HK High ROCE - Compounders Hiding in Plain Sight
Eight HK-listed names with a 33% median ROCE, annual dividends since FY20, and a 9.4x median P/E. Median total return: 214% since 2020. Best value:...
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Dream International (1126 HK) Post Results Call: Moving Into A Great Peak Season
We summarize our gleanings from the Dream International (1126 HK) conference call. The call was extremely upbeat, and the company is likely to...
517 Views
Dream International (1126 HK) H1 FY25: Steady + Dividend Increase
We summarize the H1 FY25 results for Dream International (1126 HK) released yesterday. The stock trades at 13.5x FY25 PE with a 4% dividend yield...
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Dream International (1126 HK): Riding the Popmart Bubble
We try to make sense of the recent rally in Dream International (1126 HK). The stock has been on a tear and is up over 200% since liberation day...
1.4k Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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