Added to YB: 2026-02-20
Pitch date: 2026-02-18
RFM.PS [neutral]
RFM Corporation
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 5.58
Price Target
N/A
Dividend
6.93%
EV/EBITDA
5.59
P/E
12.11
EV/Sales
0.70
Sector
Food Products
Category
value
Gustav | My portfolio (February 2026) - RFM Corporation
RFM.PS (holding update): Ice cream & consumer staples in Philippines. P/E 12, EV/EBITDA 5.6, P/B 1.2. Sum-of-parts undervalued: ice cream ~$170M, minus $60M cash = $90M for 5 strong businesses (2 pasta brands, flour, milk, juice). Leading brands in large market w/ favorable demographics. $323M mkt cap.
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