SM Investments Stock | SM.PM | PHY806761029 | A0D84W

Date	SM Investments Price
2/19/2025	795.00 PHP
2/18/2025	798.00 PHP
2/17/2025	785.50 PHP
2/14/2025	820.00 PHP
2/13/2025	825.00 PHP
2/12/2025	814.50 PHP
2/11/2025	794.00 PHP
2/10/2025	793.00 PHP
2/7/2025	803.50 PHP
2/6/2025	826.00 PHP
2/5/2025	830.00 PHP
2/4/2025	786.00 PHP
2/3/2025	769.00 PHP
1/31/2025	780.00 PHP
1/30/2025	795.00 PHP
1/28/2025	822.00 PHP
1/27/2025	820.00 PHP
1/24/2025	845.00 PHP
1/23/2025	860.00 PHP
1/22/2025	845.00 PHP

Date	SM Investments Revenue	SM Investments EBIT	SM Investments Net Income
2026e	746.13 B PHP	150.55 B PHP	100.08 B PHP
2025e	688.71 B PHP	145.13 B PHP	92.44 B PHP
2024e	641.9 B PHP	133.2 B PHP	84.61 B PHP
2023	616.25 B PHP	142.17 B PHP	76.99 B PHP
2022	553.77 B PHP	117.57 B PHP	61.65 B PHP
2021	432.36 B PHP	78.92 B PHP	40.41 B PHP
2020	397.09 B PHP	58.89 B PHP	23.89 B PHP
2019	501.65 B PHP	105.15 B PHP	44.57 B PHP
2018	449.79 B PHP	96.56 B PHP	37.08 B PHP
2017	396.15 B PHP	84.45 B PHP	32.92 B PHP
2016	363.39 B PHP	75.26 B PHP	31.2 B PHP
2015	333.58 B PHP	68.74 B PHP	28.87 B PHP

	Revenue	EBIT	Net Income
2015	333.58 B PHP	68.74 B PHP	28.87 B PHP
2016	363.39 B PHP	75.26 B PHP	31.2 B PHP
2017	396.15 B PHP	84.45 B PHP	32.92 B PHP
2018	449.79 B PHP	96.56 B PHP	37.08 B PHP
2019	501.65 B PHP	105.15 B PHP	44.57 B PHP
2020	397.09 B PHP	58.89 B PHP	23.89 B PHP
2021	432.36 B PHP	78.92 B PHP	40.41 B PHP
2022	553.77 B PHP	117.57 B PHP	61.65 B PHP
2023	616.25 B PHP	142.17 B PHP	76.99 B PHP
2024e	641.9 B PHP	133.2 B PHP	84.61 B PHP
2025e	688.71 B PHP	145.13 B PHP	92.44 B PHP
2026e	746.13 B PHP	150.55 B PHP	100.08 B PHP

2015	2016	2017	2018	2019	2020	2021	2022	2023	2024e	2025e	2026e
333.58	363.39	396.15	449.79	501.65	397.09	432.36	553.77	616.25	641.9	688.71	746.13
-	8.94	9.01	13.54	11.53	-20.84	8.88	28.08	11.28	4.16	7.29	8.34
38.90	39.19	40.08	40.74	41.60	36.60	38.96	41.47	33.26	31.93	29.76	27.47
129.75	142.4	158.78	183.25	208.7	145.34	168.44	229.68	204.99	0	0	0
28.87	31.2	32.92	37.08	44.57	23.89	40.41	61.65	76.99	84.61	92.44	100.08
-	8.10	5.51	12.62	20.20	-46.40	69.15	52.56	24.87	9.90	9.25	8.26
-	-	-	-	-	-	-	-	-	-	-	-
-	-	-	-	-	-	-	-	-	-	-	-
1.2	1.2	1.2	1.2	1.2	1.2	1.2	1.21	1.22	0	0	0
-	-	-	-	-	-	-	-	-	-	-	-

2015	2016	2017	2018	2019	2020	2021	2022	2023

69	102.88	88.9	105.8	76.9	78.76	90.21	115.88	105.1
32.11	31.96	47.71	59.21	77	105.62	125.4	133.11	149.13
8.67	10.23	-4.64	-13.89	-9.07	-29.4	-29.06	-28.34	-48.93
49.7	58.3	59.13	69.43	77.12	72.06	86.77	106.37	117.47
14.68	15.73	21.41	21.18	26.4	27.48	33.05	34.53	36.7
174.15	219.09	212.51	241.73	248.36	254.51	306.37	361.55	359.47
20.64	20.95	21.34	23.2	62.39	68.07	90.25	92.02	101.39
468.76	493.88	596.9	649.69	718.22	759.01	795.97	839.62	924.71
8.89	17.4	22.25	32.97	30.82	51.82	54.89	48.93	70.6
8.53	8.4	8.28	8.16	7.92	7.22	6.99	6.13	6.13
17.31	17.31	17.31	17.31	17.37	17.36	33.77	34.15	34.15
87.22	84.43	81.48	87.58	59.09	66.53	74.57	99.48	89.77
0.61	0.64	0.75	0.82	0.9	0.97	1.06	1.12	1.23
0.79	0.86	0.96	1.06	1.14	1.22	1.36	1.48	1.59

8.03	12.05	12.05	12.05	12.05	12.05	12.05	12.26	12.26
76.4	76.35	76.44	75.82	75.82	75.82	75.83	75.84	71.84
186.94	205.51	229.07	259.21	294.55	312.82	358.34	412.46	480.29
-4,063.84	-4,198.23	-4,748.47	-5,436.18	-14,180.91	-13,361.38	-12,895.64	-15,457.79	-18,817.1
12.72	10.78	15.32	11.75	14.4	16.51	14.29	11.82	11.08
280.03	300.48	328.13	353.39	382.63	403.83	447.6	496.93	556.65
52.36	54.19	60.4	70.93	86	82.6	88.83	100.82	116.68
14.38	14.42	13.48	14.76	14.16	15.83	21.97	26.02	27.47
23.57	26.64	37.5	46.63	47.24	55.27	57.37	55.18	56.69
10.5	13.99	24.17	18.89	18.71	24.13	27.17	20.81	13.41
25.99	25.6	40.3	61.48	30.61	62.13	66.3	90.2	116.51
126.8	134.83	175.86	212.69	196.72	239.96	261.63	293.03	330.76
245.17	280.25	292.56	305.56	354.96	359.6	412.72	430.09	407.1
8.56	7.89	8.03	8.81	9.6	12.61	15.68	16.8	18.13
20.98	23.74	29.83	41.29	46.73	47.62	49.17	49.79	58.03
274.71	311.88	330.41	355.66	411.29	419.84	477.57	496.67	483.26
401.5	446.72	506.27	568.35	608.01	659.8	739.2	789.69	814.02
0.68	0.75	0.83	0.92	0.99	1.06	1.19	1.29	1.37

2015	2016	2017	2018	2019	2020	2021	2022
54.37	59.32	65.29	74.13	86.61	0	0	0
4.65	4.82	4.83	5.21	8.77	18.99	10.37	11.52
0	0	0	0	0	0	0	0
-1,833	-20,313	-21,433	-24,713	-35,406	-22,218	-18,148	-26,009
0.71	2.27	4.38	5.87	5.99	1.08	-5.22	-0.42
12	13.56	16.51	18.04	22.29	17.54	18.41	19.91
10.11	11.42	14.43	13.36	16.58	7.16	7.58	13.36
57.9	46.08	53.06	60.5	65.96	39.88	50.65	84.23
-7,456	-5,249	-5,067	-6,452	-7,446	-7,587	-13,286	-9,678
-62,628	-33,349	-56,114	-45,779	-15,163	-52,612	-43,811	-50,738
-55,172	-28,099	-51,046	-39,326	-7,717	-45,024	-30,525	-41,060
0	0	0	0	0	0	0	0
14.71	31.46	34.41	25.44	-10.87	40.63	32	16.39
0	0	0	0	0	0	0	0
-10.28	3.48	1.63	-9.7	-53.27	12.93	3.93	-16.24
-11,998.00	-13,561.00	-16,351.00	-17,458.00	-21,893.00	-17,539.00	-18,412.00	-19,909.00
-12,999	-14,417	-16,432	-17,674	-20,510	-10,158	-9,653	-12,714
-15.09	16.67	-0.63	5	-3.1	0.4	10.69	17.21
50,444.5	40,835.3	47,994.33	54,049.13	58,515.45	32,290.26	37,367.26	74,550.64
0	0	0	0	0	0	0	0

SM Investments Gross margin	SM Investments Profit margin	SM Investments EBIT margin	SM Investments Profit margin
2026e	33.26 %	20.18 %	13.41 %
2025e	33.26 %	21.07 %	13.42 %
2024e	33.26 %	20.75 %	13.18 %
2023	33.26 %	23.07 %	12.49 %
2022	41.47 %	21.23 %	11.13 %
2021	38.96 %	18.25 %	9.35 %
2020	36.6 %	14.83 %	6.02 %
2019	41.6 %	20.96 %	8.88 %
2018	40.74 %	21.47 %	8.24 %
2017	40.08 %	21.32 %	8.31 %
2016	39.19 %	20.71 %	8.59 %
2015	38.9 %	20.61 %	8.65 %

	Gross margin	EBIT margin	Profit margin
2015	38.9 %	20.61 %	8.65 %
2016	39.19 %	20.71 %	8.59 %
2017	40.08 %	21.32 %	8.31 %
2018	40.74 %	21.47 %	8.24 %
2019	41.6 %	20.96 %	8.88 %
2020	36.6 %	14.83 %	6.02 %
2021	38.96 %	18.25 %	9.35 %
2022	41.47 %	21.23 %	11.13 %
2023	33.26 %	23.07 %	12.49 %
2024e	33.26 %	20.75 %	13.18 %
2025e	33.26 %	21.07 %	13.42 %
2026e	33.26 %	20.18 %	13.41 %

Date	SM Investments Sales per Share	SM Investments EBIT per share	SM Investments Earnings per Share
2026e	610.57 PHP	0 PHP	81.89 PHP
2025e	563.58 PHP	0 PHP	75.65 PHP
2024e	525.28 PHP	0 PHP	69.24 PHP
2023	504.29 PHP	116.34 PHP	63 PHP
2022	456.96 PHP	97.02 PHP	50.88 PHP
2021	358.93 PHP	65.52 PHP	33.55 PHP
2020	329.65 PHP	48.89 PHP	19.83 PHP
2019	416.45 PHP	87.29 PHP	37 PHP
2018	373.4 PHP	80.16 PHP	30.78 PHP
2017	328.87 PHP	70.11 PHP	27.33 PHP
2016	301.67 PHP	62.48 PHP	25.9 PHP
2015	278.22 PHP	57.33 PHP	24.07 PHP

	Sales per Share	EBIT per share	Earnings per Share
2015	278.22 PHP	57.33 PHP	24.07 PHP
2016	301.67 PHP	62.48 PHP	25.9 PHP
2017	328.87 PHP	70.11 PHP	27.33 PHP
2018	373.4 PHP	80.16 PHP	30.78 PHP
2019	416.45 PHP	87.29 PHP	37 PHP
2020	329.65 PHP	48.89 PHP	19.83 PHP
2021	358.93 PHP	65.52 PHP	33.55 PHP
2022	456.96 PHP	97.02 PHP	50.88 PHP
2023	504.29 PHP	116.34 PHP	63 PHP
2024e	525.28 PHP	0 PHP	69.24 PHP
2025e	563.58 PHP	0 PHP	75.65 PHP
2026e	610.57 PHP	0 PHP	81.89 PHP

	Number of stocks
2015	1.2 B Aktien
2016	1.2 B Aktien
2017	1.2 B Aktien
2018	1.2 B Aktien
2019	1.2 B Aktien
2020	1.2 B Aktien
2021	1.2 B Aktien
2022	1.21 B Aktien
2023	1.22 B Aktien
2024e	1.22 B Aktien
2025e	1.22 B Aktien
2026e	1.22 B Aktien

Date	SM Investments Dividend
2026e	8.3 PHP
2025e	8.3 PHP
2024e	8.31 PHP
2023	7.5 PHP
2022	6.25 PHP
2021	4.25 PHP
2020	4.25 PHP
2019	9.12 PHP
2018	8.2 PHP
2017	7.77 PHP
2016	7.09 PHP
2015	7.07 PHP

	Dividend	Dividend (Estimate)
2015	7.07 PHP	0 PHP
2016	7.09 PHP	0 PHP
2017	7.77 PHP	0 PHP
2018	8.2 PHP	0 PHP
2019	9.12 PHP	0 PHP
2020	4.25 PHP	0 PHP
2021	4.25 PHP	0 PHP
2022	6.25 PHP	0 PHP
2023	7.5 PHP	0 PHP
2024e	0 PHP	8.31 PHP
2025e	0 PHP	8.3 PHP
2026e	0 PHP	8.3 PHP

Date	SM Investments Payout ratio
2026e	14.22 %
2025e	13.74 %
2024e	13.47 %
2023	15.46 %
2022	12.28 %
2021	12.67 %
2020	21.43 %
2019	24.65 %
2018	26.64 %
2017	28.43 %
2016	27.36 %
2015	29.38 %

	Payout ratio
2015	29.38 %
2016	27.36 %
2017	28.43 %
2018	26.64 %
2019	24.65 %
2020	21.43 %
2021	12.67 %
2022	12.28 %
2023	15.46 %
2024e	13.47 %
2025e	13.74 %
2026e	14.22 %

Date	EPS Estimate	EPS Actual	Quarterly report
9/30/2024	16.89 PHP	16.93 PHP (0.23 %)	2024 Q3
6/30/2024	17.39 PHP	17.85 PHP (2.62 %)	2024 Q2
3/31/2024	16.98 PHP	15.05 PHP (-11.35 %)	2024 Q1
12/31/2023	17.01 PHP	17.27 PHP (1.51 %)	2023 Q4
9/30/2023	15.44 PHP	15.83 PHP (2.51 %)	2023 Q3
12/31/2022	17.14 PHP	15.4 PHP (-10.16 %)	2022 Q4
12/31/2021	7.1 PHP	9.35 PHP (31.64 %)	2021 Q4
9/30/2021	8.39 PHP	5.93 PHP (-29.28 %)	2021 Q3
6/30/2021	7.27 PHP	8.82 PHP (21.27 %)	2021 Q2
3/31/2021	6.6 PHP	7.86 PHP (19.05 %)	2021 Q1
6/30/2020	9.02 PHP	-1.59 PHP (-117.62 %)	2020 Q2
3/31/2020	8.82 PHP	7.48 PHP (-15.16 %)	2020 Q1
12/31/2019	10.4 PHP	9.55 PHP (-8.2 %)	2019 Q4
9/30/2019	8.18 PHP	8.32 PHP (1.74 %)	2019 Q3
6/30/2019	9.9 PHP	10.26 PHP (3.69 %)	2019 Q2
3/31/2019	8.54 PHP	8.87 PHP (3.81 %)	2019 Q1
12/31/2018	10.92 PHP	9.05 PHP (-17.11 %)	2018 Q4
9/30/2018	7.39 PHP	6.71 PHP (-9.21 %)	2018 Q3
6/30/2018	8.66 PHP	7.99 PHP (-7.76 %)	2018 Q2
3/31/2018	8.08 PHP	7.03 PHP (-12.94 %)	2018 Q1
12/31/2017	9.41 PHP	7.58 PHP (-19.48 %)	2017 Q4
6/30/2017	7.36 PHP	7.38 PHP (0.21 %)	2017 Q2
6/30/2016	4.13 PHP	9.96 PHP (140.95 %)	2016 Q2
3/31/2016	6.68 PHP	5.8 PHP (-13.15 %)	2016 Q1
12/31/2015	9.54 PHP	7.55 PHP (-20.86 %)	2015 Q4
9/30/2015	5.44 PHP	4.96 PHP (-8.88 %)	2015 Q3
6/30/2015	5.65 PHP	5.65 PHP (-0.09 %)	2015 Q2
3/31/2015	5.86 PHP	5.64 PHP (-3.73 %)	2015 Q1
12/31/2014	7.02 PHP	8.57 PHP (22.06 %)	2014 Q4
9/30/2014	7.02 PHP	4.89 PHP (-30.33 %)	2014 Q3
6/30/2014	4.91 PHP	5.08 PHP (3.5 %)	2014 Q2
3/31/2014	6.25 PHP	5.23 PHP (-16.33 %)	2014 Q1
12/31/2013	8.14 PHP	7.63 PHP (-6.19 %)	2013 Q4
9/30/2013	5.31 PHP	4.93 PHP (-7.03 %)	2013 Q3
6/30/2013	4.94 PHP	4.48 PHP (-9.28 %)	2013 Q2
3/31/2013	6.1 PHP	6.31 PHP (3.47 %)	2013 Q1
12/31/2012	7.14 PHP	6.02 PHP (-15.74 %)	2012 Q4
9/30/2012	3.25 PHP	4.53 PHP (39.33 %)	2012 Q3
6/30/2012	2.54 PHP	4.24 PHP (66.96 %)	2012 Q2
12/31/2010	5.43 PHP	5.2 PHP (-4.19 %)	2010 Q4
12/31/2009	3.82 PHP	4.55 PHP (19.14 %)	2009 Q4
9/30/2009	2.34 PHP	2.96 PHP (26.72 %)	2009 Q3
12/31/2008	10.62 PHP	3.87 PHP (-63.53 %)	2008 Q4

%	Name	Stocks	Change	Date
8.58329 %	Sy (Hans T.)	104,889,578	-26,128	9/30/2024
8.10903 %	Sy (Herbert T.)	99,093,995	0	9/30/2024
7.60915 %	Sy (Harley T.)	92,985,298	-6,000	10/7/2024
7.03325 %	Sy (Teresita T.)	85,947,685	0	9/30/2024
6.31408 %	Sy (Elizabeth T.)	77,159,344	0	9/30/2024
6.29109 %	Sy (Henry T. Jr.,)	76,878,370	0	9/30/2024
3.84871 %	Syntrix Holdings, Inc.	47,032,000	-164,480	9/30/2024
2.32117 %	Sysmart Corporation	28,365,152	0	9/30/2024
2.23278 %	Tansmart Holdings, Inc.	27,285,000	0	9/30/2024
1.84121 %	Henry Sy Foundation	22,500,000	0	12/31/2023
1.60665 %	Invesco Advisers, Inc.	19,633,616	41,440	8/31/2024
0.92061 %	Felicidad T. Sy Foundation, Inc.	11,250,000	0	12/31/2023
0.85481 %	RBC Global Asset Management (UK) Limited	10,445,957	289,650	9/30/2024
0.65720 %	T. Rowe Price Associates, Inc.	8,031,151	851,690	9/30/2024
0.38010 %	Norges Bank Investment Management (NBIM)	4,644,926	786,405	6/30/2024
0.34695 %	Capital Research Global Investors	4,239,780	627,510	9/30/2024
0.34467 %	BlackRock Institutional Trust Company, N.A.	4,211,955	34,440	9/30/2024
0.28399 %	Schroder Investment Management (Singapore) Ltd.	3,470,460	0	6/30/2024
0.20306 %	Fidelity Management & Research Company LLC	2,481,470	20,553	8/31/2024
0.13226 %	MFS Investment Management	1,616,210	6,220	8/31/2024
0.12552 %	BlackRock Advisors (UK) Limited	1,533,913	47,840	9/30/2024
0.12142 %	Templeton Asset Management Ltd.	1,483,765	-392,750	6/30/2024
0.10935 %	T. Rowe Price International Ltd. (Australia)	1,336,225	-236,340	6/30/2024
0.10483 %	Schroder Investment Management Ltd. (SIM)	1,280,990	-63,400	6/30/2024
0.10387 %	T. Rowe Price Singapore Private Ltd.	1,269,350	1,269,350	9/30/2024
0.10229 %	Geode Capital Management, L.L.C.	1,249,968	10,910	8/31/2024
0.07559 %	Allspring Global Investments, LLC	923,773	0	8/31/2024
0.06755 %	T. Rowe Price Hong Kong Limited	825,500	168,640	9/30/2024
0.04804 %	State Street Global Advisors (US)	587,113	396	9/30/2024
0.04015 %	APG Asset Management N.V.	490,689	64,455	12/31/2023
0.04004 %	Royal London Asset Management Ltd.	489,300	0	6/30/2024
0.03997 %	Dimensional Fund Advisors, L.P.	488,463	-520	8/31/2024
0.03770 %	AEGON Investment Management B.V.	460,659	-696	6/30/2024
0.03707 %	Fong (Susana)	452,998	0	12/31/2023
0.03491 %	Northern Trust Global Investments Limited	426,664	-10,210	8/31/2024
0.03101 %	Nuveen LLC	378,919	0	9/30/2024
0.03015 %	Aviva Investors Global Services Limited	368,429	1,456	9/30/2024
0.02826 %	Handelsbanken Kapitalf¿rvaltning AB	345,305	0	9/30/2024
0.02796 %	Columbia Threadneedle Investments (US)	341,632	11,180	9/30/2024
0.02772 %	The Vanguard Group, Inc.	338,800	0	8/31/2024
0.02723 %	Capital International, Inc.	332,779	236,279	6/30/2024
0.02671 %	UBS Fund Management (Switzerland) AG	326,460	0	9/30/2024
0.02506 %	BlackRock Investment Management (UK) Ltd.	306,230	0	8/31/2024
0.02411 %	Fideuram Asset Management (Ireland) dac	294,590	-4,600	9/30/2024
0.02404 %	Florida State Board of Administration	293,732	0	6/30/2024
0.02374 %	UBS Asset Management (Switzerland)	290,123	0	8/31/2024
0.02349 %	DWS Investment GmbH	287,075	19,237	9/30/2024
0.02184 %	Capital International Sarl	266,842	-23,810	9/30/2024
0.02121 %	Storebrand Kapitalforvaltning AS	259,133	7,610	9/30/2024
0.01954 %	C WorldWide Asset Management Fondsmaeglerselskab A/S	238,745	-2,060	9/30/2024
0.01943 %	Caisse de Depot et Placement du Quebec	237,414	-117,470	12/31/2023
0.01649 %	UBS Asset Management (UK) Ltd.	201,555	-50	9/30/2024
0.01588 %	Swedbank Robur Fonder AB	194,055	0	9/30/2024
0.01586 %	Franklin Templeton Investments (Middle East) Limited	193,800	0	6/30/2024
0.01577 %	NS Partners Ltd.	192,750	72,110	8/31/2024
0.01551 %	J.P. Morgan Asset Management (Singapore) Limited	189,483	0	7/31/2024
0.01540 %	DWS Investments UK Limited	188,158	-869	9/30/2024
0.01501 %	T. Rowe Price International Ltd	183,450	74,520	9/30/2024
0.01491 %	Amundi Japan Ltd.	182,215	-1,530	8/31/2024
0.01460 %	JP Morgan Asset Management	178,470	790	8/31/2024
0.01347 %	FIL Investment Management (Singapore) Ltd.	164,606	-69	8/31/2024
0.01326 %	Manulife Investment Management (North America) Limited	162,045	-3,410	8/31/2024
0.01322 %	Mellon Investments Corporation	161,530	110	9/30/2024
0.01320 %	Mercer Global Investments Management Ltd	161,335	0	3/31/2024
0.01271 %	Premia Partners Company Limited	155,370	134,158	5/31/2024
0.01245 %	Value Plus Inc.	152,119	0	12/31/2023
0.01209 %	Pictet Asset Management Ltd.	147,774	0	7/31/2024
0.01196 %	SM Prime Holdings Inc	146,104	0	9/30/2024
0.01174 %	ETF Architect	143,449	1,220	9/30/2024
0.01168 %	Amundi Asset Management, SAS	142,725	0	9/30/2024
0.01133 %	Z¿rcher Kantonalbank (Asset Management)	138,450	0	7/31/2024
0.01092 %	Causeway Capital Management LLC	133,490	-30,590	5/31/2024
0.01084 %	T. Rowe Price Investment Management, Inc.	132,520	7,550	9/30/2024
0.01012 %	Irish Life Investment Managers Ltd.	123,719	0	8/31/2024
0.01004 %	Principal Global Investors (Equity)	122,680	-5,540	9/30/2024
0.00989 %	Eastspring Investments (Singapore) Limited	120,888	2,170	7/31/2024
0.00988 %	Inspire Investing	120,750	516	9/30/2024
0.00943 %	Invesco Capital Management LLC	115,222	0	9/30/2024
0.00939 %	BlackRock (Singapore) Limited	114,803	-3,876	9/30/2024
0.00926 %	Cardano Asset Management NV	113,187	11,788	8/31/2024
0.00845 %	Fidelity Investments Canada ULC	103,300	-846	6/30/2024
0.00832 %	Nordea Investment Management AB (Denmark)	101,670	0	6/30/2024
0.00802 %	British Columbia Investment Management Corp.	98,010	-2,574	3/31/2023
0.00798 %	Eastspring Investments Berhad	97,500	45,000	12/31/2023
0.00775 %	Robeco Institutional Asset Management B.V.	94,750	-6,820	8/31/2024
0.00710 %	Canada Life Asset Management Limited	86,800	0	6/30/2024
0.00699 %	Invesco Hong Kong Limited	85,400	-4,410	6/30/2024
0.00690 %	Union Investment Luxembourg S.A.	84,375	0	6/30/2024
0.00688 %	Asset Management One Co., Ltd.	84,130	970	5/31/2024
0.00674 %	Oaktree Capital Management, L.P.	82,420	0	5/31/2023
0.00659 %	KLP Fondsforvaltning AS	80,562	0	9/30/2024
0.00659 %	HSBC Global Asset Management (UK) Limited	80,508	-962	8/31/2024
0.00645 %	PensionDanmark A/S	78,846	78,846	8/31/2023
0.00583 %	Assetplus Investment Management Co., Ltd.	71,220	11,060	3/31/2024
0.00579 %	American Century Investment Management, Inc.	70,740	410	6/30/2024
0.00564 %	State Street Global Advisors Ireland Limited	68,887	0	9/30/2024
0.00562 %	Carrera Asset Management Co., Ltd.	68,700	1,000	4/30/2024
0.00559 %	Allianz Global Investors GmbH	68,305	0	8/31/2024
0.00545 %	SEB Investment Management AB	66,603	58	9/30/2024
0.00531 %	UBS Asset Management Switzerland AG	64,920	0	8/31/2024

What values and corporate philosophy does SM Investments represent?

SM Investments Corp represents a strong set of values and a clear corporate philosophy. As one of the leading conglomerates in the Philippines, the company is committed to delivering long-term growth and sustainable development. SM Investments Corp prioritizes integrity, innovation, and excellence in all its business endeavors. With a diverse portfolio spanning retail, property, and banking, the company focuses on creating value for its stakeholders, customers, and the communities it serves. By promoting responsible business practices, fostering partnerships, and embracing technology, SM Investments Corp consistently strives to be at the forefront of industry trends and meet the evolving needs of the market.

In which countries and regions is SM Investments primarily present?

SM Investments Corp is primarily present in the Philippines, its home country. As one of the leading conglomerates in the Philippines, SM Investments Corp has established a strong presence and influence nationwide. Through its subsidiaries, SM Investments Corp operates various businesses including retail, banking, property development, and others. With its extensive network and strategic partnerships, the company continuously expands its reach within the Philippines, contributing to the growth and development of different regions across the country.

What significant milestones has the company SM Investments achieved?

SM Investments Corp has achieved various significant milestones throughout its history. Notably, the company expanded its business operations, diversified its investments, and consistently achieved growth. SM Investments Corp successfully established a strong retail presence in the Philippines, becoming one of the leading retail conglomerates in the country. Additionally, the company ventured into other sectors such as banking, property development, and tourism. With its strategic investments and continuous innovation, SM Investments Corp has thrived as a key player in the market, reinforcing its position as a prominent and successful corporation in the Philippines.

What is the history and background of the company SM Investments?

SM Investments Corp is a leading conglomerate in the Philippines with a rich history and remarkable background. Established in 1958, the company initially focused on the retail industry, and over the years, it has expanded its business interests into other sectors such as banking, property development, and malls. With a diverse portfolio, SM Investments Corp has become a prominent player in the Philippine business landscape. It has grown into a highly respected and trusted brand, known for its commitment to innovation, sustainable practices, and exceptional customer experiences. Today, SM Investments Corp continues to thrive as a market leader, contributing to the country's economic growth and development.

Who are the main competitors of SM Investments in the market?

The main competitors of SM Investments Corp in the market include Ayala Corporation, JG Summit Holdings Inc., and Megaworld Corporation.

In which industries is SM Investments primarily active?

SM Investments Corp is primarily active in various industries such as retail, banking, and property development.

What is the business model of SM Investments?

The business model of SM Investments Corp is focused on operating and investing in diverse industries such as retail, property development, and banking. As one of the leading conglomerates in the Philippines, SM Investments Corp engages in the retail sector through its popular brands like SM Supermalls and SM Retail. Additionally, the company pursues sustainable property development through SM Prime Holdings, establishing residential, commercial, and leisure projects across the country. SM Investments Corp also has a strong presence in the banking industry, with their subsidiary BDO Unibank being one of the largest financial institutions in the Philippines.

What is the P/E ratio of SM Investments 2025?

The SM Investments P/E ratio is 10.51.

What is the P/S ratio of SM Investments 2025?

The SM Investments P/S ratio is 1.41.

What is the Quality Investing of SM Investments?

The Quality Investing for SM Investments is 4/10.

What is the revenue of SM Investments 2025?

The expected SM Investments revenue is 688.71 B PHP.

How high is the profit of SM Investments 2025?

The expected SM Investments profit is 92.44 B PHP.

What is the business model of SM Investments

The SM Investments Corporation is a diversified company in the Philippines that operates in various industries. It was founded in 1960 as a shoe store and has since become one of the largest and most successful conglomerates in the country. SM Investments Corp's business model is based on a wide range of business sectors, which allows the company to grow and diversify risks in different industries. The main divisions of SM Investments Corp are retail, real estate, and banking. In retail, SM Investments Corp is active through its subsidiaries, SM Department Store, SM Supermarket, SM Hypermarket, SaveMore, and other brands. These offer a wide range of products and services such as food, clothing, household appliances, electronics, beauty products, and more. SM Investments Corp also operates various shopping centers and commercial streets in different cities in the Philippines. SM Malls are known for their variety of stores, restaurants, cinemas, and other entertainment facilities. The real estate division of SM Investments Corp includes the development of residential and commercial buildings, as well as the leasing of office spaces, shopping centers, hotels, and residential complexes. The company has initiated significant developments in the Philippine real estate landscape in the past decades. One of the most well-known projects is the SM Mall of Asia complex in Manila. The company also pursues a strategy of incorporating environmental technologies and sustainability in its construction projects. The banking division of SM Investments Corp is active through its subsidiaries Banco de Oro (BDO) and China Banking Corp (CBC). The banks offer various financial products and services such as loans, deposits, debit and credit cards, and other services. SM Investments Corp also has various other business sectors such as hotels, mining, energy, and others, which expand the company's portfolio. The company leverages its business model through a strong presence in different industries and divisions in the Philippine market. The diversification of risks and a broad customer base have made SM Investments Corp one of the most successful companies in the country. The SM brand is also known for its high standards in terms of quality, customer service, and sustainability. Overall, the business model of SM Investments Corp is very robust and is based on the diversification of risks and investments in different industries and divisions. The SM brand represents quality and customer satisfaction, and has made the conglomerate one of the largest, most successful, and versatile companies in the Philippines.

What is the SM Investments dividend?

SM Investments pays a dividend of 6.25 PHP distributed over payouts per year.

How often does SM Investments pay dividends?

The dividend cannot currently be calculated for SM Investments or the company does not pay out a dividend.

What is the SM Investments ISIN?

The ISIN of SM Investments is PHY806761029.

What is the SM Investments WKN?

The WKN of SM Investments is A0D84W.

What is the SM Investments ticker?

The ticker of SM Investments is SM.PM.

How much dividend does SM Investments pay?

Over the past 12 months, SM Investments paid a dividend of 7.5 PHP . This corresponds to a dividend yield of about 0.94 %. For the coming 12 months, SM Investments is expected to pay a dividend of 8.3 PHP.

What is the dividend yield of SM Investments?

The current dividend yield of SM Investments is 0.94 %.

When does SM Investments pay dividends?

SM Investments pays a quarterly dividend. This is distributed in the months of June, June, June, June.

How secure is the dividend of SM Investments?

SM Investments paid dividends every year for the past 12 years.

What is the dividend of SM Investments?

For the upcoming 12 months, dividends amounting to 8.3 PHP are expected. This corresponds to a dividend yield of 1.04 %.

In which sector is SM Investments located?

SM Investments is assigned to the 'Industry' sector.

Wann musste ich die Aktien von SM Investments kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of SM Investments from 5/23/2024 amounting to 9 PHP, you needed to have the stock in your portfolio before the ex-date on 5/8/2024.

When did SM Investments pay the last dividend?

The last dividend was paid out on 5/23/2024.

What was the dividend of SM Investments in the year 2024?

In the year 2024, SM Investments distributed 7.5 PHP as dividends.

In which currency does SM Investments pay out the dividend?

The dividends of SM Investments are distributed in PHP.

Scope 1 - Direct Emissions	415,200
Scope 2 - Indirect emissions from purchased energy	1,349,400
Scope 3 - Indirect emissions within the value chain	834,000
Total CO₂ emissions	1,764,600
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Percentage of female employees	63
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

SM Investments Ticker	SM Investments FIGI
SM:PM	BBG000DKX0B1
SVTMF:US	BBG000DQLSB0
SVTMF:PQ	BBG000DQM3B4
SVTMF:UV	BBG000DQM4V0
SMPHP:X2	BBG00K5WY2R8
SMPHP:XB	BBG00K5WY2S7
SMPHP:XH	BBG00K5WY2V3
SMPHP:XF	BBG00K5WY2X1
SMPHP:XE	BBG00K5WY2Z9
SMPHP:XJ	BBG00K5WY305
SMPHP:XL	BBG00K5WY314
SMPHP:XG	BBG00K5WY323
SMPHP:XO	BBG00K5WY332
SMPHP:XS	BBG00K5WY378
SMPHP:XA	BBG00K5WY387
SMPHP:E1	BBG00K5WY396
SMPHP:XT	BBG00K5WY3B3
SMPHP:XW	BBG00K5WY3C2
SMPHP:XU	BBG00K5WY3D1
SMPHP:XV	BBG00K5WY3F9
SMPHP:XM	BBG00K5WY3G8
SMPHP:XQ	BBG00K5WY3J5
SMPHP:XX	BBG00K5WY3K3
SMPHP:XZ	BBG00K5WY3L2

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TickerSM.PM

ISINPHY806761029

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Ticker
SM.PM

ISIN
PHY806761029

WKN
A0D84W