General Info:
Ayala Land, (ALI) is one of the companies owned by the Ayala family. ALI leads the property sector in the Philippines and has almost singlehandedly transformed Makati's infrastructure pedigree from a grasslands municipality into a booming city with towering skyscrapers, prestigious hotels, and landmark buildings. ALI is the premier leading real estate developer that focuses on high-end and middle market subdivisions and condominiums, construction of high-rise and commercial and residential buildings, construction of vast lands into industrial parks, development and management of shopping malls, and management of cinema, hotel and entertainment operations. ALI has more than 80 years of real estate experience since it's inception.
Subsidiaries and Affiliates
ALI has more than 50 subsidiaries they owned directly, or through affiliates and subsidiaries as of Year 2009. This companies are either 100% owned by ALI or have a controlling interest to the subsidiary or affiliate. These subsidiaries operates under the direction of ALI.
Property Development
commercial and industrial lots. This includes the Ayala Land Premier which caters to high end market, Community Innovations which focuses on upper middle income market and the Avida Land which serves the affordable market. The recurring revenues of the residential segment in Year 2010 is 61% of the total revenues. ALI is very well positioned to capitalize on the positive outlook of the property sector given it's huge land bank 4300 hectares which is sufficient to support development for at least 10 years.
Ayala Land Premier
This high-end market company has 10 on going projects as of Year 2009 which includes condo, lots and club shares. The projects were strategically located in Laguna, Taguig, Makati, Bataan, Las Pinas and Cavite.
Alveo Land
Avida Land
Caters to the affordable market. It has 23 ongoing projects as of Year 2009. The projects were located in Laguna, Makati, Paranaque, Quezon City, Cavite, Manila, Antipolo, Pampanga, Batangas, Lucena, Naga, and Tayabas.
Commercial Leasing
This includes the rent on shopping malls and offices. Shopping malls accounted for 17% of the revenues and 6% for office rent for the year 2010. Shopping malls developed by ALI includes
among others the Ayala Center, Glorietta, Market Market, Marquee Mall, Trinoma and Q Mall in Pampanga.
Others
ALI is also into hotels and resorts. ALI develop the Hotel Intercon, Cebu City Marriott, El Nido Hotel in Palawan among others. ALI ventures in property management as well.
The share price against it earnings is expensive. Investors are willing to put a premium to the price of it's share given it's vast knowledge and experience in real estate. Since the company has 4300 hectares of land bank, it is well position to capitalize on the hot property market in the next ten years. Net income has been growing every year except in Year 2009.
The net income for the 1st quarter is 1.6 billion pesos and it's well on it's pace to break it's previous net income record in Year 2010. Liquidity is not an issue also because the current ratio is 1.96:1 for the 1st quarter of Year 2011. The debt to equity ratio is also good at .53:1. Overall, ALI has huge cash in the coffers and can capitalize on every market opportunity.
Since the company is growing and with it's steady net income and on it's way of achieving it's 10 billion pesos net income target, it might be beneficial to include it in the stock portfolio.
Source:
Ayala.com.ph
Citiseconline.com
Photos courtesy of http://flickrcc.bluemountains.ne/
Ayala Land, (ALI) is one of the companies owned by the Ayala family. ALI leads the property sector in the Philippines and has almost singlehandedly transformed Makati's infrastructure pedigree from a grasslands municipality into a booming city with towering skyscrapers, prestigious hotels, and landmark buildings. ALI is the premier leading real estate developer that focuses on high-end and middle market subdivisions and condominiums, construction of high-rise and commercial and residential buildings, construction of vast lands into industrial parks, development and management of shopping malls, and management of cinema, hotel and entertainment operations. ALI has more than 80 years of real estate experience since it's inception.Subsidiaries and Affiliates
ALI has more than 50 subsidiaries they owned directly, or through affiliates and subsidiaries as of Year 2009. This companies are either 100% owned by ALI or have a controlling interest to the subsidiary or affiliate. These subsidiaries operates under the direction of ALI.
Property Development
Under this business segment falls the sale of residential lots and units and sale of
commercial and industrial lots. This includes the Ayala Land Premier which caters to high end market, Community Innovations which focuses on upper middle income market and the Avida Land which serves the affordable market. The recurring revenues of the residential segment in Year 2010 is 61% of the total revenues. ALI is very well positioned to capitalize on the positive outlook of the property sector given it's huge land bank 4300 hectares which is sufficient to Ayala Land Premier
This high-end market company has 10 on going projects as of Year 2009 which includes condo, lots and club shares. The projects were strategically located in Laguna, Taguig, Makati, Bataan, Las Pinas and Cavite.
Alveo Land
Formery known as Community Innovations, it caters to the urban achievers. As of Year 2009, this Company has 11 ongoing projects located perfectly in Pasig, Laguna, Makati, Taguig and Manila.
Avida Land
Caters to the affordable market. It has 23 ongoing projects as of Year 2009. The projects were located in Laguna, Makati, Paranaque, Quezon City, Cavite, Manila, Antipolo, Pampanga, Batangas, Lucena, Naga, and Tayabas.Commercial Leasing
This includes the rent on shopping malls and offices. Shopping malls accounted for 17% of the revenues and 6% for office rent for the year 2010. Shopping malls developed by ALI includes
among others the Ayala Center, Glorietta, Market Market, Marquee Mall, Trinoma and Q Mall in Pampanga.
Others
ALI is also into hotels and resorts. ALI develop the Hotel Intercon, Cebu City Marriott, El Nido Hotel in Palawan among others. ALI ventures in property management as well.Opinion
ALI is the largest and most diversified real estate company in the Philippines. As much as I wanted to put all the information about the Company in this blog, it will take more than 10 pages to put it here. I would suggest to go to their website as indicated in the source below to have a deeper understanding about their operations. For me, ALI is a brand of it's own. A company that sets the benchmark in almost every aspect of real estate industry.
The share price against it earnings is expensive. Investors are willing to put a premium to the price of it's share given it's vast knowledge and experience in real estate. Since the company has 4300 hectares of land bank, it is well position to capitalize on the hot property market in the next ten years. Net income has been growing every year except in Year 2009.
The net income for the 1st quarter is 1.6 billion pesos and it's well on it's pace to break it's previous net income record in Year 2010. Liquidity is not an issue also because the current ratio is 1.96:1 for the 1st quarter of Year 2011. The debt to equity ratio is also good at .53:1. Overall, ALI has huge cash in the coffers and can capitalize on every market opportunity.Since the company is growing and with it's steady net income and on it's way of achieving it's 10 billion pesos net income target, it might be beneficial to include it in the stock portfolio.
Source:
Ayala.com.ph
Citiseconline.com
Photos courtesy of http://flickrcc.bluemountains.ne/
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