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].

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