Keepers Holdings Q1 FY24 Concall: Solid Results 7.2x PE FY24e, 6.5% Yield and Mid Teens CAGR Growth
We summarize our gleanings from the conference call of Keepers Holdings for Q1 FY24. Trading at 7.2x FY24e PE, net cash, and a 6.5% dividend yield...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
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Dream International (1126 HK) Management Concall: 4x PE,11.4% Div Yield,40% of Mkt Cap in Cash
We summarize our gleanings from a concall with the mgmt of Dream International (1126 HK) recently. It trades at mouth watering 3.9x FY23 PE and a...
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Kumba Iron Ore (KIO SJ): Net Cash Iron Ore Player With High ROCE
As part of our comprehensive coverage on the iron ore space, we initiate on iron ore miner Kumba, a high ROCE player with a high dividend payout...
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Ferrari Q1 FY24: Another Beat, Conservative Guidance And High-Quality Growth
We summarize the results of Ferrari and concall highlight for Q1 FY24. Ferrari is reaffirming its strong branding with strong realizations, a title...
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