Shakey's Pizza: High Conviction Three Bagger, Management Call Provides Superb Guidance For FY22
Shakey's Pizza Asia Ventures (PIZZA PM) is a play on F&B normalizing in the Philippines. On our numbers, it trades at a 12x PE for FY22 and 10x for FY23 which is a significant discount to peers.
Equity Bottom-Up
1.1k Views, 09 Apr 2022 12:52
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