Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 2025
We compile our selection of small and mid-cap names, focusing on those with the desired characteristics of high dividend yields, value, and a...
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Oriental Watch (398 HK): HK Retail Environment Improving, China Stable
We provide a preview of earnings for Oriental Watch (398 HK) for H1 FY26. The stock trades at 8.5x FY25 PE, with greater than 50% of the market cap...
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Oriental Watch (398 HK): Resilient Despite Tough HK Environment, Dividend A Slight Disappointment
We summarize the FY25 results of Oriental Watch 398 HK. We analyze the prospects for FY26 and provide a brief summary of measures the company will...
404 Views
Oriental Watch (398 HK): Navigating a Tough Demand Environment With 65% of Market Cap in Cash
We preview Oriental Watch's FY25 earnings. The sentiment on consumption in Hong Kong is bearish, but the cash-rich company (65% of market cap) is...
664 Views
Skyworth Group (751 HK)'s Latest Partial Buyback. Thoughts On Proration
If the price gets (even) closer to the tender price, assuming investors want to come out short and expect no surprise shift in proration, it's...
608 Views