Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

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Keepers Q1 2025 Concall Highlights: 20% Revenue Growth, Venture Into Beer, Retail

Keepers Holdings: Cheap Consumption Multibagger in the Philippines

Keepers Holdings (KEEPR PM) Concall Highlights: Solid Q4 2024, Growth Unabated In FY25

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/the-keepers-holdings-inc" target="_blank" data-smartkarma-citation="entities:23003:1" rel="noopener">The Keepers Holdings (KEEPR PM)</a> delivered a softer 3QFY25, with volume growth decelerating to 4% from ~22% in 1HFY25. Demand was impacted by calamities (earthquakes, typhoons) affecting on-premise consumption. </li>
<li>Q4 began with a strong October rebound, as Halloween nearly doubled sales. While it's early in the quarter, management remains bullish about the demand trajectory for the upcoming celebratory season.</li>
<li>The <a href="https://www.reuters.com/world/asia-pacific/marcos-vows-jail-time-suspects-philippines-graft-scandal-2025-11-13/" target="_blank" rel="noopener">recent graft scandal investigations</a> and weak demand-related pullback have brought the stock to an attractive 8.7x PE for FY25e, with ROCEs &gt;20%, a div yield &gt;5% and net cash.</li>
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The Keepers Holdings (KEEPR PM) delivered a softer 3QFY25, with volume growth decelerating to 4% from ~22% in 1HFY25. Demand was impacted by calamities (earthquakes, typhoons) affecting on-premise consumption. 
Q4 began with a strong October rebound, as Halloween nearly doubled sales. While it's early in the quarter, management remains bullish about the demand trajectory for the upcoming celebratory season.
The recent graft scandal investigations and weak demand-related pullback have brought the stock to an attractive 8.7x PE for FY25e, with ROCEs &gt;20%, a div yield &gt;5% and net cash.


Keepers Holdings (KEEPR PM) Q3FY25 Conference Call: Big Seasonal Q4 Jump On The Cards