Ayala Land Inc. – Fan Request

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Ayala Land Inc. – Fan Request


Watch the video with Andrew Stotz or read a summary of the World Class Benchmarking on Ayala Land Inc.


Philippines on Demand

Thanks to Andrew Valde for the request to see World Class Benchmarking on Ayala Land Inc. (ALI PM).

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Background

Philippine real-estate developer operating in the following segments:

  • Property Development includes residential, commercial and industrial property
  • Commercial Leasing is regarding management of shopping centers and offices
  • Ayala Land’s Hotels and Resorts include Hotel InterContinental Manila, Cebu City Marriott, Fairmont Hotel, and Raffles Makati

World Class Benchmarking

Profitable Growth has been above average since 2014. Profitability fell to #4 and Growth fell to #5 in the past 12 months.

Asset utilization has fallen below average. Profit margin has improved to #3 though.

Sales growth and Margin change both fell one step in the past 12 months.

Ayala Land was quite average overall in the past 12 months, only Profit margin stood out positively

Article by Dr. Andrew Stotz, Become A Better Investor

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Dr. Andrew Stotz, CFA is the CEO of A. Stotz Investment Research, a company providing institutional investors with ready-to- invest portfolios in Asia that aim to beat the benchmark through superior stock selection. The company also provides buy- and sell-side clients with financial models to value any company in the world and World Class Benchmarking to determine what companies are financially world class. Previously, as Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers Polls for 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the 2009 Institutional Investor magazine All-Asia Research Team Report. Andrew earned his PhD in finance at the University of Science and Technology of China in Anhui province, with a focus on answering questions raised by fund managers and analysts during his career about picking stocks and managing portfolios. In addition, Andrew has been a lecturer in finance for 22 years at various universities in Thailand. Since 2013, he has been the president of the CFA Society of Thailand. He is also the author of How to Start Building Your Wealth Investing in the Stock Market.

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