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...
329 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
Shakey's Pizza (PIZZA PM) Q1 FY24 Concall: Margin Recovery in H2 FY24
We summarize Shakey's Pizza's Q1 FY24 earnings. We believe the company is on the cusp of increasing its profitability in H2 as its margins expand...
329 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...
595 Views
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...
374 Views