Keepers Holdings Concall Highlights: Soft Q3 2023, Build Up to Seasonally High Q4
Keepers Holdings trades at 8.2x/7x FY23e/24e with a 5.4%/6.3% dividend yield; we like the name, although the company needs to address a few short...
508 Views
The Week That Was in ASEAN@Smartkarma - Solid BCA, Medikaloka Hermina, and The Keepers Season
The past week saw insights on Bank Central Asia (BBCA IJ), Medikaloka Hermina (HEAL IJ), Sariguna Primatirta (CLEO IJ), Philippine Stock Exchange...
429 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2023
We cover our top picks in our high ROCE coverage list. Perfect Medical, Taste Gourmet, Water Oasis, Keepers Holdings, Uchi Technologies, Multi...
733 Views
The Week That Was in ASEAN@Smartkarma - Astra's Omnipresence, Grab's Taxi Win, and AKRA
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
421 Views
Keepers Holdings (KEEPR PM): What to Expect from Q2 2023
Keepers Holdings trades at 9.3x/7.9x FY23e/24e, with structural growth drivers arising from rising imported spirit consumption and a monopolistic...
576 Views