Shortlist of High Conviction Philippines Equity Ideas - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
364 Views
The Keepers Holdings (KEEPR PM) - Tuesday, Aug 20, 2024
The Keepers Holdings is a Philippine spirit importer and distributor trading at PHP1.73 per share with a 7.6x FY24E P/E and a 6% dividend yield.
134 Views
Keepers Holdings (KEEPR PM) Q3 2024 Concall: Exciting Acquisition and Q4 Season Up Ahead
We summarize Keepers Holdings (KEEPR PM) Q3 2024 results and the mgmt conference call. The stock is exciting at 9.2x PE, net cash, >20% ROE, 5%...
276 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
268 Views
Keepers Holdings (KEEPR PM): Solid Q2 2024, >20% Growth, >20% ROCE, <8x PE, Net Cash, 6% Div Yield
We summarize the H1 FY24 results for Keepers Holdings (KEEPR PM). Trading at 7.7x PE, a 6% dividend yield, and with the structural tailwinds of...
408 Views