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Added to YB: 2025-12-10

Pitch date: 2025-10-10

SEVN.PS [bullish]

Philippine Seven Corporation

-11.86%

current return

Author Info

No bio for this author

Company Info

Philippine Seven Corporation operates convenience store networks in the Philippines. It is involved in retailing, merchandising, buying, selling, marketing, importing, exporting, franchising, acquiring, holding, distributing, warehousing, trading, and exchanging; provision of collection and acceptance of payments; dealing in various grocery items, dry goods, food or food stuff, beverages, and drinks; and consumer needs or requirements and in connection therewith, operating or maintaining warehouses, storages, delivery vehicles, and similar or incidental facilities.

Market Cap

PHP 60.2B

Pitch Price

PHP 42.15

Price Target

422.00 (+1036%)

Dividend

2.51%

EV/EBITDA

6.28

P/E

16.68

EV/Sales

0.72

Sector

Consumer Staples Distribution and Retail

Category

growth

Show full summary:
Philippine Seven Corporation - $SEVN.PS

SEVN.PS: Dominant Philippines 7-Eleven operator w/ 95% convenience market share trading 13.5x P/E (15% cash). Revenues could rise 13x, EBIT 15x over 10-15yrs as stores grow 5x-7x + GDP growth. Temporary headwinds from POGO ban, vape regulation, e-wallet downtime hurt SSS. Main risk: BPO sector AI disruption affecting 15% of traffic. 10x+ return potential as headwinds fade.

Read full article (12 min)