Globe Telecom (GLO) Aandelenoverzicht
Globe Telecom, Inc. levert telecommunicatiediensten aan individuele consumenten, bedrijven en kleine en middelgrote ondernemingen in de Filippijnen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
GLO Community Fair Values
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Analyst Price Targets
Globe Telecom, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | ₱1,620.00 |
| 52 Week Hoogtepunt | ₱1,964.00 |
| 52 Week Laag | ₱1,401.00 |
| Bèta | 0.22 |
| 1 maand verandering | -7.80% |
| 3 maanden verandering | -4.71% |
| 1 Jaar Verandering | 6.58% |
| 3 jaar verandering | -9.75% |
| 5 jaar verandering | -49.38% |
| Verandering sinds IPO | 317.63% |
Recent nieuws en updates
Narratiefupdate • Jul 14
GLO: Future Returns Will Reflect New Trust Office And Higher Earnings Multiple
Analysts have raised their fair value estimate for Globe Telecom from ₱1,650 to ₱2,000, citing updated assumptions on discount rate, revenue growth, profit margins, and future P/E that influence their latest price target framework. What's in the News Globe Telecom formed an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under one structure, focusing on an AI enabled, data driven, and security focused organization.
Narratiefupdate • Jun 23
GLO: Intelligence And Trust Office Will Support Bullish Long Term Outlook
Analysts have trimmed their fair value estimate for Globe Telecom slightly from ₱2,630.00 to ₱2,600.00, reflecting updated views on revenue growth, profit margins and the stock's future P/E profile. What’s in the News for Globe Telecom Globe Telecom established an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under a single structure focused on security, AI and data driven operations.Recent updates
Narratiefupdate • Jul 14
GLO: Future Returns Will Reflect New Trust Office And Higher Earnings Multiple
Analysts have raised their fair value estimate for Globe Telecom from ₱1,650 to ₱2,000, citing updated assumptions on discount rate, revenue growth, profit margins, and future P/E that influence their latest price target framework. What's in the News Globe Telecom formed an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under one structure, focusing on an AI enabled, data driven, and security focused organization.Narratiefupdate • Jun 23
GLO: Intelligence And Trust Office Will Support Bullish Long Term Outlook
Analysts have trimmed their fair value estimate for Globe Telecom slightly from ₱2,630.00 to ₱2,600.00, reflecting updated views on revenue growth, profit margins and the stock's future P/E profile. What’s in the News for Globe Telecom Globe Telecom established an Intelligence and Trust Office to bring together its Artificial Intelligence Group, The Data Group, Information Security and Data Privacy, and Digital Policy Office under a single structure focused on security, AI and data driven operations.Narratiefupdate • Jun 06
GLO: Future Returns Will Reflect Leadership Transition And Steadier Long Run Profitability
Analysts have maintained their fair value estimate for Globe Telecom at ₱1,650.00 per share. They have updated their assumptions to incorporate a higher discount rate, more conservative expectations for revenue growth and profit margins, and a higher future P/E multiple.Narratiefupdate • May 11
GLO: Future IoT Partnership Will Support Bullish Long Term Outlook
Analysts have adjusted their price target for Globe Telecom from ₱2,720 to ₱2,630, reflecting updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions. What's in the News A board meeting is scheduled for April 21, 2026, with the agenda to elect Mr. Cezar P.Narratiefupdate • Apr 25
GLO: Future Returns Will Rely On Connectivity Expansion And Stable Long Run Profitability
Analysts are holding their Globe Telecom fair value estimate at ₱1,650, citing broadly steady assumptions around revenue growth, profit margins and future P/E as the basis for keeping the price target unchanged. What's in the News Board meeting scheduled for Apr 21, 2026, with the agenda to elect Mr. Cezar P.Narratiefupdate • Apr 09
GLO: Future Returns Will Rely On Dividends And Broader Connectivity Initiatives
Analysts have kept their fair value estimate for Globe Telecom steady at ₱1,650, citing only minor adjustments to revenue growth, profit margin, and future P/E assumptions as the reasons for maintaining their price target. What's in the News Globe Business is partnering with Aeris to launch the Aeris IoT Accelerator platform in the Philippines, targeting commercial availability by the third quarter of 2026 and focusing on integrated IoT connectivity management for enterprises.Narratiefupdate • Mar 26
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Platforms
Analysts have kept Globe Telecom’s fair value estimate steady at ₱1,650.00, with the updated target reflecting slightly refined assumptions around the discount rate, revenue growth, profit margin, and a lower future P/E multiple. What's in the News Globe Business is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, aiming to provide enterprises with an integrated command center for IoT connectivity management, with commercial availability targeted by the third quarter of 2026.Narratiefupdate • Mar 12
GLO: Future Returns Will Rely On Dividends And Expanded Connectivity Initiatives
Analysts have kept their ₱1,650 price target for Globe Telecom unchanged, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginally reduced future P/E multiple. What's in the News Globe Telecom is partnering with Aeris to launch the first Aeris IoT Accelerator platform in the Philippines, giving enterprise customers a single platform to manage IoT programs and connectivity for use cases such as automotive OEMs and software defined vehicles, with commercial availability targeted by the third quarter of 2026 (Key Developments).Narratiefupdate • Feb 24
GLO: Future Returns Will Rely On Dividends And Satellite Connectivity
Analysts have maintained their ₱1,650 price target for Globe Telecom, citing updated assumptions that combine a higher revenue growth outlook with a lower profit margin and a higher future P/E multiple, while keeping the discount rate essentially unchanged. What's in the News Globe Telecom filed a follow on equity offering for two series of preferred shares, Series A and Series B, both described as callable, cumulative, non participating, perpetual, subordinated and unsecured (Key Developments).Narratiefupdate • Feb 10
GLO: Dividends And Satellite Connectivity Will Shape Returns At Fair Valuation
Analysts have lifted their fair value estimate for Globe Telecom to ₱1,650 from ₱1,550, citing updated assumptions that include a shift from a 0.30% revenue contraction to 3.74% revenue growth expectations, a slightly lower discount rate of 11.25% versus 11.39%, a modest trim to forecast profit margin to 14.48% from 14.95%, and a small adjustment in future P/E expectations to 11.23x from 11.56x. What's in the News Globe became the first operator in Southeast Asia and the second in Asia to offer Starlink's Direct to Cell satellite service, enabling data, voice, and messaging for standard LTE phones, with only a clear view of the sky required (Key Developments).Narratiefupdate • Jan 25
GLO: Dividends And New ICT Venture Will Shape Returns At Fair Valuation
Analysts have kept their price target for Globe Telecom at ₱1,550, citing small adjustments to revenue growth, profit margin, and future P/E assumptions that largely offset each other in their valuation work. What's in the News Globe closed a joint venture with Singapore based NCS Pte.Narratiefupdate • Jan 10
GLO: Dividends And New ICT Venture Will Shape Future Return Profile
Analysts have kept their price target for Globe Telecom unchanged at ₱1,550.00. They cite small adjustments to revenue expectations and margin outlook that do not materially alter their valuation or assumed forward P/E multiple.Narratiefupdate • Dec 13
GLO: Future Dividend And Margin Outlook Will Shape Balanced Return Profile
Analysts have trimmed their 12 month price target for Globe Telecom to ₱1,550 from ₱1,650, reflecting slightly softer revenue growth expectations, improved profitability, and a lower assumed future price to earnings multiple. What's in the News Board meeting scheduled for December 9, 2025, to set the date of the 2026 Annual Stockholders' Meeting and address other corporate matters (company filing) Board meeting on November 6, 2025, to approve a fourth quarter cash dividend of ₱25.00 per common share, payable on December 5, 2025, to shareholders of record as of November 20, 2025 (company filing) Valuation Changes Fair Value Estimate: Reduced from ₱1,650 to ₱1,550, indicating a modest downgrade in the 12 month price target.
Narratiefupdate • Aug 28
Digital Transformation And Network Expansion Will Create Future Opportunity
The slight downward revision in Globe Telecom’s analyst price target primarily reflects modestly softer revenue growth expectations, with consensus estimates declining from 2.1% to 2.0% per annum, resulting in a lowered fair value from ₱2256 to ₱2197. What's in the News Globe Fintech Innovations, Inc.
Nieuw narratief • Dec 09
STT Data Center Expansion, GCash Scaling, And 5G Boom To Supercharge Revenue And Boost Net Margins
Data center expansions and strategic leadership changes are set to boost revenue and improve margins through sustainable IT capacity and customer-centric approaches.Rendement voor aandeelhouders
| GLO | PH Wireless Telecom | PH Markt | |
|---|---|---|---|
| 7D | 2.3% | 7.9% | 0.4% |
| 1Y | 6.6% | 9.9% | -0.3% |
Rendement versus industrie: GLO presteerde slechter dan de PH Wireless Telecom -sector, die het afgelopen jaar een rendement van 9.9 % opleverde.
Rendement versus markt: GLO overtrof de PH markt, die het afgelopen jaar een rendement opleverde van -0.3 %.
Prijsvolatiliteit
| GLO volatility | |
|---|---|
| GLO Average Weekly Movement | 3.8% |
| Wireless Telecom Industry Average Movement | 3.7% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in PH Market | 11.3% |
| 10% least volatile stocks in PH Market | 2.6% |
Stabiele aandelenkoers: GLO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de PH markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van GLO is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1935 | 6,843 | Carl Raymond Cruz | www.globe.com.ph |
Globe Telecom, Inc. levert telecommunicatiediensten aan individuele consumenten, bedrijven en kleine en middelgrote ondernemingen in de Filippijnen. Het bedrijf is actief via de segmenten Mobile Communications Services en Wireline Communication Services. Het bedrijf biedt digitale draadloze communicatiediensten aan onder de merknamen Globe Postpaid en Prepaid en Touch Mobile; digitale mobiele communicatie en internet-on-the-go diensten; spraak, SMS, data en diensten met toegevoegde waarde; internationale langeafstandscommunicatiediensten of carrierdiensten; en zakelijke datadiensten, waaronder end-to-end dataoplossingen.
Globe Telecom, Inc. Samenvatting
| GLO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | ₱234.30b |
| Inkomsten(TTM) | ₱19.87b |
| Inkomsten(TTM) | ₱183.82b |
11.8x
Koers/Winstverhouding1.3x
P/S-verhoudingIs GLO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| GLO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | ₱183.82b |
| Kosten van inkomsten | ₱30.77b |
| Brutowinst | ₱153.05b |
| Overige uitgaven | ₱133.18b |
| Inkomsten | ₱19.87b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 137.40 |
| Brutomarge | 83.26% |
| Nettowinstmarge | 10.81% |
| Schuld/Eigen Vermogen Verhouding | 147.2% |
Hoe presteerde GLO op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
6.2%
Huidig dividendrendement73%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/10 04:14 |
| Aandelenkoers aan het einde van de dag | 2026/09/10 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Globe Telecom, Inc. wordt gevolgd door 25 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Sukriti Bansal | BofA Global Research |
| Daphne Sze | CGS International |
| Ralph Christian Bodollo | CGS International |