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Added to YB: 2025-05-27

Pitch date: 2025-05-24

0142.HK [neutral]

First Pacific Company Limited

+14.56%

current return

Author Info

No bio for this author

Company Info

First Pacific Company Limited, an investment holding company, engages in the consumer food products, telecommunications, infrastructure, and natural resources businesses in the Philippines, Indonesia, Singapore, the Middle East, Africa, and internationally.

Market Cap

HKD 3.0B

Pitch Price

HKD 5.15

Price Target

N/A

Dividend

4.67%

EV/EBITDA

6.17

P/E

4.95

EV/Sales

1.95

Sector

Food Products

Category

dividend

Show full summary:
Quercus Fund Portfolio Holding: First Pacific

0142.HK (holding update): Core income +11% in 2024 with recurring growth potential. Subsidiaries performing well (Indofood +16%, MetroPacific +21%). Maynilad IPO coming soon (~$2.5B valuation), unlocking hidden value. Attractive 5% dividend yield (only 20% payout ratio) expected to grow with earnings.

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