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...
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Guzman Y Gomez IPO - The Negatives - Lawsuits and Management Churn
Guzman Y Gomez plans to raise around US$160m in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Swiggy Pre-IPO - Peer Comparison - Smaller, Slower and Less Profitable
Swiggy is planning to raise around US$1.25bn through its upcoming India IPO. In this note, we undertake a peer comparison.
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EQD | Upcoming ASX200 Pullback in 1-2 Weeks
The ASX 200 INDEX has entered WEEKLY-overbought status, it is going to pull back in the next 1-2 weeks, but the overall trend appears healthy....
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ASX Short Interest Weekly (Oct 11th): Insurance Australia, Computershare, Goodman
We analyzed ASX short interest report for the past week and highlight short interest changes in Insurance Australia, Computershare, Goodman, Sigma...
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