- The best mid-cap company in the Philippines run by excellent management with a strong track record of consistent growth for over 50 years.
- Asset-light business with a strong moat that enables it to consistently earn high returns on capital and create shareholder value.
- Macroeconomic factors and the pandemic have driven the share price to cheap levels during the last couple of years.
- Attractive growth outlook driven by the strong growth outlook of the Philippine economy, its robust export business, and increasing contribution of high margin products.
For further details see:
D&L Industries: A Great Company At A Wonderful Price