• Improving asset turnover, low correlation to the Philippine market, and more attractive to analysts relative to its sector
• Collaboration with the US firm Ventura Foods is aimed to ramp up sales in the higher margin specialty ingredients segment and capture growth beyond the Philippines
• The partnership with US agribusiness giant Bunge (BG US) imports the latter’s products and sells and distributes in-country and in the Asia-Pacific
• Trades below the ASEAN sector at 17CE* PEG ratio of 1.5 versus 2.2
• Risk: Drop in commodity prices

* Consensus Estimates

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