Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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Keepers Holdings (KEEPR PM): Preview Q3 2023, Steady Into The Q4 High Season
Keepers Holdings is cheap at 7.7x/6.6x FY23e/24e with a 5.1%/5.9% dividend yield and 10% of the market capitalization in cash. We preview the...
561 Views
Keepers Holdings: Q2 2023 Conference Call: Upbeat Good Momentum into H2 2023
Trading at 8.54x/7.1x PE FY23e/24e, net cash with a dividend yield of 4.6%/5.3% FY23e/24e, a monopoly position in imported spirit distribution...
518 Views
Keepers Holdings: Q4 2022 Concall, Reiterate Positive Outlook for 2023
Keepers Holdings trades at 7.7x/6.6x PE FY23e/24e with 21% of its market cap in cash. With the industry growing structural at mid-teen levels , we...
568 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...
594 Views