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

The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers

Keepers Holdings (KEEPR PM): Solid Q2 2024, >20% Growth, >20% ROCE, <8x PE, Net Cash, 6% Div Yield

Keepers Holdings FY23 Concall Highlights: Premiumization Growth Trajectory to Continue

Keepers Holdings Q1 FY24 Concall: Solid Results 7.2x PE FY24e, 6.5% Yield and Mid Teens CAGR Growth

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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<li>
<a href="https://www.smartkarma.com/entities/the-keepers-holdings-inc" target="_blank" rel="noopener">Keepers Holdings (KEEPR PM)</a> reported Q3 2024 revenues/profits of 7.5%/14.5% YoY. Based on current trends, they guided an optimistic outlook for Q4 2024, the high-season quarter.</li>
<li>The company also announced the 100% acquisition of beer distributor Booze On-Line Inc., having exclusive distribution rights to <a href="https://www.smartkarma.com/entities/anheuser-busch-inbev-sa-adr" target="_blank" rel="noopener">Anheuser-Busch InBev's</a><a href="https://www.smartkarma.com/entities/anheuser-busch-inbev-sa-adr" target="_blank" data-smartkarma-citation="entities:864:1" rel="noopener"> (BUD US)</a> beer portfolio in the Philippines.  </li>
<li>Trading at 9.2x FY24 PE, net cash, &gt;20% ROE, and a 5% dividend yield based on a 50% payout is a structural play on the premiumization of alcohol consumption. </li>
</ul>



Keepers Holdings (KEEPR PM) reported Q3 2024 revenues/profits of 7.5%/14.5% YoY. Based on current trends, they guided an optimistic outlook for Q4 2024, the high-season quarter.
The company also announced the 100% acquisition of beer distributor Booze On-Line Inc., having exclusive distribution rights to Anheuser-Busch InBev's (BUD US) beer portfolio in the Philippines.  
Trading at 9.2x FY24 PE, net cash, &gt;20% ROE, and a 5% dividend yield based on a 50% payout is a structural play on the premiumization of alcohol consumption. 


Keepers Holdings (KEEPR PM) Q3 2024 Concall: Exciting Acquisition and Q4 Season Up Ahead

The Keepers Holdings

Keepers Holdings (KEEPR PM) Q3 2024 Concall: Exciting Acquisition and Q4 Season Up Ahead