Added to YB: 2026-01-30
Pitch date: 2026-01-29
RFM.PS [bullish]
RFM Corporation
+6.08%
current return
Author Info
Gustav is Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Sign up for the newsletter.
Company Info
RFM Corporation engages in milling, manufacturing, and marketing food and beverage products in the Philippines and internationally.
Market Cap
PHP 18.8B
Pitch Price
PHP 5.26
Price Target
N/A
Dividend
6.93%
EV/EBITDA
5.59
P/E
12.11
EV/Sales
0.70
Sector
Food Products
Category
value
RFM: Sum of the Ice-cream parts?
RFM.PS: Philippine ice cream, pasta & flour company trading at $295M mcap. Ice cream JV valued at $170M via Magnum prospectus, $60M net cash leaves 'other parts' (Royal pasta #1 share, Fiesta flour, Sunkist juice, milk) at only $65M - believes worth $250-300M standalone. 10% dividend yield, path to 15%+ CAGR.
Read full article (5 min)