Professional
Added to YB: 2024-08-09
Pitch date: 2024-07-26
GBSMF [bullish]
Ginebra San Miguel Inc.
Author Info
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Company Info
Ginebra San Miguel Inc., together with its subsidiaries, engages in the manufacture and sale of alcoholic beverages in the Philippines.
Market Cap
PHP 83.3B
Pitch Price
N/A
Price Target
N/A
Dividend
5.50%
EV/EBITDA
6.85
P/E
10.65
EV/Sales
1.04
Sector
Beverages
Category
dividend
Show full summary:
Palm Harbour Capital Portfolio Holding: Ginebra San Miguel Inc.
GBSMF: Filipino gin co. Q1 sales +16.8% YoY, 15.07% op margin (18-yr high). PHP 13.3B net cash (20% mkt cap). Div +20% to 3 PHP/q, 50% payout. Deeply undervalued despite +27.8% gain. Strong balance sheet, low capex needs suggest higher future payouts.
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