Added to YB: 2026-09-09
Pitch date: 2026-09-06
SEVN.PS [neutral]
Philippine Seven Corporation
-0.31%
current return
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
Philippine Seven Corporation operates a convenience store network in the Philippines. It is involved in retailing, merchandising, buying, selling, marketing, importing, exporting, franchising, acquiring, holding, distributing, warehousing, trading, and exchanging; provision of collection and acceptance of payments; dealing in various grocery items, dry goods, food or food stuff, beverages, and drinks; and consumer needs or requirements and in connection therewith, operating or maintaining warehouses, storages, delivery vehicles, and similar or incidental facilities.
Market Cap
PHP 48.7B
Pitch Price
PHP 32.30
Price Target
N/A
Dividend
3.11%
EV/EBITDA
4.90
P/E
13.27
EV/Sales
0.54
Sector
Consumer Staples Distribution and Retail
Category
growth
Deep-dive: Philippine Seven (SEVN PM)
SEVN.PS (overview): Philippine Seven offers underpenetrated convenience-store growth after a nearly 70% share-price decline. It trades at 12x 2027 estimated earnings, and its 36% ROE suggests a fundamentally profitable business. Card-terminal expansion drove second-quarter 2026 same-store sales growth of 7.8%, while an electricity-supply agreement should ease elevated energy costs. The central risk is the August 2027 license renewal: its conditions remain undisclosed, and parent President Chain Store also has bargaining power.
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