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) Q1 FY24 Concall: Margin Recovery in H2 FY24

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

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" rel="noopener">Shakey's Pizza (PIZZA PM)</a> reported 3Q FY24 SWS sales/profits up 16%/-3% YoY but guided that FY24 revenues/profits would be up double-digit, implying that Q4FY24 profits &gt;60% YoY at least.</li>
<li>The company guided double-digit revenue/profit growth for FY25 as investments in Potato Corner bear fruit. The company guided growth by &gt;450 stores for both FY24/FY25 (base 2141 outlets for FY23)</li>
<li>The stock trades at 13x FY24 PE, and its double-digit growth in the foreseeable future makes it an exciting investment. </li>
</ul>



Shakey's Pizza (PIZZA PM) reported 3Q FY24 SWS sales/profits up 16%/-3% YoY but guided that FY24 revenues/profits would be up double-digit, implying that Q4FY24 profits &gt;60% YoY at least.
The company guided double-digit revenue/profit growth for FY25 as investments in Potato Corner bear fruit. The company guided growth by &gt;450 stores for both FY24/FY25 (base 2141 outlets for FY23)
The stock trades at 13x FY24 PE, and its double-digit growth in the foreseeable future makes it an exciting investment. 


Shakeys Pizza (PIZZA PM) Q3 2024 Concall: An Ok Result, Implied NPAT Guidance for Q4FY24 >60% YoY