Binjiang 3316 HK: >30% Profit Growth, Dividend Yield~6.5%, Cash Now 37% of Market Cap
Binjiang's PE FY23e/24e now is a modest 11.2x FY23e/9.2x FY24e with dividend yield of 5.4%/6.5% FY23e/24e (assuming a 60% payout ratio). The...
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Binjiang (3316 HK) FY23 Results: 74% of the Market Cap in Cash, 8% Dividend Yield
We summarize the results for FY23 for Binjiang Svc Co ( 3316 HK), a PMC in China. Trading at 6.9x FY24 PE with a >8% dividend yield and 74% of the...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety
Post results we screen and filter our top picks are Perfect Medical Health (1830 HK), Water Oasis (1161 HK), Taste Gourmet (8371 HK), Uchi...
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Jinke Smart Services (9666 HK): Boyu’s Unconditional Offer Set to Open
Boyu’s unconditional offer is open and closes on 17 October. The IFA opines that the HK$6.67 offer is fair and reasonable. The long-term play is...
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