Keepers Holdings: Stellar Q3 2022/ More to Follow in Management Call on 16th November
Keepers Holdings reported strong Q3 2022 revenue growth of 48.6% YoY and profit growth of 47.8%. The stock trades at 8.2x/6.7x FY22/23 PE and is...
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Keepers Holdings (KEEPR PM): Stellar Results. Significant Upside Ahead
Keepers Holdings is the largest imported spirits distributor in the Philippines. The company trades at 4.5x ex-cash with 50% of the market...
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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...
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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...
464 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 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...
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