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Added to YB: 2026-06-30

Pitch date: 2026-06-26

FPHHF [bullish]

First Philippine Holdings Corporation

+0.31%

current return

Author Info

No bio for this author

Company Info

First Philippine Holdings Corporation engages in the power generation, real estate development, energy solutions, construction, and other businesses in the Philippines.

Market Cap

PHP 34.0B

Pitch Price

PHP 79.75

Price Target

2.78 (-97%)

Dividend

2.75%

EV/EBITDA

9.72

P/E

3.05

EV/Sales

3.10

Sector

Electric Utilities

Category

value

Show full summary:
Weird Shit Investing 2026 - First Philippine Holdings Corporation

FPHHF: Philippine holding co at 2.5x earnings, 0.2x book, $552M cap. Core asset: controlling stake in First Gen (1.7GW gas/hydro/geothermal, 6x earnings) w/ 1x mkt cap parent cash for mega hydro storage (accretive by 2031). Multiple hidden assets each 30-100% of cap. Bought back 30% shares/15yrs, 8-10% internal compounding, multi-bagger potential. No catalyst, 2.73% yield, deep-value patient play. Risk: Lopez family feud. Illiquid ($50k ADV).

Read full article (2 min)