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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Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety....
806 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2023
We cover our top picks in our high ROCE coverage list. Perfect Medical, Taste Gourmet, Water Oasis, Keepers Holdings, Uchi Technologies, Multi...
764 Views
The Week That Was in ASEAN@Smartkarma - TOA's Troubles, Indonesian Brewing, and Sido Muncul
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
461 Views
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...
869 Views