Manila Broadcasting (MBC) 주식 개요마닐라 방송사는 주로 라디오 방송 사업을 하고 있습니다. 자세히 보기MBC 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적4/6재무 건전성5/6배당0/6강점지난 1년간 수익이 49.7% 증가했습니다.위험 분석지난 5년간 매년 수익이 2.5% 감소했습니다.의미 있는 시가총액이 없습니다(₱2B)지난 3개월 동안 주가 변동성이 PH 시장과 비교해 높았습니다.모든 위험 점검 보기MBC 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₱5.5351.1% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue ₱1.8bEarnings ₱173.5mAdvancedSet Fair ValueView all narrativesManila Broadcasting Company 경쟁사GMA NetworkSymbol: PSE:GMA7Market cap: ₱16.4bManila Bulletin PublishingSymbol: PSE:MBMarket cap: ₱662.0mImpresa - Sociedade Gestora de Participações SociaisSymbol: ENXTLS:IPRMarket cap: €30.3mKorea New NetworkSymbol: KOSDAQ:A058400Market cap: ₩78.8b가격 이력 및 성과Manila Broadcasting 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₱5.5352주 최고가₱7.5052주 최저가₱5.01베타0.161개월 변동-0.18%3개월 변동-10.81%1년 변동-8.75%3년 변동-17.83%5년 변동-47.33%IPO 이후 변동11,349.28%최근 뉴스 및 업데이트공시 • May 25Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026.Reported Earnings • May 18Full year 2025 earnings released: EPS: ₱0.34 (vs ₱0.21 in FY 2024)Full year 2025 results: EPS: ₱0.34 (up from ₱0.21 in FY 2024). Revenue: ₱1.41b (up 28% from FY 2024). Net income: ₱135.5m (up 63% from FY 2024). Profit margin: 9.6% (up from 7.5% in FY 2024). The increase in margin was 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 fallen by 6% per year, which means it is significantly lagging earnings.New Risk • May 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₱2.42b market cap, or US$39.5m).Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱6.94, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 5.4% over the past three years.Board Change • Apr 24Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. 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 • Jan 08Upcoming dividend of ₱0.15 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 03 February 2026. Trailing yield: 2.2%. Lower than top quartile of Filipino dividend payers (6.1%). In line with average of industry peers (2.1%).더 많은 업데이트 보기Recent updates공시 • May 25Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026.Reported Earnings • May 18Full year 2025 earnings released: EPS: ₱0.34 (vs ₱0.21 in FY 2024)Full year 2025 results: EPS: ₱0.34 (up from ₱0.21 in FY 2024). Revenue: ₱1.41b (up 28% from FY 2024). Net income: ₱135.5m (up 63% from FY 2024). Profit margin: 9.6% (up from 7.5% in FY 2024). The increase in margin was 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 fallen by 6% per year, which means it is significantly lagging earnings.New Risk • May 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₱2.42b market cap, or US$39.5m).Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱6.94, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 5.4% over the past three years.Board Change • Apr 24Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. 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 • Jan 08Upcoming dividend of ₱0.15 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 03 February 2026. Trailing yield: 2.2%. Lower than top quartile of Filipino dividend payers (6.1%). In line with average of industry peers (2.1%).New Risk • Jan 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 10% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₱2.83b market cap, or US$48.2m).Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 40%After last week's 40% share price gain to ₱7.04, the stock trades at a trailing P/E ratio of 30x. Average trailing P/E is 17x in the Media industry in Asia. Negligible returns to shareholders over past three years.New Risk • Dec 25New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₱2.03b market cap, or US$34.4m).Board Change • Dec 15Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ₱0.04 (vs ₱0.12 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.04 (down from ₱0.12 in 3Q 2024). Revenue: ₱249.3m (down 22% from 3Q 2024). Net income: ₱14.2m (down 69% from 3Q 2024). Profit margin: 5.7% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Oct 15Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. 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 • Sep 08Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱6.97, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 2.7% over the past three years.Board Change • Jun 26Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • May 22Manila Broadcasting Company, Annual General Meeting, Oct 02, 2025Manila Broadcasting Company, Annual General Meeting, Oct 02, 2025.Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: ₱291.1m (up 16% from 1Q 2024). Net income: ₱20.0m (up ₱17.8m from 1Q 2024). Profit margin: 6.9% (up from 0.9% in 1Q 2024). The increase in margin was driven by higher revenue.Board Change • May 14Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • May 04Full year 2024 earnings released: EPS: ₱0.21 (vs ₱0.15 in FY 2023)Full year 2024 results: EPS: ₱0.21 (up from ₱0.15 in FY 2023). Revenue: ₱1.10b (up 6.3% from FY 2023). Net income: ₱83.3m (up 39% from FY 2023). Profit margin: 7.5% (up from 5.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₱7.30, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₱7.02, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 25% over the past three years.Upcoming Dividend • Dec 19Upcoming dividend of ₱0.10 per shareEligible shareholders must have bought the stock before 26 December 2024. Payment date: 15 January 2025. The company last paid an ordinary dividend in December 2014. The average dividend yield among industry peers is 2.1%.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₱7.48, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 23% over the past three years.공시 • Dec 11Manila Broadcasting Company Declares Special Cash Dividend, Payable on January 15, 2025The Board of Directors of Manila Broadcasting Company in a special meeting held on December 11, 2024, with the requisite quorum present, unanimously approved the declaration of special cash dividend of PHP 10 per share to be paid on January 15, 2025 to stockholders of record as of December 27, 2024.Board Change • Nov 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. No experienced directors. 8 highly experienced directors. 1 independent director (7 non-independent directors). Independent Non Executive Director Marvel Tan was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.12 (vs ₱0.011 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.12 (up from ₱0.011 in 3Q 2023). Revenue: ₱319.8m (up 26% from 3Q 2023). Net income: ₱46.4m (up ₱41.9m from 3Q 2023). Profit margin: 14% (up from 1.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Oct 29+ 1 more updateManila Broadcasting Company Announces CFO ChangesIn a special meeting held on October 29, 2024, the Board of Directors of Manila Broadcasting Company approved the appointment of the following officers: Promotion or Change in Designation: Robert A. Pua from Vice President - Finance and Compliance to Senior Vice President - Chief Financial Officer; and Eduardo G. Cordova from Senior Vice President - Chief Financial Officer to Senior Vice President - Executive Director of Finance. Effective Date of change is October 29, 2024. Mr. Robert A. Pua has been appointed as the Senior Vice President and Chief Financial Officer (SVP-CFO) of MBC. In his capacity as SVP-CFO, Mr. Pua will assume full responsibility for overseeing MBC's financial operations and reporting directly to senior management.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₱7.79, the stock trades at a trailing P/E ratio of 71.9x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₱6.13, the stock trades at a trailing P/E ratio of 56.6x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 27% over the past three years.공시 • Sep 12Manila Broadcasting Company Announces Resignation of George T. Goduco as an Independent Director and Member of the Board of DirectorsThe Board of Directors of Manila Broadcasting Company, in its regular meeting held on September 9, 2024 approved the resignation of Mr. George T. Goduco as an Independent Director and Member of the Board of Directors, effective September 9, 2024. His resignation is due to a conflict with his new affiliation with a bank, which prohibits him from being involved with a media company.Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₱0.04 (vs ₱0.024 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.04 (up from ₱0.024 in 2Q 2023). Revenue: ₱252.3m (flat on 2Q 2023). Net income: ₱14.4m (up 35% from 2Q 2023). Profit margin: 5.7% (up from 4.2% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ₱6.25, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 32% over the past three years.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₱7.86, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 19x in the Media industry in Asia. Total loss to shareholders of 21% over the past three years.공시 • May 26Manila Broadcasting Company, Annual General Meeting, Oct 03, 2024Manila Broadcasting Company, Annual General Meeting, Oct 03, 2024.Reported Earnings • May 02Full year 2023 earnings released: EPS: ₱0.15 (vs ₱0.28 in FY 2022)Full year 2023 results: EPS: ₱0.15 (down from ₱0.28 in FY 2022). Revenue: ₱1.04b (down 15% from FY 2022). Net income: ₱59.7m (down 47% from FY 2022). Profit margin: 5.8% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.New Risk • Nov 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₱2.98b market cap, or US$53.9m).Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.01 (vs ₱0.11 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.01 (down from ₱0.11 in 3Q 2022). Revenue: ₱253.0m (down 13% from 3Q 2022). Net income: ₱4.47m (down 90% from 3Q 2022). Profit margin: 1.8% (down from 16% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공시 • Aug 25Manila Broadcasting Company, Annual General Meeting, Oct 05, 2023Manila Broadcasting Company, Annual General Meeting, Oct 05, 2023, at 15:00 Singapore Standard Time. Location: Elizalde Hall, MBC Building, V. Sotto St., CCP Complex, Pasay City Philippines Agenda: To consider and approve the audited financial statements for the year ended December 31, 2022; Approval and ratification of the acts of the Board of Directors and Officers of the Company from the date of last Stockholders' Meeting up to October 5, 2023; Election of Directors and Officers for the year 2023 to 2024; Appointment of External Auditors; and to discuss Other Matters.Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₱0.03 (vs ₱0.04 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.03 (down from ₱0.04 in 2Q 2022). Revenue: ₱267.0m (down 28% from 2Q 2022). Net income: ₱13.5m (down 25% from 2Q 2022). Profit margin: 5.1% (up from 4.9% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₱6.60, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 45% over the past three years.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₱7.99, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₱6.68, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 51% over the past three years.Reported Earnings • May 04Full year 2022 earnings released: EPS: ₱0.28 (vs ₱0.24 in FY 2021)Full year 2022 results: EPS: ₱0.28 (up from ₱0.24 in FY 2021). Revenue: ₱1.22b (up 23% from FY 2021). Net income: ₱113.3m (up 18% from FY 2021). Profit margin: 9.3% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₱7.76, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₱6.64, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 38% over the past three years.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱8.07, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 19% over the past three years.Upcoming Dividend • Jan 17Upcoming dividend of ₱0.30 per shareEligible shareholders must have bought the stock before 24 January 2023. Payment date: 14 February 2023. Trailing yield: 3.8%. Lower than top quartile of Filipino dividend payers (5.3%). Higher than average of industry peers (2.7%).공시 • Dec 29Manila Broadcasting Company Declares Cash Dividend, Payable on February 14, 2023The Board of Directors of Manila Broadcasting Company in a special meeting held on December 28, 2022, with the requisite quorum present, unanimously approved the declaration of cash dividend of PHP 0.30 per share to be paid on February 14, 2023 to stockholders of record as of January 27, 2023.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₱5.93, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 47% over the past three years.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₱6.30, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 44% over the past three years.Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₱0.11 (vs ₱0.02 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.11 (up from ₱0.02 in 3Q 2021). Revenue: ₱290.7m (up 31% from 3Q 2021). Net income: ₱45.3m (up ₱37.9m from 3Q 2021). Profit margin: 16% (up from 3.4% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.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. 2 experienced directors. 7 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Non Executive Director Marvel Tan was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱7.44, the stock trades at a trailing P/E ratio of 40.2x. Average trailing P/E is 15x in the Media industry in Asia. Total loss to shareholders of 46% over the past three years.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱6.98, the stock trades at a trailing P/E ratio of 37.7x. Average trailing P/E is 15x in the Media industry in Asia. Total loss to shareholders of 49% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱6.32, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₱6.51, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 56% over the past three years.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.04 (vs ₱0.04 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.04 (vs ₱0.04 in 2Q 2021). Revenue: ₱371.9m (up 51% from 2Q 2021). Net income: ₱18.1m (up 13% from 2Q 2021). Profit margin: 4.9% (down from 6.5% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 30% share price decline to ₱6.31, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 54% over the past three years.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₱9.00, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 36% over the past three years.공시 • May 29Manila Broadcasting Company, Annual General Meeting, Oct 06, 2022Manila Broadcasting Company, Annual General Meeting, Oct 06, 2022.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₱9.80, the stock trades at a trailing P/E ratio of 41.2x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 29% over the past three years.Reported Earnings • May 18Full year 2021 earnings released: EPS: ₱0.24 (vs ₱0.26 in FY 2020)Full year 2021 results: EPS: ₱0.24 (down from ₱0.26 in FY 2020). Revenue: ₱992.9m (up 12% from FY 2020). Net income: ₱95.8m (down 8.6% from FY 2020). Profit margin: 9.6% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 20% per 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. 2 experienced directors. 7 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Non Executive Director Marvel Tan was the last independent director to join the board, commencing their role in 2016. 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 • Jan 05Inaugural dividend of ₱0.30 per shareEligible shareholders must have bought the stock before 12 January 2022. Payment date: 03 February 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in December 2018. The average dividend yield among industry peers is 2.0%.Reported Earnings • Nov 22Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₱0.02 (down from ₱0.21 in 3Q 2020). Revenue: ₱222.5m (down 14% from 3Q 2020). Net income: ₱7.49m (down 91% from 3Q 2020). Profit margin: 3.4% (down from 32% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱11.00, the stock trades at a trailing P/E ratio of 47.8x. Average trailing P/E is 19x in the Media industry in Asia. Total loss to shareholders of 25% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.04 (vs ₱0.006 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱247.0m (up 90% from 2Q 2020). Net income: ₱16.1m (up ₱13.6m from 2Q 2020). Profit margin: 6.5% (up from 1.9% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Reported Earnings • Jun 03Full year 2020 earnings released: EPS ₱0.26 (vs ₱0.27 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: ₱889.3m (down 19% from FY 2019). Net income: ₱104.8m (down 2.0% from FY 2019). Profit margin: 12% (up from 9.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.Is New 90 Day High Low • Feb 27New 90-day low: ₱10.78The company is down 18% from its price of ₱13.20 on 27 November 2020. The Filipino market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 10.0% over the same period.Is New 90 Day High Low • Nov 24New 90-day high: ₱12.00The company is up 1.0% from its price of ₱11.90 on 26 August 2020. The Filipino market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 22% over the same period.Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.04The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱187.2m (down 27% from 3Q 2019). Net income: ₱16.3m (down 54% from 3Q 2019). Profit margin: 8.7% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 22New 90-day low: ₱10.32The company is down 14% from its price of ₱11.98 on 24 July 2020. The Filipino market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 3.0% over the same period.Is New 90 Day High Low • Oct 01New 90-day low: ₱10.64The company is down 18% from its price of ₱12.98 on 03 July 2020. The Filipino market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Media industry, which is down 24% over the same period.주주 수익률MBCPH MediaPH 시장7D0%-1.9%2.7%1Y-8.7%-3.0%-2.8%전체 주주 수익률 보기수익률 대 산업: MBC은 지난 1년 동안 -3%의 수익을 기록한 PH Media 산업보다 저조한 성과를 냈습니다.수익률 대 시장: MBC은 지난 1년 동안 -2.8%를 기록한 PH 시장보다 저조한 성과를 냈습니다.주가 변동성Is MBC's price volatile compared to industry and market?MBC volatilityMBC Average Weekly Movement8.2%Media Industry Average Movement6.1%Market Average Movement5.2%10% most volatile stocks in PH Market9.5%10% least volatile stocks in PH Market2.9%안정적인 주가: MBC의 주가는 지난 3개월 동안 PH 시장보다 변동성이 컸습니다.시간에 따른 변동성: MBC의 주간 변동성(8%)은 지난 1년 동안 안정적이었지만 PH 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트1939200Federico Elizaldembcmediagroup.com/마닐라 방송사는 주로 라디오 방송 사업을 하고 있습니다. DZRH, 악시온 라디오, 러브 라디오, Yes-FM, 라디오 나틴, 이지 락, RHTV, 뉴미디어 등 다양한 프로그램 포맷을 보유하고 있습니다. 이 회사는 필리핀 각 지방에서 나틴 방송국을 운영하고 있습니다.더 보기Manila Broadcasting Company 기초 지표 요약Manila Broadcasting의 순이익과 매출은 시가총액과 어떻게 비교됩니까?MBC 기초 통계시가총액₱2.23b순이익 (TTM)₱131.92m매출 (TTM)₱1.36b16.9x주가수익비율(P/E)1.6x주가매출비율(P/S)MBC는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표MBC 손익계산서 (TTM)매출₱1.36b매출원가₱678.71m총이익₱683.07m기타 비용₱551.16m순이익₱131.92m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.33총이익률50.16%순이익률9.69%부채/자본 비율25.5%MBC의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.7%현재 배당 수익률n/a배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/19 11:33종가2026/06/19 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Manila Broadcasting Company는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공시 • May 25Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026.
Reported Earnings • May 18Full year 2025 earnings released: EPS: ₱0.34 (vs ₱0.21 in FY 2024)Full year 2025 results: EPS: ₱0.34 (up from ₱0.21 in FY 2024). Revenue: ₱1.41b (up 28% from FY 2024). Net income: ₱135.5m (up 63% from FY 2024). Profit margin: 9.6% (up from 7.5% in FY 2024). The increase in margin was 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 fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • May 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₱2.42b market cap, or US$39.5m).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱6.94, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 5.4% over the past three years.
Board Change • Apr 24Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. 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 • Jan 08Upcoming dividend of ₱0.15 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 03 February 2026. Trailing yield: 2.2%. Lower than top quartile of Filipino dividend payers (6.1%). In line with average of industry peers (2.1%).
공시 • May 25Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026Manila Broadcasting Company, Annual General Meeting, Oct 01, 2026.
Reported Earnings • May 18Full year 2025 earnings released: EPS: ₱0.34 (vs ₱0.21 in FY 2024)Full year 2025 results: EPS: ₱0.34 (up from ₱0.21 in FY 2024). Revenue: ₱1.41b (up 28% from FY 2024). Net income: ₱135.5m (up 63% from FY 2024). Profit margin: 9.6% (up from 7.5% in FY 2024). The increase in margin was 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 fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • May 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₱2.42b market cap, or US$39.5m).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱6.94, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 5.4% over the past three years.
Board Change • Apr 24Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. 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 • Jan 08Upcoming dividend of ₱0.15 per shareEligible shareholders must have bought the stock before 15 January 2026. Payment date: 03 February 2026. Trailing yield: 2.2%. Lower than top quartile of Filipino dividend payers (6.1%). In line with average of industry peers (2.1%).
New Risk • Jan 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 10% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₱2.83b market cap, or US$48.2m).
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 40%After last week's 40% share price gain to ₱7.04, the stock trades at a trailing P/E ratio of 30x. Average trailing P/E is 17x in the Media industry in Asia. Negligible returns to shareholders over past three years.
New Risk • Dec 25New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.0% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₱2.03b market cap, or US$34.4m).
Board Change • Dec 15Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: ₱0.04 (vs ₱0.12 in 3Q 2024)Third quarter 2025 results: EPS: ₱0.04 (down from ₱0.12 in 3Q 2024). Revenue: ₱249.3m (down 22% from 3Q 2024). Net income: ₱14.2m (down 69% from 3Q 2024). Profit margin: 5.7% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Oct 15Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. 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 • Sep 08Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱6.97, the stock trades at a trailing P/E ratio of 31.8x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 2.7% over the past three years.
Board Change • Jun 26Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • May 22Manila Broadcasting Company, Annual General Meeting, Oct 02, 2025Manila Broadcasting Company, Annual General Meeting, Oct 02, 2025.
Reported Earnings • May 16First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: ₱291.1m (up 16% from 1Q 2024). Net income: ₱20.0m (up ₱17.8m from 1Q 2024). Profit margin: 6.9% (up from 0.9% in 1Q 2024). The increase in margin was driven by higher revenue.
Board Change • May 14Less 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. No experienced directors. 8 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Gil Torres was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • May 04Full year 2024 earnings released: EPS: ₱0.21 (vs ₱0.15 in FY 2023)Full year 2024 results: EPS: ₱0.21 (up from ₱0.15 in FY 2023). Revenue: ₱1.10b (up 6.3% from FY 2023). Net income: ₱83.3m (up 39% from FY 2023). Profit margin: 7.5% (up from 5.8% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₱7.30, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₱7.02, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 25% over the past three years.
Upcoming Dividend • Dec 19Upcoming dividend of ₱0.10 per shareEligible shareholders must have bought the stock before 26 December 2024. Payment date: 15 January 2025. The company last paid an ordinary dividend in December 2014. The average dividend yield among industry peers is 2.1%.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₱7.48, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 23% over the past three years.
공시 • Dec 11Manila Broadcasting Company Declares Special Cash Dividend, Payable on January 15, 2025The Board of Directors of Manila Broadcasting Company in a special meeting held on December 11, 2024, with the requisite quorum present, unanimously approved the declaration of special cash dividend of PHP 10 per share to be paid on January 15, 2025 to stockholders of record as of December 27, 2024.
Board Change • Nov 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. No experienced directors. 8 highly experienced directors. 1 independent director (7 non-independent directors). Independent Non Executive Director Marvel Tan was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: ₱0.12 (vs ₱0.011 in 3Q 2023)Third quarter 2024 results: EPS: ₱0.12 (up from ₱0.011 in 3Q 2023). Revenue: ₱319.8m (up 26% from 3Q 2023). Net income: ₱46.4m (up ₱41.9m from 3Q 2023). Profit margin: 14% (up from 1.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Oct 29+ 1 more updateManila Broadcasting Company Announces CFO ChangesIn a special meeting held on October 29, 2024, the Board of Directors of Manila Broadcasting Company approved the appointment of the following officers: Promotion or Change in Designation: Robert A. Pua from Vice President - Finance and Compliance to Senior Vice President - Chief Financial Officer; and Eduardo G. Cordova from Senior Vice President - Chief Financial Officer to Senior Vice President - Executive Director of Finance. Effective Date of change is October 29, 2024. Mr. Robert A. Pua has been appointed as the Senior Vice President and Chief Financial Officer (SVP-CFO) of MBC. In his capacity as SVP-CFO, Mr. Pua will assume full responsibility for overseeing MBC's financial operations and reporting directly to senior management.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₱7.79, the stock trades at a trailing P/E ratio of 71.9x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₱6.13, the stock trades at a trailing P/E ratio of 56.6x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 27% over the past three years.
공시 • Sep 12Manila Broadcasting Company Announces Resignation of George T. Goduco as an Independent Director and Member of the Board of DirectorsThe Board of Directors of Manila Broadcasting Company, in its regular meeting held on September 9, 2024 approved the resignation of Mr. George T. Goduco as an Independent Director and Member of the Board of Directors, effective September 9, 2024. His resignation is due to a conflict with his new affiliation with a bank, which prohibits him from being involved with a media company.
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: ₱0.04 (vs ₱0.024 in 2Q 2023)Second quarter 2024 results: EPS: ₱0.04 (up from ₱0.024 in 2Q 2023). Revenue: ₱252.3m (flat on 2Q 2023). Net income: ₱14.4m (up 35% from 2Q 2023). Profit margin: 5.7% (up from 4.2% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ₱6.25, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 32% over the past three years.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 30%After last week's 30% share price gain to ₱7.86, the stock trades at a trailing P/E ratio of 52.8x. Average trailing P/E is 19x in the Media industry in Asia. Total loss to shareholders of 21% over the past three years.
공시 • May 26Manila Broadcasting Company, Annual General Meeting, Oct 03, 2024Manila Broadcasting Company, Annual General Meeting, Oct 03, 2024.
Reported Earnings • May 02Full year 2023 earnings released: EPS: ₱0.15 (vs ₱0.28 in FY 2022)Full year 2023 results: EPS: ₱0.15 (down from ₱0.28 in FY 2022). Revenue: ₱1.04b (down 15% from FY 2022). Net income: ₱59.7m (down 47% from FY 2022). Profit margin: 5.8% (down from 9.3% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
New Risk • Nov 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Filipino stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₱2.98b market cap, or US$53.9m).
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: ₱0.01 (vs ₱0.11 in 3Q 2022)Third quarter 2023 results: EPS: ₱0.01 (down from ₱0.11 in 3Q 2022). Revenue: ₱253.0m (down 13% from 3Q 2022). Net income: ₱4.47m (down 90% from 3Q 2022). Profit margin: 1.8% (down from 16% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공시 • Aug 25Manila Broadcasting Company, Annual General Meeting, Oct 05, 2023Manila Broadcasting Company, Annual General Meeting, Oct 05, 2023, at 15:00 Singapore Standard Time. Location: Elizalde Hall, MBC Building, V. Sotto St., CCP Complex, Pasay City Philippines Agenda: To consider and approve the audited financial statements for the year ended December 31, 2022; Approval and ratification of the acts of the Board of Directors and Officers of the Company from the date of last Stockholders' Meeting up to October 5, 2023; Election of Directors and Officers for the year 2023 to 2024; Appointment of External Auditors; and to discuss Other Matters.
Reported Earnings • Aug 16Second quarter 2023 earnings released: EPS: ₱0.03 (vs ₱0.04 in 2Q 2022)Second quarter 2023 results: EPS: ₱0.03 (down from ₱0.04 in 2Q 2022). Revenue: ₱267.0m (down 28% from 2Q 2022). Net income: ₱13.5m (down 25% from 2Q 2022). Profit margin: 5.1% (up from 4.9% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₱6.60, the stock trades at a trailing P/E ratio of 34.7x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 45% over the past three years.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₱7.99, the stock trades at a trailing P/E ratio of 42x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₱6.68, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 18x in the Media industry in Asia. Total loss to shareholders of 51% over the past three years.
Reported Earnings • May 04Full year 2022 earnings released: EPS: ₱0.28 (vs ₱0.24 in FY 2021)Full year 2022 results: EPS: ₱0.28 (up from ₱0.24 in FY 2021). Revenue: ₱1.22b (up 23% from FY 2021). Net income: ₱113.3m (up 18% from FY 2021). Profit margin: 9.3% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₱7.76, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₱6.64, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 38% over the past three years.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₱8.07, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 19% over the past three years.
Upcoming Dividend • Jan 17Upcoming dividend of ₱0.30 per shareEligible shareholders must have bought the stock before 24 January 2023. Payment date: 14 February 2023. Trailing yield: 3.8%. Lower than top quartile of Filipino dividend payers (5.3%). Higher than average of industry peers (2.7%).
공시 • Dec 29Manila Broadcasting Company Declares Cash Dividend, Payable on February 14, 2023The Board of Directors of Manila Broadcasting Company in a special meeting held on December 28, 2022, with the requisite quorum present, unanimously approved the declaration of cash dividend of PHP 0.30 per share to be paid on February 14, 2023 to stockholders of record as of January 27, 2023.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₱5.93, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 47% over the past three years.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₱6.30, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 44% over the past three years.
Reported Earnings • Nov 17Third quarter 2022 earnings released: EPS: ₱0.11 (vs ₱0.02 in 3Q 2021)Third quarter 2022 results: EPS: ₱0.11 (up from ₱0.02 in 3Q 2021). Revenue: ₱290.7m (up 31% from 3Q 2021). Net income: ₱45.3m (up ₱37.9m from 3Q 2021). Profit margin: 16% (up from 3.4% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
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. 2 experienced directors. 7 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Non Executive Director Marvel Tan was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱7.44, the stock trades at a trailing P/E ratio of 40.2x. Average trailing P/E is 15x in the Media industry in Asia. Total loss to shareholders of 46% over the past three years.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱6.98, the stock trades at a trailing P/E ratio of 37.7x. Average trailing P/E is 15x in the Media industry in Asia. Total loss to shareholders of 49% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₱6.32, the stock trades at a trailing P/E ratio of 34.2x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₱6.51, the stock trades at a trailing P/E ratio of 35.2x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 56% over the past three years.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₱0.04 (vs ₱0.04 in 2Q 2021)Second quarter 2022 results: EPS: ₱0.04 (vs ₱0.04 in 2Q 2021). Revenue: ₱371.9m (up 51% from 2Q 2021). Net income: ₱18.1m (up 13% from 2Q 2021). Profit margin: 4.9% (down from 6.5% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment deteriorated over the past weekAfter last week's 30% share price decline to ₱6.31, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 54% over the past three years.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₱9.00, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 16x in the Media industry in Asia. Total loss to shareholders of 36% over the past three years.
공시 • May 29Manila Broadcasting Company, Annual General Meeting, Oct 06, 2022Manila Broadcasting Company, Annual General Meeting, Oct 06, 2022.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 30% share price gain to ₱9.80, the stock trades at a trailing P/E ratio of 41.2x. Average trailing P/E is 17x in the Media industry in Asia. Total loss to shareholders of 29% over the past three years.
Reported Earnings • May 18Full year 2021 earnings released: EPS: ₱0.24 (vs ₱0.26 in FY 2020)Full year 2021 results: EPS: ₱0.24 (down from ₱0.26 in FY 2020). Revenue: ₱992.9m (up 12% from FY 2020). Net income: ₱95.8m (down 8.6% from FY 2020). Profit margin: 9.6% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 20% per 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. 2 experienced directors. 7 highly experienced directors. 2 independent directors (7 non-independent directors). Independent Non Executive Director Marvel Tan was the last independent director to join the board, commencing their role in 2016. 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 • Jan 05Inaugural dividend of ₱0.30 per shareEligible shareholders must have bought the stock before 12 January 2022. Payment date: 03 February 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in December 2018. The average dividend yield among industry peers is 2.0%.
Reported Earnings • Nov 22Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₱0.02 (down from ₱0.21 in 3Q 2020). Revenue: ₱222.5m (down 14% from 3Q 2020). Net income: ₱7.49m (down 91% from 3Q 2020). Profit margin: 3.4% (down from 32% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₱11.00, the stock trades at a trailing P/E ratio of 47.8x. Average trailing P/E is 19x in the Media industry in Asia. Total loss to shareholders of 25% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS ₱0.04 (vs ₱0.006 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₱247.0m (up 90% from 2Q 2020). Net income: ₱16.1m (up ₱13.6m from 2Q 2020). Profit margin: 6.5% (up from 1.9% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Jun 03Full year 2020 earnings released: EPS ₱0.26 (vs ₱0.27 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: ₱889.3m (down 19% from FY 2019). Net income: ₱104.8m (down 2.0% from FY 2019). Profit margin: 12% (up from 9.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.
Is New 90 Day High Low • Feb 27New 90-day low: ₱10.78The company is down 18% from its price of ₱13.20 on 27 November 2020. The Filipino market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Nov 24New 90-day high: ₱12.00The company is up 1.0% from its price of ₱11.90 on 26 August 2020. The Filipino market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 22% over the same period.
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS ₱0.04The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₱187.2m (down 27% from 3Q 2019). Net income: ₱16.3m (down 54% from 3Q 2019). Profit margin: 8.7% (down from 14% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 22New 90-day low: ₱10.32The company is down 14% from its price of ₱11.98 on 24 July 2020. The Filipino market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is down 3.0% over the same period.
Is New 90 Day High Low • Oct 01New 90-day low: ₱10.64The company is down 18% from its price of ₱12.98 on 03 July 2020. The Filipino market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Media industry, which is down 24% over the same period.
