Added to YB: 2025-04-07
Pitch date: 2025-04-03
GBSMF [neutral]
Ginebra San Miguel Inc.
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
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
N/A
Price Target
N/A
Dividend
5.50%
EV/EBITDA
6.85
P/E
10.65
EV/Sales
1.04
Sector
Beverages
Category
growth
Portfolio Review March 2025: Key Holdings - Ginebra San Miguel Inc.
GBSMF (holding update): FY24 rev +17% YoY, vol +9%, op income +26%, adj net +22%. P/E 12.2x trailing, ~10x forward. 5.4% div yield. John Paul Ang joins board, strengthening Ang family control. Strong growth despite one-off gain in 2023. Full report due 15 Apr.
Read full article (1 min)