Added to YB: 2026-06-05
Pitch date: 2026-06-03
TFC.PS [bullish]
PTFC Redevelopment Corporation
Author Info
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Company Info
PTFC Redevelopment Corporation, together with its subsidiary, operates as a leasing company primarily in the Philippines.
Market Cap
PHP 1.4B
Pitch Price
N/A
Price Target
47.33
Dividend
6.05%
EV/EBITDA
6.37
P/E
11.44
EV/Sales
3.75
Sector
Real Estate Management and Development
Category
value
The Hidden Southeast Asian Compounder: How an Overlooked Storage and Leasing Company Quietly Created Wealth for a Decade - PTFC Redevelopment Corporation
TFC.PS: Overlooked Philippine storage/leasing REIT, debt-free since 2015, cash 72% of assets. 18% ROIC, 20.4% CROIC, 50% net margin. EPS +14.8%/yr, divs +14.3%/yr (6.1% yield, 69% payout). Ex-Finance Sec Dominguez chairs. Fair value PHP47.3 vs PHP41.3 (15% upside); ~21% total return potential.
Read full article (6 min)