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

Shakeys Pizza: What to Expect From Q2 2023

Shakey's Pizza: Q2 2023 Stellar, Increasing Guidance to 30% YoY Top/Bottomline Growth

Shakey's Pizza (PIZZA PM): A Strong Q3 2023 On The Cards, Good Momentum Into Q4

Shakey's Pizza: Q2 2022 Recovery Far Better Than Expectations, Management Guidance Extremely Bullish

Shakey's Pizza: Brace Yourselves For An Epic Q4 2022

Shakeys Pizza: Q4 2022 Concall Guides For Teens CAGR Revenue Growth, Margins Flat

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/shakey-s-pizza-asia-ventures" target="_blank" data-smartkarma-citation="entities:23706:1" rel="noopener">Shakey's Pizza (PIZZA PM)</a> conference reiterated a bullish outlook with 20% revenue/20% profit growth for FY23 and &gt;20% 3-year-CAGR revenue growth from FY23e-25e. </li>
<li>While the company sacrificed margin by 400 bps YoY to 20% GPM to grow Q1 FY23 revenues, they guided for improvements in subsequent quarters (this is a big positive).</li>
<li>Trading at 13.5x/10.5x FY23e/24e PE, the stock is cheap, and execution remains the key to achieving a higher multiple as it achieves its high growth plans.</li>
</ul>



Shakey's Pizza (PIZZA PM) conference reiterated a bullish outlook with 20% revenue/20% profit growth for FY23 and &gt;20% 3-year-CAGR revenue growth from FY23e-25e. 
While the company sacrificed margin by 400 bps YoY to 20% GPM to grow Q1 FY23 revenues, they guided for improvements in subsequent quarters (this is a big positive).
Trading at 13.5x/10.5x FY23e/24e PE, the stock is cheap, and execution remains the key to achieving a higher multiple as it achieves its high growth plans.


Shakeys Pizza: Q1 2023 Concall Highlights, Bullish, Set For A Big Move