Primer: The Keepers Holdings (KEEPR PM) - Oct 2025
The Keepers Holdings (KEEPR) is the dominant distributor of imported spirits in the Philippines, boasting a market share of 74% by volume. This...
522 Views
Shortlist of High Conviction Philippines Equity Ideas - October 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...
100 Views
The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.
The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...
446 Views
Shortlist of High Conviction Philippines Equity Ideas - September 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...
154 Views
The Week That Was in ASEAN@Smartkarma - ACE to AZKO, Vinfast Going Direct, and The Keepers
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Vinfast (VFS US), Suntec REIT (SUN SP), Ginebra San Miguel (GSMI PM), and The...
500 Views