SM Investments Corp.

SM Investments Corp.

SM Investments Corp.

Overview
Date Founded

1960

Headquarters

One E-Com Center,Harbor Drive, CBP-1A,10th Floor, Mall of Asia Complex,Pasay, Metropolitan Manila 1300

Type of Company

Public

Employees (Worldwide)

94.5K

Industries

Retail: Other
Real Estate
Hotels, Resorts, and Cruiselines

Company Description

SM Investments Corp. operates as a holding company. It is engaged in financial services, retail, banking and properties in the Philippines. The firm operates through the following segments: Property, Retail and Financial Services & Others. The Property segment is involved in mall, residential and commercial development, hotels and convention centers operations. The Retail segment is engaged in the retail and wholesale trading of merchandise, such as dry goods, wearing apparels, food and other merchandise. The financial services & Others segment engages in asset management and capital investments, and associates which are involved in financial services. The company was founded by Henry Sy, Sr. on January 15, 1960 and is headquartered in Pasay, Philippines.

Executives & Employees

President, Chief Executive Officer & Executive Director

Executive Director

Executive Vice President & Chief Financial Officer

Treasurer & Senior Vice President

Senior Vice President-Tax Services

Senior Vice President, Investor Relations

Senior Vice President-Information Technology

Senior Vice President-Finance & Chief Risk Officer

Vice President-Planning & Communications

Secretary

Board of Directors

Executive Vice President & Chief Financial Officer at SM Investments Corp.

Chairman, President & Chief Executive Officer at Synergy Grid & Development Philippines, Inc.

Independent Director at SM Investments Corp.

Governor at The Management Association of the Philippines

Vice Chairman at Manila Hotel Corp.

Director at SM Prime Holdings, Inc.

Chairman at Super value, Inc. (Philippines)

President at SMX Convention Specialist Corp.

Senior Managing Director at Evercore, Inc.

Vice President at China Banking Corporation

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Owners & Shareholders
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RBC GAM-UK employs fundamental analysis and quantitative analysis. Individual portfolio managers may emphasize one method of security analysis over another in providing investment management services to discretionary clients and recommendations to nondiscretionary clients. The firm's investment teams are responsible for researching investment opportunities, and implementing their findings and views on specific issuers in the management of clients' portfolios. RBC GAM-UK employs various investment strategies through our investment mandates that are based on the objectives and strategies of the clients involved. Client portfolios with similar investment mandates, strategies and guidelines are generally managed similarly. Their investment management teams continuously research available investment opportunities using fundamental and quantitative methods, including environmental, social and governance (ESG) factors. The portfolio managers consider the investment opportunities available and make an active investment decision focusing on each client account's needs, as reflected in each account's governing documents.

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BDO Unibank, Inc. (Investment Management) (BDO-IM) is the investment management division of BDO Unibank, Inc. (OTCMKTS: BDOUY). Headquartered in Makati, BDO-IM provides products and services including lending (corporate and consumer); deposit-taking; foreign exchange; brokering; trust and investments; credit cards; corporate cash management; and remittances in the Philippines.

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AZIM offers a range of funds that is unique and ranges from equities and fixed income to hybrid and alternative investments. Their approach focuses on solutions designed to preserve its clients' wealth, with particular emphasis placed on the management of risk. AZIM has 3 main lines of business: Fund Management, Wealth Management and Fund Distribution. Fund Management manages a balanced fund incorporated in Singapore, focused on Asia (ex- Japan), and advises Azimut Group on the AZ Fund Asia Absolute, the AZ Fund Macro Volatility, and the Asia segments of the AZ Fund GEM Equity and AZ Fund GEM Dividend. Fund Distribution works to establish relationship with local wholesale distributors to allow them to leverage Azimut Group's global asset management capabilities.

Recent Transactions
Details Hidden

SM Investments Corp. purchases Goldilocks Bake Shop, Inc.

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SM Investments Corp., Allfirst Equity Holdings, Inc. purchase Philippine Geothermal Production Co., Inc.

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SM Investments Corp. purchases Philippines Urban Living Solutions, Inc. from Templeton Private Equity Partners

Transaction Advisors
Investment Advisor

Advised onSM Investments Corp., SM Land, Inc. purchase SM Development Corp.

Auditor

Advised onSM Investments Corp. issued PHP Ordinary Shares

Selling Group Member

Advised onSM Investments Corp. issued PHP Ordinary Shares

Clients

CK Hutchison Holdings Ltd. is an investment holding company, which engages in the development, innovation, operation and investment in different business sectors. It operates through the following segments: Ports and Related Services; Retail; Infrastructure; Husky Energy and Telecommunications. The company was founded on December 12, 2014 and is headquartered in Hong Kong.

FAST RETAILING CO., LTD. is a holding company that engages in the control and management of its group companies which centers in casual wear. It operates through the following segments: UNIQLO Japan, UNIQLO International, GU, Global Brands, and Others. The UNIQLO Japan segment manages in UNIQLO clothing business within Japan. The UNIQLO International segment handles in UNIQLO clothing business outside of Japan. The GU segment deals with GU business in Japan and overseas. The Global Brands segment handles Theory, Comptoir des Cotonniers, Princesse tam.tam and J Brand clothing operations. The Others segment includes the real estate business. The company was founded by Hitoshi Yanai in March 1949 and is headquartered in Yamaguchi, Japan.

It started with a simple plan to make a superior T-shirt. A shirt that provided compression and wicked perspiration off your skin rather than absorb it. A shirt that worked with your body to regulate temperature and enhance performance. Founded in 1996 by former University of Maryland football player Kevin Plank, Under Armour is the originator of performance apparel - gear engineered to keep athletes cool, dry and light throughout the course of a game, practice or workout. The technology behind Under Armour's diverse product assortment for men, women and youth is complex, but the program for reaping the benefits is simple: wear HeatGear® when it's hot, ColdGear® when it's cold, and AllSeasonGear® between the extremes. Under Armour's mission is to make all athletes better through passion, design, and the relentless pursuit of innovation. Every Under Armour product is doing something for you; it's making you better

Key Stats and Financials As of 2019
Market Capitalization
$1.11T
Total Enterprise Value
$1.74T
Earnings Per Share
$37
Revenue
$476B
Net Profit
$44.6B
EBITDA
$98.8B
EBITDAMargin
20.78%
Total Debt
$404B
Total Equity
$536B
Enterprise Value Sales
3.65x
Enterprise Value EBITDAOperating
17.57x
TEVNet Income
38.98x
Debt TEV
0.23x
Three Year Compounded Annual Growth Rate Of Revenue
10.99%
Five Year Compounded Annual Growth Rate Of Revenue
12.62%
Suppliers
Alibaba Group Holding Ltd. IT Consulting & Services | Hangzhou, China

Alibaba Group Holding Ltd. engages in providing online and mobile marketplaces in retail and wholesale trade. It operates through the following business segments: Core Commerce; Cloud Computing; Digital Media and Entertainment; and Innovation Initiatives and Others. The Core Commerce segment comprises of platforms operating in retail and wholesale. The Cloud Computing segment consists of Alibaba Cloud, which offers elastic computing, database, storage and content delivery network, large scale computing, security, management and application, big data analytics, a machine learning platform, and other services provide for enterprises of different sizes across various industries. The Digital Media and Entertainment segment relates to the Youko Tudou and UC Browser business. The Innovation Initiatives and Others segment includes businesses such as AutoNavi, DingTalk, Tmall Genie, and others. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Visa, Inc. Consumer Finance | Foster City, CA

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit card, credit card, prepaid products, commercial payment solutions, and global ATM. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

MasterCard, Inc. Consumer Finance | Purchase, New York

MasterCard is a technology company and payments industry leader. For more than four decades, we have been a driving force at the heart of commerce, making the global economy safer, more efficient, more inclusive and more transparent for all. Consumers, merchants, business partners and governments in markets around the world have reaped the benefits of our innovative products and solutions which, simply put, are designed to make life easier

Competitors
Ayala Corp. Real Estate - Makati City, Philippines

Ayala Corp. is a holding company, which is engaged in providing real estate, telecommunications, utilities, logistics, financial and insurance services. It operates through following business segments: Parent Company, Real Estate and Hotels, Financial Services and Insurance, Telecommunications, Water Infrastructure, Electronics Manufacturing, Power generation, and Automotive, IT/BPO and Others. The Parent Company segment represents operations of the Parent Company including its financing entities such as ACIFL, AYCFL, PFIL and MHI. The Real Estate and Hotels segment is engaged in planning and development of large-scale fully integrated mixed-used communities that become thriving economic centers in their respective regions. The Financial Services and Insurance segment offers banking services including savings and time deposits, loans, foreign exchange and securities dealing, and safety deposit facilities. The Telecommunications segment provides digital wireless and wireline voice communication services, broadband services, long distance communication, and mobile commerce services. The Water Infrastructure segment manages, operates repairs, decommissions, and refurbishes all fixed and movable assets required to provide water delivery and sewerage services. The Electronics Manufacturing segment offers electronics manufacturing services for original equipment manufacturers in the computing, communications, consumer, automotive, industrial and medical electronics markets. The Power Generation segment is engaged in building portfolio of power generation assets using renewable and conventional technologies which in turn will operate business of generating, transmission of electricity, distribution of electricity and supply of electricity, including the provision of related services. The Automotive, IT/BPO and Others segment is engaged in manufacturing, distribution and sale and providing repairs and services for passenger cars and commercial vehicles. The company was founded on January 23, 1968 and is headquartered in Makati, Philippines.

JG Summit Holdings, Inc. Food - Pasig City, Philippines

JG Summit Holdings, Inc. is one of the leading companies in the Philippines with business interests in: Air Transportation, Banking, Food Manufacturing, Petrochemicals, Real Estate, Hotels & Property Development, and Telecommunications.

San Miguel Corp. Beverages - Mandaluyong, Phl

Established in 1890 as a single-product brewery, San Miguel Corporation (San Miguel) is the Philippines’ largest beverage, food and packaging company. Today, the company has over 100 facilities in the Philippines, Southeast Asia, and China. One of the country’s premier business conglomerates, San Miguel’s extensive product portfolio includes over 400 products ranging from beer, hard liquor, juices, basic and processed meats, poultry, dairy products, condiments, coffee, flour, animal feeds and various packaging products. For generations, the Company has generated strong consumer loyalty through brands that are among the most formidable in the Philippine food and beverage industry – San Miguel Pale Pilsen, Ginebra, Monterey, Magnolia, and Purefoods. Flagship product, San Miguel Beer, holds an over 95% share of the Philippine beer market. In addition to its leadership in the Philippine food and beverage industry, San Miguel has established a significant presence overseas. The Company’s operations extend beyond its home base of the Philippines to China (including Hong Kong), Vietnam, Indonesia, Malaysia, Thailand and Australia. Through strategic partnerships it has forged with major international companies, San Miguel has gained access to managerial expertise, international practices and advanced technology, thereby enhancing its performance and establishing itself as a world-class company.

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