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

Keepers Holdings / Shakeys Pizza FY22 Results: What to Expect

Keepers Holdings: Q4 2022 Concall, Reiterate Positive Outlook for 2023

Shakeys Pizza: Q4 2022 Concall Guides For Teens CAGR Revenue Growth, Margins Flat

Shakeys Pizza: Encouraging Q1 2022, Despite Headwinds

Shakey's Pizza: Q2 2022 Recovery Far Better Than Expectations, Management Guidance Extremely Bullish

Shakey's Pizza: High Conviction Three Bagger, Management Call Provides Superb Guidance For FY22

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/shakey-s-pizza-asia-ventures" target="_blank" data-smartkarma-citation="entities:23706:1" rel="noopener">Shakey's Pizza (PIZZA PM) </a> is on the cusp of reporting a stellar Q4 2022. The stock trades at 16.2x FY22e/10.4x FY23e, with massive scope for upgrades from the street.</li>
<li>With the addition of brands like Potato Corner, Peri-Peri, and R&amp;B Tea, the company has sustainably solidified its scope for mid-teens CAGR growth from 2023 onwards.</li>
<li>The company continues to lower its leverage, and net-debt equity was 0.75x in Q3 2022 as cash generation from its operations solidified the balance sheet. </li>
</ul>



Shakey's Pizza (PIZZA PM)  is on the cusp of reporting a stellar Q4 2022. The stock trades at 16.2x FY22e/10.4x FY23e, with massive scope for upgrades from the street.
With the addition of brands like Potato Corner, Peri-Peri, and R&amp;B Tea, the company has sustainably solidified its scope for mid-teens CAGR growth from 2023 onwards.
The company continues to lower its leverage, and net-debt equity was 0.75x in Q3 2022 as cash generation from its operations solidified the balance sheet. 


Shakey's Pizza: Brace Yourselves For An Epic Q4 2022