Shortlist of High Conviction Philippines Equity Ideas - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
605 Views
The Keepers Holdings (KEEPR PM) - Tuesday, Aug 20, 2024
The Keepers Holdings is a Philippine spirit importer and distributor trading at PHP1.73 per share with a 7.6x FY24E P/E and a 6% dividend yield.
355 Views
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
444 Views
Keepers Holdings (KEEPR PM) Q3 2024 Concall: Exciting Acquisition and Q4 Season Up Ahead
We summarize Keepers Holdings (KEEPR PM) Q3 2024 results and the mgmt conference call. The stock is exciting at 9.2x PE, net cash, >20% ROE, 5%...
657 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 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...
1.3k Views