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...
1.2k Views
Domino's Pizza - Growing the base
Domino’s Pizza Group’s (DOM’s) new CEO has set an ambitious long-term growth target, including an acceleration in its net store opening programme....
144 Views
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.
449 Views
Swiggy IPO Trading - Decent Anchor but Tepid Overall Demand
Swiggy Limited raised around US$1.35bn in its India IPO, although the demand wasn't great with only instis having some interest in the listing.
295 Views
Swiggy IPO - Not as Cheap as It Looks
Swiggy is looking to raise around US$1.35bn in its India IPO. We have looked at its past performance earlier. In this note, we talk about valuations.
262 Views