Technically Speaking, Breakouts and Breakdowns: HONG KONG (March 6)
Hong Kong continues its secular bull market outperforming global markets over the last year. After advancing more than 20% this year, the market...
754 Views
Dream International H1 FY24 Concall Highlights: Resilient, Dividend, And Cash Levels Maintained
We summarize the Dream International (1126 HK) results and post-results conference call for H1FY24. Trading at 3.9x FY24 PE with a 12.7% dividend...
714 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - July 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
726 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
650 Views
Dream International (1126 HK) Management Concall: 4x PE,11.4% Div Yield,40% of Mkt Cap in Cash
We summarize our gleanings from a concall with the mgmt of Dream International (1126 HK) recently. It trades at mouth watering 3.9x FY23 PE and a...
653 Views