Shortlist of High Conviction Philippines Equity Ideas - 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.
478 Views
Shakey's Pizza (PIZZA PM): Soft Q1 FY25, Guidance For Stronger FY25
We summarize the Q1 FY25 results for Shakey's Pizza (PIZZA PM). Q1 was a soft quarter due to seasonality and one-offs, but the management has...
420 Views
Swiggy IPO Lockup - US$7.9bn Lockup Release
Swiggy (SWIGGY IN) raised around US$1.35bn in its India IPO in Nov 2024. The lockup on its pre-IPO investors is set to expire soon.
619 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - April 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.
1.1k Views
Shakey's Pizza (PIZZA PM) FY24 and Concall Highlights: Solid Q4 Bottomline, Strong FY25 Guidance
We summarize the highlights from Shakey's Pizza (PIZZA PM) FY24 results and the conference call. With a massive swing in earnings in Q4, up 57%...
511 Views