Property-based stocks: SHNG, POPI, LAND etc

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PATIENCE may soon be rewarded.  TLT/Bonds look set to break the Long Downtrend

Cityland Group.  So similar.  But LAND is more volatile.  Rising TLT Bonds should help

CDC (0.74) / LAND (0.73)= 101.4% ... Jan22:  Etc.'22: 
CDC  : 0.74 : PER:4.92, EPS: 0.150,  Div. 0.0477, Yield: 6.45%; BV: 1.73, 42.8%   
LAND: 0.73 : PER:8.49, EPS: 0.086, Div. 0.0338, Yield: 4.63%; BV: 1.76, 41.5%

Some developer stocks are already moving higher.

%CDC (0.74): LAND (0.73, 98.6%) SHNG (3.79, 5.12x), CPG (0.335, 45.3%), TLT ($93.5, 126x)

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ROCK (P1.55) has a Rising Div.. PER: 2.92, EPS: 0.53, Div .101, Yield: 6.57% 28.5% BV: 5.43

SHNG: P3.75: PER: 2.68, EPS: 1.40, Div .290, Yield: 7.72% 39.3% BV: 9.54

CPG   :  P.315: PER: 2.42, EPS: .130, Div .024, Yield: 7.61%  17.5% BV: 1.80

CPG   :  P.315: PER: 2.42, EPS: .130, Div .024, Yield: 7.61%  17.5% BV: 1.80

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CLI’s income hits Php1.7B on project progress, hotel and leasing gains

Cebu Landmasters, Inc. (CLI) saw a 24% YoY increase in its first-half attributable net income to Php1.7B from P1.37B last year, following developments across the company’s business segments. First-half revenue increased by 24% YoY to Php11.31B, led by “progress across all segments,” CLI said. “This is driven by ongoing construction progress, a substantial rise in hotel and leasing revenues, an increase in new units qualifying for revenue recognition, and a one-off lot sale,” CLI said. The company expects additional revenue with the opening of Citadines Bacolod City.

The company’s leasing business grew by 42% YoY, led by a higher gross leasable area, now at 40,575 sqm. The growth followed the turnover of new retail areas such as the new wing of Base Line Center, 38 Park Avenue Retail, and Banilad High Street.

CLI launched four new residential projects worth Php8.3B, consisting of Tower 6 of The East Village in Davao, Tower 5 of Casa Mira Towers Palawan, Casa Mira Homes Butuan, and Velmiro Heights Davao. Reservation sales rose by 10% YoY to Php11.6B, with 48% coming from Davao projects.

[webmaster]

ALCO (0.39) / TLT ($99.99) = .39%, 

The Weak Ones vs. Stronger Ones

====:  04.30: 09.10: %chg: BkV:   shOS :  Qtr1:   Qtr2:   Div. exDate:  Yield   PER    
TLT   :  88.22: 99.99 +13.3%  ===: ===:                 ===   ====  ====  4.00%    
TNX  : 4.69% 3.70%:  -21.1%                                   ===   ====  ====  3.70%    
Alco  :    .490:  .390: -20.4%   1.19:  7,821M  .018 :  .017:  .0120:  07.18:  3.08% 7.62    
CDC  :    .710:  .640:  -8.99%  1.72:  4,971M .044 : .038: .0477: 06.20: 7.45% 4.59   
Land :    .770:  .700:  -8.91%   1.74:  1,582M .025 : .026: .0338: 06.27: 4.83% 9.17   
VLL  :     1.50:   1.45: -3.34% 11.39:   11.02B  .257 : .232: .0620 Oct’23 4.28% 1.89    
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MEG :    1.83:    1.95: +6.55%  7.65:  31.20B  .141  : .133:  .0660 Oct’23 3.38% 3.41    
Rock:     1.47:    1.46: -0.69%  5.65:  5,113M . 144 : .237:  .1018   08.15:  6.97% 2.55    
Shng:     3.68:   3.87: +5.16%  9.70: 4,766M .238 : .319: .1344   09.13:  7.49% 2.66   
CPG :     0.28:  0.33:  +17.9%   1.81:   11.70B  .035 : .057: .0160  10.25:  7.27% 1.95   
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MEG (1.96) / TLT ($100.61) = 1.95%,

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Robinson Group companies

/RLC (16.00), RRHI (40.2, 251%), URC (102., 6.38x), RCR (6.05, 37.8%) .. 2019: 2021: 2022: 10d:

2019:

Sym. Last: Target:   Rise:  BkVal:  %BV : PER:  EPS:  Div.: Yield :     
RLC   16.00: 27.00:  68.9% 28.00: 57.1%  5.73:  2.79: 0.65: 4.06%     
RRHI 40.20: 64.00: 59.2% 51.65: 77.8%  6.43: 6.25: 2.00:  4.98%    
URC P102.:  P150.:  47.1%  54.09: 189.%  18.5:  5.51:  3.78:   3.71%     
RCR P6.05: P6.70:   10.7% P5.95:  102.%  6.64: 0.91: 0.39:  6.51%     
=== ====  Aver.: +46.3% ===    106.%  9.08: ===: ===:  4.82%

Sym. Last:  BkV >E12m:  '22:  ’23:  Q1’4:  Q2’4:  Q3’4: Q4’4:  Div.: Yield : %Eps  
RLC   16.00: 28.00: 2.79: 1.91: 2.46:  0.84:  0.66:  ===   ===   0.65: 4.06%  00.%   
RRHI 40.20: 51.65: 6.25: 3.93: 2.78:  3.49:  1.18:   ===   ===   2.00: 4.98%  00.%
RCR :  6.05: P5.95: 0.91: 0.43: 0.41:   0.10 :  0.11 :  ===   ===  .394: 6.51%   00.%

RRHI : All: 2019: 2020: 2024: 10d: P40.20:  (R: 34.60 to 46.85 )

All:

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