bullish

BUY: First Pacific Company (142 HK): Right Stock Trapped in the Wrong Market

David has highlighted this Insight as a Top Pick
838 Views02 Sep 2024 23:27
First Pacfic Company's holdings in Southeast Asia are benefiting from monetary easing.  Indofood and PLDT share prices have recently re-rated and Metro Pacific is has increased value as a private Co.
What is covered in the Full Insight:
  • Introduction
  • Company Philosophy
  • Sum of the Parts: Indofood
  • Sum of the Parts: PLDT
  • Sum of the Parts: Metro Pacific Investments Corp.
Boomeranged on Tue, 18 Mar 2025 02:25
Two announcements reflect First Pac's move toward unlocking substantial value for shareholders. Metro Pac will sell >20% stake in tollway unit. On March 17th, Maynilad Water filed for landmark P49B IPO. First Pac will invest P728 in the IPO to offset a small portion of the dilution in the stake of Metro Pac. MPIC owns 51.27% of Maynilad. First Pacific is held in the Hong Kong Alpha Portfolio.
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Full Insight
(Paid Plans Only, 12-minute read)
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
EquitiesCross Asset StrategyThematic (Sector/Industry)
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