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Investics Research

Investics Research
Equity Bottom-up Research

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14 Jun 2024 11:30

Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to Continue

We preview Plover Bay Technologies' (1523 HK) earnings. The stock is trading at 12.2x PE, net cash, and a dividend yield of 8.3%, with ROEs of over...

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14 Jun 2024 11:17

Dickson Concepts (113 HK): 38% Discount to NCAV, 8.6% Dividend Yield, Steady FY24

We summarize the result of the Dickson Concept (113 HK), which is a net-net trading with a 37% discount to its NCAV, an 8.6% dividend, and 1.8x of...

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bullishUMP Healthcare
14 Jun 2024 09:00

UMP Healthcare (722 HK): Deep Value Turnaround in FY25

We preview the FY24 earnings of UMP Healthcare (722 HK) as the company embarks on a turnaround of its business, trading at 12x FY24 PE with 75% of...

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bullishIron Ore
13 Jun 2024 09:00

Iron Ore: Disappointing Data Pushed Price Down to 105, Bounce To 120 On Further Stimulus From China

We provide our take on the China data like TSF, auto sales and property that led to the sell-off in iron ore. We provide our rationale for an iron...

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12 Jun 2024 09:00

Indo Tambangraya Megah (ITMG IJ): Pure Coal Play at 4.5x PE, 50% of the Market Cap in Cash

We summarize ITMG's recent results in Q1 FY24 and the company's outlook over the year. The stock trades at 4.5x PE with a 15% yield and over 50% of...

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