Shakey's Pizza: Getting Less Shaky As The Philippines Emerges From COVID
The Philippines’ largest full-service Pizza chain, Shakey’s is currently trading at PHP 7.60 per share, 7.3% below its 1st of April 2022 follow-on...
561 Views
Shakey's Pizza: Q2 2023 Stellar, Increasing Guidance to 30% YoY Top/Bottomline Growth
Shakeys Pizza trades at a 12.9x/9.9x FY23e/24e PE, the stock is cheap, and growth of 20% CAGR over the next 3-4 years is not being factored in....
742 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
238 Views
Keepers Holdings / Shakeys Pizza FY22 Results: What to Expect
The Keepers Holdings (KEEPR PM) declares its FY22 results on the 14th of April, and Shakey's Pizza (PIZZA PM) on the 20th of April. We discuss what...
574 Views
The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low
Shrinking benchmark weights and a dwindling active investor base means it is becoming ever easier for Asia Ex-Japan managers to avoid Philippines...
352 Views