The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Keepers Holdings: Exciting Soundbites From Management Call for H1 2022
Keepers Holdings trades at 6x PE FY22e (ex-cash) with seven bn+ pesos of cash on the balance sheet representing 37% of market capitalization. We...
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Keepers Holdings: 4.5x PE (Ex-Cash), Cash 50% of Mkt Cap, Structural Double Digit Growth
The Keepers Holdings, Inc., the largest imported spirit distributor in the Philippines with >70% marketshare, now trades at 9.1x FY22e (4.5x ex...
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Wickhams Hill Research | Under-The-Radar Issue 12
A deeper look into Cisarua Mountain Dairy – Cimory (CMRY IJ) since we initially highlighted the deal in Issue 8 revealed that is business is not...
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