First Pacific Company (SEHK:00142) 2025 Conference November 04, 2025 08:30 AM ET Company ParticipantsJohn Ryan - Associate DirectorZafar Aziz - Head of Strategic Sales and DR Investor Relations Advisory GroupZafar AzizHello and welcome to the Deutsche Bank Virtual Investor Conference, dbVIC. This is Zafar Aziz from the Deutsche Bank team. I'm pleased to welcome our next presentation by First Pacific from Hong Kong. Before I introduce our speaker, a few points to note. Please click on the questions box to as ...

第一太平(00142)发布附属公司PT Indofood Sukses Makmur Tbk(Indofood)截至2025年9月30日止9个月业 绩，销售净额909810.90亿印尼盾，同比增加4.64%;母公司权益持有人应占期间收入78813.47亿印尼盾， 同比减少10.04%;母公司权益持有人应占每股基本盈利898印尼盾。 ...

智通财经APP讯，第一太平(00142)发布附属公司PT Indofood Sukses Makmur Tbk(Indofood)截至 2025年9 月30日止9个月业绩，销售净额909810.90亿印尼盾，同比增加4.64%;母公司权益持有人应占期间收入 78813.47亿印尼盾，同比减少10.04%;母公司权益持有人应占每股基本盈利898印尼盾。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並表明概不就因本公告之全部或任何部 份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 第一太平有限公司 （根據百慕達法例註冊成立之有限公司） （股份代號：00142） 網址：www.firstpacific.com PT INDOFOOD SUKSES MAKMUR TBK 就其截至2025年9月30日止9個月之 未經審核綜合財務業績發表公告 根據香港聯合交易所有限公司（「香港聯交所」）證券上市規則第13.09(2)(a)條及香 港法例第571章證券及期貨條例第XIVA部之內幕消息條文之規定，第一太平有限 公司（「第一太平」或「本公司」）發表本公告，以向第一太平之股東及公眾提供有關 本公司之附屬公司PT Indofood Sukses Makmur Tbk（「Indofood」）截至2025年9月 30日止9個月之未經審核綜合財務業績之相關資料。 概要 Indofood之董事會批准刊發其截至2025年9月30日止9個月之未經審核綜合財務業 績，該未經審核綜合財務業績已於2025年10月31日 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | | --- | | 2025年10月31日 | | 狀態: | | 新提交 | 致：香港交易及結算所有限公司 公司名稱: 第一太平有限公司 呈交日期: 2025年10月31日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00142 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 6,000,000,000 | USD | | 0.01 USD | | 60,000,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 6,000,000,000 | USD | | 0.01 USD | | 60,000,000 | ...

Core Viewpoint - First Pacific Company Limited is focused on defensive businesses in Southeast Asia and is set to present at the dbVIC - Deutsche Bank ADR Virtual Investor Conference on November 4, 2025, highlighting its growth and investment opportunities in the region [1][2]. Company Overview - First Pacific is a Hong Kong-based investment holding company with operations in consumer food products, telecommunications, infrastructure, and mining [7]. - The company is listed on the Hong Kong Stock Exchange and offers access to defensive industries in Southeast Asia, benefiting from robust investor protections and a de facto USD valuation [3][7]. Financial Performance - The company has experienced six consecutive years of profit growth, with the last four years achieving record highs [4]. - Shareholders received a record high dividend per share for 2024 earnings, with expectations for 2025 to set a new record [3]. - First Pacific's share price increased by 25% in 2023 and 45% in 2024, with a recurring P/E ratio of 3.6x for FY 2024 [6]. Investment Portfolio - Key assets include Indofood, the world's largest maker of instant noodles, MPTC, the largest privately owned toll road operator, and major companies in power (Meralco), telecommunications (PLDT), and water (Maynilad) in the Philippines [5]. - The company is also the largest shareholder in Philex Mining, which plans to open a second gold and copper mine in 2026 [5]. Strategic Focus - First Pacific's strategy emphasizes investing in industries where it has expertise, focusing on Southeast Asia, and maintaining significant stakes in its investments to control cash flows [7]. - The company has low borrowings and an interest coverage ratio of 4x, maintaining investment-grade credit ratings from Moody's and S&P Global for three years [6]. Upcoming Events - The dbVIC - Deutsche Bank ADR Virtual Investor Conference will allow real-time interaction between investors and the company, with an archived webcast available for those unable to attend live [2][9].

Core Viewpoint - 第一太平 (00142.HK) plans to spin off its Philippine subsidiary Maynilad and list it on the Philippine Stock Exchange, with shares priced at 15 Philippine pesos, approximately 0.26 USD or 2.01 HKD [1] Group 1 - The final version of the prospectus and the final offer price notification will be submitted to the Philippine Stock Exchange and the Securities and Exchange Commission by October 21, 2025 [1] - The expected offering period for the spin-off and listing is from October 23 to October 29, 2025 [1] - Maynilad shares are anticipated to start trading on the Philippine Stock Exchange on November 7, 2025 [1]

Core Viewpoint - First Pacific Company Limited (00142) has announced the pricing of Maynilad shares at 15 Philippine Pesos, equivalent to approximately 0.26 USD or 2.01 HKD, set for October 20, 2025 [1] Group 1 - The final version of the prospectus and the final offer price notification will be submitted to the Philippine Stock Exchange and the Securities and Exchange Commission by October 21, 2025 [1] - The expected offering period for the proposed spin-off and listing is from October 23, 2025, to October 29, 2025 [1] - Maynilad shares are anticipated to commence trading on the Philippine Stock Exchange on November 7, 2025 [1]

Core Viewpoint - First Pacific Company Limited (00142) has announced the pricing of Maynilad shares at 15 Philippine pesos, approximately 0.26 USD or 2.01 HKD, with the final prospectus to be submitted by October 21, 2025 [1] Group 1 - The expected offering period for the proposed spin-off and listing of Maynilad shares is from October 23 to October 29, 2025 [1] - Maynilad shares are anticipated to begin trading on the Philippine Stock Exchange on November 7, 2025 [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並表明概不就因本公告之全部或任何部 份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 本公告僅供參考之用，並不構成，亦不擬作為收購、購買或認購任何股份或證券 之要約或促使任何人士提呈有關要約之邀請，其亦不擬引起對可能在香港、菲律 賓、美國或其他地方提呈證券要約之注意。 第一太平有限公司 （根據百慕達法例註冊成立之有限公司） （股份代號：00142） 網址：www.firstpacific.com 有關建議分拆MAYNILAD WATER SERVICES, INC.及 於菲律賓證券交易所獨立上市之更新資料 承董事會命 茲提述本公司日期為2024年12月3日、2025年3月17日及2025年6月23日之公告以及 日期為2025年5月23日之通函（「該通函」），內容有關建議分拆Maynilad（其為本集 團之菲律賓聯號公司）及於菲律賓證券交易所上市。除另有說明者外，於本公告 內所採用之詞彙具有該通函內所賦予之涵義。 董事會欣然宣佈，Maynilad股份之定價已於2025年10月20日（交易時段後 ...