Shakey's Pizza: Q2 2022 Recovery Far Better Than Expectations, Management Guidance Extremely Bullish
Shakeys Pizza is Philippine's largest full-service pizza chain with a 67% marketshare trading at 16x/10x FY22/23e PE. The company boasts a...
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Shakeys Pizza: Encouraging Q1 2022, Despite Headwinds
With systemwide sales growth of 33% YoY in Q1 2022, Shakeys has a great runway with good comps for the rest of FY22. The stock trades at 16.6x FY12...
328 Views
Shakey's Pizza: Getting Less Shaky As The Philippines Emerges From COVID
The Philippines’ largest full-service Pizza chain, Shakey’s is currently trading at PHP 7.60 per share, 7.3% below its 1st of April 2022 follow-on...
587 Views
Keepers Holdings / Shakeys Pizza FY22 Results: What to Expect
The Keepers Holdings (KEEPR PM) declares its FY22 results on the 14th of April, and Shakey's Pizza (PIZZA PM) on the 20th of April. We discuss what...
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The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low
Shrinking benchmark weights and a dwindling active investor base means it is becoming ever easier for Asia Ex-Japan managers to avoid Philippines...
367 Views