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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Quiddity Leaderboard ASX Sep 24 Rebal: The Strong Returns of ASX 300 LONG-SHORT Trade Could Continue
I suggested going LONG ASX 300 expected ADDs - SHORT ASX 300 expected DELs and the LONGs have so far outperformed the SHORTs by 13.2% since the...
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S&P/ASX Index Rebalance Preview: Potential Changes from Now to September
There could be 28 changes for the ASX indices in September with a lot to trade for passive trackers. The adds have outperformed the deletes by a...
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ASX Short Interest Weekly (Jun 21st): Telstra, BHP, Aristocrat Leisure, Sonic Healthcare
We analyzed ASX short interest report for the past week and highlight short interest changes in Telstra, BHP, Aristocrat Leisu, Sonic Healthcare,...
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