Megaworld and AGI (parent) thread

[webmaster]

Update: MEG Brokeout: >2.00, Psei >7,000... While TLT struggled at $100

Weird how AGI has tracked "RR King" JFC (better than AGI, MCD).  Will it continue?

MEG (1.98)/ AGI (8.60)= 23.0%, JFC (268, 31.2x).. AllDy (.135, 1.57%), Maxs (2.69, 136%): 10d: 

Closer, from 2020: 

It was also true in 2016-2020.  Then, MEG recovered less well from the 2020 collapse

AGI finally gets a Bid

/ AGI ( 9.25 +0.29, +3.24%), MEG ( 2.12 +2.91%) .. 2023: 10d

Megaworld Group companies - Nov. Update

ELI (.137) / MEG (2.21) = 6.20%, GERI (0.690, 31.2%), AGI (9.16, 4.14x)

As related to restaurants and stores - not sure why MEG correlates with JFC

/MEG (2.21): JFC (264, 119.x); AGI (9.16, 4.14x), AllDy (.144, 6.52%), Maxs (3.02, 137%)

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MEG (2.33) / TLT ($92.32)= 2.52%, MReit (13.84, 5.94x), AGI (9.35, 4.01x), Psei (7,366, 79.8x)

9.06.24: 1.94/TLT ($99.57)=1.95%, MReit (13.28, 6.85x), AGI (8.95, 4.61x), Psei (6,936, 69.7x)

Food & RR's vs MEG:(2.33) / AGI (9.35)= 24.9%; AllDy (.146), JFC (276), Maxs (3.10)

            9.02.24: MEG (1.92) / AGI (9.00)= 21.3%; AllDy (.153), JFC (260), Maxs (2.96) 

2021: '21-w/AGI: (8.88)

'21-w/AGI: (8.88)

MEG Div.:  0.0818…/ 2.30= 3.55% Yield,  was: 0.066…, up 23.9%

The Board of Directors of Megaworld Corporation (the “Company”) declared cash dividends of Php0.08175968 per share on its outstanding common shares, and 1% of the par value of preferred shares on its outstanding preferred shares. Details of the cash dividends declaration are as follows: Type of Share Dividend Per Share Record Date Payment Date Common Php0.08175968 November 5, 2024 November 18, 2024 Preferred 1% of par value November 5, 2024 November 18, 2024 The cash dividends were declared from the unrestricted retained earnings of the Company as of December 31, 2023.

[webmaster]

Kevin Tan sets P3 billion sales goal: Megaworld pioneers upscale living in Puerto Princesa with The Bellagio Palawan

BILYONARYO.COM     21 hours ago

Bilyonaryo Kevin Tan’s Megaworld Corp. is set to launch its first upscale residential condominium within the Baytown Palawan township, aiming to raise ₱3 billion from unit sales.

Scheduled for completion by 2030, The Bellagio Palawan will rise 12 stories high, offering 188 modern ‘smart home’ condominium units. These residences are designed for the tech-savvy consumer, featuring cutting-edge wireless systems that allow residents to control various aspects of their home through a dedicated mobile app.

> https://bilyonaryo.com/2024/10/22/kevin-tan-sets-p3-billion-sales-goal-megaworld-pioneers-upscale-living-in-puerto-princesa-with-the-bellagio-palawan/property/

[webmaster]

Megaworld Group companies - Nov. Update

ELI (.137) / MEG (2.21) = 6.20%, GERI (0.690, 31.2%), AGI (9.16, 4.14x)

As related to restaurants and stores - not sure why MEG correlates with JFC

/MEG (2.21): JFC (264, 119.x); AGI (9.16, 4.14x), AllDy (.144, 6.52%), Maxs (3.02, 137%)

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[webmaster]

AGI finally gets a Bid

/ AGI ( 9.25 +0.29, +3.24%), MEG ( 2.12 +2.91%) .. 2023: 10d

/ AGI ( 9.25

Food & RR's vs MEG:(2.12) / AGI (9.25)= 22.9%; AllDy (.132), JFC (262), Maxs (2.58, 27.9%)   
         10.23.24: MEG:(2.33) / AGI (9.35)= 24.9%; AllDy (.146), JFC (276), Maxs (3.10, 33.5%)  
           9.02.24: MEG (1.92) / AGI (9.00)= 21.3%; AllDy (.153), JFC (260), Maxs (2.96. 32.9%) 

MAXS ( 2.58, - 0.27, -9.47%. LoD: 2.41, vol. 331k sh) :  Delayed reaction?

Max's Group income plummets 68.3% amid store closures ...

Nov 15, 2024 — LISTED restaurant operator Max's Group, Inc. (MGI) saw a 68.3% decline in its third-quarter net income to P22 million from P68 million last ...

Revenue rose by 2.3% to P2.97 billion from P2.91 billion a year ago, MGI said in a stock exchange disclosure on Thursday.

System-wide sales fell by 1.6% to P4.54 billion while earnings before interest, taxes, depreciation, and amortization (EBITDA) declined by 33.4% to P286 million.

“MGI achieved a 1.7% blended same-store sales growth (SSSG) in the third quarter. Key brands Max’s Restaurant, Pancake House, and Krispy Kreme posted an SSSG ranging from 2.4% to 6.9%, underscoring the resilience of the group’s core offerings even in price-sensitive markets,” it said.

For the first nine months, MGI recorded a 40.9% decline in net income to P186 million while EBITDA fell by 24.5% to P1.08 billion.

 

Max's Group franchisees triumph at the Franchise ..

Sep 25, 2024 — Franchisees of Max's Group, Inc. (MGI), the largest casual dining restaurant chain in the Philippines, recently celebrated their success at the Franchise ...

[webmaster]

Weird how AGI has tracked "RR King" JFC (better than AGI, MCD).  Will it continue?

MEG (1.98)/ AGI (8.60)= 23.0%, JFC (268, 31.2x).. AllDy (.135, 1.57%), Maxs (2.69, 136%): 10d: 

It was also true in 2016-2020.  Then, MEG recovered less well from the 2020 collapse

AGI (8.70) /JFC (268) =3.25% .. /MCD ($294) = 2.96%: PER: 3.93, Yield: 1.15%, BV: $32.79, 26.5%

[webmaster]

MEG: 1.97 +0.05/ PER: 3.29. EPS: 0.599, Div. 0.082, Yield: 4.15%. po: 13.75%. BV: 7.50, 26.2%. '24: 10d:

/ MEG (1.97) vs. AGI (8.60, 4.37x), GERI (0.60, 30.5%), ELI (.125, 6.35%).. Merit (13.44, 6.99x)

Merit (13.44, 6.99x) :

MREIT: 13.46 +0.10/ PER: 332. EPS: 0.041, Div. 0.988, Yield: 7.34%. po: 100%+ BV: 18.69, 72.0%. '24: 10d:

MReit (x). vs. AReit (x), RCR (x), Filrt (x)

[webmaster]

MEG (1.92) /AGI (8.81+.16) =21.8%; / JFC (264.6) =3.33%. MAXS (2.52), AllDy (.133), Merit (13.44)

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