Delta Djakarta (DLTA IJ) Q4 2023: Return to Growth, Prefer MLBI IJ as Market Leader
We summarize the results of Delta Djakarta (DLTA IJ), one of the listed Indonesian beer companies trading at 13x FY23 PE with 25% of the market cap...
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Delta Djakarta (DLTA IJ): Cheaper Higher Yield Option to Multi Bintang
Delta Djakarta trades at 11x PE and 10% dividend yield on normalized earnings (Assuming a 110% payout ratio since the 5 Yr average is 120%). The...
721 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We name...
675 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 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.
550 Views
Bali Tourism Recovery: Positive for Indonesian Beer Company Multi Bintang (MLBI IJ)
A way to play the recovery in tourism to Indonesia is through Multi Bintang Indonesia (MLBI IJ) which is trading at 15.9x/13x FY23e/24e with a 6.3%...
690 Views