Reported Earnings • May 17
Third quarter 2026 earnings released: EPS: ₱0.05 (vs ₱0.07 in 3Q 2025) Third quarter 2026 results: EPS: ₱0.05 (down from ₱0.07 in 3Q 2025). Revenue: ₱1.37b (down 9.1% from 3Q 2025). Net income: ₱543.4m (down 22% from 3Q 2025). Profit margin: 40% (down from 46% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 19
Second quarter 2026 earnings released: EPS: ₱0.05 (vs ₱0.07 in 2Q 2025) Second quarter 2026 results: EPS: ₱0.05 (down from ₱0.07 in 2Q 2025). Revenue: ₱1.39b (down 13% from 2Q 2025). Net income: ₱453.7m (down 29% from 2Q 2025). Profit margin: 33% (down from 40% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Dec 31
Upcoming dividend of ₱0.055 per share Eligible shareholders must have bought the stock before 07 January 2026. Payment date: 30 January 2026. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Filipino dividend payers (6.1%). Lower than average of industry peers (4.4%). Declared Dividend • Dec 17
Dividend of ₱0.055 announced Shareholders will receive a dividend of ₱0.055. Ex-date: 7th January 2026 Payment date: 30th January 2026 Dividend yield will be 3.9%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Duyuru • Dec 16
STI Education Systems Holdings, Inc. announces Annual dividend, payable on January 30, 2026 STI Education Systems Holdings, Inc. announced Annual dividend of PHP 0.0550 per share payable on January 30, 2026, ex-date on January 07, 2026 and record date on January 08, 2026. Reported Earnings • Oct 30
Full year 2025 earnings released: EPS: ₱0.22 (vs ₱0.16 in FY 2024) Full year 2025 results: EPS: ₱0.22 (up from ₱0.16 in FY 2024). Revenue: ₱5.56b (up 18% from FY 2024). Net income: ₱2.19b (up 38% from FY 2024). Profit margin: 39% (up from 34% 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 52% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Oct 14
STI Education Systems Holdings, Inc., Annual General Meeting, Dec 12, 2025 STI Education Systems Holdings, Inc., Annual General Meeting, Dec 12, 2025, at 14:00 W. Australia Standard Time. Recent Insider Transactions • Sep 25
Executive Chairman of the Board recently bought ₱14m worth of stock On the 22nd of September, Eusebio Tanco bought around 10m shares on-market at roughly ₱1.42 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱3.9m worth in shares. Recent Insider Transactions • Sep 18
Executive Director recently bought ₱14m worth of stock On the 12th of September, Maria Vanessa Rose Tanco bought around 10m shares on-market at roughly ₱1.42 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱22m more in shares than they have sold in the last 12 months. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₱1.68, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 11x in the Consumer Services industry in Philippines. Total returns to shareholders of 445% over the past three years. Reported Earnings • May 17
Third quarter 2025 earnings released: EPS: ₱0.07 (vs ₱0.06 in 3Q 2024) Third quarter 2025 results: EPS: ₱0.07 (up from ₱0.06 in 3Q 2024). Revenue: ₱1.51b (up 8.2% from 3Q 2024). Net income: ₱698.3m (up 18% from 3Q 2024). Profit margin: 46% (up from 43% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year whereas the company’s share price has increased by 54% per year. Reported Earnings • Feb 21
Second quarter 2025 earnings released: EPS: ₱0.06 (vs ₱0.05 in 2Q 2024) Second quarter 2025 results: EPS: ₱0.06 (up from ₱0.05 in 2Q 2024). Revenue: ₱1.59b (up 22% from 2Q 2024). Net income: ₱641.4m (up 30% from 2Q 2024). Profit margin: 40% (up from 38% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 59% per year whereas the company’s share price has increased by 58% per year. Recent Insider Transactions • Feb 05
Executive Director recently bought ₱700k worth of stock On the 31st of January, Maria Vanessa Rose Tanco bought around 500k shares on-market at roughly ₱1.40 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱1.6m. Insiders have collectively bought ₱16m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Jan 04
Board Member recently bought ₱593k worth of stock On the 26th of December, Joseph Augustin Eusebio Tanco bought around 449k shares on-market at roughly ₱1.32 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱1.6m. Insiders have collectively bought ₱16m more in shares than they have sold in the last 12 months. Upcoming Dividend • Jan 03
Upcoming dividend of ₱0.045 per share Eligible shareholders must have bought the stock before 08 January 2025. Payment date: 31 January 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Filipino dividend payers (6.8%). Lower than average of industry peers (4.1%). Declared Dividend • Dec 20
Dividend increased to ₱0.045 Dividend of ₱0.045 is 50% higher than last year. Ex-date: 8th January 2025 Payment date: 31st January 2025 Dividend yield will be 3.5%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 68% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Recent Insider Transactions • Dec 19
Executive Director recently bought ₱1.6m worth of stock On the 17th of December, Maria Vanessa Rose Tanco bought around 1m shares on-market at roughly ₱1.33 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱15m more in shares than they have sold in the last 12 months. Duyuru • Dec 18
STI Education Systems Holdings, Inc. Approves the Declaration of Cash Dividend, Payable on January 31, 2025 In a meeting of the Board of Directors of STI Education Systems Holdings, Inc. held on 18 December 2024, the Board approved the declaration of cash dividends in the amount of PHP 0.045 per share or (PHP 445,716,311.58). Record Date is January 9, 2025 and Payment Date is January 31, 2025. Reported Earnings • Oct 29
Full year 2024 earnings released: EPS: ₱0.16 (vs ₱0.088 in FY 2023) Full year 2024 results: EPS: ₱0.16 (up from ₱0.088 in FY 2023). Revenue: ₱4.70b (up 38% from FY 2023). Net income: ₱1.59b (up 83% from FY 2023). Profit margin: 34% (up from 26% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth. Duyuru • Oct 15
STI Education Systems Holdings, Inc., Annual General Meeting, Dec 18, 2024 STI Education Systems Holdings, Inc., Annual General Meeting, Dec 18, 2024, at 15:00 W. Australia Standard Time. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₱1.32, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 8x in the Consumer Services industry in Philippines. Total returns to shareholders of 321% over the past three years. Recent Insider Transactions • Aug 30
Executive Chairman of the Board recently bought ₱9.1m worth of stock On the 21st of August, Eusebio Tanco bought around 9m shares on-market at roughly ₱0.99 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱12m worth in shares. Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₱1.04, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 8x in the Consumer Services industry in Philippines. Total returns to shareholders of 246% over the past three years. Recent Insider Transactions • Aug 09
Executive Chairman of the Board recently bought ₱1.6m worth of stock On the 7th of August, Eusebio Tanco bought around 2m shares on-market at roughly ₱0.83 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱3.2m worth in shares. Recent Insider Transactions • Jun 29
Executive Chairman of the Board recently bought ₱110k worth of stock On the 24th of June, Eusebio Tanco bought around 127k shares on-market at roughly ₱0.87 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱487k. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱1.5m worth in shares. Reported Earnings • May 17
Third quarter 2024 earnings released: EPS: ₱0.06 (vs ₱0.036 in 3Q 2023) Third quarter 2024 results: EPS: ₱0.06 (up from ₱0.036 in 3Q 2023). Revenue: ₱1.39b (up 42% from 3Q 2023). Net income: ₱593.9m (up 69% from 3Q 2023). Profit margin: 43% (up from 36% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • May 04
Executive Chairman of the Board recently bought ₱199k worth of stock On the 30th of April, Eusebio Tanco bought around 214k shares on-market at roughly ₱0.93 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱494k. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱1.4m worth in shares. Recent Insider Transactions • Apr 20
Executive Director recently bought ₱306k worth of stock On the 16th of April, Maria Vanessa Rose Tanco bought around 400k shares on-market at roughly ₱0.77 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱494k. Insiders have collectively bought ₱5.1m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Apr 16
Board Member recently bought ₱391k worth of stock On the 8th of April, Joseph Augustin Eusebio Tanco bought around 500k shares on-market at roughly ₱0.78 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱494k. Insiders have collectively bought ₱4.8m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 22
Executive Director recently bought ₱84k worth of stock On the 13th of March, Maria Vanessa Rose Tanco bought around 100k shares on-market at roughly ₱0.84 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱494k. Insiders have collectively bought ₱4.6m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 09
Executive Director recently bought ₱195k worth of stock On the 5th of March, Maria Vanessa Rose Tanco bought around 250k shares on-market at roughly ₱0.78 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱1.4m. Insiders have collectively bought ₱4.0m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 02
Executive Director recently bought ₱140k worth of stock On the 26th of February, Maria Vanessa Rose Tanco bought around 200k shares on-market at roughly ₱0.70 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱1.4m. Insiders have collectively bought ₱3.8m more in shares than they have sold in the last 12 months. Duyuru • Mar 01
STI Education Systems Holdings, Inc. (PSE:STI) executed a term sheet to acquire PSBA Manila and PSBA Quezon City. STI Education Systems Holdings, Inc. (PSE:STI) executed a term sheet to acquire PSBA Manila and PSBA Quezon City on February 27, 2024. The term sheet and the implementation of the transaction are subject to several conditions including the execution of mutually acceptable definitiveagreements, the fulfillment of conditions precedent, the approval of the stockholders of PSBA and regulatory approvals. Reported Earnings • Feb 16
Second quarter 2024 earnings released: EPS: ₱0.05 (vs ₱0.027 in 2Q 2023) Second quarter 2024 results: EPS: ₱0.05 (up from ₱0.027 in 2Q 2023). Revenue: ₱1.31b (up 39% from 2Q 2023). Net income: ₱492.4m (up 83% from 2Q 2023). Profit margin: 38% (up from 29% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jan 02
Upcoming dividend of ₱0.03 per share at 3.1% yield Eligible shareholders must have bought the stock before 09 January 2024. Payment date: 31 January 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Filipino dividend payers (5.9%). Lower than average of industry peers (3.9%). Recent Insider Transactions • Dec 22
Non-Executive Director recently bought ₱1.4m worth of stock On the 13th of December, Martin Tanco bought around 3m shares on-market at roughly ₱0.47 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱3.4m more in shares than they have sold in the last 12 months. Duyuru • Dec 21
STI Education Systems Holdings, Inc Approves the Declaration of Cash Dividend, payable on January 31, 2024 In a meeting of the Board of Directors of STI Education Systems Holdings, Inc. held on 21 December 2023, the Board approved the declaration of cash dividends in the amount of PHP 0.030 per share or an aggregate amount of Two Hundred Ninety Seven Million One Hundred Forty Four Thousand Two Hundred Seven Pesos and Seventy Two Centavos (PHP 297,144,207.72). Record Date is January 10, 2024 and Payment Date is January 31, 2024. Duyuru • Nov 11
STI Education Systems Holdings, Inc., Annual General Meeting, Dec 21, 2023 STI Education Systems Holdings, Inc., Annual General Meeting, Dec 21, 2023, at 07:00 Coordinated Universal Time. Agenda: To consider the management Report; to consider the Parent and Consolidated Audited Financial Statements of the Company as at and the fiscal year ended 30 June 2023; to consider the ratification of all legal acts, resolutions and proceedings of the Board of Directors and of management, done in ordinary course of business since the 19 December 2022 Annual stockholders' Meeting up to 21 December 2023; to consider the election of Directors; and to consider the appointment of External Auditor. Reported Earnings • Nov 02
Full year 2023 earnings released: EPS: ₱0.088 (vs ₱0.042 in FY 2022) Full year 2023 results: EPS: ₱0.088 (up from ₱0.042 in FY 2022). Revenue: ₱3.41b (up 27% from FY 2022). Net income: ₱870.3m (up 110% from FY 2022). Profit margin: 26% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Oct 11
Non-Executive Director recently bought ₱536k worth of stock On the 6th of October, Martin Tanco bought around 1m shares on-market at roughly ₱0.40 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱711k. Insiders have collectively bought ₱4.0m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Aug 19
Chairman of the Board recently bought ₱560k worth of stock On the 14th of August, Eusebio Tanco bought around 1m shares on-market at roughly ₱0.40 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth ₱711k. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱2.3m worth in shares. Recent Insider Transactions • Aug 15
Non-Executive Director recently bought ₱711k worth of stock On the 8th of August, Martin Tanco bought around 2m shares on-market at roughly ₱0.37 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱10m more in shares than they have sold in the last 12 months. Reported Earnings • May 17
Third quarter 2023 earnings released: EPS: ₱0.036 (vs ₱0.024 in 3Q 2022) Third quarter 2023 results: EPS: ₱0.036 (up from ₱0.024 in 3Q 2022). Revenue: ₱982.2m (up 24% from 3Q 2022). Net income: ₱352.4m (up 47% from 3Q 2022). Profit margin: 36% (up from 30% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Apr 04
VP, Chief Risk Officer recently bought ₱268k worth of stock On the 31st of March, Paolo Martin Bautista bought around 750k shares on-market at roughly ₱0.36 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱11m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 15
Second quarter 2023 earnings released: EPS: ₱0.027 (vs ₱0.017 in 2Q 2022) Second quarter 2023 results: EPS: ₱0.027 (up from ₱0.017 in 2Q 2022). Revenue: ₱938.5m (up 25% from 2Q 2022). Net income: ₱268.7m (up 57% from 2Q 2022). Profit margin: 29% (up from 23% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 27
Upcoming dividend of ₱0.015 per share Eligible shareholders must have bought the stock before 03 January 2023. Payment date: 31 January 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Filipino dividend payers (5.6%). Lower than average of industry peers (3.3%). Duyuru • Dec 19
STI Education Systems Holdings, Inc. Approves Cash Dividend, Payable on Jan 31, 2023 At the meeting of the Board of Directors of STI Education Systems Holdings, Inc. (the "Company") held on 19 December 2022, the Board approved the declaration of cash dividends in the amount of PHP 0.015 per share or an aggregate amount of PHP 148,572,103.86. Record Date is Jan 6, 2023. Payment Date is Jan 31, 2023. Reported Earnings • Nov 22
First quarter 2023 earnings released: ₱0.004 loss per share (vs ₱0.012 loss in 1Q 2022) First quarter 2023 results: ₱0.004 loss per share (improved from ₱0.012 loss in 1Q 2022). Revenue: ₱500.4m (up 33% from 1Q 2022). Net loss: ₱42.4m (loss narrowed 63% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Nov 22
Non-Executive Director recently bought ₱682k worth of stock On the 16th of November, Martin Tanco bought around 2m shares on-market at roughly ₱0.32 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱4.0m. Insiders have collectively bought ₱12m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Nov 17
Non-Executive Director recently bought ₱1.2m worth of stock On the 10th of November, Martin Tanco bought around 4m shares on-market at roughly ₱0.32 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱4.0m. Insiders have collectively bought ₱11m more in shares than they have sold in the last 12 months. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 7 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Ray Alimurung was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Duyuru • Nov 05
STI Education Systems Holdings, Inc., Annual General Meeting, Dec 19, 2022 STI Education Systems Holdings, Inc., Annual General Meeting, Dec 19, 2022, at 15:00 Singapore Standard Time. Agenda: To consider approval of the minutes of the annual stockholders' meeting held on 3 December 2021; to consider ratification of all legal acts, resolutions and proceedings of the board of directors and of management, done in ordinary course of business since the 3 December 2021 annual stockholders' meeting up to 19 December 2022. to consider election of directors; to consider appointment of external auditor; and to consider other matters. Reported Earnings • Oct 29
Full year 2022 earnings released: EPS: ₱0.042 (vs ₱0.01 in FY 2021) Full year 2022 results: EPS: ₱0.042 (up from ₱0.01 in FY 2021). Revenue: ₱2.68b (up 28% from FY 2021). Net income: ₱414.0m (up 303% from FY 2021). Profit margin: 16% (up from 4.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Oct 12
Non-Executive Director recently bought ₱1.7m worth of stock On the 6th of October, Martin Tanco bought around 5m shares on-market at roughly ₱0.32 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₱4.0m. Insiders have collectively bought ₱9.9m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Sep 20
Non-Executive Director recently bought ₱4.0m worth of stock On the 15th of September, Martin Tanco bought around 12m shares on-market at roughly ₱0.33 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱8.6m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Aug 17
Non-Executive Director recently bought ₱622k worth of stock On the 10th of August, Martin Tanco bought around 2m shares on-market at roughly ₱0.34 per share. In the last 3 months, they made an even bigger purchase worth ₱724k. Insiders have collectively bought ₱5.0m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Aug 11
Non-Executive Director recently bought ₱724k worth of stock On the 4th of August, Martin Tanco bought around 2m shares on-market at roughly ₱0.33 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱4.4m more in shares than they have sold in the last 12 months. Reported Earnings • May 18
Third quarter 2022 earnings released: EPS: ₱0.024 (vs ₱0.008 in 3Q 2021) Third quarter 2022 results: EPS: ₱0.024 (up from ₱0.008 in 3Q 2021). Revenue: ₱793.8m (up 31% from 3Q 2021). Net income: ₱239.1m (up 192% from 3Q 2021). Profit margin: 30% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Ray Alimurung was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Mar 15
Non-Executive Director recently bought ₱484k worth of stock On the 10th of March, Martin Tanco bought around 1m shares on-market at roughly ₱0.36 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱4.3m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 09
Non-Executive Director recently bought ₱464k worth of stock On the 4th of March, Martin Tanco bought around 1m shares on-market at roughly ₱0.37 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱3.8m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 22
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: EPS: ₱0.017 (up from ₱0.009 in 2Q 2021). Revenue: ₱749.1m (up 19% from 2Q 2021). Net income: ₱171.1m (up 89% from 2Q 2021). Profit margin: 23% (up from 14% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Dec 27
Upcoming dividend of ₱0.01 per share Eligible shareholders must have bought the stock before 03 January 2022. Payment date: 31 January 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Filipino dividend payers (4.1%). In line with average of industry peers (2.8%). Reported Earnings • Nov 23
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: ₱0.012 loss per share (up from ₱0.02 loss in 1Q 2021). Revenue: ₱375.3m (up 27% from 1Q 2021). Net loss: ₱114.2m (loss narrowed 44% from 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • Nov 20
Chairman of the Board recently bought ₱166k worth of stock On the 15th of November, Eusebio Tanco bought around 474k shares on-market at roughly ₱0.35 per share. In the last 3 months, they made an even bigger purchase worth ₱1.5m. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱20m worth in shares. Reported Earnings • Oct 23
Full year 2021 earnings released: EPS ₱0.01 (vs ₱0.089 loss in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₱2.09b (up 166% from FY 2020). Net income: ₱102.8m (up ₱984.3m from FY 2020). Profit margin: 4.9% (up from net loss in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • Oct 12
Chairman of the Board recently bought ₱1.1m worth of stock On the 5th of October, Eusebio Tanco bought around 3m shares on-market at roughly ₱0.36 per share. In the last 3 months, they made an even bigger purchase worth ₱1.5m. Eusebio has been a buyer over the last 12 months, purchasing a net total of ₱20m worth in shares. Recent Insider Transactions • Aug 14
Executive Director recently bought ₱611k worth of stock On the 10th of August, Maria Vanessa Rose Tanco bought around 2m shares on-market at roughly ₱0.35 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱27m more in shares than they have sold in the last 12 months. Is New 90 Day High Low • Mar 10
New 90-day low: ₱0.39 The company is down 8.0% from its price of ₱0.42 on 10 December 2020. The Filipino market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Services industry, which is down 1.0% over the same period. Recent Insider Transactions • Mar 02
Executive Director recently bought ₱198k worth of stock On the 23rd of February, Maria Vanessa Rose Tanco bought around 500k shares on-market at roughly ₱0.40 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₱53m more in shares than they have sold in the last 12 months. Duyuru • Feb 18
STI Holdings Brings Data Science to Mainstream Philippine Education STI Holdings brings data science to mainstream Philippine education. Young Filipinos will now get the opportunity to become part of data science, dubbed by experts as the career of the future, as STI Holdings announced that its network of schools began offering programs related to the much sought-after field of study nationwide in School Year 2020-21. Under the programs, students are expected to apply data science and business analytics to drive understanding of the changing market and consumer behavior, as well as to employ disruptive technologies. They will likewise be trained to utilize omnichannel retail marketing strategies to satisfy the changing consumer demands and varying purchasing habits. Upon graduation, students of the said programs will be ready for the future of work with specialized skills in the areas of Retail Marketing, Consumer Psychology, Information Technology and Data Science. Graduates may become business analytics professionals, big data analysts, consumer analysts, consumer scientists, data scientists, digital marketing e-commerce specialists, and e-business data managers, among others. Under the Data Science program, students would be able to develop, analyze, and apply algorithmic principles in computer science. This would be done through a thorough training in computer science, statistics, data mining, and machine learning, enabling organizations to make data-driven decisions. The Cloud Computing program, meanwhile, exposes students to such technologies that would enable them to design, implement, manage, and maintain local and wide area networks. Through the program's partnership with Amazon Web Services, students are given the opportunity to gain globally-recognized cloud computing certification. Upon graduation, students of the said programs may pursue the following jobs and careers: programmer, enterprise or network architect, data analyst, data scientist, program manager, and MIS director, among others. Reported Earnings • Feb 17
Second quarter 2021 earnings released: EPS ₱0.009 (vs ₱0.015 in 2Q 2020) Second quarter 2021 results: Net income: ₱90.3m (down 40% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Dec 11
New 90-day high: ₱0.45 The company is up 36% from its price of ₱0.33 on 11 September 2020. The Filipino market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Services industry, which is up 43% over the same period. Is New 90 Day High Low • Nov 19
New 90-day high: ₱0.38 The company is up 27% from its price of ₱0.30 on 20 August 2020. The Filipino market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Services industry, which is up 29% over the same period.