Fushan Energy: 50% of Mkt Cap in Cash / ~18% Dividend Yield / Great Returns Just in Dividends
Shougang Fushan Resources (639 HK) trades at 4.5x/5.1x FY22e/23e with 50% of the market cap in cash and a 17.8%/15.8% FY23e/24e dividend yield...
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Adaro Energy (ADRO IJ) Buyback - A Decent Chunk of 1 Year ADV
Adaro Energy (ADRO IJ) just announced another buyback. This should have some decent impact, and the stock is a bit cheap to similar-sized peers.
363 Views
Indonesian Coal = the New Tobacco? Dividend Bonanza Coming: 48-65% Dividend Yields Possible
Coal is the new tobacco and could remain stronger for longer with Russian coal out of the market. Shares have re-rated but dividend yields in FY22...
707 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - April 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...
633 Views
Equity Strategy - Looking into potential late-cycle plays in commodity sectors
Looking into potential late-cycle plays in commodity sectorsAs metal prices are likely entering a ‘late-cycle’ phase. we see copper’s outlook as...
253 Views