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drbubb

Property-based stocks: SHNG, POPI, LAND etc

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Smaller company, trading 80% below BV of 0.1418

BHI - Boulevard Holdings, Inc. ... fr.2012: All: 5yr: 2yr: 1yr: 6mo: 10d /

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OLD: 7.2020: 0.028, YrL: 0.023, +21.7%

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1...

C02950: Boulevard Holdings business update - 2

The maximum transportable ration of 50 sacks was delivered to the Mayor on April 16, 2020, represented by BHI-Puerto Azul engineer Romy Natividad & security head Blas Austria, as well as by Binibining Pilipinas Candidate #1 Miss Cavite, Samantha Panlilio. BHI’s Cavite business is still good to go: our managers met online with Robbie Antonio’s Revolution Precrafted, Inc. people; and we are all confident the villa-condo & beach lots project, where BHI has a 15% stake, will resume when the lockdown is over. Let’s see how far the Philippine property business has crashed, with effects of Corona & disappearance of POGOs.

> website: https://www.boulevardholdings.com/ourCompany.do?catID=18334

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Here's a chart that make me want dig deeper.

VLL/ Vista Land ... ALL: 10yr: 5yr / Last: 1.96 ...  P/E R: 3.52...  52 Wk. range: 1.85 - 3.88.  

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OLD: 3.20... "But it is not a low yet, and I see more downside for Property co's"

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==

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Q: How will moving back in partial Lockdown impact the PHL market today?
“Lower probably.  Since some may not have anticipated this.  I think Property shares will go lower”
Was Right on both:
+ PSEI.  : 5,716 -212.5, -3.58%
Big three Props
+ ALI     : 31.30 -2.000, -6.01%
+ SMPH: 28.55 -1.450, -4.83%
+ MEG. : P2.90 -0.100, -3.33%
And These
+ VLL.   : P2.66 -0.260, - 8.33%
+ FLI.    : P0.82 -0.050, - 5.75%
+ FDC.  : P8.21 -0.480, - 5.52%
+ RLC   : 0.140 - 0.009, - 6.04%

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Re-Visiting "The City" (two quoted Cityland companies)

Divs: LAND> P22.3M, .0317 > CDC > P103M, .0222  (net payout: P80.7M/ 56= us$1.44M goes to CI, etc

Cityland Co's ... update: LAND-0.00, CDC-0.00, SHNG-0.00, SMC-0.00

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Company/Symbol: BkV.: YrE.’17: YrE.’21: ---range--: xPrice: -MktCap. / USD@56
Cityland ----- CDC- : 1.75: 3,938M: 4,624M: 0.65-0.96 : P 0.67 : P 3,098M = $55.3M
City&Land- LAND : 1.67: 1,299M: 1,432M: 0.69-1.70 : P 0.72 : P 1,031M = $18.4M
Total Market Cap Value>      ——————————————————> P 4,129M = $73.7M -22.5%
Total Value, prev.2018 > at 0.97, 0.94: YyE’18 BV: 1.83. 1.50> P 5,041M = $95.1M

Company/Symbol   : YE'2021 : xPrice : MktCap. / USD@56 : %-C.I. : P-Value
City&Land - LAND : 1,432 Mn : P 0.72 : P1,032M = $18.4M : 29.54% P304.M
Indirect LAND shs: ----------------------------> P1,032M = $18.4M : 25.33% P261Bn
Direct&Indirect, LAND shs> -----------------------------------------------> 54.87% P565Bn =$10.1M

CI / Cityland, Inc. (private group)
 v owns 29.54% of:     50.98% of:     Sub-Total: 80.52%
       (LAND Direct)       CDC / Cityland Dev’l Corp
                                          v owns 49.73% of:   ...54.89%
LAND / City & Land Dev’lopers

ADDED:  CI Group’s share of LAND: 49.73% +29.54% +0.87% +0.52%= 80.66%

"Loose" shares= 19.34% x1,435M= P 277M / 56= US$4.95M

LAND, DIV. FLOW: assume 1,432M LAND sh., and P 0.0317, 2022
Total.          100.0%, 1,432M = P 45.8M, $818.k (/56)
CDC:           49.73% :    712M = P 22.6M, $403k
CI/parent: 29.54% :   423M = P 13.4M, $239k
affiliate:       0.87% :  12.5M = P 395.k, $7,052
affiliate:       0.52% :  7.45M = P 236.k, $4,217

CDC, DIV. FLOW: assume 4,624M CDC sh., and P 0.022, 2022
Total.          100.0%,  4,624M = P 103.M, $1,833k
CI/parent: 50.98% : 2,357M = P 52.3M, $935k
affiliate:       0.06% :   2.77M = P  61.6.k, $1,099

LAND> P22.3M > CDC > P103M  (net payout: P80.7M/ 56= $1.44M goes to CI, etc

> source: about: https://www.cityland.info/

C04871: Cityland Development press release : July 2021

"TOPPING-OFF CEREMONY CITYLAND'S PIONEER HEIGHTS 1 Pioneer Heights 1, a 24-storey office, commercial and residential condominium in Mandaluyong has completed the structural construction with a topping-off ceremony held recently. Developed by Cityland Development Corporation (Cityland), Pioneer Heights 1 is located along Pioneer St.. Barongay Highway Hills, Mandaluyong. With the completion of the Kalayaan Bridge of the Bonifacio Global City (BGC) - Ortigas link road project, travel time to City of Pasig, Makati and Mandaluyong has drastically reduced, thus making Pioneer St. a booming, bustling for commercial and residential area

>

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PROPERTY Stocks are Still Falling

FLI/ Filinvest Land, LAND/ City&Land, SHNG/ Shang ... All5yr: 10d/ FLI-0.93/ SHNG-2.58 = r-36.0% , LAND-0.71.. w/ALI

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VLL/ vista land, MEG/ megaworld ... fr.xx: All: 10yr: 5yr: ... 10d/ VLL-1.96 / MEG-2.22 = r-88.2% ... w/ALI

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Stock/  Company  : Price: BkVal.: P/BV: PER :  Div. : Yield :
FLI.   / Filinvest Ld: 0.930: 3.62 : 25.7%:  7.64 : 0.047: 5.00%
LAND/ City&Land : 0.710:  1.67 : 42.5%:  4.36 : 0.032: 4.46%
SHNG/ ShangPrp.: 2.580:  7.83 : 33.0%: 5.55 : 0.114 : 4.42%
CDC / Cityland Dv : 0.690: 1.75 : 39.4%:  5.27 : 0.022: 3.22%
RLC  / Robinson.Ld: 16.70: 24.3: 68.7%: 13.17: 0.500: 2.99%
FDC  / Filinvest Dv: 6.870: 14.3 : 48.0%: 12.23: 0.070: 1.02%
==  (No dividends):
MEG  / Megaworld: 2.230: 6.24 : 35.7%: 4.98 : 0.000: 0.00%
VLL.  / Vista Land : 1.960:  8.61 : 22.8%: 3.52 : 0.000: 0.00%
ROCK/ Rockwell.  : 1.300 : 3.81 : 0.00%: 4.84 : 0.000: 0.00%
=====

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SHNG (2.58) ... All : 5yr:

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SHNG (2.58) vs. LAND (0.71) ... update

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CDC/ Cityland Development Corp. (PHS). ... All: 10yr: 5yr: 3yr: 1yr: 10d/ Last: 0.69 vs. yrL: 0.65

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BOTH: from.2018: 5yr: 1yr: YTD:

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CDC Divs.
Year :  Profit :  Cash: Record: YrE-: C-% : Stock: Date: Total

2014:  = ?? =:: 0.0700: 06.30 : 1.21: 0.0%: 10.% : 07.10:  0.0%
2015:  = ?? =:: 0.0190: 07.03 : 0.97: 0.0%: 10.% : 07.09:  0.0%
2016:  = ?? =:: 0.0180: 06.30 : 1.05: 0.0%: 5.0% : 06.30:  0.0%
2017: 0.1009: 0.0130: 06.27 : 1.00: 1.3%: 5.0% : 07.13:  6.3 %
2018: 0.1098: 0.0294: 06.04 : 0.81: 3.6%: 5.0% : 07.13:  8.6 %
2019: 0.1227: 0.0417: 06.24 : 0.77: 5.4%: 5.0% : 07.11:  10.4%
2020: 0.0730: 0.0292: 09.18 : 0.73: 4.0%: 0.0% : ==== :   4.0 %
2021: 0.1218: 0.0139: 07.02 : 0.85: 1.6%: 5.0% : ?? .??:   6.6 %
2022:  = ?? =:: 0.0317: 06.22 : 0.70: 0.0%:
====
’17-21: .6360: 0.1623= 25.5%: 0.79: 4.1%: 5.0% : ====:  9.1%
BkVal.: P1.71- ye'17 vs. P1.75- ye'21: +2.3%

LAND / City & Land Developers Inc. (PHS). ... All: 10yr: 5yr: 3yr: 1yr: 10d/ Last: 0.72 vs. yrL: 0.69

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LAND Divs.
Year :  Profit :  Cash: Record: YrE-: C-% : Stock: Date : Total

2014:  = ?? =:: 0.0700: 06.30 : 1.21: 5.8%: 10.% : 07.10: 15.8%
2015:  = ?? =:: 0.0190: 07.03 : 0.97: 2.0%: 10.% : 07.09: 12.0%
2016:  = ?? =:: 0.0180: 06.30 : 1.05: 1.7%: 5.0% : 06.30:  6.7 %
2017: 0.1009: 0.0130: 06.27 : 1.00: 1.3%: 5.0% : 07.13:  6.3 %
2018: 0.1098: 0.0294: 06.04 : 0.81: 3.6%: 5.0% : 07.13:  8.6 %
2019: 0.1227: 0.0417: 06.24 : 0.77: 5.4%: 5.0% : 07.11: 10.4%
2020: 0.0730: 0.0292: 09.18 : 0.73: 4.0%: 0.0% : =====:  4.0 %
2021: 0.1218: 0.0139: 07.02 : 0.85: 1.6%: 5.0% :  ?? .?? :  6.6 %
2022:  = ?? = :: 0.0317: 06.22 : 0.70: 4.5%:
====
’17-21: .5282: 0.1272= 24.1%: 0.83: 3.1%: 4.0% : =====: 7.1%:
BkVal.: P1.49- ye'17 vs. P1.67- ye'21: +12.1%

press release -  "ONE TAFT RESIDENCES READY FOR OCCUPANCY". - 05/23/2022

Cityland Group of Companies has recently concluded the successful early turn-over of its project in Alabang known as One Premier last April this year. In keeping up with its commitment to investors, another early turn-over of its condominium in Manila - ONE TAFT RESIDENCES will start this May.

ONE TAFT RESIDENCES, is a 40-storey residential, office and commercial condominium which is located at 1939 Taft Ave., Malate, Manila. It is a few steps away from the university belt with easy access to various transportation hubs, shopping centers, businesses, commercial and government offices. With comfort and security as Cityland's priority, ONE TAFT RESIDENCES is equipped with amenities such as swimming pool, gym, multi-purpose function hall, movable children's playset, view deck, CCTV, and 24-hour association security. Carefully-designed commercial, office, and residential units of studio, 1-bedroom and 2-bedroom are now available at affordable and flexible payment schemes. Cityland, the Leading Condominium Developer National Awardee, has 40 years of proven track record in the delivery of its projects and in building spaces where people can live, work, play, invest their hard- earned money, or earn through rental. At Cityland, we commit, we deliver.

For more information, please call Cityland: Makati- 8812-2222, Ortigas- 8687-3333, Vito Cruz- 8567-3333, Manila- 8242-1212, Cellphone No. 0919-9991999 or visit us at www.CITYLAND.net.

 

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