Professional
Added to YB: 2024-10-21
Pitch date: 2024-10-16
GBSMF [bullish]
Ginebra San Miguel Inc.
Author Info
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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
value
Show full summary:
Palm Harbour Capital Portfolio Holding: Ginebra San Miguel Inc.
GBSMF: Filipino gin maker up 23.6%. Q2 volume +12.5%, price +6%, margins near all-time high. Strong cash gen, net cash up. Potential dividend payout boost 40% to 80%. Undervalued despite rally. Blind taste test: GSM preferred over Tanqueray, behind Hendricks.
Read full article (1 min)