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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Binjiang: Set up for a Good Move From Here
Binjiang trades at 10.5x/8.1x FY22/23 PE with a dividend yield of 5.7/7.4% based on a 60% payout ratio. It is the best way to play the PMC bounce...
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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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