Keepers Holdings: Q4 2022 Concall, Reiterate Positive Outlook for 2023
Keepers Holdings trades at 7.7x/6.6x PE FY23e/24e with 21% of its market cap in cash. With the industry growing structural at mid-teen levels , we...
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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...
791 Views
Shortlist of High Conviction Ideas - Income, Value, Margin of Safety
We like Water Oasis (1161 HK), Perfect Medical Health (1830 HK), The Keepers Holdings (KEEPR PM), and Taste Gourmet (8371 HK) as the businesses are...
770 Views
Keepers Holdings: Cycling into Good Results in Q4 2022, Good Momentum to Q1 2023
Despite its upward move recently, Keepers Holdings trades at 9.4x/7.3x FY22/23e with 8-9% of the market cap in cash. With an attractive dividend...
699 Views
Keepers: Thoughts on the Move Up, More to Come Easy Double from Here
Post the rally; Keepers Holdings trades at 8.4x/6.6x FY22/23e. The dividend yield for FY23e/FY24e is 6.0%/7.6% ( based on a 50% payout). 8% of the...
606 Views