Guzman Y Gomez IPO - The Positives - Network Growing, Sales Have Outpaced Network Growth
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the positive aspects of the deal.
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Shakey's Pizza (PIZZA PM) Q1 FY24 Concall: Margin Recovery in H2 FY24
We summarize Shakey's Pizza's Q1 FY24 earnings. We believe the company is on the cusp of increasing its profitability in H2 as its margins expand...
453 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...
652 Views
23 Dividend Yielding Small/Mid Caps - Report Card for 2023
We compile a report card for dividend-yielding mid-caps that filter out favorable characteristics of having net cash, decent ROEs, growth, etc. We...
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Shakey's Pizza (PIZZA PM) Concall Q3 2023: Soft, But Guidance Intact/Brace For Q4 High Season
Shakeys Pizza trades at 12.9x/9.9x PE FY23e/24e and will continue to see >20% CAGR sales momentum from 2023 to 2025. The management retained its...
740 Views