First Pacific (142 HK):  Goodman and Metro Pacific Set to Reignite the Stub

Global Special Situations

Charles Nave

Event-Driven

Following on from my earlier note I have dug a little deeper with management to determine what will be the key drivers of growth. &nbsp;Where will the company be taking a hit and what is their near term focus across the board for their group companies.This includes a brief commentary on PLDT, Indofood, Metro Pac (rail, water, toll roads), Goodman Fielder, parent level power business and their mining interests.All in all, the company see the significant discount (off FirstPac numbers it's a&nbsp;50% discount) and are focussed on a number of initiatives to focus the company and do a bit of housework.

Following on from my earlier note I have dug a little deeper with management to determine what will be the key drivers of growth. &nbsp;Where will the company be taking a hit and what is their near term focus across the board for their group companies.This includes a brief commentary on PLDT, Indofood, Metro Pac (rail, water, toll roads), Goodman Fielder, parent level power business and their mining interests.All in all, the company see the significant discount (off FirstPac numbers it's a&nbsp;50% discount) and are focussed on a number of initiatives to focus the company and do a bit of housework.

Philippine Long Distance Telephone (Adr) (PHI US)

First Pacific (142 HK):  Discussion with Management on Catalysts/Near Term Events

First Pacific Co

First Pacific (142 HK): Discussion with Management on Catalysts/Near Term Events