Multi Bintang Indonesia (MLBI IJ): Q2 2024 Mediocre, But Dividend Yield At 8% for 70% ROCE Company
We summarize the results of Multi Bintang Indonesia. Trading at a 12x PE with an 8.2% dividend yield and 8% of the market capitalization in net...
419 Views
Multi Bintang Indonesia (MLBI IJ) Q3 2023: Weaker Than Expected Recovery So Far
Despite a tepid Q3 2023 result, We like Multi Bintang Indonesia (MLBI IJ) as we are paid to wait in the name. The correction post earnings place it...
599 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
705 Views
Bali Tourism Recovery: Positive for Indonesian Beer Company Multi Bintang (MLBI IJ)
A way to play the recovery in tourism to Indonesia is through Multi Bintang Indonesia (MLBI IJ) which is trading at 15.9x/13x FY23e/24e with a 6.3%...
852 Views
Multi Bintang Q2 2023: Steady Recovery 6.5-7% Yield and 85% ROCEs on Track
Multi Bintang trades at 15.8x/13x FY23e/24e PE, with a 6.3%/7.7% dividend yield, we believe this is an excellent play on tourism recovery in...
581 Views