23 Dividend Yielding Small/Mid Caps - Report Card for 2023
We compile a report card for dividend-yielding mid-caps that filter out favorable characteristics of having net cash, decent ROEs, growth, etc. We...
1.3k Views
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....
899 Views
Ginebra San Miguel- The World’s Best Selling Gin Brand On Sale for Under 3 Times TTM EBITDA
Ginebra San Miguel is the maker of the world’s best-selling gin brand. It has a net cash position, its sales are growing, and its operating margin...
640 Views
San Miguel Re-IPO Valuation - Decent Upside from the Low-End of the Price Range
San Miguel (SMC PM)Â looking to sell 523m (including 174.3m upsize option)Â San Miguel Food and Beverage (FB PM)'s shares with a 15% over-allotment...
671 Views
San Miguel Food & Beverage Re-IPO - Dominant Market Share in Its Key Markets
San Miguel (SMC PM) is looking to sell 1bn San Miguel Food and Beverage (FB PM)'s shares with a 332m shares upsize option worth about US$2.1bn...
1.4k Views