Dickson Concepts (113 HK): Scheme Vote on 18 July for a Below Net Cash Offer
The scheme failed as it marginally failed the value test – 10.16% of disinterested shareholders voted NO vs <10% of all disinterested shareholders'...
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Oriental Watch (398 HK): Strong Data Points for H1 FY24, 14% Yield + >50% Mkt Cap in Cash
Oriental Watch (398 HK) trades at 6.9x FY24e, with more than 50% of the market cap in cash and a ~100% payout ratio resulting in a 14% dividend...
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Oriental Watch: Bet on Rolex Demand in China/HK and Collect 12% Dividends While Waiting
Oriental Watch is a play on Rolex demand in China and HK. As recently highlighted by fellow insight provider Sameer Taneja the revenue contribution...
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Oriental Watch (398 HK): Resilient 1H20 Despite HK Unrest; Cash Is 100% of Mkt Cap; 15% Div Yield
Oriental Watch (398 HK) reported 1H20 results which showed the company performed remarkably well given six months of political unrest in its key...
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AGM Oriental Watch (398 HK): Good Performance from April to July, Cash Remains 84% of Market Cap
We attended the AGM of Oriental Watch (398 HK) in Hong Kong. We were positively surprised to learn that Same Store Sales (SSS) growth was highly...
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