Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
GBSMF [neutral]
Ginebra San Miguel Inc.
+4.64%
current return
Author Info
No bio for this author
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
PHP 280.95
Price Target
N/A
Dividend
5.50%
EV/EBITDA
6.85
P/E
10.65
EV/Sales
1.04
Sector
Beverages
Category
N/A
Palm Harbour Capital Portfolio Holding: Ginebra San Miguel Inc.
GBSMF (holding update): Filipino gin/spirits company down 8.36% (-45bps) mainly due to FX impact (-6.6%) as PHP appreciation vs USD hurt EUR-based returns. Business fundamentals strong with volume/price growth. Management confirms sustainable margins with potential expansion. Significant upside & potential for increased capital distributions.
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