ₱0.50Dividend of ₱0.50 is 17% lower than last year. Ex-date: 28th April 2025 Payment date: 20th May 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (334% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
공지 • Mar 31GMA Network, Inc. Declares Cash Dividend for the Year Ended December 31, 2024, Payable on May 20, 2025GMA Network, Inc. in its Special Meeting of the Board of Directors declared Cash Dividends equivalent to PHP 0.50 per common share from the retained earnings of the Company as of December 31, 2024. Record Date: April 29, 2025. Payment Date: May 20, 2025.
Reported Earnings • Apr 16Full year 2025 earnings released: EPS: ₱0.45 (vs ₱0.42 in FY 2024)Full year 2025 results: EPS: ₱0.45 (up from ₱0.42 in FY 2024). Revenue: ₱18.1b (up 3.1% from FY 2024). Net income: ₱2.20b (up 54% from FY 2024). Profit margin: 12% (up from 8.1% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.
Upcoming Dividend • Apr 10Upcoming dividend of ₱0.40 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 15 May 2026. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 8.4%. Within top quartile of Filipino dividend payers (6.6%). Higher than average of industry peers (2.2%).
Declared Dividend • Mar 27Dividend reduced to ₱0.40Dividend of ₱0.40 is 20% lower than last year. Ex-date: 17th April 2026 Payment date: 15th May 2026 Dividend yield will be 6.9%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (89% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 1.1% to shift the payout ratio to a potentially unsustainable range, which is less than the 8.8% EPS decline seen over the last 5 years.
공지 • Mar 27GMA Network, Inc., Annual General Meeting, Dec 09, 2026GMA Network, Inc., Annual General Meeting, Dec 09, 2026, at 10:00 W. Australia Standard Time. Location: applicaiton, Philippines
공지 • Mar 26GMA Network, Inc. announces Annual dividend, payable on May 15, 2026GMA Network, Inc. announced Annual dividend of PHP 0.4000 per share payable on May 15, 2026, ex-date on April 17, 2026 and record date on April 20, 2026.
공지 • Jan 22GMA Network, Inc., Annual General Meeting, May 20, 2026GMA Network, Inc., Annual General Meeting, May 20, 2026, at 10:00 W. Australia Standard Time.
Reported Earnings • Nov 16Third quarter 2025 earnings released: EPS: ₱0.021 (vs ₱0.17 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.021 (down from ₱0.17 in 3Q 2024). Revenue: ₱3.89b (down 17% from 3Q 2024). Net income: ₱102.7m (down 82% from 3Q 2024). Profit margin: 2.6% (down from 12% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% 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.
Reported Earnings • Aug 15Second quarter 2025 earnings released: EPS: ₱0.24 (vs ₱0.083 in 2Q 2024)Second quarter 2025 results: EPS: ₱0.24 (up from ₱0.083 in 2Q 2024). Revenue: ₱5.41b (up 31% from 2Q 2024). Net income: ₱1.17b (up 320% from 2Q 2024). Profit margin: 22% (up from 6.8% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% 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.
New Risk • Jun 18New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (91% payout ratio).
공지 • May 21GMA Network, Inc. Elects Maria Theresa E. De Mesa as Assistant Corporate SecretaryGMA Network, Inc. at the Organizational Meeting of the Board held on May 21, 2025, approved to elect Maria Theresa E. De Mesa as Assistant Corporate Secretary for the ensuing year.
Upcoming Dividend • Apr 21Upcoming dividend of ₱0.50 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits and is paying out 90% of its cash flow. Trailing yield: 7.9%. Within top quartile of Filipino dividend payers (6.7%). Higher than average of industry peers (2.2%).
New Risk • Apr 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.1% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (118% payout ratio). Profit margins are more than 30% lower than last year (8.1% net profit margin). Significant insider selling over the past 3 months (₱3.0m sold).
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: ₱0.42 (vs ₱0.65 in FY 2023)Full year 2024 results: EPS: ₱0.42 (down from ₱0.65 in FY 2023). Revenue: ₱17.6b (down 5.8% from FY 2023). Net income: ₱2.07b (down 5.6% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Declared Dividend • Apr 02Dividend reduced to ₱0.50Dividend of ₱0.50 is 17% lower than last year. Ex-date: 28th April 2025 Payment date: 20th May 2025 Dividend yield will be 8.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (334% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
공지 • Mar 31GMA Network, Inc. Declares Cash Dividend for the Year Ended December 31, 2024, Payable on May 20, 2025GMA Network, Inc. in its Special Meeting of the Board of Directors declared Cash Dividends equivalent to PHP 0.50 per common share from the retained earnings of the Company as of December 31, 2024. Record Date: April 29, 2025. Payment Date: May 20, 2025.
Recent Insider Transactions • Feb 18Independent Director recently sold ₱3.0m worth of stockOn the 13th of February, Artemio Panganiban sold around 497k shares on-market at roughly ₱6.07 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₱6.9m more than they bought in the last 12 months.
공지 • Feb 12Gma Network, Inc. Announces Retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group, Effective March 01, 2025GMA Network, Inc. announced retirement of Ms. Lilybeth G. Rasonable as SVP - Entertainment Group. The effective date of retirement is March 01, 2025.
New Risk • Jan 23New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 123% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 138% Dividend per share is over 7x cash flows per share. Shareholders have been substantially diluted in the past year (123% increase in shares outstanding).
공지 • Jan 23GMA Network, Inc., Annual General Meeting, May 21, 2025GMA Network, Inc., Annual General Meeting, May 21, 2025, at 10:00 W. Australia Standard Time.
공지 • Jan 13GMA Network, Inc. Promotes Iaessa Valdellon to Senior Vice President for Public Affairs, Effective January 15, 2025GMA Network, Inc. promoted Iaessa Valdellon from FVP - Public Affairs to Senior Vice President for Public Affairs, effective January 15, 2025. Valdellon's leadership was instrumental in shaping GMA Public Affairs into a creative content powerhouse. Diversifying from documentaries and news magazine programs, GMA Public Affairs has also brought audiences soaps, romantic comedies, historical dramas, and even drama anthologies. These include the multi-awarded programs "Kapuso Mo, Jessica Soho," "I-Witness," "The Atom Araullo Specials," "Reporter's Notebook," "Lolong," and "Black Rider." Valdellon is also credited with creating the full programming grid for GMA News TV, which launched in 2011. While running the channel, she also co-wrote and produced the award-winning social realist series Bayan Ko and Titser. Valdellon is also the concurrent Executive Vice President for GMA Pictures, the Network's film-producing arm. Most recently, GMA Pictures achieved back-to-back wins at the Metro Manila Film Festival, with "Green Bones" winning Best Picture in 2024 and "Firefly" in 2023. Under Valdellon's helm, GMA Pictures has also collaborated with GMA Public Affairs for its first-ever investigative documentary film, "Lost Sabungeros." Released in 2024, the highly controversial film delves into the disappearance of over 30 cockfighters. A Kapuso for more than 20 years now, she started her work in GMA as Program Manager and pioneered in reality production with programs such as `Wish Ko Lang,' `Extra Challenge,' `Imbestigador,' and `Survivor Philippines' - bringing these to the top of Philippine television ratings. She has served as a New York Festivals grand jury member for six years and running. Valdellon has also been a juror for the Asian Academy Creative Awards since 2018. Valdellon is a graduate of Ateneo de Manila University, earning a bachelor's degree in Interdisciplinary Studies focusing on History and Communications.
New Risk • Nov 17New major risk - Revenue and earnings growthEarnings have declined by 4.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 143% Cash payout ratio: 334% Earnings have declined by 4.3% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (₱3.9m sold).
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.17 (vs ₱0.26 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.17 (down from ₱0.26 in 3Q 2023). Revenue: ₱4.69b (down 12% from 3Q 2023). Net income: ₱802.4m (down 9.7% from 3Q 2023). Profit margin: 17% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Oct 15Independent Director recently sold ₱352k worth of stockOn the 7th of October, Artemio Panganiban sold around 50k shares on-market at roughly ₱7.04 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₱2.1m. Insiders have been net sellers, collectively disposing of ₱3.9m more than they bought in the last 12 months.
Recent Insider Transactions • Oct 05Independent Director recently sold ₱1.4m worth of stockOn the 2nd of October, Artemio Panganiban sold around 200k shares on-market at roughly ₱6.99 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: ₱0.082 (vs ₱0.12 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.082 (down from ₱0.12 in 2Q 2023). Revenue: ₱4.12b (down 7.3% from 2Q 2023). Net income: ₱400.5m (flat on 2Q 2023). Profit margin: 9.7% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 44% 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.
Reported Earnings • Apr 17First quarter 2024 earnings released: EPS: ₱0.042 (vs ₱0.12 in 1Q 2023)First quarter 2024 results: EPS: ₱0.042 (down from ₱0.12 in 1Q 2023). Revenue: ₱3.66b (down 8.9% from 1Q 2023). Net income: ₱204.1m (down 51% from 1Q 2023). Profit margin: 5.6% (down from 10% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Declared Dividend • Apr 05Dividend of ₱0.60 announcedShareholders will receive a dividend of ₱0.60. Ex-date: 23rd April 2024 Payment date: 14th May 2024 Dividend yield will be 6.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (190% earnings payout ratio) nor is it covered by cash flows (104% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 111% to bring the payout ratio under control, which is more than the 2.3% EPS growth achieved over the last 5 years.
Buy Or Sell Opportunity • Apr 03Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to ₱9.00. The fair value is estimated to be ₱11.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
공지 • Jan 25GMA Network, Inc., Annual General Meeting, May 15, 2024GMA Network, Inc., Annual General Meeting, May 15, 2024, at 10:00 Singapore Standard Time.
공지 • Dec 12+ 1 more updateGMA Network, Inc. Appoints Joel Marcelo G. Jimenez as Chairman of the Executive Committee Effective on January 1, 2024GMA Network, Inc. at its special meeting of board held on December 9, 2023 approved appointment of Joel Marcelo G. Jimenez as Chairman of the Executive Committee effective on January 1, 2024.
Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be ₱10.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%.
New Risk • Nov 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 190% Cash payout ratio: 104% Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.26 (vs ₱0.23 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.26 (up from ₱0.23 in 3Q 2022). Revenue: ₱5.31b (up 10% from 3Q 2022). Net income: ₱1.28b (up 70% from 3Q 2022). Profit margin: 24% (up from 16% in 3Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 15Second quarter 2023 earnings released: EPS: ₱0.12 (vs ₱0.39 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.12 (down from ₱0.39 in 2Q 2022). Revenue: ₱4.44b (down 27% from 2Q 2022). Net income: ₱581.5m (down 55% from 2Q 2022). Profit margin: 13% (down from 21% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Asia. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
공지 • Jun 02GMA Network, Inc. Promotes Oliver Victor B. Amoroso to Senior Vice PresidentGMA Network, Inc. announced the Promotion of Oliver Victor B. Amoroso as its new Senior Vice President effective June 1,2023 this year. Amoroso led the successful integration of GMA News Manila, GMA Regional TV, GMA News Online and Super Radyo DZBB into GMA Integrated News, solidifying its position as the Philippines' top multimedia news source and the "News Authority of the Filipino," living up to its commitment to bring top-notch reportage across all platforms - from exposés such as the alleged killing of high-profile inmates at the Bilibid to special reports such as the series "Banta ng Nagbabagong Klima" (The Climate Change Threat Series). With weather news being an integral part of daily lives, this 2023, GMA Integrated News also leveled- up its Weather Center, equipped with the latest technology, a new look and an expanded roster of forecasters. As the News Chief, Amoroso grew Regional TV news operations from three newscasts in 2016 to eleven newscasts in 2022, four of which were launched at the height of the coronavirus pandemic. Heeding the clamor from viewers in urban and rural areas, RTV launched the #LocalNewsMatters campaign which gives importance to community news. Amoroso also oversees the Network's regional operations, content and production, and business development, which include 12 TV stations strategically located across the Philippines and handles the Network's various initiatives and partnerships including sports production. With Amoroso at the helm, GMA Integrated News, Regional TV, and Synergy recently won local and international awards including the New York Festivals TV and Film Awards Silver World Medal for `Limitless,' two Excellence honors at the Philippine Quill Awards for the `GMA Masterclass Series' and 'Kapuso Barangayan on Wheels' initiatives, PMPC Star Awards for TV Best News Program for `24 Oras,' and received the 'Best Regional TV Network' at the Platinum Stallion National Media Awards, among others. A loyal Kapuso for 16 years, Amoroso graduated with distinction from Silliman University's College of Mass Communication.
Buying Opportunity • Apr 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be ₱12.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.
Reported Earnings • Apr 19Full year 2022 earnings released: EPS: ₱1.12 (vs ₱1.55 in FY 2021)Full year 2022 results: EPS: ₱1.12. Revenue: ₱21.6b (down 3.9% from FY 2021). Net income: ₱5.44b (up 4.5% from FY 2021). Profit margin: 25% (up from 23% in FY 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Apr 14Upcoming dividend of NT$1.10 per share at 12% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 16 May 2023. The company is paying out more than 100% of its profits and is paying out 92% of its cash flow. Trailing yield: 12%. Within top quartile of Filipino dividend payers (5.5%). Higher than average of industry peers (2.3%).
공지 • Jan 26GMA Network, Inc., Annual General Meeting, May 17, 2023GMA Network, Inc., Annual General Meeting, May 17, 2023, at 10:00 Singapore Standard Time. Agenda: To consider Resignation of Atty. Anna Teresa M. Gozon-Valdes from the Audit and Risk Management Committee and appointment of Joel Marcelo G. Jimenez as member of the Audit and Risk Management Committee to serve the remainder of Atty. Gozon-Valdes' term.
Recent Insider Transactions • Nov 23Independent Director recently sold ₱10m worth of stockOn the 17th of November, Artemio Panganiban sold around 1m shares on-market at roughly ₱10.20 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: ₱0.23 (vs ₱0.48 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.23 (down from ₱0.48 in 3Q 2021). Revenue: ₱4.81b (down 19% from 3Q 2021). Net income: ₱757.4m (down 53% from 3Q 2021). Profit margin: 16% (down from 27% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 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. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공지 • Aug 22GMA Network, Inc. Appoints Anna Teresa M. Gozon-Valdes as Senior Vice President Effective Sep. 1, 2022GMA Network, Inc. appointed Anna Teresa M. Gozon-Valdes as Senior Vice President effective Sep. 1, 2022. Atty. Gozon-Valdes has been a director of GMA since 2000 and was part of the team that led GMA's phenomenal rise to the top. She serves in numerous leadership roles across the Network. Among these was setting up GMA New Media, the Network's digital media and technology arm and future-proofing agent. As President of GMA Worldwide, she led the team that distributed GMA's shows to territories in Asia, North America, Middle East, and Africa. Atty. Gozon-Valdes was also instrumental in pushing for new partnerships with new global platforms and in bringing some of the best foreign shows to the Filipinos such as Full House, Stairway to Heaven and Jewel in the Palace. Currently, she is the Programming Consultant to the Chairman/CEO of GMA Network, where she works with the Drama group and drives synergy across departments. She was one of the brains behind the iconic series Encantadia and Mulawin. She was one of the first to push for local adaptations of iconic foreign materials such as Marimar, Stairway to Heaven, Endless Love and other Korean dramas, as well as the upcoming live action drama Voltes V Legacy. She was recently appointed as Consultant of Sparkle, GMA's talent management arm and serves as President of GMA Films, Inc. where she led the production of several blockbuster movies such as Let the Love Begin, Lovestruck and Moments of Love.
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: ₱0.39 (vs ₱0.34 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.39 (up from ₱0.34 in 2Q 2021). Revenue: ₱6.08b (up 19% from 2Q 2021). Net income: ₱1.30b (up 15% from 2Q 2021). Profit margin: 21% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공지 • Jul 05GMA Network, Inc. Announces Retirement of Marissa L. Flores as Senior Vice President News and Public AffairsGMA Network, Inc. announced retirement of Marissa L. Flores as Senior Vice President News and Public Affairs. Effective Date of Resignation is July 1, 2022. Ms. Flores has been engaged as a Consultant for the Company.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₱11.66, the stock trades at a trailing P/E ratio of 7.4x. Average forward P/E is 14x in the Media industry in Asia. Total returns to shareholders of 199% over the past three years.
Reported Earnings • May 17First quarter 2022 earnings released: EPS: ₱0.44 (vs ₱0.41 in 1Q 2021)First quarter 2022 results: EPS: ₱0.44 (up from ₱0.41 in 1Q 2021). Revenue: ₱5.86b (up 7.4% from 1Q 2021). Net income: ₱2.12b (up 54% from 1Q 2021). Profit margin: 36% (up from 25% in 1Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target increased to ₱16.80Up from ₱10.90, the current price target is provided by 1 analyst. New target price is 28% above last closing price of ₱13.16. Stock is up 69% over the past year. The company posted earnings per share of ₱1.55 last year.
Board Change • Apr 27Less 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. 1 experienced director. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Jaime Laya was the last independent director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 13Upcoming dividend of ₱1.45 per shareEligible shareholders must have bought the stock before 20 April 2022. Payment date: 17 May 2022. Payout ratio and cash payout ratio are on the higher end at 81% and 79% respectively. Trailing yield: 9.2%. Within top quartile of Filipino dividend payers (4.4%). Higher than average of industry peers (2.4%).
Reported Earnings • Apr 12Full year 2021 earnings released: EPS: ₱1.55 (vs ₱1.23 in FY 2020)Full year 2021 results: EPS: ₱1.55 (up from ₱1.23 in FY 2020). Revenue: ₱22.5b (up 16% from FY 2020). Net income: ₱7.53b (up 82% from FY 2020). Profit margin: 34% (up from 21% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Philippines. 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 44% per year, which means it is significantly lagging earnings growth.
공지 • Jan 28GMA Network, Inc., Annual General Meeting, May 18, 2022GMA Network, Inc., Annual General Meeting, May 18, 2022, at 10:00 Singapore Standard Time.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS ₱0.48 (vs ₱0.51 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: ₱5.96b (flat on 3Q 2020). Net income: ₱2.34b (up 36% from 3Q 2020). Profit margin: 39% (up from 29% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Executive Departure • Sep 28Compliance Officer & Corporate Secretary Roberto Rafael Lucila has left the companyOn the 18th of September, Roberto Rafael Lucila's tenure as Compliance Officer & Corporate Secretary ended. As of June 2021, Roberto Rafael still personally held only 19.00k shares (₱274k worth at the time). Roberto Rafael is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 9.67 years.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₱15.60, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 294% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.34 (vs ₱0.17 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱5.14b (up 60% from 2Q 2020). Net income: ₱1.64b (up 187% from 2Q 2020). Profit margin: 32% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱13.66, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 16x in the Media industry in Asia. Total returns to shareholders of 242% over the past three years.
Recent Insider Transactions • Jul 30Insider recently sold ₱107k worth of stockOn the 21st of July, Roberto Rafael Lucila sold around 9k shares on-market at roughly ₱11.88 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₱1.3m more than they sold in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₱10.64, the stock trades at a trailing P/E ratio of 7x. Average forward P/E is 17x in the Media industry in Asia. Total returns to shareholders of 156% over the past three years.
Recent Insider Transactions • Jun 03Independent Director recently bought ₱445k worth of stockOn the 28th of May, Jaime Laya bought around 50k shares on-market at roughly ₱8.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱1.4m more in shares than they have sold in the last 12 months.
Reported Earnings • May 18First quarter 2021 earnings released: EPS ₱0.41 (vs ₱0.12 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₱5.46b (up 55% from 1Q 2020). Net income: ₱2.00b (up 403% from 1Q 2020). Profit margin: 37% (up from 11% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 16Full year 2020 earnings released: EPS ₱1.23 (vs ₱0.54 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₱19.3b (up 17% from FY 2019). Net income: ₱5.98b (up 231% from FY 2019). Profit margin: 31% (up from 11% in FY 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 12Upcoming dividend of ₱1.35 per shareEligible shareholders must have bought the stock before 19 April 2021. Payment date: 18 May 2021. Trailing yield: 15%. Within top quartile of Filipino dividend payers (4.1%). Higher than average of industry peers (1.8%).
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱8.95, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 22x in the Media industry in Asia. Total returns to shareholders of 75% over the past three years.
Is New 90 Day High Low • Feb 20New 90-day high: ₱7.19The company is up 26% from its price of ₱5.70 on 20 November 2020. The Filipino market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 13% over the same period.
Is New 90 Day High Low • Feb 04New 90-day high: ₱6.30The company is up 24% from its price of ₱5.08 on 06 November 2020. The Filipino market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period.
공지 • Jan 29GMA Network, Inc., Annual General Meeting, May 19, 2021GMA Network, Inc., Annual General Meeting, May 19, 2021, at 10:00 Singapore Standard Time.
Is New 90 Day High Low • Jan 14New 90-day high: ₱6.10The company is up 18% from its price of ₱5.17 on 16 October 2020. The Filipino market is up 22% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Media industry, which is up 15% over the same period.
Is New 90 Day High Low • Dec 05New 90-day high: ₱5.91The company is up 17% from its price of ₱5.05 on 04 September 2020. The Filipino market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 31% over the same period.
Is New 90 Day High Low • Nov 18New 90-day high: ₱5.45The company is up 7.0% from its price of ₱5.08 on 20 August 2020. The Filipino market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 13% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱5.91b (up 37% from 3Q 2019). Net income: ₱2.49b (up 200% from 3Q 2019). Profit margin: 42% (up from 19% in 3Q 2019). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.