Shortlist of High Conviction Philippines Equity Ideas - August 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates.
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.9k Views
Shakey's Pizza (PIZZA PM) Q2 2024: Concall Highlights Strong H2 Guidance
We summarize the Q2 FY24 earnings of Shakeys Pizza (PIZZA PM). Trading at 12.4x FY24 PE with multiple years of double digit growth ahead of it, we...
483 Views
Shakey's Pizza FY23 Concall Highlights: Challenging Q1 FY24, Smoother Road Ahead in H2
We summarize the post-results call of Shakeys Pizza ( PIZZA PM ) and the exciting growth opportunities it offers investors trading at 13x PE FY24...
543 Views
Shakey's Pizza (PIZZA PM): All Set For Upgrades In Q4 and FY24 Outlook
Despite the recent move, the stock trades at 14x/10x PE FY23e/24e, with management-guided future revenue growth at 20% CAGR for the next three...
552 Views