Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Shortlist of High Conviction Ideas - Income, Value, Margin of Safety

Keepers Holdings / Shakeys Pizza FY22 Results: What to Expect

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Keepers Holdings: Highlights From The Q3 2022 Call / A Multibagger In The Making

Keepers: Thoughts on the Move Up, More to Come Easy Double from Here

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/the-keepers-holdings-inc" target="_blank" data-smartkarma-citation="entities:23003:1" rel="noopener">The Keepers Holdings (KEEPR PM)</a> will announce its FY22 results in the second week of April 2023. Good results(&gt;50% YoY profit)/high dividend payout(50%) have been catalysts for the share price.</li>
<li>We believe Q1 2023 business momentum will also be good, rendering the growth story intact. The company also made a very small acquisition of "Island Mixers" from Diageo Philippines. </li>
<li>Despite the move recently, the stock trades at 9.4x/7.3x FY22/23e with 8-9% of the market cap in cash. With an attractive dividend yield of 5.3% for FY23. </li>
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The Keepers Holdings (KEEPR PM) will announce its FY22 results in the second week of April 2023. Good results(&gt;50% YoY profit)/high dividend payout(50%) have been catalysts for the share price.
We believe Q1 2023 business momentum will also be good, rendering the growth story intact. The company also made a very small acquisition of "Island Mixers" from Diageo Philippines. 
Despite the move recently, the stock trades at 9.4x/7.3x FY22/23e with 8-9% of the market cap in cash. With an attractive dividend yield of 5.3% for FY23. 


Keepers Holdings: Cycling into Good Results in Q4 2022, Good Momentum to Q1 2023