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

Shakey's Pizza FY23 Concall Highlights: Challenging Q1 FY24, Smoother Road Ahead in H2

Shakey's Pizza (PIZZA PM): All Set For Upgrades In Q4 and FY24 Outlook

Shakey's Pizza (PIZZA PM) Q1 FY24 Concall: Margin Recovery in H2 FY24

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

<ul>
<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> guided a strong H2, with mid-teens growth in revenue and profits for the full year of FY24, despite -14% YoY profits in H1 2024.</li>
<li>Potato Corner continues to be a significant growth driver for the company, expanding by 217 stores (base 1784 stores) and maintaining a high single SSSG. </li>
<li>Trading at 12.2x/9.8x FY24E/25E and teens growth CAGR profile for the foreseeable future, the stock is primed to be a multibagger. </li>
</ul>



Shakey's Pizza (PIZZA PM) guided a strong H2, with mid-teens growth in revenue and profits for the full year of FY24, despite -14% YoY profits in H1 2024.
Potato Corner continues to be a significant growth driver for the company, expanding by 217 stores (base 1784 stores) and maintaining a high single SSSG. 
Trading at 12.2x/9.8x FY24E/25E and teens growth CAGR profile for the foreseeable future, the stock is primed to be a multibagger. 


Shakey's Pizza (PIZZA PM) Q2 2024:  Concall Highlights Strong H2 Guidance