Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
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Keepers Holdings (KEEPR PM): Preview Q3 2023, Steady Into The Q4 High Season
Keepers Holdings is cheap at 7.7x/6.6x FY23e/24e with a 5.1%/5.9% dividend yield and 10% of the market capitalization in cash. We preview the...
930 Views
Shortlist of High Conviction Philippines Equity Ideas - January 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
486 Views
Shortlist of High Conviction Philippines Equity Ideas - December 2025, And Top Pick For 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
737 Views
Keepers Holdings (KEEPR PM) Q3FY25 Conference Call: Big Seasonal Q4 Jump On The Cards
We summarize the PSE webinar highlights of Q3 FY25 for Keepers (KEEPR PM). Trading at 8.7x with 15% CAGR growth, >20% ROCEs, net cash, and >5%...
446 Views