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%...
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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.
1.7k 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...
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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...
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