Cosco Capital Management

Management criteria checks 2/4

Cosco Capital's CEO is Leonardo Dayao, appointed in Jun 2010, has a tenure of 13.92 years. directly owns 0.011% of the company’s shares, worth ₱3.51M. The average tenure of the management team and the board of directors is 9.8 years and 7.3 years respectively.

Key information

Leonardo Dayao

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	13.9yrs
CEO ownership	0.01%
Management average tenure	9.8yrs
Board average tenure	7.3yrs

Recent management updates

Recent updates

CEO

Leonardo Dayao (79 yo)

13.9yrs

Tenure

₱3,000,000

Compensation

Mr. Leonardo B. Dayao has been the President of Cosco Capital, Inc. since June 2010. Mr. Dayao is President of Fertuna Holdings Corp. Mr. Dayao serves as Vice-President of Ellimac Prime Holdings, Inc., Bel...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Leonardo Dayao	President & Executive Director	13.9yrs	₱3.00m	0.011% ₱ 3.5m
Levi Labra	Executive Director	7.3yrs	₱250.00k	0% ₱ 0
Gerardo Teofilo	Assistant Comptroller & CFO	less than a year	no data	no data
John Marson Hao	Investor Relations Officer & Sustainability Officer	6.2yrs	no data	no data
Candy Dacanay-Datuon	Assistant Corporate Secretary & Compliance Officer	11.3yrs	no data	no data
Andres Santos	Chief Legal Counsel	14.3yrs	no data	no data
Robin Derrick Chua	Managing Director of Premier Wines and Spirits	6.3yrs	no data	no data
Rey Cahaponon	ESG Officer	1.7yrs	no data	no data
Jose Santos	Corporate Secretary	11.3yrs	no data	no data
Jose Paulino Santamarina	President of The Keepers Holdings	28.3yrs	no data	0.50% ₱ 163.9m
Iraida De Guzman	President of Office Warehouse	10.3yrs	no data	no data
Girlie Sy	President of Nation Realty	9.3yrs	no data	no data

9.8yrs

Average Tenure

61.5yo

Average Age

Experienced Management: COSCO's management team is seasoned and experienced (9.8 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Leonardo Dayao	President & Executive Director	26.6yrs	₱3.00m	0.011% ₱ 3.5m
Levi Labra	Executive Director	10.9yrs	₱250.00k	0% ₱ 0
Camille Clarisse Co	Chairman & President of Meritus Prime Distributions	7.3yrs	no data	1.51% ₱ 498.9m
Jannelle Uy	Chairman & President of Montosco	7.3yrs	no data	no data
Cecilia Borromeo	Lead Independent Director	less than a year	no data	0.000010% ₱ 3.3k
Roberto Juanchito Dispo	Director	6.8yrs	no data	0% ₱ 0
Lucio Co	Chairman	26.6yrs	₱3.00m	37.58% ₱ 12.4b
Lily Gruba	Director	less than a year	no data	0.000010% ₱ 3.3k
Ramon Jesus Paje	Independent Director	1.4yrs	no data	0.000010% ₱ 3.3k
Susan Co	Vice Chairman	10.9yrs	₱1.80m	25.11% ₱ 8.3b

7.3yrs

Average Tenure

64.5yo

Average Age

Experienced Board: COSCO's board of directors are considered experienced (7.3 years average tenure).

Cosco Capital Management

Management criteria checks 2/4

Key information

Recent management updates

Cosco Capital, Inc., Annual General Meeting, May 14, 2024

Cosco Capital, Inc. Announces Retirement of Teodoro Polinga as Chief Finance Officer, Effective October 31, 2023

Cosco Capital, Inc. Announces Retirement of Teodoro Polinga as Chief Risk Management Officer, Effective October 31, 2023

Cosco Capital, Inc. Announces Management Changes

Cosco Capital, Inc., Annual General Meeting, Jun 30, 2023

Cosco Capital, Inc. Announces Demise of Robert Y. Cokeng, Independent Director

Recent updates

Full year 2023 earnings released: EPS: ₱1.79 (vs ₱1.02 in FY 2022)

Cosco Capital, Inc., Annual General Meeting, May 14, 2024

Cosco Capital, Inc. (PSE:COSCO) completed the acquisition of 60% stake in Catuiran Hydropower Corporation for PHP 550 million.

Cosco Capital, Inc. (PSE:COSCO) completed the acquisition of 60% stake in Catuiran Hydropower Corporation for PHP 550 million.

Upcoming dividend of ₱0.20 per share at 4.1% yield

Cosco Capital, Inc Declares Cash Dividend, Payable on January 23, 2024

Third quarter 2023 earnings released: EPS: ₱0.26 (vs ₱0.26 in 3Q 2022)

Cosco Capital, Inc. to Report Q3, 2023 Results on Nov 14, 2023

Cosco Capital, Inc. Announces Retirement of Teodoro Polinga as Chief Finance Officer, Effective October 31, 2023

Cosco Capital, Inc. Announces Retirement of Teodoro Polinga as Chief Risk Management Officer, Effective October 31, 2023

Second quarter 2023 earnings released: EPS: ₱0.25 (vs ₱0.25 in 2Q 2022)

Cosco Capital, Inc. Announces Management Changes

Cosco Capital, Inc., Annual General Meeting, Jun 30, 2023

Full year 2022 earnings released: EPS: ₱1.02 (vs ₱0.91 in FY 2021)

Upcoming dividend of ₱0.19 per share

Cosco Capital, Inc. Announces Demise of Robert Y. Cokeng, Independent Director

Cosco Capital, Inc. (PSE:COSCO) announces an Equity Buyback for PHP 2,000 million worth of its shares.

Cosco Capital, Inc. Announces Special Cash Dividend Declaration, Payment Date of January 28, 2023

Now 20% undervalued after recent price drop

Third quarter 2022 earnings released: EPS: ₱0.26 (vs ₱0.20 in 3Q 2021)

Less than half of directors are independent

Cosco Capital, Inc. Appoints Ramon J.P. Paje as Independent Director, Effective December 1, 2022

Cosco Capital, Inc. Appoints Rey Arr Cahaponon as the Company's ESG Officer

Second quarter 2022 earnings released

Cosco Capital, Inc. Announces Executive Changes

First quarter 2022 earnings released: EPS: ₱0.22 (vs ₱0.20 in 1Q 2021)

Price target increased to ₱14.10

Less than half of directors are independent

Upcoming dividend of ₱0.12 per share

Cosco Capital, Inc. Announces Special Dividend, Payable February 3, 2022

Third quarter 2021 earnings released: EPS ₱0.20 (vs ₱0.19 in 3Q 2020)

Second quarter 2021 earnings released: EPS ₱0.22 (vs ₱0.15 in 2Q 2020)

First quarter 2021 earnings released: EPS ₱0.20 (vs ₱0.20 in 1Q 2020)

New 90-day low: ₱5.10

New 90-day low: ₱5.12

Upcoming Dividend of ₱0.04 Per Share

Upcoming Dividend of ₱0.12 Per Share

Third quarter 2020 earnings released: EPS ₱0.20

New 90-day high: ₱5.35

Chairman recently bought ₱236k worth of stock

Chairman recently bought ₱1.7m worth of stock

Cosco Capital, Inc. to Report Q2, 2020 Results on Aug 14, 2020

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age