Jump to content
Sign in to follow this  
drbubb

Property-based stocks: SHNG, POPI, LR etc

Recommended Posts

Property-based stocks: SHNG, POPI, LR etc

SHANG Properties, is the majority owner of Exchange Tower on Ayala Avenue

SHNG.ph / Shang Properties ... All : 5-yr : 2-yr : 6-mo / 10d -

Last: P 3.25 : PER: 4.50 / EPS: 0.722 : yield: 7.72%= 0.251P (34.8& payout) / NAV: 0.00 at -00% disc.

reSL16n.gif

Trades like a quasi-bond now - due to the strong (80%?) control position held by Kuok Group & its Philippine partners.

There are rumors that Kuok Group is looking to sell its stake

Now has a dividend yield above the 10-year PH govt yield (about 6%)

Share this post


Link to post
Share on other sites

TechZone owner, LR, is still on the slide ... towards P 3 peso perhaps

LR.ph / Lesuire & Resorts World ... update : 5-yr : 2-yr : 6-mo / 10d - Last: P 4.09 : PER: 16.58 / EPS: 0.247 : yield: 3.42%

nf0QRWM.gif

In hindsight, the recent high above P 7.00 (7.49) was a great selling opportunity.

If the dividend stays at the current level (P4.09 x 3.42% = P0.14), then at P3, the yield would be 4.67%

Share this post


Link to post
Share on other sites

POPI is owner of the Tutaban Mall, at the hub of the PNR

The stock already had two big moves -as AyalaLand bough majority control.

This is a strategic asset that may be the home of some exciting future developments

POPI.ph / Prime Orion PH Inc ... All : 5-yr : 2-yr : 6-mo / 10d -

Last: P 2.96 : PER: -n/a / EPS: 0.??? : yield: 0.00%= 0.000P (??? payout) / NAV: 0.00 at -00% disc

QT4ymbj.gif

Share this post


Link to post
Share on other sites

SHANG STATS - (Dec. 2017 post on Stock Chat thread):

Shang Properties - the stock is at a possible "pinchpoint" - big move ahead?

PH:SHNG ... all-data : 5-yrs : 2-yrs : 6-mos : 10d / Last: P3.13

cmRXXmu.gif

Looks poised for breakout above about P3.25, to P4.00, or higher

OR:

A fall below support just over P3.00 to possible support near P2.50-2.70.

We should know in the next few weeks which way the break is.

The dividend is a healthy 4.47% (Php 14?), and with an "earnings yield" of xx.xx% (that's the inverse of the 4.73 PE), it should be sustainable if earnings remain stable.

=====

Top Shareholders
34.6% : Travel Aim Investment BV : 1,648.9M shs
30.8% : Ideal Sites and Properties : 1,465.1M
21.3% : PCD Nominee Corp. -------- : 1,011.6M
04.0% : SM Development Corp. --- : 0,189.6M
===
90.7%  : Top 4 shareholders :
Shs OS: 4.76 Bn at 9/30/2017 x P3.13 = P14.9Bn / 50 = US$298 Million
/ Projects / --------- : St.: Units :
Enterprise Center : Two Towers : P 1.092bn rental income in 2016
Shang Grand Twr :
St Francis Shang. :
One Shangrila Pl.  : 64 : 1,242 sold out of?
Shang Salcedo Pl : 67 : 0,749 :
The Rise Makati-- : 59 : 3,044 :
HorizonHm@Fort : Lux.    98 :
======

Year- : Revs. : E.P.Sh : Divs : %Erns /shsOS/ LTD.OS: ShEqty: NW/sh: YrEnd %-NW
2009 : 4.030B:
2010 : 2.798B: 0.---
2011 : 3.589B: 0.222: 0.???: 00.0% /4.?? B/ 9.743B:
2012r: 5.406B: 0.346: 0.082: 23.7% /4.76 B/ 9.474B: 20.22B: P4.252: 3.040: 71.5%
2013 : 6.908B: 0.422: 0.110: 26.0% /4.76 B/ 10.24B: 21.73B: P4.564: 3.270: 71.6%
2014 : 7.612B: 0.574: 0.130: 22.6% /4.764B/ 20.70B: 23.8?B: P5.002: 3.300: 66.0%
2015 : 8.283B: 0.598: 0.155: 25.9% /4.764B/ 19.60B: 25.93B: P5.446: 3.130: 57.5%
2016 : 11.27B: 0.610: 0.165: 27.0% /4.764B/ 19.47B: 27.92B: P5.862: 3.250: 55.4%
Year- : Revs. : E.P.Sh : Divs : %Erns /shsOS/ LTD.OS: ShEqty: NW/sh: YrEnd %-NW
======

Shang website: http://www.shangproperties.com/

Share this post


Link to post
Share on other sites

Visiting "The City" (two quoted Cityland companies)

I haven't looked at the charts for the two Cityland quoted co's here yet

Company/Symbol: 12/31/17 : 06/30/18 : ---range--- : xPrice : -MktCap. / USD@53
Cityland ------ CDC- : 3,938 Mn : 3,938 Mn : 0.85-1.58 : P 0.97 : P 3,820M = $72.1M
City&Land - LAND : 1,299 Mn : 1,299 Mn : 0.52-1.38 : P 0.94 : P 1,221M = $23.0M
Total Value-----------> ---------------------------------------------------------------> P 5,041M = $95.1M


Company/Symbol   : 6/30/18 : xPrice : MktCap. / USD@53 : %-C.I. : P-Value
City&Land - LAND : 1,299 Mn : P 0.94 : P1,221M = $23.0M : 29.54% P0.36Bn
Indirect LAND shs: ----------------------------> P1,221M = $95.1M : 25.35% P0.31Bn
Direct&Indirect, LAND shs> -----------------------------------------------> 54.89% P0.67Bn

RECENT developments

DEVOPMENTS HLURB LTS# COMPLETION
101 Xavierville 033370 02/2024
One Taft Residences 031621 09/2022
Pines Peak Tower II 031542 03/2021
North Residences 029311 09/2018
Makati Executive Tower III 23631 06/2010
Makati Executive Tower IV 26332 06/2013

conglomerate_map.jpg

> source: about Cityland

CDC / Cityland Development Corp ... all-data :

lxDbgYq.gif

LAND / City and Land Developers . . .all-data :

ZclmsYe.gif

CDC vs LAND ... all-data : fr.1/2016 : Seems to LEAD the PSEI !

IvodshL.gif

Share this post


Link to post
Share on other sites

CityLand's LAND versus SHNG

Company/Symbol : -----range----- : xPrice : Div.P  : Yield%: PEratio: Earns: DvCov :
ShangProp- SHNG: P3.01-P3.59 : P 3.20 : 0.251 : 7.84% : 4.429 : 0.723 : r2.88
City&Land - LAND : P0.52-P1.38 : P 0.94 : 0.028 : 2.98% : 8.289 : 0.113 : r4.05
Cityland ----- CDC - : P0.85-P1.58 : P 0.97 : 0.034 : 3.53% : 6.994 : 0.139 : r4.08
Megaworld- MEG- : P4.21-P5.85 : P 4.64 : 0.062 : 1.34% : 10.97 : 0.423 : r6.82
AyalaLand -  ALI -  : 36.05- 47.50 :  44.00 : 0.000 : N/a-% : 22.92 : 1.920 : r-n/a

SHNG vs. LAND ... all-data : fr. 1/2016 :

YamcJRm.gif

LAND vs. PSEI, and HK-2823 / China stocks ... all-data : fr. 1/2005 : 1/2012 :

jkvvwdE.gif

more lines

gOUcPdq.gif

Share this post


Link to post
Share on other sites

Falling Libor rates "saved" Philippine Property stocks

: Update : SMPH: P39.00 / ALI: P44.35 / MEG: P5.00 / DLBR: 18.80

QJTLumt.gif

SMPH: P39.00

tAH8N1r.gif

Foreign investors looking to invest in the Philippines will be very aware of Libor rates.

And there will be a correlation between US Libor and interest rate pressures in PHL.

Share this post


Link to post
Share on other sites
Guest
You are commenting as a guest. If you have an account, please sign in.
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
Sign in to follow this  

×